Automate Gym Membership Reminders with Pabbly Connect

Learn how to automate gym membership reminders using Pabbly Connect, Google Sheets, and WhatsApp. Follow this detailed guide for seamless integration. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Gym Membership Automation

To automate gym membership reminders, you need to start by setting up Pabbly Connect. This integration platform allows you to connect Google Sheets with WhatsApp seamlessly. First, sign up for a free account on Pabbly Connect, which offers 100 free tasks each month.

Once you have signed up, navigate to the dashboard and click on ‘Create Workflow.’ Name your workflow something like ‘Gym Membership Reminders’ and select the appropriate folder in your Pabbly Connect account. This setup will be the foundation for automating your reminders.

2. Configuring the Trigger in Pabbly Connect

The next step involves setting up the trigger in Pabbly Connect. You want this automation to run daily to check for gym members whose payment status is due. In the trigger window, select the ‘Schedule’ module and choose ‘Schedule Workflow’ from the dropdown menu.

• Select ‘Every Day’ as the frequency.
• Set the time for the trigger to run, e.g., 10:00 AM.

Click ‘Save’ to schedule the workflow. This means every day at 10:00 AM, Pabbly Connect will check your Google Sheets for members whose payment status is due, ensuring timely reminders.

3. Setting Up Google Sheets Action in Pabbly Connect

After configuring the trigger, the next step is to set up the action to fetch data from Google Sheets using Pabbly Connect. In the action step, search for ‘Google Sheets’ and select it. Choose the action event as ‘Lookup Spreadsheet Row’ and click on ‘Connect’ to establish a connection.

Once connected, select the spreadsheet containing your gym members’ data. Choose the sheet (usually named ‘Sheet1’) and specify the lookup value as ‘due’ to find members with pending payments. The lookup column will be where the payment status is listed, typically column F.

4. Processing Data with Iterator in Pabbly Connect

With the data retrieved, you now need to process this information using the Iterator feature in Pabbly Connect. This will allow you to handle each member’s details individually. Add an action step and select ‘Iterator’ from the app list.

Choose the action event as ‘Process Array’ and connect it. This will automatically detect the response from the previous Google Sheets action. Click on ‘Save and Send Test Request’ to verify that the details of members with due payments are correctly processed.

Once confirmed, you can proceed to set up the final action of sending WhatsApp messages using the details retrieved. Each member will receive a personalized reminder based on the information processed through the iterator.

5. Sending WhatsApp Messages with AI Sensi via Pabbly Connect

The final step in your automation is sending WhatsApp messages using AI Sensi integrated through Pabbly Connect. Add another action step and choose AI Sensi, selecting the action event as ‘Send Template Message.’ Connect your AI Sensi account using the API key.

Next, create a campaign in AI Sensi that will be used for sending messages. Enter the campaign name and select the message template you created earlier. Map the mobile number and name from the iterator responses to personalize each message.

Finally, click on ‘Save and Send Test Request’ to send a WhatsApp message to one of the members. If successful, you will see a confirmation that the message has been sent, and you can check your WhatsApp to verify the delivery of the reminder message.

Conclusion

By following this guide, you can effectively automate gym membership reminders using Pabbly Connect, Google Sheets, and AI Sensi. This setup ensures that members receive timely notifications about their payment status, enhancing their experience and helping you manage memberships efficiently.