How to Send Verification Form Link on Email for Affiliate Requests in Pabbly Subscription Billing

Learn how to send verification form links for affiliate requests using Pabbly Subscription Billing and Pabbly Subscription Billing. Follow this detailed tutorial for seamless integration. Take full control of your subscription business with a comprehensive billing system that handles everything from payment processing to dunning management.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Subscription Billing for Affiliate Requests

To send verification form links for affiliate requests, start by accessing your Pabbly Subscription Billing account. This platform is essential for managing your affiliate program and handling requests efficiently.

Within your Pabbly Subscription Billing account, navigate to the affiliate settings. Here, you can configure the settings to manage how affiliate requests are received and processed. Ensure you have a designated affiliate portal set up for user registrations.

2. Creating a Google Form for Affiliate Verification

Next, create a Google Form to collect necessary verification documents from affiliates. This form will allow affiliates to submit their details and upload documents such as Aadhar and PAN cards. using Pabbly Connect

• Use Google Forms or any preferred form-building application.
• Include fields for name, email, mobile number, Aadhar number, and file uploads.
• Make sure the form is accessible to the affiliates for easy submission.

Once your Google Form is ready, copy the shareable link. This link will be crucial for the next steps in the automation process.

3. Integrating Pabbly Connect for Automation

To automate sending the verification form link, you will use Pabbly Connect. This integration platform allows you to connect Pabbly Subscription Billing with Gmail for seamless communication.

Begin by creating a new workflow in Pabbly Connect. Name your workflow appropriately, such as ‘Pabbly Subscription Billing to Gmail.’ In the trigger section, select Pabbly Subscription Billing and choose the event as ‘New Affiliate Request.’ This setup will ensure that every new request triggers the workflow.

4. Configuring Gmail Notifications for Affiliates

After setting up the trigger, the next step involves configuring Gmail to send the verification form link. In the action step of Pabbly Connect, select Gmail and choose the action event as ‘Send Email.’ This allows you to send personalized emails to affiliates. using Pabbly Connect

Map the email address from the trigger response to the recipient field. Customize the email subject and body, including the verification form link. Use dynamic fields to personalize the email by including the affiliate’s name.

• Set the subject line to something like ‘Request to Upload Required Documents for Affiliate Verification.’
• Ensure the email body contains clear instructions and the Google Form link.

Test the automation by submitting a sample affiliate request through your Pabbly Subscription Billing affiliate portal. Check if the email is sent correctly with the form link included.

5. Testing the Automation Workflow

Once your workflow is configured, it’s crucial to test the entire process. Submit a new affiliate request using the affiliate portal you set up in Pabbly Subscription Billing. This will trigger the automation you created.

Check your Gmail account to confirm that the email was sent successfully. The email should include the personalized greeting, the subject line, and the link to the Google Form for document submission.

By following these steps, you can efficiently manage affiliate requests and streamline the verification process with Pabbly Subscription Billing and Pabbly Connect. This automation not only saves time but also enhances the onboarding experience for new affiliates.

Conclusion

This tutorial outlined how to send verification form links for affiliate requests using Pabbly Subscription Billing and Pabbly Connect. By automating this process, you can ensure a smooth verification workflow for your affiliates, enhancing overall efficiency.