Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To start using Pabbly Connect, visit the Pabbly website by entering Pabbly Connect in your browser. You will need to sign in to your account. If you’re new, you can sign up for free and receive credits to explore the features.
Once logged in, navigate to the Pabbly Connect dashboard. This is where you can manage your integrations and set up workflows between different applications like Click, CSV, and others. Ensure to familiarize yourself with the dashboard layout for efficient use.
2. Creating a Template in Pabbly Chatbot
In this section, we will create a template in Pabbly Chatbot to send bulk messages. First, locate the “Templates” option on the left-hand side of the dashboard. Click on it to access your template list.
- Select the category for your template.
- Name your template (e.g., “Event Invite”).
- Choose the message type and add your content.
After creating your template, submit it for approval. The status will show as pending until it is reviewed. This template will later be used for sending bulk messages to your contacts through Pabbly Connect.
3. Setting Up a Broadcast in Pabbly Chatbot
Now that you have your template ready, it’s time to set up a broadcast using Pabbly Connect. Go to the “Broadcast” section on the left-hand side. Here, you will see options to create a new broadcast.
To create a broadcast, follow these steps:
- Select the broadcast type (e.g., “Broadcast Campaign”).
- Name your broadcast (e.g., “Event Invite”).
- Choose your audience from existing contact lists or upload a CSV file.
Once your broadcast is set up, you can select the message type, which should be the template you created earlier. This integration through Pabbly Connect allows you to efficiently manage your audience and send bulk messages.
4. Testing and Scheduling the Broadcast
Before going live with your broadcast, it’s crucial to test it. In Pabbly Connect, you can send a test message to ensure everything is working correctly. Enter a test contact number and click on “Send Test Message” to verify.
If the test is successful, you can then proceed to schedule your broadcast. You have the option to send it instantly or set a specific date and time. You can also enable automatic retries for failed contacts, ensuring maximum reach for your message.
5. Conclusion
Using Pabbly Connect to integrate applications like Click and CSV allows you to send bulk messages efficiently. By following the steps outlined in this tutorial, you can set up broadcasts that enhance your communication strategy.
In summary, Pabbly Connect serves as a powerful tool for managing your messaging workflows, ensuring that your audience receives timely information. Implement these steps to streamline your messaging process effectively.



