Automate SMS Subscription Reminders with Google Sheets and Trigger

Learn how to automate SMS subscription reminders using Google Sheets and Trigger. Follow this step-by-step tutorial for seamless integration. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

1. Setting Up SMS Integration with Trigger

To set up SMS integration with Trigger, we will first utilize Google Sheets. SMS integration is essential for sending automated reminders about subscription renewals. Start by ensuring your Google Sheets contain all customer details, including subscription dates and phone numbers.

Next, we will use Pabbly Connect to automate this process. This powerful tool allows us to connect Google Sheets with SMS services like Twilio for sending messages. Make sure your Google Sheets are organized with all necessary information, such as:

• Customer Name
• Subscription End Date
• Phone Number

With your Google Sheets ready, we can proceed to connect it with Trigger using Pabbly Connect.

2. Creating a Workflow with Pabbly Connect

Creating a workflow in Pabbly Connect is straightforward. First, log into your Pabbly Connect account and navigate to the dashboard. Click on the ‘Create Workflow’ button to begin setting up your automated SMS system.

When prompted, name your workflow something descriptive, such as ‘Automated SMS for Subscription Reminders’. Select the appropriate folder in your Pabbly Connect account to keep your workflows organized. After naming, click on the ‘Create’ button to proceed.

• Select ‘Schedule by P’ as your trigger application.
• Set the trigger event to ‘Schedule Workflow’.
• Choose to run the workflow daily at a specific time, like 10 AM.

This setup ensures that your workflow will check for subscription end dates every day, allowing timely SMS notifications to your customers.

3. Fetching Current Date for SMS Reminders

To send reminders based on the subscription end dates, fetching the current date is crucial. In Pabbly Connect, add a new action step after your trigger. Use the ‘Date and Time Formatter’ to get the current date.

Set the action event to ‘Current Date’ and configure the format as needed. This step will allow your workflow to compare the current date with the subscription end dates stored in your Google Sheets.

Select the desired date format. Save and send a test request to verify the current date is fetched correctly.

Once the current date is successfully retrieved, you can proceed to search for matching subscription end dates in your Google Sheets.

4. Matching Dates in Google Sheets

Matching the current date with subscription end dates in Google Sheets is a pivotal step. Add another action step in your Pabbly Connect workflow and search for ‘Google Sheets’ as the application.

Choose the action event ‘Lookup Spreadsheet Row V2’. This action will enable your workflow to find all customers whose subscriptions are ending on the current date. Connect your Google Sheets account to Pabbly Connect by signing in and granting access.

Select the spreadsheet containing customer subscription details. Specify the column containing the end dates for lookup. Use the current date fetched earlier as the lookup value.

This process will gather all relevant customer data needed to send SMS reminders effectively.

5. Sending SMS Reminders with Twilio

To send SMS reminders, integrate Twilio with your Pabbly Connect workflow. Add a final action step and select Twilio as the application. Choose the action event ‘Send SMS Message’ to configure the SMS content.

Connect your Twilio account by entering your Account SID and Authorization Token. These credentials can be found in your Twilio dashboard. After connecting, customize the SMS message to include the customer’s name and subscription details.

Map the customer’s name and phone number from the previous steps. Craft a friendly reminder message about the subscription renewal. Test the SMS sending functionality to ensure it works correctly.

Upon successful testing, your automated SMS reminder system will be fully operational, notifying customers about their subscription renewals on time.

Conclusion

In this tutorial, we explored how to automate SMS reminders using Google Sheets and Trigger. By following the step-by-step process, you can efficiently remind your customers about their subscription renewals, enhancing customer satisfaction and retention.