Learn how to automate tracking email opens from Brao to Google Sheets using Pabbly Connect. Step-by-step guide for seamless integration. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.
Watch Step By Step Video Tutorial Below
1. Setting Up Pabbly Connect for Automation
To automate the process of tracking email opens, we start with Pabbly Connect. First, visit the Pabbly Connect website and sign in to your account. If you are a new user, you can sign up for free and get 100 tasks every month.
Once logged in, you will see the dashboard. Click on the ‘Access Now’ button under Pabbly Connect. This will take you to the dashboard where you can create workflows for automation.
2. Creating a Workflow in Pabbly Connect
In this section, we will create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. A dialog box will pop up asking for a workflow name.
- Name your workflow, for example, ‘Track Email Opens from Brao’.
- Select a folder to save your workflow.
- Click on the ‘Create’ button to finalize your workflow setup.
After creating the workflow, you will see two sections: Trigger and Action. The Trigger is the event that starts the workflow, while the Action is what happens as a result of that trigger. In this case, we will set up the trigger first.
3. Setting Up the Trigger: Brao Email Open
To track when an email is opened, select Brao as your trigger application in Pabbly Connect. Choose the trigger event as ‘Message Open’. This means that whenever a message is opened, Pabbly Connect will capture this event.
Upon selecting the trigger, Pabbly Connect will provide you with a unique webhook URL. Copy this URL, as it will be used to connect Brao with Pabbly Connect. Now, navigate to your Brao account and go to the settings page.
- In the Brao settings, find the Webhooks section.
- Click on ‘Configure’ and then ‘Add a New Webhook’.
- Paste the webhook URL you copied earlier and select ‘Open’ as the event.
After adding the webhook, you can confirm that it is successfully connected by checking the response in Pabbly Connect. This indicates that your trigger setup is complete.
4. Adding Google Sheets as an Action in Pabbly Connect
Next, we will set up Google Sheets as the action application in Pabbly Connect. Select Google Sheets and choose the action event as ‘Add a New Row’. This will allow you to log the details of opened emails directly into a Google Sheet.
Click on the ‘Connect’ button, then select ‘Add New Connection’. You will be prompted to sign in to your Google account. After signing in, grant the necessary permissions to Pabbly Connect to access your Google Sheets.
Select the specific spreadsheet you want to use, such as ‘Brao Details’. Choose the correct sheet within that spreadsheet, like ‘Sheet1’. Map the necessary fields from the trigger data such as campaign ID, campaign name, date, email, and event.
Once you have mapped all the fields, click on ‘Save and Send Test Request’ to check if the data is being captured correctly. You can then verify this by checking your Google Sheets for the new entry.
5. Conclusion: Automating Email Tracking with Pabbly Connect
By following these steps, you can successfully automate the tracking of email opens from Brao to Google Sheets using Pabbly Connect. This integration not only saves time but also helps your marketing team analyze customer engagement effectively.
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With the data logged in Google Sheets, your team can easily identify patterns and optimize future email campaigns. Implementing this automation with Pabbly Connect enhances your marketing strategy and improves overall campaign effectiveness.