Learn how to send WhatsApp messages with dynamic links using Pabbly Connect and WATI. Step-by-step tutorial on integrating dynamic URLs for effective communication. 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 WhatsApp Integration
To send WhatsApp messages with dynamic links, you first need to set up Pabbly Connect. This platform serves as the central hub for integrating various applications, including WATI for WhatsApp messaging. Start by logging into your Pabbly Connect account and navigating to the dashboard.
Once on the dashboard, click on the ‘Create Workflow’ button. Here, you’ll name your workflow and select the trigger app, which in this case is Calendly. This will allow you to capture appointment bookings and send automated WhatsApp messages.
2. Configuring the Calendly Trigger in Pabbly Connect
The next step involves configuring the Calendly trigger within Pabbly Connect. After selecting Calendly as the trigger app, you will need to choose the specific event that will initiate the workflow, such as a new appointment booking. This ensures that every time a new appointment is created, the workflow is triggered.
- Select the trigger event: New Invitee Created.
- Connect your Calendly account by following the authentication prompts.
- Test the trigger to ensure it captures the correct data.
After successfully configuring the trigger, you will see a sample response from Calendly. This response will include details like the invitee’s name and appointment time, which will be essential for personalizing your WhatsApp messages.
3. Creating the WhatsApp Message Template with WATI
Now that your trigger is set, the next step is to create a WhatsApp message template using WATI through Pabbly Connect. In the action step, select WATI as the action app and choose the action event ‘Send WhatsApp Message’. This allows you to send messages directly to users based on the data captured from Calendly.
Within the WATI action settings, you will need to select the template you previously created in your WATI account. Make sure this template includes a call-to-action button that can utilize dynamic links. You will also map the necessary fields such as the recipient’s phone number and any custom parameters needed for personalization.
4. Adding Dynamic Links to WhatsApp Messages
To enhance your WhatsApp messages, you can add dynamic links using Pabbly Connect. In your WATI message template, select the option to include a call-to-action button. Choose ‘Visit Website’ as the button type, and specify that you want to use a dynamic link.
- Input the static part of your URL.
- Map the dynamic part of the URL, which will be unique for each user.
- Ensure that the dynamic link is formatted correctly to avoid errors.
This setup allows each user to receive a personalized link in their WhatsApp message, enhancing user experience and engagement.
5. Testing and Executing the Workflow
Finally, to ensure everything works seamlessly, you must test the entire workflow in Pabbly Connect. Click on the ‘Save and Send Test Request’ button to execute the workflow. This will trigger the sending of a WhatsApp message to the designated phone number using the template you configured.
After testing, check the recipient’s WhatsApp to confirm that the message was received with the correct details and dynamic link. If everything is set up correctly, users will receive a personalized appointment confirmation message with a dynamic link to reschedule if needed.
Conclusion
This tutorial demonstrated how to send WhatsApp messages with dynamic links using Pabbly Connect and WATI. By following these steps, you can automate your communication effectively and enhance user engagement through personalized messaging.
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