Automatically Create Spa Gift Vouchers & Send to Customers on WhatsApp Using Pabbly Connect

Learn how to create spa gift vouchers and send them to customers on WhatsApp using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Integration

To create spa gift vouchers and send them to customers on WhatsApp, you first need to set up Pabbly Connect. This platform is essential for automating the integration between different applications like Facebook, Typeform, and WhatsApp.

Begin by signing up for a free account on Pabbly Connect. After logging in, navigate to the ‘Connect’ section to start creating your automation workflow. Here are the steps to set up:

• Click on ‘Create Workflow’.
• Name your workflow (e.g., ‘Spa Gift Voucher Automation’).
• Select the trigger application (e.g., Typeform).

Once you have set up your workflow, you can move on to the next step, which involves connecting Typeform to gather customer information for the gift vouchers.

2. Integrating Typeform with Pabbly Connect

Next, you will integrate Typeform with Pabbly Connect to collect customer data for the spa gift vouchers. This integration allows you to automatically capture responses from customers who fill out the Typeform.

To set up the integration, follow these steps:

• Select Typeform as the trigger application in Pabbly Connect.
• Choose the trigger event (e.g., ‘New Entry’).
• Connect your Typeform account by providing the API key.

After configuring the trigger, you can set up the necessary fields to collect customer information like name, email, and phone number. This data will be essential for creating and sending the gift vouchers.

3. Creating the Gift Voucher Template

Once you have integrated Typeform with Pabbly Connect, the next step is to create a gift voucher template. This template will be used to generate personalized vouchers for each customer based on the data collected from Typeform.

Here’s how to create your gift voucher template:

Use a document editor like Word to design your voucher. Include placeholders for customer details (e.g., name, discount code). Save the template in a format compatible with Pabbly Connect.

This template will be automatically populated with customer data when the vouchers are created, ensuring a personalized experience for each recipient.

4. Sending Vouchers via WhatsApp Using Pabbly Connect

The final step involves sending the generated gift vouchers to customers through WhatsApp using Pabbly Connect. This automation ensures that customers receive their vouchers promptly after filling out the Typeform.

To set up the WhatsApp integration, follow these steps:

Choose WhatsApp as the action application in Pabbly Connect. Select the action event (e.g., ‘Send Message’). Connect your WhatsApp account using the 360 Dialog API.

After connecting, you will configure the message format, including the gift voucher details, and specify the recipient’s phone number. This integration allows for seamless communication with customers, enhancing their experience.

5. Conclusion

In this tutorial, we covered how to use Pabbly Connect to automate the creation and sending of spa gift vouchers via WhatsApp. By integrating Typeform, Word, and WhatsApp, businesses can enhance customer engagement and streamline their operations.

Utilizing Pabbly Connect not only saves time but also ensures that customers receive their vouchers promptly and efficiently. Start using Pabbly Connect today to automate your workflows and improve customer satisfaction.