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

Learn how to automate sending festival wishes using Pabbly Connect, Google Sheets, and WhatsApp. Follow this detailed tutorial for seamless integration. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

To begin using Pabbly Connect for automating festival wishes, first, log in to your Pabbly Connect account. If you don’t have an account, you can create one quickly and easily. Once logged in, navigate to the dashboard where you can create a new workflow.

Click on the blue ‘Create Workflow’ button and give your automation a name, such as ‘Automatically Send Festival Wishes to Customers on WhatsApp’. After naming your workflow, click on ‘Create’ to proceed to the next step.

2. Setting Up Trigger and Action in Pabbly Connect

In this step, you will set up the trigger and action for your automation using Pabbly Connect. The trigger will be a scheduled check to see if there is a festival today. Click on the ‘Scheduler’ option as your trigger application. This allows your workflow to run at specific times.

• Choose how often you want the workflow to run (e.g., daily).
• Set the time for the workflow to check for festivals.
• Click on ‘Save’ to activate the scheduling.

Once this is set up, you need to add an action to fetch the current date using the ‘Date and Time Formatter’ in Pabbly Connect. This will help in comparing the current date with the festival dates listed in your Google Sheets.

3. Fetching Festival Data from Google Sheets

Next, you will fetch the festival data from your Google Sheets using Pabbly Connect. Select Google Sheets as your action application and choose the action event ‘Lookup Spreadsheet Row’. Connect your Google account if you haven’t done so already.

In the settings, select the spreadsheet containing your festival calendar and specify the column where the festival dates are stored. Map the current date fetched earlier to search for a match in the festival spreadsheet. This ensures that your automation will only trigger on the correct festival dates.

4. Automating Customer Data Retrieval

Now that you have the festival information, it’s time to retrieve your customer data. Again, use Google Sheets in Pabbly Connect and select the action event ‘Get Rows’. This will allow you to fetch all customer details stored in your spreadsheet.

• Connect to the Google Sheets account where your customer data is stored.
• Select the range of rows that contain customer information.
• Enable advanced response to process each customer individually.

Using the iterator feature in Pabbly Connect, you can ensure that each customer’s data is processed one by one, allowing for personalized messages to be sent.

5. Sending WhatsApp Messages Using Interact

Finally, to send the festival wishes, you’ll use the Interact application through Pabbly Connect. Select Interact as your action application and choose ‘Send WhatsApp Template Message’. Connect your Interact account by providing the necessary credentials, including your secret key.

Map the customer phone number and the festival message you want to send. Ensure that you have created a WhatsApp message template in Interact, which has been approved by WhatsApp. This template will be used for sending messages to your customers.

Conclusion

Using Pabbly Connect to automate sending festival wishes to customers is a straightforward process. By integrating Google Sheets and Interact, you can ensure timely and personalized greetings for every festival, enhancing customer engagement effortlessly.