Automate SMS Marketing with Pabbly Connect: A Step-by-Step Guide

Learn how to automate SMS marketing with unique promo codes using Pabbly Connect, Google Forms, and Twilio. Follow this detailed tutorial for seamless integration. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for SMS Automation

To begin automating SMS marketing with unique promo codes, you first need to access Pabbly Connect. This platform allows you to integrate various applications, including Google Forms and Twilio, without any coding skills. Start by visiting the Pabbly Connect homepage and signing in or creating a new account.

Once logged in, you will be directed to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button and give your workflow a name, such as ‘Send Unique Coupon Codes to Customers Via SMS’. This sets the foundation for your automation process.

2. Creating the Trigger with Google Forms

In this section, you will set up the trigger to initiate the SMS sending process. The trigger application will be Google Forms, which captures client details when they submit the form. Select Google Forms as your trigger application in Pabbly Connect.

• Choose the trigger event as ‘New Response Received’.
• You will need to set up a webhook URL provided by Pabbly Connect.
• Link your Google Form to a Google Sheet for data capture.

By linking the Google Form to a Google Sheet, you ensure that every submission is recorded. This integration allows Pabbly Connect to capture the form responses automatically, which will be used later for sending SMS through Twilio.

3. Configuring Twilio for SMS Sending

Next, you will set up Twilio within Pabbly Connect to send SMS messages to your clients. After the trigger is created, add Twilio as the action application. Select the action event as ‘Send SMS’.

To establish the connection, you will need your Twilio account SID and authorization token. These can be found in your Twilio account dashboard. Enter these credentials in Pabbly Connect to authenticate the connection.

• Map the recipient’s phone number from the Google Form response.
• Compose a personalized SMS message including the unique coupon code.
• Test the SMS sending to ensure everything is functioning correctly.

This setup allows Pabbly Connect to send customized promotional messages, enhancing client engagement and marketing effectiveness.

4. Adding a Delay Before Sending SMS

To ensure that the SMS is not sent immediately upon form submission, you will implement a delay feature in Pabbly Connect. This can be done by adding a delay action step in your workflow. Choose the delay application and select the action event as ‘Add Time Delay’.

Specify the duration of the delay, such as 5 minutes, before the SMS is sent. This feature is crucial for timing your marketing messages effectively, allowing clients to receive their unique coupon codes at the right moment.

Select the delay unit (e.g., minutes). Input the number of minutes to delay the workflow.

By incorporating this delay, Pabbly Connect enhances the automation process, ensuring that your SMS marketing is both timely and effective.

5. Updating Google Sheets with Coupon Codes

The final step in your automation process is updating the Google Sheets with the unique coupon codes sent to clients. Add another action step in Pabbly Connect and select Google Sheets as the action application.

Choose the action event as ‘Update Cell Value’. Here, you will specify the spreadsheet and the range where the coupon code should be updated. Map the row index dynamically to ensure that the correct row is updated with the coupon code.

Specify the column for coupon codes (e.g., Column G). Map the coupon code value dynamically based on the previous response.

This integration ensures that all client interactions are recorded efficiently, allowing for better tracking and engagement in future marketing efforts. With Pabbly Connect, your SMS marketing automation is now complete!

Conclusion

In this tutorial, we explored how to automate SMS marketing using Pabbly Connect, Google Forms, and Twilio. By following these steps, you can efficiently send unique promo codes to clients while keeping track of their information in Google Sheets. This seamless integration enhances your marketing strategy and saves you valuable time.