Automate Your Email Marketing with Pabbly Connect: A Step-by-Step Guide

Learn how to automate your email marketing campaigns using Pabbly Connect to integrate Monitor, The Happening, Google Sheets, and Facebook seamlessly. 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. Accessing Pabbly Connect for Automation

To start automating your email marketing, you need to access Pabbly Connect. Begin by visiting the official website and clicking on the ‘Sign Up for Free’ button if you are a new user. Existing users can simply log in to their accounts.

Once logged in, you will be directed to the dashboard of Pabbly Connect. Here, you can create new workflows and manage existing ones. Click on ‘Create Workflow’ to initiate the automation process for your email marketing campaigns.

2. Creating Workflows in Pabbly Connect

In this section, we will create a new workflow in Pabbly Connect. After clicking on ‘Create Workflow’, you will be prompted to name your workflow. Enter a descriptive name like ‘Automate Campaign Monitor’ and select a folder to organize your workflows.

• Name the workflow: Automate Campaign Monitor
• Select a folder for organization

After naming your workflow, click on ‘Create’. You will now see two sections: Trigger and Action. The Trigger section determines what event will start the workflow, while the Action section defines what happens as a result of that trigger.

3. Setting Up the Trigger in Pabbly Connect

To set up the trigger, select ‘Campaign Monitor’ as your trigger application in Pabbly Connect. Next, choose the trigger event, such as ‘New Subscriber’. This event will initiate the workflow whenever a new subscriber is added to your Campaign Monitor account.

After selecting the trigger event, click on ‘Connect’ to establish a connection. You will need to input your Campaign Monitor API key, which can be found in your account settings. Leave the password field blank as instructed.

• Select ‘Campaign Monitor’ as the trigger application
• Choose the trigger event: New Subscriber
• Input the API key and click ‘Connect’

Once the connection is established, you can test the trigger by adding a new subscriber through your Campaign Monitor signup form. This will allow Pabbly Connect to capture the subscriber’s details and confirm that the trigger is functioning correctly.

4. Setting Up the Action in Pabbly Connect

Now that the trigger is set, it’s time to define the action. In this case, select ‘Google Sheets’ as the action application in Pabbly Connect. Choose the action event, such as ‘Add Row’, to insert the subscriber’s information into a Google Sheets document.

Connect Google Sheets by following the same steps as before, using your Google credentials. Map the fields from the trigger (like name and email) to the corresponding columns in your Google Sheets. This way, every time a new subscriber is added, their details will automatically populate in your spreadsheet.

Select ‘Google Sheets’ as the action application Choose the action event: Add Row Map trigger fields to Google Sheets columns

After mapping the fields, test the action by adding a new subscriber again. This will show that the integration between Campaign Monitor and Google Sheets through Pabbly Connect is successful.

5. Integrating Facebook Lead Ads with Pabbly Connect

In this final section, we will integrate Facebook Lead Ads with Campaign Monitor using Pabbly Connect. Select ‘Facebook Lead Ads’ as the trigger application. Choose the trigger event, such as ‘New Lead’, to initiate the workflow when a new lead is generated from your Facebook ads.

Establish a connection with Facebook by logging into your account and allowing Pabbly Connect to access your lead data. Once connected, you can set the action to ‘Add Subscriber’ in Campaign Monitor, using the same API key method as before.

Map the lead details from Facebook to the appropriate fields in Campaign Monitor. This ensures that every new lead from your Facebook ads is automatically added as a subscriber in your email marketing list.

Conclusion

In this tutorial, we’ve explored how to automate your email marketing campaigns using Pabbly Connect. By integrating Monitor, The Happening, Google Sheets, and Facebook Lead Ads, you can streamline your marketing efforts effectively. This process allows for real-time updates and efficient management of your subscriber lists, enhancing your marketing strategy.