How to Personalize Your Onboarding Emails using Pabbly Connect

Learn how to personalize your onboarding emails using Pabbly Connect by integrating Google Sheets and Gmail for automated email sending. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Email Personalization

To start personalizing your onboarding emails using Pabbly Connect, first, navigate to the Pabbly Connect homepage. You can access it by typing the URL into your browser. Once there, you will see options to sign in or sign up for free.

If you are a new user, click on the ‘Sign Up for Free’ button to create your account. After signing up, you will receive 100 free tasks each month to explore the features of Pabbly Connect. For existing users, simply click on ‘Sign In’ to access your dashboard.

2. Creating a Workflow to Automate Emails

Once you are logged into Pabbly Connect, head over to the dashboard. Here, you can see all your existing workflows. To create a new workflow, click on the ‘Create Workflow’ option. A dialog box will appear asking you to name your workflow.

For this automation, name your workflow ‘Personalize Your Onboarding Emails using Pabbly Connect’ and select the folder where you want to save it. After clicking ‘Create’, you will see two windows for setting up the trigger and action.

• Select Google Sheets as the trigger application.
• Choose the trigger event as ‘New or Updated Spreadsheet Row’.
• Copy the provided webhook URL for connecting Google Sheets to Pabbly Connect.

By following these steps, you can successfully set up the initial part of your workflow.

3. Connecting Google Sheets to Pabbly Connect

To connect Google Sheets with Pabbly Connect, open your Google Sheets document. Navigate to ‘Extensions’ and select ‘Add-ons’. From there, click on ‘Get Add-ons’ to access the Google Workspace Marketplace.

Search for the ‘Pabbly Connect Webhook’ add-on and install it. Once installed, refresh your spreadsheet to see the Pabbly Connect options under ‘Extensions’. For the initial setup, go to ‘Pabbly Connect Webhooks’ and enter the webhook URL you previously copied.

• Set the trigger column to the final data column (e.g., Column E).
• Click on the ‘Send Test’ button to verify the setup.

Once the test is successful, submit the initial setup to complete the connection between Google Sheets and Pabbly Connect.

4. Setting Up Gmail for Sending Emails

After successfully connecting Google Sheets to Pabbly Connect, the next step is to set up Gmail for sending personalized emails. In the action application section, select Gmail and choose the action event as ‘Send Email’.

Click on ‘Connect’ and choose the existing connection to your Gmail account. If you need to create a new connection, click on ‘Add New Connection’ and follow the prompts. Once connected, you will need to fill in the recipient email address with the mapped data from the Google Sheets response.

Enter the sender’s name (e.g., Michael Caris) and the subject line (e.g., Welcome to Gamers Junction). Compose the email body and map the customer’s name for personalization.

After entering all details, click ‘Save and Send Test Request’ to verify that the email is sent successfully.

5. Testing Your Email Automation Workflow

To ensure your workflow is functioning correctly, add a new row in your Google Sheets with the customer’s details. This will trigger the automation set up in Pabbly Connect. Check the email address to confirm that the onboarding email has been sent.

For example, if you add a new customer named ‘Demo Customer’ and specify a sender like ‘Gary Monro’, the email should reflect these changes. The subject line will remain static as ‘Welcome to Gamers Junction’ while the body will personalize the greeting.

Verify that the email contains all mapped details correctly. Make sure the email format is as intended and all links work properly.

Once confirmed, your workflow is now fully operational, allowing you to send personalized onboarding emails automatically through Pabbly Connect.

Conclusion

Using Pabbly Connect, you can easily automate the process of sending personalized onboarding emails. By integrating Google Sheets and Gmail, you streamline customer communication effectively.