Feedback Mastery: Elevating Your Post-Sales Communication Via WhatsApp with Pabbly Connect

Learn how to automate your post-sales communication using Pabbly Connect, Google Sheets, and WhatsApp to optimize customer feedback efficiently. 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

1. Accessing Pabbly Connect for Automation

To begin automating customer feedback using Pabbly Connect, first navigate to the Pabbly Connect homepage. You can access this by entering the URL in your browser. Once on the page, you will see options for signing in or signing up for free.

If you are a new user, click on the ‘Sign Up for Free’ button to create your account. Existing users can simply sign in. After signing in, you will get 100 free tasks every month to explore automation features. This is a great way to familiarize yourself with Pabbly Connect.

2. Setting Up Google Sheets Integration with Pabbly Connect

In this step, we will set up Google Sheets as our trigger application in Pabbly Connect. The goal is to automate the process of sending feedback forms to customers after their orders are delivered. First, create a Google Sheet that contains all relevant order details.

• Ensure your spreadsheet includes columns for order number, customer name, email, phone number, product details, and order status.
• The order status should have values like ‘Delivered’ or ‘On Hold’.
• This setup will help trigger actions in Pabbly Connect.

Once your Google Sheet is ready, go back to Pabbly Connect and create a new workflow, naming it appropriately. Select Google Sheets as the trigger application and set the trigger event to ‘New or Updated Spreadsheet Row’. This will initiate the workflow whenever a new order is added.

3. Connecting WhatsApp Cloud API in Pabbly Connect

Next, we will connect the WhatsApp Cloud API to send feedback messages to customers. In this step, you will select WhatsApp Cloud API as your action application in Pabbly Connect. This API allows you to send template messages to customers efficiently.

To do this, choose the action event as ‘Send Template Message’. You will need to enter your WhatsApp Cloud API credentials, including the token, phone number ID, and WhatsApp business account ID. This information can be found in your Meta developers account under the API setup section.

• Ensure you have created a message template in your WhatsApp Cloud API account.
• Map the customer’s phone number and the feedback form link dynamically in Pabbly Connect.
• This allows for personalized messages to be sent based on the customer’s details.

After entering all necessary details, save your settings to establish the connection. This integration will automate the sending of feedback forms after an order is marked as delivered.

4. Testing the Integration with Pabbly Connect

Once you have set up your workflow in Pabbly Connect, it is crucial to test the integration to ensure everything works seamlessly. You can do this by adding a new order in your Google Sheet and changing the order status to ‘Delivered’.

After updating the order status, check if the feedback message is sent to the customer’s WhatsApp. You should receive a message containing the feedback form link, confirming that the integration is functioning correctly.

Verify that the message includes the correct customer name and the feedback form link. If the message is not received, double-check your workflow settings in Pabbly Connect. Make sure all mappings are correctly set up for dynamic data.

Successful testing ensures that your post-sales communication is automated, enhancing customer feedback collection.

5. Finalizing Your Automation with Pabbly Connect

After testing, you can finalize your automation setup in Pabbly Connect. Ensure all configurations are saved and that your Google Sheet is continuously updated with new orders. This will allow the automation to trigger messages whenever a new order is marked as delivered.

To send messages to all customers at once, you can use the ‘Send All Data’ feature in the Pabbly Connect Webhooks add-on. This feature allows you to send messages to multiple customers simultaneously, enhancing your feedback collection process.

Review all your templates in WhatsApp Cloud API to ensure they are approved and ready for use. Customize each message based on customer feedback to improve service. Utilize Pabbly Connect to manage and optimize all customer interactions.

With these steps, your post-sales communication via WhatsApp will be automated, allowing you to focus on other business aspects while ensuring customer satisfaction.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate post-sales communication via WhatsApp effectively. By integrating Google Sheets with WhatsApp Cloud API, you can streamline customer feedback collection and enhance communication.