Learn how to automate conference reminders through WhatsApp using Pabbly Connect in this detailed tutorial. Step-by-step guide included. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Automation
To start automating conference reminders, first access Pabbly Connect. This platform enables seamless integration between various applications, including Google Forms and WhatsApp.
Begin by signing into your Pabbly Connect account. If you are a new user, you can sign up for free and receive 100 free tasks each month. Once logged in, navigate to the dashboard to initiate the automation process.
2. Creating a Workflow in Pabbly Connect
To create a workflow, click on the ‘Create Workflow’ button in the top right corner of the Pabbly Connect dashboard. This will open a dialog box where you can name your workflow.
- Name your workflow as ‘Send Conference Reminder via WhatsApp Automatically’.
- Select a folder in which to save this workflow.
After naming your workflow and selecting the folder, click on the ‘Create’ button. This will set up your workflow, allowing you to configure triggers and actions.
3. Setting Up the Trigger with Google Forms
The next step involves setting up the trigger for your workflow using Google Forms. Select Google Forms as the trigger application in Pabbly Connect.
Choose the trigger event as ‘New Response Received’. This event captures responses from your Google Form as soon as participants register for the conference. After selecting this, Pabbly Connect will provide you with a unique webhook URL.
- Copy the webhook URL provided by Pabbly Connect.
- Link this URL to your Google Form by going to the Responses tab and selecting ‘Link to Sheets’.
After linking, ensure that every form submission is captured in the linked Google Sheets, which will be monitored by Pabbly Connect.
4. Sending WhatsApp Reminders
Now that your Google Form is connected, it’s time to set up the action that sends WhatsApp reminders. For this, select WhatsApp by AI Sensei as your action application in Pabbly Connect.
Choose the action event as ‘Send Template Message’. Ensure you have created a WhatsApp message template that includes personalized variables, such as the participant’s name. This enables you to send tailored messages to each registrant.
Map the participant’s mobile number and name fields from the Google Sheets response. Test the WhatsApp integration to confirm that messages are sent successfully.
Once this is set up, participants will receive reminders via WhatsApp, ensuring they are informed about the conference.
5. Adding Delays for Timely Reminders
To ensure reminders are sent at the right times, you need to add delays in your workflow. Use the ‘Delay by Pabbly’ application to set up a delay for one day before the conference and another for one hour before the event.
For the first delay, select the action event as ‘Add Delay Time’ and set it to one day before the event. For the second delay, repeat the process and set it to one hour before the event.
Map the event date and time from the Google Sheets response. Ensure the delays are set correctly to match the conference schedule.
This setup allows Pabbly Connect to manage the timing of reminders effectively, ensuring participants receive notifications at the right moments.
Conclusion
In this tutorial, we explored how to automate conference reminders using Pabbly Connect and WhatsApp. By following the steps outlined, you can ensure timely notifications for your events, enhancing participant engagement and reducing manual effort.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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