How to Send WhatsApp Coupons for Survey Completion Using Pabbly Connect

Learn how to automate WhatsApp coupon messages for survey completion using Pabbly Connect. Step-by-step guide to integrate Google Forms and WhatsApp seamlessly. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To automate the process of sending WhatsApp coupons for survey completion, you need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing in to your account. If you are a new user, you can sign up for free to get started.

Once logged in, you will see the dashboard where you can manage your workflows. Pabbly Connect will facilitate the integration between Google Forms and WhatsApp, enabling automated message sending based on survey submissions.

2. Creating a Workflow in Pabbly Connect

Next, create a new workflow in Pabbly Connect by clicking on the ‘Create Workflow’ button. You will be prompted to name your workflow; for this tutorial, name it ‘Google Forms to WhatsApp’. After naming, select a folder to categorize your workflow.

• Click on ‘Create’ to save your workflow.
• Choose the ‘New Beta Method’ for creating your automation.

This step is crucial as it sets up the trigger for your workflow. The trigger will allow Pabbly Connect to listen for new responses from your Google Form.

3. Setting Up the Trigger with Google Forms

In this section, you will set up the trigger for your workflow using Pabbly Connect. Select Google Forms as your trigger application and choose the event ‘New Response Received’. Click on the connect button to create a connection.

Once connected, Pabbly Connect will provide you with a webhook URL. Copy this URL as you will need it to link your Google Form to Pabbly Connect. Open your Google Form, go to the Responses tab, and link it to a new Google Sheets spreadsheet to capture the responses.

• Go to Extensions > Add-ons > Get Add-ons.
• Search for Pabbly Webhooks and install it.
• Refresh the spreadsheet and select Pabbly Webhooks from Extensions.

In the Pabbly Webhooks menu, select ‘Initial Setup’ and paste the webhook URL into the designated field, specifying the trigger column as well.

4. Sending WhatsApp Messages via Pabbly Connect

After setting up the trigger, you will add an action step to send a WhatsApp message using Pabbly Connect. Choose WhatsApp Cloud API as your action application and select the event ‘Send Template Message’. Click connect and enter your WhatsApp Cloud API credentials.

Map the customer’s phone number from the previous step to ensure the message is sent to the correct recipient. Additionally, select the template you created for sending coupons. This template should contain variables for personalized messages.

Ensure to enter the correct token, phone number ID, and WhatsApp Business Account ID. Test the message by sending it to your number.

Using Pabbly Connect, you can verify that the WhatsApp message is sent successfully after a form submission. Check your WhatsApp to confirm receipt of the coupon message.

5. Conclusion: Automating WhatsApp Coupons with Pabbly Connect

In conclusion, using Pabbly Connect allows you to automate the process of sending WhatsApp coupons based on survey completions. This integration not only saves time but also enhances customer engagement by providing instant rewards.

By following the steps outlined in this tutorial, you can seamlessly connect Google Forms and WhatsApp, ensuring that every customer receives their coupon promptly after providing feedback. Start automating your workflows today with Pabbly Connect to enjoy the benefits of efficient communication.