Learn how to automate the process of creating and sending certificates for your entrepreneurship course online via WhatsApp using Pabbly Connect. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Certificate Automation
To start automating the process of sending certificates for your entrepreneurship course, you need to access Pabbly Connect. This platform enables seamless integration between various applications like Google Forms, WhatsApp, and Google Slides.
Begin by logging into your Pabbly Connect account. If you do not have an account, you can create one for free. Once logged in, navigate to the dashboard where you can create a new workflow for your certificate automation.
2. Setting Up Google Forms for Student Details
The first step in this process is to create a Google Form to collect student information. This will serve as the foundation for generating certificates. You can customize the form to include fields like Name, Email, and Course Completed.
- Create a new Google Form and add necessary fields.
- Ensure that you collect the students’ names and emails for the certificates.
- Set up the form to send responses to a Google Sheet for easy access.
Once your Google Form is ready, it will automatically collect responses. This information is crucial for the next steps in using Pabbly Connect to send certificates via WhatsApp.
3. Creating Certificates with Google Slides
Next, you need to create a certificate template in Google Slides. This template will be used to generate personalized certificates for each student based on the data collected from the Google Form.
Open Google Slides, create a new presentation, and design your certificate. You can add placeholders for the student’s name and course details. Save this template, as it will be linked to Pabbly Connect for automation.
4. Integrating WhatsApp with Pabbly Connect
To send the certificates via WhatsApp, you need to integrate WhatsApp with Pabbly Connect. This involves using a service like 360dialog to facilitate sending messages through WhatsApp.
- Log into your 360dialog account and generate an API key.
- In Pabbly Connect, create a new workflow to connect Google Sheets (where responses are collected) with WhatsApp.
- Map the fields from Google Sheets to the WhatsApp message template.
With this integration set up, every time a student submits the Google Form, Pabbly Connect will automatically generate a certificate using the Google Slides template and send it to the student’s WhatsApp.
5. Testing the Automation Workflow
After setting up the integrations, it’s essential to test the entire workflow to ensure everything functions correctly. Fill out the Google Form with test data and check if the certificate is generated and sent via WhatsApp.
Monitor the Pabbly Connect dashboard for any errors and ensure that the automation is seamless. Adjust any mapping or settings as necessary to optimize the process.
Conclusion
In this tutorial, we explored how to use Pabbly Connect to automate the process of creating and sending certificates for your entrepreneurship course online via WhatsApp. By integrating Google Forms, Google Slides, and WhatsApp, you can streamline your workflow and enhance student engagement.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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