Automate WhatsApp Subscription Reminders with Google Sheets Integration

Learn how to automate WhatsApp subscription reminders using Google Sheets and Pabbly Connect. Step-by-step guide to enhance customer engagement. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

Introduction to WhatsApp Automation for Subscription Reminders

WhatsApp integration is essential for automating subscription reminders. In this tutorial, we will guide you through the process of sending WhatsApp messages for monthly subscription reminders using Google Sheets. This automation streamlines communication with your clients, ensuring timely reminders without manual intervention.

By utilizing Pabbly Connect, you can easily set up this automation. The integration will check your Google Sheets for members whose payments are due and send them automated WhatsApp reminders. This not only saves time but also enhances client satisfaction.

Setting Up Pabbly Connect for WhatsApp Integration

To start, navigate to the Pabbly Connect website. If you’re a new user, click on ‘Sign up for free’ to create an account. Existing users should click on ‘Sign in’ to access their dashboard. Once logged in, you’ll see various applications offered by Pabbly.

Click on ‘Access Now’ for Pabbly Connect. To create a workflow, click on the ‘Create Workflow’ button. Name your workflow something descriptive, like ‘Send WhatsApp Message for Monthly Subscription Reminder from Google Sheets,’ and save it in the Automation folder. This will set the foundation for your automation process.

Scheduling the Workflow with Pabbly Connect

To schedule the workflow, select the trigger application as ‘Schedule by Pabbly’. This feature allows you to automate the timing of your workflow. Set the trigger event for the end of the month, specifying the date as the 28th of each month and the time as 12 PM. using Pabbly Connect

After setting the schedule, click on ‘Save’. This will ensure that your workflow runs automatically at the specified time each month. Now, you are ready to proceed to the next step of extracting data from Google Sheets.

Extracting Data from Google Sheets for WhatsApp Reminders

For the action application, select ‘Google Sheets’ to retrieve the details of customers with pending payments. Choose the action event as ‘Lookup Spreadsheet Row V2’ and connect your Google Sheets account. Make sure to authorize Pabbly Connect to access your Google account. using Pabbly Connect

• Select your spreadsheet named ‘Details’.
• Input the lookup value as ‘Due’ to filter customers with pending payments.
• Set the lookup column to ‘F’ where the payment status is recorded.

After configuring these settings, click on ‘Save and Send Test Request’. This will retrieve the list of customers whose payments are due, setting up the next step in your workflow.

Sending WhatsApp Messages to Customers

Now, add an action step by selecting ‘AI Sensei’ for sending automated WhatsApp messages. Choose the action event as ‘Send Template Message’. Connect your WhatsApp by AI Sensei account by entering your API key, which can be generated from your AI Sensei account under the Manage section. using Pabbly Connect

Once connected, specify the campaign name that you want to use for sending messages. Ensure that the campaign is live. Map the mobile number and user name from the previous Google Sheets response to personalize each message. For the template parameters, include variables for the customer’s name and membership type.

Conclusion: Streamlining Client Communication with Automation

In conclusion, integrating WhatsApp with Google Sheets through Pabbly Connect allows you to automate subscription reminders effectively. This process ensures that your clients receive timely notifications, improving retention and satisfaction. By following the steps outlined in this tutorial, you can enhance your business operations significantly.