How to Send Personalized Onboarding Emails Using Pabbly Connect

Learn how to automate personalized onboarding emails using Pabbly Connect with Google Sheets and Gmail. Step-by-step tutorial included. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect to Start Your Automation

To begin using Pabbly Connect for sending personalized onboarding emails, first, visit the Pabbly Connect homepage. You can access it by typing the URL Pabbly.com/connect. Here, you will find options to sign in or sign up for free.

If you are a new user, click on the ‘Sign Up for Free’ button to create your account. Once your account is created, you will receive 100 free tasks every month to explore the capabilities of Pabbly Connect. Existing users can simply sign in to start creating automations.

2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, navigate to the dashboard where you can manage your workflows. To create a new automation, click on the ‘Create Workflow’ option. A dialog box will prompt you to name your workflow.

• Name your workflow, for example, ‘Personalize Your Onboarding Emails’.
• Select a folder to save your workflow, such as ‘Customer Onboarding’.

After naming and selecting your folder, click on ‘Create’. You will see two windows open: one for selecting a trigger and another for setting up actions. Remember, Pabbly Connect operates on the principles of triggers and actions.

3. Setting Up Google Sheets as a Trigger

In this step, you will set Google Sheets as the trigger application in Pabbly Connect. Select Google Sheets from the trigger application options. The trigger event will be ‘New or Updated Spreadsheet Row’, which means the workflow will activate whenever a new row is added to your spreadsheet.

Once you select the trigger event, Pabbly Connect will provide you with a webhook URL. Copy this URL as it will be used to connect your Google Sheets with Pabbly Connect. Next, go to your Google Sheets, and under the Extensions menu, select Add-ons to install the Pabbly Connect Webhooks add-on.

• Search for ‘Pabbly Connect Webhooks’ and install it.
• After installation, refresh your spreadsheet to see the Pabbly Connect option under Extensions.

Now, go to the initial setup of the add-on and input the copied webhook URL along with the trigger column, which is the final column in your spreadsheet where data will be entered. This setup will ensure that whenever a new row is added, the data will be sent to Pabbly Connect.

4. Configuring Gmail to Send Emails

After setting up Google Sheets, the next step is to configure Gmail as the action application in Pabbly Connect. Select Gmail and choose ‘Send Email’ as the action event. If you have previously connected your Gmail account, you can select the existing connection; otherwise, create a new connection by clicking ‘Connect with Gmail’.

Once the connection is established, you will need to fill in the email details. Start by mapping the recipient email address from the previous step’s response. This ensures that the correct email address is used for each new customer. Additionally, enter a static subject line such as ‘Welcome to Gamers Junction’.

Map the sender’s name and designation dynamically if you want it to change with each email. Compose the email body, ensuring to personalize it with the customer’s name.

This setup allows Pabbly Connect to send personalized onboarding emails automatically whenever a new row is added in Google Sheets.

5. Testing the Workflow and Automation

Once everything is set up, it’s crucial to test your workflow to ensure it functions correctly. Add a new row to your Google Sheets with customer details, including their email address, name, and sender information. After adding the row, check that an email is sent automatically through Gmail.

If the email is received, this confirms that your integration using Pabbly Connect is successful. You can also check the response in Pabbly Connect to verify that all details from the spreadsheet have been captured correctly. This automation will save you time by eliminating manual email sending.

Now, whenever a new customer signs up or makes a purchase, an onboarding email will be sent automatically, ensuring a seamless experience for your customers.

Conclusion

Using Pabbly Connect to automate personalized onboarding emails through Google Sheets and Gmail is an efficient way to enhance customer engagement. This tutorial outlines the exact steps to set up this integration, allowing you to streamline your onboarding process effectively.