Automate Diwali Wishes with Pabbly Connect: A Step-by-Step Guide

Learn how to automate sending Diwali wishes to customers via WhatsApp using Pabbly Connect in this detailed tutorial. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automating Diwali Wishes

To automate sending Diwali wishes to customers, access Pabbly Connect by visiting its website. This platform allows you to create workflows that integrate various applications seamlessly. Start by signing into your existing account or create a new one for free, which offers 100 free tasks every month.

Once logged in, you will see the dashboard displaying all available applications. Click on Pabbly Connect to proceed to the dashboard where you can create your automation workflow. This initial setup is crucial for automating the sending of messages.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a workflow. Click on the ‘Create Workflow’ button located at the top right corner. A dialog box will appear prompting you to name your workflow and select a folder.

• Name your workflow as ‘Send Diwali Wishes to Customers via WhatsApp Automatically’.
• Select a folder, preferably one named ‘WhatsApp Automations’.

Once you have named your workflow and selected the folder, click on the ‘Create’ button to finalize. This workflow will now be ready to set up triggers and actions for sending Diwali wishes.

3. Setting Up Trigger and Action in Pabbly Connect

In Pabbly Connect, every workflow consists of a trigger and an action. The trigger initiates the workflow, while the action is the task performed in response. For this automation, select ‘Schedule by Pabbly’ as the trigger application.

Choose the event as ‘Schedule Workflow’ and set it to run once on the day of Diwali, which is set for 31st October 2024 at 10:30 AM in the Asia/Kolkata timezone. After configuring the schedule, click on the ‘Save’ button to proceed.

4. Integrating Google Sheets with Pabbly Connect

To send personalized messages, you need to retrieve customer data from Google Sheets. For the action step, select ‘Google Sheets’ as the action application and choose the event as ‘Get Rows’. This allows you to fetch customer details stored in your spreadsheet. using Pabbly Connect

• Connect your Google account by clicking on ‘Add New Connection’ and authorize access.
• Select the spreadsheet named ‘Customer Details’ and the relevant sheet.
• Specify the range from A2 to D20 to fetch the customer data.

After setting the range, click on ‘Save and Send Test Request’ to verify that customer data is being retrieved correctly. This step is essential for ensuring that the right information is sent to the customers.

5. Sending WhatsApp Messages via Pabbly Connect

Now that you have the customer data, the next step is to send WhatsApp messages using Pabbly Connect. For this, select ‘WhatsApp by AI Sensi’ as the action application and choose the action event as ‘Send Template Message’. This is where the actual message will be sent to each customer.

Before sending the message, you need to create a campaign in your AI Sensi account with the campaign name and template. Map the customer’s name into the template where the variable is defined. Finally, click on ‘Save and Send Test Request’ to send a test message to ensure everything is working smoothly.

Once this is set up, on the scheduled date, all customers listed in your Google Sheets will receive personalized Diwali wishes via WhatsApp. This automation enhances customer relationships and boosts brand loyalty.

Conclusion

This tutorial demonstrated how to use Pabbly Connect to automate sending Diwali wishes to customers via WhatsApp. By integrating Google Sheets and WhatsApp through Pabbly Connect, businesses can enhance customer engagement and efficiency during festive seasons.