Automate Sending Feedback Forms After Appointments Using Pabbly Connect

Learn how to automate sending feedback forms after appointments using Pabbly Connect with TidyCal and Gmail integration. Step-by-step tutorial included. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Introduction to Automating Feedback Forms with Pabbly Connect

Automating feedback forms after appointments can save time and improve customer engagement. With Pabbly Connect, you can seamlessly integrate TidyCal and Gmail to send feedback forms automatically after appointments.

This tutorial will guide you through the steps to set up this automation using Pabbly Connect. You will learn how to connect TidyCal with Gmail and configure the workflow to ensure feedback forms are sent after a specified delay.

2. Setting Up Your Pabbly Connect Account

First, you need to access your Pabbly Connect account. If you don’t have one, you can create a free account in just a couple of minutes. Once logged in, you will be directed to the dashboard.

To start creating your workflow, follow these steps:

• Click on the blue ‘Create Workflow’ button.
• Name your workflow, such as ‘Auto Send Feedback Form After Appointment.’
• Select the main workflow folder and click ‘Create.’

Now you have set up your workflow and are ready to integrate TidyCal with Gmail using Pabbly Connect.

3. Connecting TidyCal to Pabbly Connect

In this section, you will connect TidyCal as the trigger application in Pabbly Connect. This means that whenever a new booking is made, it will trigger the workflow.

To connect TidyCal, do the following:

• Select TidyCal as the trigger application.
• Choose the trigger event as ‘New Booking.’
• Click on ‘Connect’ and follow the prompts to authorize your TidyCal account.

Once connected, Pabbly Connect will capture the details of the most recent booking, which will be used in the next steps of the automation.

4. Formatting Dates and Delaying Email Sending

After connecting TidyCal, the next step is to format the date and set a delay before sending the feedback form. This is crucial to ensure that the email is sent 2-3 hours after the appointment.

To format the date and set a delay using Pabbly Connect, follow these steps:

Add a new action step for ‘Format Date with Time Zone.’ Select the UTC date from the previous step and convert it to Asia/Kolkata time zone. Next, add a delay action to wait for 3 hours before sending the email.

This formatting and delay ensure that the feedback form is sent at the right time, enhancing customer experience.

5. Sending the Feedback Form via Gmail

The final step in this automation process is to send the feedback form through Gmail. This is where Pabbly Connect plays a crucial role in linking TidyCal and Gmail.

To send the email, perform the following actions:

Select Gmail as the action application. Choose ‘Send Email’ as the action event. Map the recipient’s email from the TidyCal booking details.

Once you have configured the email content, including the feedback form link, click on ‘Save’ to complete the process. Now, whenever an appointment is completed, Pabbly Connect will automatically send the feedback form to your customers.

Conclusion

Using Pabbly Connect, you can efficiently automate the process of sending feedback forms after appointments. This integration with TidyCal and Gmail enhances customer interaction and saves valuable time.