How to Send Reminder Emails Before an Event

Learn how to send reminder emails before an event using Pabbly Connect. This step-by-step tutorial covers integration with Google, Gmail, and more. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Email Reminders

To send reminder emails before an event, you need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing up for a free account if you haven’t already. This platform allows you to automate workflows seamlessly.

Once logged in, navigate to the workflow builder. Here, you can create a new workflow that will manage the automation of sending reminder emails. Make sure to familiarize yourself with the interface, as it will be crucial for setting up your triggers and actions.

2. Setting Up the Trigger in Pabbly Connect

The first step in your automation process is to set up a trigger in Pabbly Connect. Click on the ‘Add Trigger’ button and select the application you are using for registrations, such as Typeform. Choose the event as ‘New Entry’ and connect your Typeform account.

• Select the form that collects registration details.
• Ensure your Typeform account is logged in to allow Pabbly Connect to access it.
• Click ‘Save and Send Test Request’ to capture the response.

This setup allows Pabbly Connect to monitor new registrations and trigger subsequent actions, such as sending confirmation emails.

3. Sending Confirmation Emails with Pabbly Connect

After capturing the registration details, the next step is to send a confirmation email. In your workflow, add a new action step and select Gmail as the application. Choose the event as ‘Send Email’ and connect your Gmail account. using Pabbly Connect

Fill in the required fields such as sender name, recipient email (which you will map from the previous step), subject, and email content. For the email content, you can use HTML for advanced formatting. Mapping allows the email to be personalized using the registrant’s name.

4. Adding Delay for Reminder Emails in Pabbly Connect

To ensure that reminder emails are sent at the right time, you need to add a delay in your workflow using Pabbly Connect. Add a new action step and select the ‘Delay’ application. Choose the event as ‘Add Time Delay’.

Specify the delay until the date of your event. For instance, if your event is on February 25th, set the delay to send the reminder email on February 24th. Enter the date and time in the required format, ensuring it aligns with your event schedule.

• Select the year, month, date, hour, minute, and second accurately.
• Click ‘Save and Send Test Request’ to confirm the delay setup.

This delay feature allows Pabbly Connect to manage the timing of your reminder emails effectively.

5. Sending Reminder Emails Using Pabbly Connect

With the delay set, you can now configure the reminder email. Duplicate the previous Gmail action step by clicking ‘Copy Step’ and then ‘Paste Step’. Open the copied step to modify the subject and content for the reminder email.

Change the subject to something like ‘Reminder: Your Workshop is Tomorrow’ and update the content accordingly. Ensure that you map the registrant’s name again for personalization. Finally, click ‘Save and Send Test Request’ to send a test reminder email.

This completes the setup of your automation process using Pabbly Connect. Whenever a new registration occurs, a confirmation email will be sent immediately, followed by a reminder email one day before the event.

Conclusion

In this tutorial, you learned how to send reminder emails before an event using Pabbly Connect. By setting up triggers, actions, and delays, you can automate your email communications effectively. This process not only enhances attendee experience but also helps reduce no-shows for your events.