How to Send Discount Vouchers via WhatsApp with Pabbly Connect and Instamojo Payment

Learn how to send discount vouchers to customers via WhatsApp using Pabbly Connect and Instamojo Payment. Follow our step-by-step guide for seamless integration. 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 send discount vouchers via WhatsApp using Pabbly Connect, first, access the Pabbly Connect platform. You can do this by searching for Pabbly Connect in your browser and signing in to your account.

Once logged in, you will see the dashboard. Click on the ‘Create Workflow’ button to initiate the setup process. You’ll need to name your workflow, such as ‘Send Discount Vouchers via WhatsApp on New Instamojo Payment’. After naming, select the folder where you want to save it and click on ‘Create’.

2. Setting Up the Trigger with Instamojo

In this section, we will set up the trigger in Pabbly Connect using Instamojo. For the trigger application, select ‘Instamojo V2’ and choose the event as ‘Successful Payment’. This will ensure that the workflow is activated whenever a new payment is made.

• Search for ‘Instamojo V2’ in the trigger application.
• Select ‘Successful Payment’ as the trigger event.
• Copy the provided webhook URL for later use.

After copying the webhook URL, navigate to your Instamojo account to set up the webhook. Go to the page settings of your product, enable the webhook, and paste the URL. Ensure to select ‘Successful Payments’ as the information to be sent.

3. Testing the Webhook Response

Once the webhook is set up, it’s time to test the connection using Pabbly Connect. Perform a test payment on your Instamojo account to trigger the webhook. This will send the payment details back to Pabbly Connect.

To conduct the test, go to your product page, click on ‘Pay Now’, and fill in the necessary details for a dummy purchase. After completing the payment, return to your Pabbly Connect dashboard to verify if the webhook has captured the payment response.

• Navigate to your product page on Instamojo.
• Complete the payment process with dummy details.
• Check Pabbly Connect for the captured response.

If successful, you will see all the details of the payment in your Pabbly Connect workflow, confirming that the trigger is working properly.

4. Setting Up Action to Send WhatsApp Message

Now that the trigger is set, we will configure the action step in Pabbly Connect to send a WhatsApp message. Select ‘WhatsApp Cloud API’ as the action application and choose ‘Send Template Message’ as the action event.

Connect your WhatsApp Cloud API account by entering the required details such as the token, phone number ID, and WhatsApp business account ID. You can find these details in the WhatsApp Cloud API setup documentation provided in Pabbly Connect.

Select ‘WhatsApp Cloud API’ as the action application. Choose ‘Send Template Message’ as the action event. Enter your WhatsApp account details to connect.

After connecting, select the template you want to use for the message. Ensure to map the recipient’s phone number and other dynamic fields from the previous response to personalize the message.

5. Finalizing the Automation and Sending Messages

With everything set up in Pabbly Connect, it’s time to finalize the automation. Click on ‘Save and Send Test Request’ to send a test message to the recipient. Ensure that you replace any dummy phone numbers with actual ones to receive the message.

Once the test message is sent, check your WhatsApp to confirm receipt of the discount voucher message. If the message appears correctly with the attached PDF voucher, your automation is successful, and you are ready to send messages to customers after their purchases.

In summary, using Pabbly Connect allows you to automate the process of sending discount vouchers via WhatsApp seamlessly after a successful payment through Instamojo. This enhances customer engagement and encourages repeat purchases.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to send discount vouchers via WhatsApp after successful Instamojo payments. By following these steps, you can enhance customer satisfaction and drive repeat business effectively.