How to Send Offers and Discounts to Customers on WhatsApp Using Pabbly Connect

Learn how to automate sending offers and discounts to customers on WhatsApp using Pabbly Connect and Google Sheets. Step-by-step tutorial included. 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 WhatsApp Integration

To send offers and discounts to customers on WhatsApp, we will use Pabbly Connect as our integration platform. Start by visiting the Pabbly Connect homepage by typing ‘Pabbly.com/connect’ in your browser.

Once on the homepage, you will see options to sign in or sign up. If you are a new user, click on the ‘Sign Up for Free’ button to create your account. Upon signing up, you will receive 100 free tasks every month to explore Pabbly Connect and test various automations.

2. Creating a Workflow in Pabbly Connect

After signing in, navigate to the all apps section and select Pabbly Connect. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button located at the top right corner.

• Provide a name for your workflow, such as ‘Send Automated WhatsApp Message to Customers for Discount Offers’.
• Select the folder where you want to save this workflow.
• Click on ‘Create’ to proceed.

Once you create the workflow, you will see two windows: one for the trigger and the other for the action. The trigger will be Google Sheets, where customer data is stored, and the action will be WhatsApp using Wati for sending messages.

3. Setting Up Google Sheets as Trigger in Pabbly Connect

In this step, we will set Google Sheets as our trigger application in Pabbly Connect. Select Google Sheets from the trigger application options and choose the trigger event as ‘New or Updated Spreadsheet Row’. This event will initiate the workflow whenever a new row is added or updated in the Google Sheets.

To connect Google Sheets with Pabbly Connect, you will receive a webhook URL and instructions. Copy the webhook URL and head to your Google Sheets. Click on ‘Extensions’, then ‘Add-ons’, and choose ‘Get Add-ons’. Search for ‘Pabbly Connect Webhooks’ and install it. After installation, refresh the page.

• Go to ‘Extensions’, then ‘Pabbly Connect Webhooks’, and select ‘Initial Setup’.
• Paste the copied webhook URL into the specified field.
• Set the trigger column to the column where data will be entered (e.g., Column B).

After setting up, click on ‘Send Test’ to verify the connection. Once successful, click ‘Submit’. Your Google Sheets will now send data to Pabbly Connect whenever there’s an update.

4. Sending WhatsApp Messages via Wati

Now that we have set up Google Sheets, it’s time to configure the action in Pabbly Connect for sending WhatsApp messages. Select Wati as the action application and choose ‘Send Template Message’ as the action event. You will need to connect your Wati account by clicking on ‘Add New Connection’.

To establish the connection, you will need to enter the API endpoint and access token, which can be found in your Wati account under API docs. Copy these details and paste them into the respective fields in Pabbly Connect.

Map the WhatsApp number field to the customer’s contact number received from Google Sheets. Select the template name that you have created in Wati for sending discounts. Fill in the broadcast title and custom parameters as required.

This setup ensures that each customer receives a personalized WhatsApp message with their discount offers automatically when their data is updated in Google Sheets.

5. Finalizing Automation and Sending Messages

To finalize the automation in Pabbly Connect, go back to Google Sheets and navigate to ‘Extensions’, then ‘Pabbly Connect Webhooks’. Select ‘Send All Data’ to ensure all existing customers receive their messages. This will send the WhatsApp messages to all customers listed in your Google Sheets.

Now, every time you add a new row in Google Sheets with customer details, the automation will trigger, and the respective WhatsApp message will be sent without any manual effort. This automation allows you to efficiently send festive offers to customers during the Christmas season.

In summary, we have successfully integrated Google Sheets with WhatsApp using Pabbly Connect and Wati to send automated discount messages. This setup can be easily adapted for various marketing campaigns, ensuring a streamlined communication process.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate sending offers and discounts to customers on WhatsApp using Google Sheets. This integration streamlines communication, making it easier to reach customers efficiently.