Personalized WhatsApp Messaging Automation Setup

Learn how to automate personalized WhatsApp messaging using Pabbly Connect. Follow our step-by-step tutorial to set up your workflow effortlessly. 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 WhatsApp Automation

To start your personalized WhatsApp messaging automation, first access Pabbly Connect by visiting pabby.com/connect. Here, you can create a free account if you are a new user. This allows you to utilize 100 free tasks monthly to set up your workflows.

If you already have an account, click on the sign-in button to enter the dashboard. Once inside, locate the ‘Create Workflow’ button on the right side of the dashboard. This will begin the process of creating your personalized messaging automation.

2. Creating Your Workflow in Pabbly Connect

After accessing your Pabbly Connect dashboard, click on the ‘Create Workflow’ button. You will be prompted to choose between the new beta version and the classic version of the workflow builder. For this tutorial, select the beta version for a more streamlined experience.

• Name your workflow, e.g., ‘Urban Gadget WhatsApp Personalization System’.
• Select a folder to keep your workflow organized.
• Press the ‘Create’ button to finalize your workflow setup.

Now, you can begin integrating applications to automate personalized WhatsApp messages based on customer preferences. This is where Pabbly Connect shines, enabling seamless integration with various applications.

3. Triggering Automation with Typeform

For this automation, you will use Typeform as the trigger application. Click the plus button to add Typeform as your trigger app. Select the ‘New Entry’ event to ensure the workflow triggers when a new form entry is submitted.

Next, connect Typeform to Pabbly Connect by pressing the ‘Connect’ button. If you are creating a new connection, choose ‘Add New Connection’ and log into your Typeform account. Once connected, select your product inquiry form to proceed.

4. Setting Up Router in Pabbly Connect

To send personalized messages based on product selections, utilize the router feature in Pabbly Connect. Click the plus button to add a router, which will allow conditional workflow execution based on customer choices.

• Set up filters for each product option available in your Typeform.
• For each filter, select the ‘Product Interest’ label and set conditions based on the customer’s selection.

After configuring the filters, you can now proceed to send personalized WhatsApp messages using the next action application, which will be Pabbly Chatflow.

5. Sending Personalized WhatsApp Messages via Pabbly Chatflow

To send WhatsApp messages, select Pabbly Chatflow as your action application. Choose the ‘Send Text Message’ event, and connect it to Pabbly Connect using your API token from the Chatflow dashboard.

Map the recipient’s WhatsApp number and message content dynamically using the mapping feature in Pabbly Connect. This ensures that each message is personalized based on the customer’s details captured in the Typeform submission.

Conclusion

In this tutorial, we demonstrated how to set up personalized WhatsApp messaging automation using Pabbly Connect. By following these steps, you can enhance customer engagement through instant, tailored communications based on their preferences.