Send New Year Wishes to Customers via Email Automatically with Pabbly Connect

Learn how to use Pabbly Connect to automatically send New Year wishes to customers via email. Step-by-step tutorial with Google Sheets and Gmail integration. 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. Access Pabbly Connect to Start Automation

To send New Year wishes to customers via email automatically, the first step is to access Pabbly Connect. Start by visiting the URL Pabbly.com/connect in your browser. Here, you can either sign in to your existing account or click on the ‘Sign up for free’ button to create a new account.

Once you create an account, you’ll receive 100 free tasks each month. After signing in, navigate to the ‘All Apps’ section and click on ‘Access Now’ for Pabbly Connect. This will take you to the dashboard where you can manage your workflows.

2. Create a New Workflow in Pabbly Connect

In the Pabbly Connect dashboard, the next step is to create a new workflow. Click on the ‘Create Workflow’ button. You’ll be prompted to name your workflow; enter ‘Send New Year Wishes to Customers via Email Automatically’ and select the appropriate folder for organization.

Upon creating your workflow, you will see two sections: Trigger and Action. The Trigger is the event that starts your workflow, while the Action is what happens as a result. Here, we will set Google Sheets as the Trigger and Gmail as the Action, enabling automated email sending when new customer data is added.

3. Set Google Sheets as Trigger in Pabbly Connect

To configure the Trigger, select Google Sheets as the application in Pabbly Connect. Choose the trigger event as ‘New or Updated Spreadsheet Row’. This event will initiate the workflow whenever a new row is added in your Google Sheets.

Next, copy the Webhook URL provided by Pabbly Connect and head over to your Google Sheets. Go to Extensions > Add-ons > Get Add-ons, and search for the Pabbly Connect Webhook add-on. Install it, and then refresh your spreadsheet to see the new options.

• Paste the Webhook URL in the initial setup of the add-on.
• Specify the trigger column (the last column with data).
• Test the connection by sending a test response.

After completing the setup, return to Pabbly Connect to confirm that the test data from Google Sheets has been captured successfully.

4. Set Gmail as Action in Pabbly Connect

Now, let’s configure the Action step by selecting Gmail as the application in Pabbly Connect. Choose the action event ‘Send Email’. Click on ‘Connect’, and if prompted, authorize Pabbly Connect to access your Gmail account.

In the email configuration fields, map the recipient’s email address from the test data received from Google Sheets. This will ensure that each customer receives their personalized New Year wishes. Fill in the sender name, email subject, and content, using HTML format for a more attractive email.

• Set the sender name as your business name.
• Use a catchy subject like ‘Happy New Year and a Special Gift for You!’.
• Personalize the email content with customer names.

Once all details are filled out, click ‘Save and Send Test Request’ to verify that the email is sent correctly. Check your Gmail inbox to confirm receipt of the email.

5. Send New Year Wishes to All Customers Automatically

After successfully testing the email sending, it’s time to automate sending New Year wishes to all customers. In Pabbly Connect, go to Extensions > Pabbly Webhooks and click on ‘Send All Data’ to trigger the sending of emails to all customers listed in your Google Sheets.

As you send the data, each customer will receive their personalized email containing New Year wishes and any discount offers. This automated process helps save time and ensures that no customer is missed during the New Year celebrations.

Additionally, whenever you add a new customer to your Google Sheets, they will automatically receive an email as well, thanks to the triggers set up in Pabbly Connect. This seamless integration not only engages your customers but also enhances your business’s outreach during the festive season.

Conclusion

Using Pabbly Connect to send New Year wishes to customers via email automatically is a straightforward process. By integrating Google Sheets and Gmail, you can efficiently reach out to your customers with personalized messages. This automation not only saves time but also boosts customer engagement during the festive season.