How to Send Payment Reminder Emails Automatically

Learn how to automate payment reminder emails using Pabbly Connect with Gmail and Google Sheets. Step-by-step tutorial for seamless integration. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Email Automation

To start sending payment reminder emails automatically, you first need to access Pabbly Connect. If you are a new user, simply open your browser and navigate to pabbl.com/connect. Click on the ‘Sign Up for Free’ option in the top right corner to create your account.

Once you sign up, you will receive 100 free tasks every month. This allows you to send up to 100 payment reminders without any cost. Existing users can directly access the workflow builder within Pabbly Connect to get started.

2. Setting Up the Trigger with Google Sheets

In this section, you will set up the trigger for your workflow using Pabbly Connect and Google Sheets. Click on the ‘Add Trigger’ button in the workflow builder. Search for ‘Google Sheets’ and select it as your trigger application.

• Choose the event as ‘New or Updated Spreadsheet Row’.
• Click on the ‘Connect’ button to generate a webhook URL.
• Copy this webhook URL for later use in Google Sheets.

After copying the URL, open your Google Sheets where you have your customer data. Go to Extensions > Add-ons > Get Add-ons and search for ‘Pabbly Connect Webhooks’ to install the extension. Refresh your Google Sheets to see the new options.

3. Configuring the Webhook in Google Sheets

Now, you need to configure the webhook in your Google Sheets using Pabbly Connect. Click on Extensions > Pabbly Connect Webhooks > Initial Setup. Paste the webhook URL you copied earlier into the designated field.

For the trigger column, specify the final data column where the data will be added. For example, if your final data column is D, enter D as the trigger column. Click on ‘Submit’ to configure the setup. A confirmation message will indicate that the setup was successful.

4. Sending Payment Reminder Emails Using Gmail

Once your trigger is set, the next step is to send automated emails using Gmail through Pabbly Connect. Click on ‘Add New Action Step’ and select Gmail as your action application. Choose ‘Send Email’ as the event and click ‘Connect’.

• If you have an existing connection, select it; otherwise, create a new connection by signing in with your Google account.
• Map the recipient’s email address dynamically from the previous step.
• Enter the email subject and content, ensuring to personalize it using mapped fields.

After entering all the required details, click ‘Save and Send Test Request’ to verify that the email is sent successfully. Check your Gmail inbox to confirm receipt of the email.

5. Sending All Data to Recipients

The final step is to send all the payment reminder emails to your customers at once using Pabbly Connect. Go back to Google Sheets, click on Extensions > Pabbly Connect Webhooks, and select ‘Send All Data’. This action will trigger the sending of all emails to the customers listed in your sheet.

Once the data is sent, you will see the emails being dispatched one by one in your Gmail inbox. Each email will contain personalized information based on the data in Google Sheets. This automation saves you time and ensures that all reminders are sent efficiently.

Conclusion

In this tutorial, we explored how to automate the process of sending payment reminder emails using Pabbly Connect with Gmail and Google Sheets. By following the steps outlined, you can streamline your payment reminders and improve customer engagement.