Watch Step By Step Video Tutorial Below
1. Setting Up Pabbly Chartflow for WhatsApp Integration
The first step to integrate Pabbly Chartflow with WhatsApp is to create an account. Visit paddyy.com/chartflow and sign up for free. Once registered, you will receive 100 free credits, which you can use to test the bulk messaging feature.
After logging in, you can explore the features of Pabbly Chartflow. If you want to purchase a yearly or one-time plan, use the discount code provided on the left side of the screen. This setup will help you automate your WhatsApp conversations effectively.
2. Creating a Message Template for WhatsApp
To send bulk messages on WhatsApp, you need to create a message template. Start by crafting an attractive promotional message that resonates with your audience. For instance, if you own a skincare business, you might create a template titled ‘Skincare Message’.
- Ensure your message is engaging and highlights key offers.
- Your template must be approved by WhatsApp before sending.
- Include images or other media to enhance your message.
Once your template is approved, you can use it to broadcast messages to your customers. This step is crucial for ensuring compliance with WhatsApp’s policies while promoting your business.
3. Broadcasting Messages to Your Audience
After creating your template, the next step is to set up a broadcast. Navigate to the broadcast section in Pabbly Chartflow and click on the ‘Add Broadcast’ button. Choose the broadcast type as ‘Broadcast Campaign’.
When prompted, name your broadcast (e.g., ‘Promotional Skincare Message’) and select your audience. You can either choose an existing contact list or upload a CSV file of your customers. If you want to exclude certain contacts, you can easily do that from a dropdown menu.
4. Testing Your Broadcast Before Sending
Before sending your broadcast to thousands of customers, it’s essential to test the message. Enter your name and phone number in the designated fields to receive a test message on WhatsApp. This ensures that everything is working correctly.
Once you receive the test message, check if it appears as intended. If everything looks good, you can proceed to schedule or send the broadcast instantly. This testing phase is critical for confirming that your audience will receive the message properly.
5. Scheduling or Sending Your Broadcast
After testing, you can choose to either schedule your broadcast or send it immediately. If you opt to schedule, select the date and time for the broadcast to go live. For example, you might choose to send it on August 31st at 5:00 PM.
Once the schedule is set, click on ‘Add Broadcast’ to complete the process. Your promotional message will then be sent to your audience at the specified time. This feature allows for efficient management of your marketing campaigns through Pabbly Chartflow.
In conclusion, integrating WhatsApp with Pabbly Chartflow enables businesses to send bulk promotional messages effectively. By following the outlined steps, you can streamline your marketing efforts and engage your audience efficiently.



