Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Integration

Pabbly Connect is the central platform for integrating Pabi and So I. To start, visit the Pabbly website and sign in to your Pabbly Connect account.

After signing in, you will be directed to the dashboard. Here, you can easily manage your integrations and workflows. The first step is to click on the “Connect” option to start the integration process.

2. Setting Up Your Broadcast in Pabbly Connect

Creating a broadcast is essential for sending bulk messages to your leads using Pabbly Connect. Start by navigating to the “Broadcast” section on the left-hand side of the dashboard.

  • Click on “Add Broadcast” to initiate the process.
  • Choose the broadcast type as “Broadcast Campaign”.
  • Enter a name for your broadcast, such as “Promo Codes”.

Once you have set the broadcast name, select the contact list you wish to target. Pabbly Connect allows you to create multiple contact lists, making it easy to manage your audience effectively.

3. Customizing Your Message in Pabbly Connect

After setting up your broadcast, the next step is to customize your message. In Pabbly Connect, you can choose between a pre-approved template message or a regular message.

For this tutorial, select the pre-approved template message. Click on “Select WhatsApp Template” and choose your desired template, such as “Promo Code”. You can personalize the message using custom variables like $name, which will automatically replace with the recipient’s name when sent.

4. Scheduling Your Broadcast with Pabbly Connect

Scheduling your broadcast is a crucial feature of Pabbly Connect. To schedule your messages, you can select the date and time you want your broadcast to be sent.

Simply click on the scheduling option and choose your desired date and time. For example, you can set it for April 27th at 5 PM. Once you have selected the timing, click on “Add Broadcast” to confirm your schedule.

This feature allows you to reach out to your leads at the most effective times, ensuring maximum engagement.

5. Testing Your Broadcast in Pabbly Connect

Before finalizing your broadcast, it’s essential to test it using Pabbly Connect. This step ensures that your messages are correctly formatted and personalized.

To test, enter a dummy username and your phone number, then click on the “Send Test Message” button. This will allow you to see how the message appears to your recipients.

Once you receive the test message, check for any formatting issues or errors. If everything looks good, your broadcast is ready to go!

Conclusion

This tutorial highlighted how to integrate Pabi and So I using Pabbly Connect effectively. By following these steps, you can automate messaging to your leads efficiently, ensuring timely communication and engagement.