Automate Promotional Emails for Healthcare Using Pabbly Connect

Learn how to automate promotional emails for healthcare clinics using Pabbly Connect, Google Sheets, and Gmail in this detailed tutorial. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Email Automation

To automate promotional emails for healthcare, start by accessing Pabbly Connect. This platform is essential for integrating Google Sheets and Gmail, allowing for seamless email automation.

First, visit the Pabbly Connect website and sign in to your account. If you are a new user, you can sign up for free, which includes 100 free tasks every month. Once logged in, you will be directed to the dashboard where you can create a new workflow.

2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, creating a workflow is the next step to automate your email process. Click on the ‘Create Workflow’ button located in the top right corner of the dashboard.

• Name your workflow, for example, ‘Automatically Send Promotional Emails via Gmail for Healthcare’.
• Select a folder to save your workflow, such as ‘Email Automations’.
• Click on ‘Create’ to finalize the workflow setup.

Once the workflow is created, you will see two sections: Trigger and Action. The Trigger will define when the automation starts, and the Action will determine what happens next.

3. Setting Up Trigger with Google Sheets

The first step in your automation is to set up the Trigger using Google Sheets in Pabbly Connect. Click on the Trigger application and select Google Sheets as the source of your patient data.

Choose the trigger event as ‘New or Updated Spreadsheet Row’. This means that whenever new patient details are entered in Google Sheets, Pabbly Connect will capture this information automatically.

• Copy the Webhook URL provided by Pabbly Connect.
• Open your Google Sheets and go to Extensions > Add-ons > Get Add-ons.
• Search for ‘Pabbly Connect Webhooks’ and install it.

After installation, go back to Extensions, select Pabbly Connect Webhooks, and click on ‘Initial Setup’. Paste the Webhook URL and set the Trigger Column to the final data column, usually column D. Click ‘Submit’ to finalize the setup.

4. Connecting Gmail to Pabbly Connect

After setting up the Trigger with Google Sheets, the next step is to connect Gmail to Pabbly Connect. This will allow you to send promotional emails to your patients.

In the Action section, select Gmail and choose the action event as ‘Send Email’. Click on ‘Connect’ to establish the connection between Gmail and Pabbly Connect.

Authorize Pabbly Connect to access your Gmail account by clicking ‘Allow’. Map the recipient’s email address from the previous step. Fill in the sender’s name, email subject, and body content for the promotional email.

Once all fields are filled, click on ‘Save and Send Test Request’ to ensure everything is functioning correctly. You should receive a test email in your Gmail account confirming the setup.

5. Testing the Automation Setup

Finally, test your automation setup in Pabbly Connect to ensure that it works as intended. Enter patient details into your Google Sheets to trigger the automation.

After entering the data, check your Gmail account to see if the promotional email has been sent. If everything is set up correctly, you should receive the email addressed to the patient with the promotional message.

Enter patient details such as first name, last name, and email in the Google Sheets. Verify that the email content is as intended. Repeat the process for additional patients to confirm the automation works consistently.

With this setup, you can now efficiently send promotional emails to all your patients using Pabbly Connect, saving you time and effort in managing communications.

Conclusion

In this tutorial, we explored how to automate promotional emails for healthcare clinics using Pabbly Connect with Google Sheets and Gmail. This process streamlines patient communication, ensuring timely updates and promotions.