Automate Ebook Delivery for Reviews Received via Jotform Using Pabbly Connect

Learn how to automate ebook delivery for reviews received via Jotform using Pabbly Connect. Step-by-step tutorial for seamless integration. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To automate ebook delivery for reviews received via Jotform, first, you need to access Pabbly Connect. This powerful integration platform allows you to connect multiple applications seamlessly without any coding skills.

Visit the Pabbly Connect homepage by typing the URL in your browser. Here, you will find options to sign in or sign up for free. New users can create an account and receive 100 free tasks monthly to explore the platform.

2. Creating a Workflow in Pabbly Connect

Once you are signed in to Pabbly Connect, you can create a new workflow. Click on the ‘Create Workflow’ button in the top right corner. You will be prompted to name your workflow; enter ‘Automate Ebook Delivery for Reviews Received via Jotform’.

• Select a folder to save your workflow.
• Click on ‘Create’ to save your workflow.

After creating the workflow, you will see two sections: Trigger and Action. The Trigger section will be where you set up Jotform, while the Action section will be used to connect Gmail for sending emails.

3. Setting Up Jotform as the Trigger

In the Trigger section, select Jotform as your application. The trigger event will be ‘New Response’. This means that whenever a new response is received in Jotform, it will trigger the workflow in Pabbly Connect.

Once you select the trigger event, Pabbly Connect will provide you with a webhook URL. Copy this URL as you will need it to set up the integration in Jotform.

• Log in to your Jotform account.
• Select the feedback form you have created.
• Go to Settings > Integrations and select Webhooks.
• Paste the copied webhook URL and complete the integration.

After completing these steps, your Jotform will be connected to Pabbly Connect, allowing it to send data whenever a form is submitted.

4. Testing the Integration

With the connection established, it’s time to test the integration. Go back to Pabbly Connect and you will see that it is waiting for a webhook response. Now, submit a test response through your Jotform feedback form.

Once the form is submitted, return to Pabbly Connect to check if the response data has been captured. You should see all the details including the rating and feedback provided by the user.

Ensure the rating is above three to trigger the next step. If successful, you will see all relevant submission data.

This confirms that your Jotform is successfully integrated with Pabbly Connect and is ready to automate the email delivery process.

5. Sending Thank You Emails via Gmail

Now, it’s time to configure Gmail as the action step in your workflow. In the Action section, select Gmail and choose the action event ‘Send Email’. This will allow you to send thank you emails to users who submitted feedback through Jotform.

When configuring the email, you will need to map the recipient’s email address from the Jotform response. Additionally, customize the email subject and content, including a message thanking them for their feedback and attaching the ebook.

Set the email subject as ‘Thank you for your feedback! Enjoy your free gift!’. Include the ebook attachment link from your WordPress site.

After entering all necessary details, save the action. You can now test the email sending functionality. If successful, the recipient will receive an email with the attached ebook, confirming that Pabbly Connect has successfully automated the entire process.

Conclusion

In summary, using Pabbly Connect to automate ebook delivery for reviews received via Jotform is an efficient way to streamline customer feedback responses. This process saves time and ensures that readers receive immediate acknowledgment along with their free ebook. With the steps outlined, you can easily set up similar automations for your needs.