Watch Step By Step Video Tutorial Below





1. Setting Up Pabbly Connect for Integration

To start integrating Pabbly Chatbot with Google Sheets and CSV files, first access Pabbly Connect. This platform acts as the central hub for managing your integrations seamlessly.

Log into your Pabbly account and navigate to the Pabbly Connect dashboard. Here, you can create a new workflow that will facilitate the integration process. To do this, click on the ‘Create Workflow’ button.

2. Creating a Broadcast Campaign with Pabbly Chatbot

Next, you will create a broadcast campaign using the Pabbly Chatbot. This feature allows you to send promotional messages directly to your customers via WhatsApp.

Click on the ‘Add Broadcast’ button to start. Choose the type of broadcast and name it accordingly. For instance, you might name it “Promotional Offer”. After that, select your audience from existing contact lists or upload a CSV file.

  • Choose an existing contact list or upload a CSV file.
  • Ensure your CSV file contains the first name, last name, and phone number of your contacts.
  • Download the CSV from Google Sheets or Excel.

After selecting your audience, you can customize your message template. This allows you to create engaging promotional content that resonates with your audience.

3. Using Google Sheets to Manage Your Contacts

Using Pabbly Connect, you can easily manage your contacts through Google Sheets. Ensure your data is structured correctly in the spreadsheet for optimal results.

To create a CSV file, simply organize your customer data in Google Sheets, then download it in CSV format. This file can be uploaded directly into your Pabbly Chatbot broadcast.

Make sure your CSV file does not exceed 50 MB and contains no more than 200,000 contacts. This allows for efficient processing of your broadcast campaign.

4. Scheduling Your Broadcast with Pabbly Connect

Once your broadcast setup is complete, you can schedule it using Pabbly Connect. This feature allows you to choose a specific time for your messages to be sent out.

Select the desired date and time for your broadcast. For example, if you want to send the message on September 28 at 7:00 PM, set these parameters in the scheduling options.

  • Choose the option to send immediately or schedule for later.
  • Enable automatic retries for failed messages.
  • Specify the number of retries and wait time between them.

This ensures that your promotional messages reach your customers at the optimal time, maximizing engagement.

5. Testing and Launching Your Campaign

Before launching your broadcast campaign, it’s crucial to test it using Pabbly Connect. This will confirm that everything is functioning as intended.

Input a test contact and send a test message to ensure your template appears correctly on WhatsApp. Once you confirm that the test message is received successfully, you can proceed to launch your campaign.

After scheduling your broadcast, you can view statistics and reports on the performance of your campaign within Pabbly Connect. This feature allows you to analyze engagement and optimize future campaigns.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to integrate Pabbly Chatbot with Google Sheets and CSV files for effective promotional campaigns. By following these steps, you can streamline your marketing efforts and enhance customer engagement.