Send Donation Request Links on WhatsApp for Nonprofit Campaigns Using Pabbly Connect

Learn how to send donation request links on WhatsApp for nonprofit organizations using Pabbly Connect. Step-by-step guide for seamless integration. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Your Nonprofit Organization

To begin sending donation request links via WhatsApp, you first need to access Pabbly Connect. This integration platform allows seamless automation between various applications. Start by visiting the Pabbly Connect dashboard at Pabbly.com/connect, where you can create your account and log in.

Once logged in, you can create a new workflow by clicking on the ‘Create Workflow’ button. Give your workflow a descriptive name, such as ‘Send Donation Links to Donors on WhatsApp.’ After naming, click the ‘Create’ button to load your workflow page. This is where you will set up the automation process to send donation links to your donors.

2. Setting Up the Trigger with Donately

In this step, you will configure the trigger for your workflow using Pabbly Connect. The trigger event will be the creation of a new campaign in the Donately application. Choose Donately from the ‘Choose App’ dropdown and select the ‘New Campaign’ trigger event.

• Select Donately as the application.
• Choose the trigger event ‘New Campaign’.
• Connect your Donately account using your API token.

To find your API token, navigate to your Donately account settings and locate the API section. Copy the token and paste it into the designated field in Pabbly Connect. Leave the password field blank and click ‘Save’ to establish the connection.

3. Capturing Donor Data from Google Sheets

Next, you will configure Pabbly Connect to capture donor data from Google Sheets. This is essential for sending personalized donation request links via WhatsApp. Choose Google Sheets as your next application in the action step.

Select the ‘Get Rows’ action event to retrieve donor information. Connect to your Google Sheets account and select the spreadsheet that contains your donor details. Specify the range of data, ensuring it includes names and WhatsApp numbers of your donors.

• Select the spreadsheet containing donor information.
• Define the range of cells to retrieve donor data.
• Toggle the simple response button off for detailed data format.

After setting this up, click ‘Save and Send Test Request’ to capture a sample of the donor data, which will be used in the subsequent steps.

4. Sending WhatsApp Messages Using Cloud API

Now, you will set up the action to send WhatsApp messages using the Cloud API. In this step, choose WhatsApp Cloud API as the application. For the action event, select ‘Send Template Message’ and establish a new connection. using Pabbly Connect

To connect, you will need a permanent access token, phone number ID, and business account ID, all of which can be found in your Cloud API settings. Once connected, select the message template you created earlier for sending donation requests.

Map the recipient’s mobile number from the donor data captured. Insert dynamic fields in the message template for personalization. Test the message by sending it to a sample WhatsApp number.

After mapping all necessary fields, click ‘Save and Send Test Request’ to send a test message. You should see the response confirming that the message was sent successfully.

5. Automating the Process for Future Campaigns

Once your workflow is set up in Pabbly Connect, it will automatically send WhatsApp messages to your donors whenever a new campaign is created in Donately. This automation saves time and ensures that your donors receive timely updates about fundraising efforts.

To finalize your setup, ensure that all connections are saved properly. You can reuse the same workflow for future campaigns by simply creating new campaigns in Donately. The WhatsApp messages will be sent automatically to the contacts in your Google Sheets.

With this automation, you can focus on your nonprofit’s goals while Pabbly Connect handles the communication with your donors. This setup is beneficial for any nonprofit organization looking to streamline their donation requests.

Conclusion

In conclusion, using Pabbly Connect allows nonprofit organizations to efficiently send donation request links on WhatsApp. This tutorial outlines the steps to automate the process, ensuring timely communication with donors and enhancing fundraising efforts.