Learn how to automate sending school admission details to parents via WhatsApp when an enquiry form is submitted using Pabbly Connect. Follow our step-by-step guide!

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start the integration process, first, access Pabbly Connect. This platform is essential for automating the flow of admission details to parents via WhatsApp. Begin by logging into your Pabbly Connect account or creating one if you don’t have it yet.

Once logged in, navigate to the dashboard. Here, you will find options to create a new workflow. Click on the ‘Create New Workflow’ button and name your workflow appropriately, such as ‘School Admission WhatsApp Notification’ to keep it organized.

2. Setting Up the Trigger in Pabbly Connect

The next step involves setting up the trigger in Pabbly Connect. This trigger will activate whenever an enquiry form is submitted on your website. Choose the application from which you want to collect data—select your form application (like Google Forms or a WordPress form) as the trigger app.

  • Select the trigger event, such as ‘New Form Submission’.
  • Connect your account by following the on-screen prompts.
  • Test the trigger to ensure it captures the form data correctly.

Once the trigger is successfully set, you will see a sample submission on your screen. This confirms that Pabbly Connect is ready to process the data from the form submissions.

3. Configuring WhatsApp Integration with Pabbly Connect

Now that the trigger is set, it’s time to configure the WhatsApp integration. In this step, select WhatsApp as the action app in Pabbly Connect. Choose the action event that corresponds to sending a message.

Connect your WhatsApp account to Pabbly Connect. You may need to use a service like 360dialog to facilitate this connection. Follow the prompts to authenticate your WhatsApp account.

  • Input the phone number of the parent who will receive the message.
  • Craft the message template, including details like the admission process link.
  • Test the message to ensure it sends correctly to WhatsApp.

After testing, you should see a successful message sent confirmation. This indicates that Pabbly Connect has successfully integrated WhatsApp into your workflow.

4. Completing the Integration and Final Testing

With the WhatsApp message configuration complete, it’s time to finalize the integration. Review all the settings in Pabbly Connect to ensure everything is correctly set up. Check the trigger and action steps for any errors.

Run a final test by submitting the enquiry form on your website. This will allow you to verify that the entire workflow functions as intended, sending the admission details to the specified WhatsApp number.

Submit the form with test data. Check the WhatsApp account for the received message. Confirm that all details are accurate and complete.

Once confirmed, your integration is complete, and Pabbly Connect will automatically send admission details to parents via WhatsApp whenever an enquiry form is submitted.

5. Monitoring and Maintaining Your Integration

After setting up your integration, it’s essential to monitor its performance. Regularly check Pabbly Connect for any errors or issues that may arise with the workflow. You can access logs and reports that detail every action taken by the automation.

Additionally, ensure that your WhatsApp account remains connected and functional. If changes are made to the form or WhatsApp settings, revisit Pabbly Connect to update your workflow accordingly.

By maintaining your integration, you ensure that parents consistently receive timely admission details, enhancing communication and engagement.

Conclusion

In conclusion, using Pabbly Connect to automate sending school admission details to parents via WhatsApp streamlines communication effectively. By following the steps outlined, you can easily set up this integration, ensuring that parents receive timely information whenever an enquiry form is submitted.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.