How to Send Emails for Orders Placed Before Events with Pabbly Connect

Learn how to automate sending emails for ticket orders placed within four days of an event using Pabbly Connect. Step-by-step guide included. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Email Automation

To start sending emails for orders placed within four days of an event, you first need to access Pabbly Connect. Sign in to your Pabbly account and navigate to the Pabbly Connect dashboard.

Once inside, click on the ‘Create Workflow’ button to initiate a new automation process. Name your workflow appropriately, like ‘Send Emails to Customers Four Days Before the Event,’ and click on the ‘Create’ button. This sets the stage for integrating Ticket Tailor with Gmail via Pabbly Connect.

2. Configuring Ticket Tailor as the Trigger Application

In this step, you will configure Ticket Tailor as the trigger application within Pabbly Connect. Select Ticket Tailor and set the event to ‘New Ticket Order.’ This event will trigger whenever a new ticket order is placed.

After selecting the trigger, Pabbly Connect will provide you with a webhook URL. This URL is essential for connecting Ticket Tailor with Pabbly Connect. Go to your Ticket Tailor settings, navigate to the API section, and create a new webhook by pasting the provided URL. Make sure to set the status as active.

3. Testing the Integration with Ticket Tailor

After setting up the webhook, it’s time to test the integration. Go back to Pabbly Connect and check if it’s waiting for a response. Fill out the registration form on Ticket Tailor to simulate a new ticket order. Ensure you provide a valid email address, as this will be used later in the email notification.

Once the form is submitted, Pabbly Connect will capture the response, including details like the ticket URL, name, email address, and registration date. This information will be crucial for sending the confirmation email.

• Fill out the Ticket Tailor registration form.
• Submit the form to trigger the webhook.
• Check Pabbly Connect for the captured response.

After confirming that the data has been captured, proceed to the next step to set up the email notification.

4. Adding Date-Time Formatter to Check Order Timing

Now, you need to check if the order was placed within four days of the event. This is where Pabbly Connect’s Date-Time Formatter comes into play. Add a new step and select the Date-Time Formatter action.

Configure the Date-Time Formatter to get the current date and then calculate the duration between the order date and the event date. This will help in determining if the email should be sent. You will set the action to calculate the difference in days between the current date and the event date.

• Select Date-Time Formatter in Pabbly Connect.
• Get the current date and event date.
• Calculate the duration to check if it’s within four days.

Once the duration is calculated, you can set up a filter to allow only those orders that are placed within four days of the event.

5. Sending Email Notification via Gmail

In this final step, configure Gmail as the action application in Pabbly Connect. Set the action event to ‘Send Email’ and connect your Gmail account. This will allow Pabbly Connect to send emails on your behalf.

Fill in the necessary details such as the recipient’s email address (captured from Ticket Tailor), the sender name, email subject, and email content. You can map the event details into the email content to personalize it. Once everything is configured, save the workflow and send a test email to verify that it works correctly.

Select Gmail as the action application. Fill in the email details including subject and content. Save and test the workflow to ensure emails are sent.

After testing, you will receive a confirmation email at the specified address, indicating that the integration is successful.

Conclusion

This tutorial demonstrates how to automate sending emails for ticket orders placed within four days of an event using Pabbly Connect. By integrating Ticket Tailor with Gmail, you can efficiently manage event registrations and enhance communication with attendees.