How to Send Automated Coupons via SMS Using Pabbly Connect: WooCommerce to Twilio Integration

Learn how to automate sending coupons via SMS to customers using Pabbly Connect, integrating WooCommerce and Twilio seamlessly. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start sending automated coupons via SMS, first access Pabbly Connect. This integration platform allows you to connect various applications seamlessly. If you’re new to Pabbly Connect, sign up for a free account, where you will receive free tasks monthly to test automation workflows.

Once logged in, navigate to the dashboard and click on the blue button labeled ‘Create Workflow’. Name your workflow, such as ‘Send Automated Coupons on SMS Automatically,’ and click ‘Create’ to proceed. This is your first step towards building the automation that will send SMS coupons to your customers after they place an order.

2. Setting Up WooCommerce as the Trigger Application

In this section, we will set up WooCommerce as the trigger application in Pabbly Connect. Select WooCommerce as the trigger app and choose the event ‘New Order’. This means that every time a new order is placed in your WooCommerce store, it will trigger the subsequent actions defined in your workflow.

• Select the trigger event as ‘New Order’.
• Copy the webhook URL provided by Pabbly Connect.
• Go to your WooCommerce settings and add the webhook URL under the advanced settings.

After adding the webhook, save the settings. Once this is done, Pabbly Connect will start waiting for the webhook response, which confirms that the integration is successful.

3. Generating Coupon Codes in WooCommerce

Next, we will generate coupon codes automatically using WooCommerce via Pabbly Connect. After capturing the order details, add another action step in your workflow and select WooCommerce again. This time, choose the action event ‘Create Coupon’.

To connect WooCommerce with Pabbly Connect, you will need to provide the API keys. Navigate to the WooCommerce settings, create a new REST API key, and copy the consumer key and secret. Paste these keys back into Pabbly Connect.

• Generate a unique coupon code based on the order ID and customer name.
• Set the discount type and amount (e.g., 5% off).
• Define the expiry date for the coupon.

Once you have configured these settings, save the action. Now, whenever an order is placed, a unique coupon code will be generated automatically.

4. Sending SMS via Twilio with Pabbly Connect

After generating the coupon code, the next step is to send it via SMS using Twilio, integrated through Pabbly Connect. Add Twilio as the next action step and select the event ‘Send SMS’. Connect your Twilio account by entering your Account SID and Auth Token, which can be found in your Twilio console.

In the SMS body, craft a message that includes the customer’s name and the coupon code generated earlier. For example, you might write, ‘Hello [Customer Name], thank you for shopping! Use this code [Coupon Code] for your next purchase.’ Ensure to map the customer’s phone number from the WooCommerce data to the recipient field.

Finally, save the action and send a test SMS to verify that everything is functioning correctly. Once confirmed, your automation is complete, and Pabbly Connect will handle sending SMS coupons automatically for every new order placed.

5. Finalizing Your Automation Workflow

Now that you have set up your workflow in Pabbly Connect, it’s time to finalize everything. Review all the steps to ensure that the trigger and actions are correctly configured. You can also test the entire workflow by placing a dummy order in your WooCommerce store.

After confirming that the SMS with the coupon code is delivered successfully, you can relax. Pabbly Connect will run this automation in the background, sending SMS coupons to your customers automatically whenever they place an order.

For further customization, you can explore additional features in Pabbly Connect to enhance your automation capabilities. This setup not only saves time but also improves customer engagement by encouraging repeat purchases.

Conclusion

In this tutorial, we demonstrated how to automate sending SMS coupons using Pabbly Connect, integrating WooCommerce and Twilio effectively. By following these steps, you can enhance customer retention and streamline your marketing efforts.