Automate Conference Reminders with Pabbly Connect: A Step-by-Step Guide

Learn how to automate conference reminders via WhatsApp, Email, and SMS using Pabbly Connect in this detailed tutorial. Step-by-step instructions included. 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. Accessing Pabbly Connect for Conference Reminders

To automate conference reminders, first, access Pabbly Connect. This powerful integration platform allows you to connect various applications seamlessly. Start by signing up or logging into your existing account at Pabbly Connect.

Once logged in, you will see the dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. This is where you will set up the automation for sending reminders via WhatsApp, email, and SMS.

2. Setting Up Google Forms with Pabbly Connect

Next, we will integrate Google Forms with Pabbly Connect. This integration will allow you to capture responses from your registration form automatically. Start by creating a Google Form for your conference registration.

• Create a Google Form with fields like name, email, and phone number.
• Ensure the last field is set as required.
• Link the Google Form to a Google Sheets document for response tracking.

After linking, go back to Pabbly Connect and set up a trigger. Select Google Forms as your trigger application and choose the event as ‘New Response Received’. This will initiate your workflow whenever a new registration is submitted.

3. Configuring Google Sheets with Pabbly Connect

After setting up Google Forms, the next step is to connect your Google Sheets with Pabbly Connect. This is crucial for storing the registration data. In your Google Sheets, install the Pabbly Connect Webhooks add-on to facilitate this connection.

Once installed, refresh your Google Sheets and navigate to Extensions > Pabbly Connect Webhooks. Here, you will input the webhook URL provided by Pabbly Connect. Set the trigger column to the final data column (e.g., column D) where responses will be entered.

4. Sending Automated Reminders via WhatsApp, SMS, and Email

With the data flowing into Google Sheets, you can now set up automated reminders using Pabbly Connect. Start by adding a delay action to wait until the appropriate time for sending reminders.

• Use the ‘Delay by Pabbly’ action to set reminders for one day and two hours before the conference.
• Integrate WhatsApp via AI Sensi to send template messages for reminders.
• Connect Twilio to send SMS reminders.
• Utilize Gmail to email reminders with customized content.

Each of these actions can be configured in your Pabbly Connect workflow, ensuring that all registrants receive timely reminders through their preferred communication channels.

5. Finalizing the Workflow in Pabbly Connect

After setting up the reminders, review your entire workflow in Pabbly Connect. Ensure that each action is configured correctly and that the triggers are set to activate at the right times.

You can test the workflow by submitting a test response through your Google Form. This will allow you to verify that reminders are sent correctly via WhatsApp, SMS, and email. Make any necessary adjustments before going live with your workflow.

Conclusion

This tutorial has shown you how to automate conference reminders using Pabbly Connect, integrating Google Forms, Google Sheets, WhatsApp, SMS, and Email. By following these steps, you can ensure that all registrants receive timely reminders, enhancing their experience and reducing no-shows.