How to Send SMS When Subscription is Cancelled in Pabbly Subscription Billing

Learn how to automate SMS notifications for cancelled subscriptions using Pabbly Subscription Billing and Twilio. Step-by-step guide included. Master subscription management with practical techniques to handle free trials, coupon codes, and special offers that drive conversion and retention.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Subscription Billing for Automation

To start automating SMS notifications for cancelled subscriptions, access Pabbly Subscription Billing by navigating to the Pabbly website. Click on the ‘Sign In’ button if you are an existing user, or ‘Sign Up for Free’ if you are new. Upon signing up, you will receive 100 free tasks every month to explore the features of this powerful platform.

Once signed in, you will be directed to the dashboard of Pabbly Subscription Billing. Here, you can create workflows that connect various applications. Click on the ‘Access Now’ button to move to the dashboard where you can manage your workflows and integrations.

2. Creating a Workflow in Pabbly Subscription Billing

To create a new workflow in Pabbly Subscription Billing, click on the ‘Create Workflow’ option located in the top right corner. A dialog box will appear prompting you to name your workflow. Enter a descriptive name such as ‘Send SMS for Cancelled Subscription’.

• Provide a name for your workflow.
• Select a folder to save your workflow.
• Click on ‘Create’ to proceed.

After creating the workflow, you will see options for setting up a trigger and an action. The trigger will be set to detect when a subscription is cancelled in Pabbly Subscription Billing, and the action will initiate the SMS sending process.

3. Setting Up the Trigger in Pabbly Subscription Billing

In this step, you will select Pabbly Subscription Billing as your trigger application. Choose the ‘Subscription Cancelled’ event as the trigger event. This means that whenever a subscription is cancelled, the workflow will activate.

After selecting the trigger event, a webhook URL will be generated. Copy this URL as it will be used to connect Pabbly Subscription Billing with the automation process. To set this up, navigate to your Pabbly Subscription Billing account settings, find the ‘Webhooks’ option, and click on ‘Add Webhook’.

• Name the webhook, for example, ‘Cancelled Subscription’.
• Select the products and plans applicable.
• Paste the copied webhook URL.
• Select the event ‘Subscription Cancelled’ and click ‘Save’.

Once saved, this webhook will trigger the workflow in Pabbly Subscription Billing whenever a subscription is cancelled, capturing the necessary customer details.

4. Setting Up the Action to Send SMS

Now that the trigger is set, the next step is to configure the action that sends the SMS. Search for ‘Twilio’ in the action application section and select it. Choose the action event as ‘Send SMS Message’. This will allow you to send SMS notifications through Twilio whenever a subscription is cancelled in Pabbly Subscription Billing.

After selecting Twilio, click on the ‘Connect’ button. You will need to provide your Twilio account credentials, including the Account SID and Authorization Token, to establish a connection. Once connected, you can customize the SMS message that will be sent to the customer.

Compose the SMS body, including dynamic fields like customer name and cancellation details. Map the necessary customer details from the trigger response. Specify the sender’s number from your Twilio account.

After entering all the required information, click on ‘Save and Send Test Request’ to ensure that the SMS is sent successfully. This completes the action setup in Pabbly Subscription Billing.

5. Testing the Automation in Pabbly Subscription Billing

To test the automation, go back to your Pabbly Subscription Billing account and cancel a subscription. Ensure that you provide a reason for cancellation. Once the subscription is cancelled, return to Pabbly Subscription Billing and check if the webhook response is captured successfully.

If everything is set up correctly, you will receive an SMS notification on the specified recipient number with the details about the cancellation. This confirms that the integration between Pabbly Subscription Billing and Twilio is working as intended.

In summary, by following these steps, you can automate SMS notifications for cancelled subscriptions using Pabbly Subscription Billing. This not only keeps your customers informed but also enhances customer service by promptly addressing subscription changes.

Conclusion

In this tutorial, we explored how to automate SMS notifications for cancelled subscriptions using Pabbly Subscription Billing and Twilio. By following the outlined steps, you can ensure effective communication with your customers regarding their subscription status.