Automate WhatsApp Reminders for Library Membership Using Pabbly Connect

Learn how to automate WhatsApp reminders for library membership renewals using Pabbly Connect and Google Sheets. Step-by-step guide included. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

To automate WhatsApp reminders for library membership renewals, we will use Pabbly Connect as our central integration platform. Start by visiting the Pabbly Connect homepage by typing ‘Pabbly.com/connect’ in your browser.

If you’re a new user, click on ‘Sign Up for Free’ to create an account. Existing users can simply click ‘Sign In’ to log into their accounts. Once logged in, you will be directed to the dashboard where you can manage your workflows.

2. Creating a New Workflow in Pabbly Connect

Once on your dashboard, you can create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow something descriptive, like ‘Send WhatsApp Reminders for Library Membership’. Choose a folder to organize your workflows, such as ‘WhatsApp Marketing Automations’.

• Click on ‘Create’ to open a new workflow screen.
• In the trigger section, select ‘Schedule’ as the trigger application.
• Set the trigger event to run on specific dates each month.

After configuring the trigger, you can proceed to set up the action steps for your workflow. This is where Pabbly Connect truly shines by allowing seamless integration with multiple applications.

3. Configuring Trigger and Action in Pabbly Connect

In the trigger section, select ‘Schedule’ to run the workflow automatically every month. Choose the specific date, such as the 28th of each month, and set the time for the trigger to execute, for example, 10:00 AM.

Your action application will be Google Sheets, where the member details are stored. Select ‘Google Sheets’ and choose the action event as ‘Lookup Spreadsheet Row’. This allows you to retrieve member data based on their payment status.

• Connect your Google Sheets account to Pabbly Connect.
• Select the spreadsheet containing the library member data.
• Set the lookup value as ‘Due’ to find members with pending payments.

With these configurations, Pabbly Connect will automatically retrieve the necessary data from Google Sheets every month.

4. Sending WhatsApp Reminders Using Pabbly Connect

After configuring the trigger and action, the next step is to send WhatsApp reminders. You will need to add a new action step using WhatsApp Cloud API or another messaging application of your choice.

In this step, select the action event to send a template message. Ensure you have a pre-approved template ready for sending reminders. You can customize the message to include the member’s name and payment details by mapping these fields from the previous Google Sheets step.

Map the phone number of the member from the Google Sheets response. Insert the template name and any necessary variables for personalization. Click ‘Save and Send Test Request’ to ensure the message is sent successfully.

By using Pabbly Connect, you can automate the entire process, ensuring that every member receives their reminders on time without manual intervention.

5. Conclusion

In this tutorial, we explored how to automate WhatsApp reminders for library membership renewals using Pabbly Connect. By integrating Google Sheets and WhatsApp, library administrators can efficiently manage membership renewals without manual effort. This automation not only saves time but also enhances member engagement.

Using Pabbly Connect, you can streamline your library operations and ensure timely communication with members. Start automating today and improve your library’s efficiency!