How to Send Personalized WhatsApp Offers to Repeat Stripe Customers Using Pabbly Connect

Learn how to automate sending personalized WhatsApp offers to repeat Stripe customers using Pabbly Connect. Step-by-step tutorial included. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To send personalized WhatsApp offers to repeat Stripe customers, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website and either sign in or create a new account.

Once logged in, you will see the Pabbly Connect dashboard. Here, you can create a new workflow to integrate Stripe with WhatsApp. This integration will allow you to automate the sending of offers to your customers based on their payment activities.

2. Creating a New Workflow in Pabbly Connect

Next, you will create a workflow in Pabbly Connect to set up the automation. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. You will be prompted to name your workflow.

• Enter a name for your workflow, such as ‘Send Personalized WhatsApp Offers to Repeat Stripe Customers’.
• Select a folder to save your workflow, or create a new one if needed.
• Click on the ‘Create’ button to proceed.

After creating the workflow, you will be taken to the workflow builder where you can set up triggers and actions to automate the process of sending WhatsApp messages.

3. Setting Up the Trigger for Stripe Payments

In this step, you will set up the trigger for your workflow using Pabbly Connect. Select ‘Stripe’ as your trigger application and choose the event ‘New Charge’. This event will trigger the workflow whenever a new payment is received.

After selecting the event, click on the ‘Connect’ button to link your Stripe account with Pabbly Connect. You will need to copy the webhook URL provided by Pabbly Connect and set it up in your Stripe account to receive payment notifications.

• Log in to your Stripe account and navigate to the ‘Developers’ section.
• Select ‘Webhooks’ and click on ‘Add Endpoint’.
• Paste the copied webhook URL and select the ‘Charge.succeeded’ event.

After setting up the webhook, you can test the connection to ensure that Pabbly Connect is receiving data from Stripe correctly.

4. Retrieving Customer Data from Stripe

Now that the trigger is set up, the next step is to retrieve customer data from Stripe using Pabbly Connect. Add an action step to your workflow and select ‘Stripe’ again as the action application. This time, choose the event ‘Get Customer by Email’.

In this action step, you will map the email address of the customer from the previous step to retrieve their details. This allows you to get the customer’s phone number, which is necessary for sending WhatsApp messages.

Select the existing connection to Stripe in Pabbly Connect. Map the email address from the trigger step to the email field in this action step. Click on ‘Save & Send Request’ to retrieve the customer data.

Once the customer data is retrieved, you will have access to their phone number, which will be used in the next step to send the WhatsApp message.

5. Sending the WhatsApp Message

In the final step, you will send the personalized WhatsApp message using Pabbly Connect. Add another action step and select ‘WhatsApp Cloud API’ as the action application. Choose the event ‘Send Template Message’.

Here, you need to configure the message template that you want to send to your customers. Ensure that you use the phone number retrieved in the previous step and map it to the recipient’s phone number field.

Select the template you created for sending offers. Map the customer’s name and any other dynamic fields to personalize the message. Click on ‘Save & Send Request’ to send the message.

After completing this step, your automated workflow is set up! Whenever a new payment is received in Stripe, a personalized WhatsApp message will be sent to the customer automatically, enhancing customer loyalty and engagement.

Conclusion

In this tutorial, we have demonstrated how to use Pabbly Connect to send personalized WhatsApp offers to repeat Stripe customers. By following these steps, you can automate your communication process and improve customer retention effectively.