Never Send Offer Reminders Manually Again

Learn how to automate your offer reminders using Pabbly Connect with Google Sheets and Twilio. Follow this detailed tutorial for seamless integration. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To automate your offer reminders, start by accessing Pabbly Connect. You can do this by visiting the Pabbly Connect website and either signing in or signing up for a new account.

Once logged in, you will be directed to the dashboard where you can access all available applications. Click on the ‘Access Now’ button for Pabbly Connect to begin creating your automation workflow.

2. Creating Your Workflow in Pabbly Connect

In this section, you will create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button and name your workflow, for instance, ‘Never Send Offer Reminders Manually Again’.

• Select a folder for your workflow, such as ‘Automations’.
• Choose the Beta version for a modern and flexible experience.
• Click on the ‘Create’ button to finalize your workflow setup.

Your workflow is now created in Pabbly Connect, and you can proceed to set up the trigger for this automation.

3. Setting Up the Trigger with Google Sheets

The next step involves setting up your trigger using Google Sheets within Pabbly Connect. Select Google Sheets as your trigger application and choose the event ‘New or Updated Spreadsheet Row’.

Connect your Google account and select the specific spreadsheet that contains your customer details. Ensure you have the Webhook URL copied from Pabbly Connect to connect your Google Sheets with the automation.

• Install the Pabbly Connect add-on in Google Sheets.
• Refresh your Google Sheets after installation.
• Set the trigger column to the last data column.

After configuring the trigger, you can test it to ensure it captures the data correctly from your Google Sheets.

4. Sending SMS Reminders with Twilio

Once your trigger is set, you will set up an action to send SMS reminders using Twilio through Pabbly Connect. Select Twilio as your action application and choose the event ‘Send SMS’.

Connect your Twilio account by entering the required details such as Account SID and Auth Token. Then, configure the SMS body to include your promotional message and ensure you map the customer’s phone number from the previous step.

Enter the SMS body, e.g., ‘Don’t miss our special offer!’. Specify the sender number as your Twilio number. Map the recipient number from the Google Sheets data.

After saving your action setup, you can test sending an SMS to verify that the integration works seamlessly.

5. Delaying Reminders for Last Day Alerts

To ensure your reminders are sent at the right time, you can set a delay in Pabbly Connect. This feature allows you to schedule the SMS reminders to be sent on the last day of your sale.

In your workflow, add a delay action and specify the duration for the delay, such as three days. This ensures that your SMS reminders are sent just in time for the sale.

Select the delay time based on your sale duration. Confirm the delay settings in your workflow. Test the full workflow to ensure everything is working as intended.

With this setup, you will never have to send offer reminders manually again, as Pabbly Connect automates the entire process for you.

Conclusion

By utilizing Pabbly Connect, you can efficiently automate your offer reminders using Google Sheets and Twilio. This detailed tutorial illustrates how to streamline your reminder process, ensuring timely notifications for your customers.