Automate Subscription Reminders with Pabbly Connect and Google Sheets

Learn how to automate subscription reminders using Pabbly Connect, Google Sheets, and Gmail. Step-by-step guide for gym owners and businesses. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Overview of Pabbly Connect for Automation

Pabbly Connect is an essential tool for automating tasks between various applications. In this tutorial, we will use Pabbly Connect to set up email reminders for gym members based on their subscription renewal dates recorded in Google Sheets. This automation saves time and ensures timely communication with clients.

To get started, log in to your Pabbly Connect account. If you are a new user, you can sign up for free and enjoy 100 free tasks every month. Once logged in, you will see the dashboard where you can create workflows for automation.

2. Creating a Workflow in Pabbly Connect

To automate email reminders, we first need to create a workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. A dialog box will appear asking for the workflow name and the folder to save it.

• Workflow Name: Send Emails for Monthly Subscription Reminders
• Select Folder: Choose a folder from the dropdown menu.

After filling out the details, click on the ‘Create’ button. You will then see two sections: Trigger and Action. The trigger defines when the automation starts, while the action defines what happens as a result.

3. Setting Up the Trigger with Pabbly Connect

For our workflow, we will set the trigger to ‘Schedule by Pabbly’. This feature allows us to run the workflow daily to check for upcoming renewal dates. Select ‘Schedule’ as the trigger event and set it to run every day at a specified time. using Pabbly Connect

• Trigger Application: Schedule by Pabbly
• Trigger Event: Schedule Workflow
• Time: Set to 10:30 AM (Asia/Kolkata)

After configuring the trigger, click the ‘Save’ button. This setup ensures that the workflow will check the Google Sheets data daily for any approaching renewal dates.

4. Setting Up Action Steps in Pabbly Connect

Next, we will set up the action step to retrieve member details from Google Sheets. Select Google Sheets as the action application and choose the action event as ‘Lookup Spreadsheet V2’. This action will help fetch the details of members whose payment status is due. using Pabbly Connect

Action Application: Google Sheets Action Event: Lookup Spreadsheet V2 Lookup Value: Set to ‘Due’

After configuring the action, click the ‘Connect’ button to authorize Pabbly Connect with Google Sheets. Select the spreadsheet containing your member data, and ensure you choose the correct sheet. This action will retrieve all members with a payment status of ‘Due’, allowing us to send them email reminders later.

5. Sending Email Reminders via Gmail

Finally, we will set up the action to send email reminders using Gmail. Select Gmail as the action application and choose ‘Send Email V1’ as the action event. This step sends out emails to members whose subscriptions are about to expire. using Pabbly Connect

Action Application: Gmail Action Event: Send Email V1 Email Subject: Your Gym Membership Renewal is Coming Up

Map the recipient’s email address from the previous step, and fill in the email content. After configuring the email details, click on the ‘Send Test Request’ button to verify that the email is sent successfully. Check your Gmail account to confirm receipt of the reminder email.

Conclusion

In this tutorial, we demonstrated how to automate subscription reminders using Pabbly Connect, Google Sheets, and Gmail. By setting up a workflow, we ensured timely communication with gym members regarding their renewal dates. This automation not only saves time but also enhances customer engagement.