How to Send Personalized Thank You Notes via Email After Purchase from Razorpay Using Pabbly Connect

Learn how to send personalized thank you emails after purchases using Pabbly Connect and Razorpay. Step-by-step guide to automate your customer appreciation process. 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 Automation

To send personalized thank you notes via email after a purchase from Razorpay, you need to access Pabbly Connect. Start by opening a new browser tab and navigating to babley.com/connect.

Once on the Pabbly homepage, sign up for a free account or log in if you already have one. Pabbly Connect allows you to create automation workflows that facilitate the integration between Razorpay and Gmail, ensuring that thank you emails are sent automatically after a customer completes a purchase.

2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, you will see the dashboard where you can manage your automation workflows. Click on the ‘Create Workflow’ button located at the top right corner. You will be prompted to choose between the new version and the classic version of the workflow builder. Select the new version for a better experience.

• Click on the ‘Select’ button to proceed.
• Name your workflow, for example, ‘Send Personalized Thank You Notes via Email After Purchase from Razorpay’.
• Choose a folder for your workflow and click ‘Create’.

After creating the workflow, you will be directed to the workflow builder page of Pabbly Connect. Here, you will need to activate your workflow by toggling the button on.

3. Setting Up Triggers and Actions

In Pabbly Connect, the workflow consists of triggers and actions. A trigger is the event that starts the workflow, while an action is what happens as a result of that trigger. For this integration, click on the ‘Add Trigger’ option and select Razorpay.

Choose ‘Payment Captured’ as the app event and click the ‘Connect’ button. This will generate a webhook URL, which you will need to copy and paste into your Razorpay dashboard to establish a connection between Razorpay and Pabbly Connect.

• Navigate to the Razorpay dashboard and click on ‘Developers’ in the left menu.
• Select ‘Webhooks’ and click on ‘Add New Webhook’.
• Paste the copied webhook URL and set the event to ‘Payment Captured’ before clicking ‘Create Webhook’.

Once the webhook is created successfully, return to Pabbly Connect to test the connection by making a purchase through Razorpay.

4. Testing the Connection with Razorpay

To test the connection between Razorpay and Pabbly Connect, you need to simulate a purchase. Go back to your Razorpay dashboard and navigate to the payments page. Select a product to purchase, fill in the required details, and complete the payment process.

Once the payment is successful, Pabbly Connect will receive the webhook response containing the payment details. This response includes critical information such as the customer’s email, name, and the payment amount, which will be used in the thank you email.

Ensure that you note the amount received in the webhook response, which will be in pesas. Prepare to convert the amount from pesas to rupees using a number formatter in the next step.

This successful test confirms that Razorpay is now connected to Pabbly Connect, allowing for automated email communication.

5. Sending Thank You Emails via Gmail

With the connection established, the next step in Pabbly Connect is to send a thank you email through Gmail. Click on the ‘Add Action’ button and select Gmail as the application. Choose ‘Send Email v1’ as the action event and click ‘Connect’.

Authorize your Gmail account and proceed to fill out the required fields. Map the recipient’s email address to the email received from Razorpay. For the email subject, enter ‘Thank You for Your Purchase’ and write the body content of the email, including the customer’s name and the purchase amount converted to rupees.

Use the mapped fields to personalize the email content. Test the email sending process to ensure everything is set up correctly.

Once the test is successful, your workflow is complete. Now, every time a payment is captured through Razorpay, a personalized thank you email will automatically be sent to the customer via Gmail, showcasing the power of Pabbly Connect.

Conclusion

In this tutorial, we demonstrated how to send personalized thank you notes via email after purchases from Razorpay using Pabbly Connect. This integration not only automates the thank you process but also enhances customer relationships effortlessly.

By leveraging the capabilities of Pabbly Connect, businesses can streamline their communication and ensure a positive customer experience after every transaction. Start using Pabbly Connect today to automate your workflows and improve customer satisfaction.