Learn how to automate SMS subscription reminders using Google Sheets and Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Setup Automated SMS with Google Sheets

To automate SMS reminders for subscriptions, we will use Pabbly Connect to link Google Sheets with SMS services. Start by collecting all customer details and subscription dates in Google Sheets.

Ensure your Google Sheet includes the following columns:

  • Customer Name
  • Phone Number
  • Subscription End Date
  • Package Amount

Now that you have your data organized, we can proceed to automate the SMS reminders.

2. Create a Pabbly Connect Workflow

To create a workflow in Pabbly Connect, open the application and log in. Click on the ‘Create Workflow’ button to start.

When prompted, name your workflow something descriptive, like ‘Automated SMS for Subscription Reminders’. Select the folder where you want to save it. After that, you will configure the trigger and action steps.

For the trigger, choose ‘Schedule by Pabbly’ to run the workflow daily. Set the time for execution, for example, 10:00 AM. This ensures that every day, the workflow checks for subscriptions that are ending.

3. Fetch Current Date for Comparison

Using Pabbly Connect, we will fetch the current date to compare it with subscription end dates. Add an action step and select ‘Date and Time Formatter’.

In the action event, choose ‘Current Date’. This will allow you to retrieve the current date in a specified format. Save the settings and test the request to confirm the correct date is fetched.

Next, we will look up the subscription end dates in Google Sheets. Add another action step and select ‘Google Sheets’. Choose the action event ‘Lookup Spreadsheet Row V2’ to find matches based on the current date.

4. Send SMS Reminder Using SMS Service

Once you have the customer details from the Google Sheets lookup, it’s time to send an SMS reminder. Add a final action step and select your SMS service, such as Tulio.

In the action event, choose ‘Send SMS Message’. You will need to connect your Tulio account by entering your Account SID and Authorization Token. After connecting, compose the SMS body, including the customer’s name and a reminder message about their subscription.

Ensure to format the recipient’s number correctly, including the country code. Test this step to confirm that the SMS is sent successfully to the customer.

5. Conclusion

In this tutorial, we successfully automated SMS reminders for subscription renewals using Pabbly Connect and Google Sheets. This integration streamlines the reminder process, ensuring customers are informed about their subscription status.

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By following these steps, you can set up a similar automation for your subscription-based business, enhancing customer engagement and satisfaction.