Send Digital ID Cards to Participants on WhatsApp Automatically Using Pabbly Connect

Learn how to send digital ID cards to participants on WhatsApp automatically on form submission using Pabbly Connect and Pabbly Connect. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Sending Digital ID Cards

Pabbly Connect is a powerful automation tool that facilitates the integration of various applications. In this tutorial, you will learn how to send digital ID cards to participants via WhatsApp automatically upon form submission using Pabbly Connect.

This process involves using Pabbly Form Builder to create a form where participants can enter their details. Once the form is submitted, Pabbly Connect will trigger the sending of digital ID cards through WhatsApp, ensuring seamless communication with all participants.

2. Setting Up Your Form with Pabbly Form Builder

To begin, log into your Pabbly Connect account and navigate to the Pabbly Form Builder. Here, you will create a new form specifically for collecting participant information.

• Select ‘Create New Form’ and give it a title relevant to your conference.
• Add fields such as Name, Email, Phone Number, and Organization.
• Customize the form settings to ensure it meets your needs.

Once your form is ready, publish it to make it accessible to participants. This form will be the starting point for collecting the necessary information before sending the digital ID cards via WhatsApp using Pabbly Connect.

3. Integrating Pabbly Connect to Automate WhatsApp Messages

After setting up your form, the next step involves integrating Pabbly Connect to automate the process of sending WhatsApp messages. Start by creating a new workflow in Pabbly Connect.

In the workflow, select the trigger event as ‘Form Submission’ from Pabbly Form Builder. This will allow Pabbly Connect to listen for new submissions. Next, you will specify the action to send a WhatsApp message.

• Choose WhatsApp as the application for the action step.
• Map the fields from the form submission to the WhatsApp message, such as the participant’s name and organization.
• Test the workflow to ensure that the message is sent successfully upon form submission.

This integration allows you to automatically send digital ID cards to participants via WhatsApp, enhancing their experience and ensuring timely communication.

4. Testing and Finalizing Your Automation

With your workflow set up, it’s crucial to test the entire process to ensure everything works smoothly. Submit a test entry through your Pabbly Form Builder form and monitor the workflow in Pabbly Connect.

Check if the WhatsApp message is being sent correctly with the digital ID card attached. If the message appears as expected, your automation is functioning properly. If there are any issues, revisit the mapping and settings in Pabbly Connect.

Once everything is confirmed to be working, finalize the setup. Share the form link with participants and inform them that they will receive their digital ID cards via WhatsApp upon submission.

5. Conclusion: Streamlining Communication with Pabbly Connect

By utilizing Pabbly Connect and Pabbly Form Builder, you can streamline the process of sending digital ID cards to participants on WhatsApp automatically. This automation not only saves time but also ensures that your participants receive their information promptly.

Implementing this integration enhances the overall experience for participants and showcases the efficiency of using Pabbly Connect for automation tasks. Start automating today to improve communication in your events!