How to Send Custom Follow-Up Emails After WooCommerce Order Using Pabbly Connect

Learn how to send custom follow-up emails after WooCommerce orders using Pabbly Connect. This step-by-step guide covers integration with Gmail and WooCommerce. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for WooCommerce Integration

To send custom follow-up emails after a WooCommerce order, you need to access Pabbly Connect. Start by visiting the Pabbly Connect landing page by searching for ‘Pabbly.com/connect’ in your browser. This platform serves as the automation tool that links your WooCommerce store with Gmail.

Once on the page, you have two options: sign in if you’re an existing user or sign up for free if you’re new. New users can enjoy 100 free tasks every month to explore the features of Pabbly Connect. After signing in, navigate to the dashboard and click on the ‘Create Workflow’ button to start setting up your automation.

2. Creating a Workflow in Pabbly Connect

After clicking ‘Create Workflow’, you will be prompted to select a workflow builder. Choose the ‘New Workflow’ option for a modern interface. You will then need to name your workflow, such as ‘Send Custom Follow-Up Emails After WooCommerce Order’, and select a folder to save it in.

• Select the folder for your workflow.
• Name your workflow appropriately.
• Click on ‘Create’ to proceed.

Once created, the workflow window will open, where you can set up the trigger and action. The trigger will be when a new order is created in WooCommerce, and the action will be to send an email through Gmail, facilitated by Pabbly Connect.

3. Setting Up the Trigger for WooCommerce

To set up the trigger, click on the ‘Add Trigger’ button and select ‘WooCommerce’ as your trigger application. For the trigger event, choose ‘New Order Created’ and click on ‘Connect’. This will generate a webhook URL.

Copy the webhook URL and go to your WooCommerce account, which is a plugin of WordPress. Navigate to the settings section, click on ‘Advanced’, and then select ‘Webhooks’. Here, you will add a new webhook by clicking the ‘Add Webhook’ button.

• Name your webhook (e.g., ‘New Order’).
• Set the status to active.
• Select the topic as ‘Order Created’.
• Paste the copied webhook URL into the delivery URL field.

After saving the webhook, you will see a confirmation indicating that the connection between WooCommerce and Pabbly Connect is successful. This setup allows Pabbly Connect to capture new order details automatically.

4. Setting Up the Action Step with Gmail

Next, you need to set up the action step to send an email via Gmail. Click on the ‘Add Action Step’ button and choose ‘Gmail’ as the action application. For the action event, select ‘Send Email’ and click on ‘Connect’. This will prompt you to create a connection between Gmail and Pabbly Connect.

To establish this connection, select ‘Add a New Connection’ and sign in with your Google account. Ensure you grant all necessary permissions to allow Pabbly Connect to send emails on your behalf. Once connected, you can select the recipient’s email address from the previous step’s response.

Map the recipient’s email from the WooCommerce order details. Enter the sender’s name and email subject. Compose the email content using HTML for attractive formatting.

After filling in these details, click on ‘Save and Send Test Request’. This will send a test email to ensure everything is functioning correctly. If successful, you will receive a confirmation that the email has been sent via Pabbly Connect.

5. Testing the Workflow in Real Time

To test your workflow, go back to your WooCommerce store and place a new order. Fill in the necessary details and complete the purchase. Once the order is placed, Pabbly Connect will capture the order details automatically through the webhook.

After placing the order, check your Gmail inbox to see if the follow-up email has been received. The email should contain the order details, including the order number and product name. This real-time testing confirms that the integration is working as intended.

With this complete, you have successfully set up an automated system to send custom follow-up emails after WooCommerce orders using Pabbly Connect. This automation not only saves time but also enhances customer engagement post-purchase.

Conclusion

In this tutorial, we explored how to send custom follow-up emails after WooCommerce orders using Pabbly Connect. By following the steps outlined, you can effectively automate your email communications and improve customer satisfaction.