Automate Conference Reminders with Pabbly Connect: A Step-by-Step Guide

Learn how to automate conference reminders through WhatsApp, SMS, and Gmail using Pabbly Connect. Follow this detailed 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 Conference Reminders

To automate conference reminders using Pabbly Connect, start by accessing the platform. Sign in to your account or create a new one to get started. Once logged in, navigate to the dashboard where you can create a new workflow.

Click on the ‘Create Workflow’ button and name it appropriately, such as ‘Send Conference Reminder via WhatsApp, SMS, and Email.’ Select a folder for organization, and then proceed to set up your trigger application.

2. Creating a Trigger with Google Forms in Pabbly Connect

In this section, you will configure Google Forms as your trigger application in Pabbly Connect. This integration allows you to capture new registrations automatically. Select Google Forms and set the trigger event to ‘New Response Received.’ This means whenever a new submission is received, it will trigger the workflow.

• Select Google Forms as the trigger application.
• Choose ‘New Response Received’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

Next, integrate this webhook with your Google Form by accessing the form settings and linking it to the Google Sheets where responses are collected. This ensures all form submissions are captured effectively.

3. Linking Google Sheets with Pabbly Connect

Once your Google Forms is set up, the next step is to link Google Sheets to Pabbly Connect. This allows the data from form responses to flow into your automation. Ensure your Google Sheets is already linked to the Google Form.

In Google Sheets, go to Extensions, select Add-ons, and search for ‘Pabbly Connect Webhooks’ to install the add-on. After installation, refresh the sheet and configure the webhook URL in the add-on settings.

• Access Google Sheets and go to Extensions > Add-ons.
• Install the ‘Pabbly Connect Webhooks’ add-on.
• Configure the webhook URL in the add-on settings.

After setting up the webhook, test the connection by sending a test response through your Google Form to ensure everything is working seamlessly.

4. Setting Up Reminders Using Pabbly Connect

Now that your trigger and Google Sheets are set up, you can configure the reminder actions in Pabbly Connect. Start by adding a delay action that will hold the workflow until one day before the conference. Use the ‘Delay by Pabbly’ feature to set this up.

Next, configure the action to send reminders via WhatsApp, SMS, and Email. For WhatsApp, use the WhatsApp by Sensi integration to send template messages. Similarly, set up Twilio for SMS reminders and Gmail for email notifications.

Use ‘Delay by Pabbly’ to set the reminder timing. Select WhatsApp by Sensi for WhatsApp reminders. Configure Twilio for SMS reminders and Gmail for email notifications.

Ensure all message templates are properly formatted and include dynamic variables for personalization, such as the registrant’s name.

5. Finalizing the Workflow in Pabbly Connect

After setting up the reminders, review your workflow in Pabbly Connect to ensure everything is linked correctly. Test the entire flow by submitting a dummy response through your Google Form to see if the reminders are sent as expected.

Once confirmed, you can activate the workflow to start sending automated reminders to all registrants one day before and two hours before the conference.

This automation not only saves time but also ensures that all attendees receive timely notifications, reducing the chances of missed events. With Pabbly Connect, managing your conference reminders becomes hassle-free.

Conclusion

In this tutorial, we explored how to automate conference reminders using Pabbly Connect, integrating Google Forms, Google Sheets, WhatsApp, SMS, and Gmail. This seamless workflow enhances communication and ensures your attendees stay informed about important events.