How to Create Pabbly Email Marketing Subscriber on Tally Forms Submission

Learn how to automate subscriber creation in Pabbly Email Marketing using Tally Forms submissions with Pabbly Email Marketing. Step-by-step tutorial included. Learn step-by-step how to design, schedule, and analyze email campaigns that achieve your marketing goals without complex technical setup.

Watch Step By Step Video Tutorial Below

Accessing Pabbly Email Marketing for Integration

To create a Pabbly Email Marketing subscriber from Tally Forms submissions, start by accessing your Pabbly Email Marketing account. This platform is essential for automating your email marketing processes. If you are a new user, you can sign up for a free account to get started. using Pabbly Connect

After logging in, familiarize yourself with the dashboard where you will manage your subscribers and campaigns. Ensure that you have a list ready in Pabbly Email Marketing where the new subscribers from Tally will be added. This setup is crucial for smooth integration.

Setting Up Pabbly Connect for Automation

To automate the subscriber creation process, we will use Pabbly Connect. Begin by signing into your Pabbly Connect account. Click on the ‘Create Workflow’ button to initiate a new automation. You will be prompted to name your workflow, such as ‘Create Pabbly Email Marketing Subscriber on Tally Form Submission’ and select a folder for organization.

After naming your workflow, you will see two sections: Trigger and Action. The Trigger is what starts the automation, while the Action is what happens as a result. For this integration, select Tally as the Trigger application and choose ‘New Response’ as the event. This will capture the form submissions from Tally.

• Click on the ‘Create Workflow’ button.
• Name your workflow and select a folder.
• Choose Tally as the Trigger application.

Once you have set up the Trigger, you will receive a Webhook URL from Pabbly Connect. This URL is vital for connecting Tally Forms to Pabbly Connect, ensuring that every submission is captured automatically.

Connecting Tally Forms to Pabbly Connect

To connect Tally Forms with Pabbly Email Marketing, you need to log into your Tally account and navigate to the form you created. Locate the ‘Integrations’ option on the panel and select ‘Webhooks’. Here, you will paste the Webhook URL provided by Pabbly Connect to establish the connection.

After pasting the URL, click the ‘Connect’ button to save the changes. You should see a confirmation that the Webhook URL is active. This indicates that Tally is now set up to send data to Pabbly Connect whenever a form submission occurs.

• Open your Tally form and go to ‘Integrations’.
• Select ‘Webhooks’ and paste the Webhook URL.
• Click ‘Connect’ to activate the Webhook.

Now, perform a test submission on your Tally form to ensure that Pabbly Connect captures the response correctly. This step is essential to verify that the integration is functioning as intended.

Creating Subscribers in Pabbly Email Marketing

With the Trigger set up and Tally connected, the next step is to define the Action in Pabbly Connect. Select Pabbly Email Marketing as the Action application and choose ‘Add Subscriber’ as the event. This allows you to automatically create a new subscriber in your Pabbly Email Marketing account whenever a form is submitted.

When prompted, connect Pabbly Email Marketing to Pabbly Connect by entering your API token. You can find the token in your Pabbly Email Marketing account under the API section. After entering the token, select the list where you want the new subscriber to be added, such as ‘Marketing Campaign’.

Choose ‘Add Subscriber’ as the Action event. Enter your API token to connect Pabbly Email Marketing. Select the appropriate subscriber list for new entries.

Map the fields from the Tally response to the subscriber information in Pabbly Email Marketing, such as email and name. Once all mappings are complete, save the workflow and test it to ensure that new subscribers are being created correctly in your Pabbly Email Marketing account.

Conclusion

In conclusion, automating the process of creating subscribers in Pabbly Email Marketing using Tally Forms is a straightforward task with the help of Pabbly Connect. This integration not only saves time but also ensures accuracy in managing your subscribers. Now, you can focus on your content and business growth without the hassle of manual entries.