Email Segmentation Made Easy with Pabbly Connect: A Step-by-Step Guide

Learn how to automate email segmentation using Pabbly Connect, integrating P Form Builder, Google Sheets, and Flowdesk seamlessly. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Email Segmentation

To start using Pabbly Connect, navigate to the Pabbly Connect website. If you don’t have an account, you can easily sign up for free. After signing in, you will land on the dashboard where you can create workflows.

Once on the dashboard, click on the ‘Create Workflow’ button. You can name your workflow according to your objective, such as ‘Email Segmentation with Pabbly Connect’. This sets the stage for integrating P Form Builder, Google Sheets, and Flowdesk.

2. Setting Up the Trigger with P Form Builder

In this step, you will set up the trigger in Pabbly Connect. Select P Form Builder as your trigger application. The trigger event will be ‘New Form Submission’. This means that every time a form is submitted on your website, it will initiate the workflow.

Next, you need to connect P Form Builder with Pabbly Connect using the provided webhook URL. Here’s how to do it:

• Copy the webhook URL from Pabbly Connect.
• Go to your P Form Builder account and open the form you want to connect.
• Navigate to the integration settings and paste the webhook URL.
• Save the integration settings.

Now, your P Form Builder is connected to Pabbly Connect and ready to capture form submissions for email segmentation.

3. Adding Form Submission Data to Google Sheets

After setting up the trigger, the next step is to add the form submission data to Google Sheets via Pabbly Connect. Select Google Sheets as your action application and choose the action event ‘Add New Row’. This allows you to store each submission in a structured format.

To connect Google Sheets with Pabbly Connect, follow these steps:

• Click on ‘Add New Connection’ and sign in to your Google account.
• Select the spreadsheet where you want to store the data.
• Map the fields from the form submission to the corresponding columns in Google Sheets.

Once completed, every new form submission will automatically populate your Google Sheets, ensuring you have a record of all leads.

4. Segmenting Subscribers in Flowdesk

The final step involves segmenting your subscribers in Flowdesk based on the business size collected from the form submissions. To do this, you will set up a filter in Pabbly Connect to check if the lead is interested in promotional emails.

Here’s how to create the segmentation:

Add a new action step in Pabbly Connect and select Flowdesk as the application. Choose the action event ‘Create/Update Subscriber’. Map the subscriber details from the form submission to Flowdesk fields.

After setting this up, you can start sending targeted emails based on the subscriber’s business size, ensuring your marketing efforts are relevant and effective.

Conclusion

In summary, using Pabbly Connect for email segmentation allows you to automate the process of managing leads from P Form Builder to Google Sheets and Flowdesk. By following these steps, you can effectively create tailored email campaigns that meet the unique needs of different business segments.