How to Send Verification Form Link on Email for Affiliate Requests in Pabbly Subscription Billing

Learn how to automate sending verification form links via email for affiliate requests using Pabbly Subscription Billing and Pabbly Subscription Billing in this detailed tutorial. Learn step-by-step how to configure flexible subscription plans, automate billing cycles, and generate detailed revenue reports without coding knowledge.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Subscription Billing for Affiliate Requests

To send a verification form link via email for new affiliate requests, you first need to set up Pabbly Subscription Billing. This platform allows you to manage your affiliate program efficiently. Start by logging into your Pabbly Subscription Billing account and navigate to the affiliate settings.

In the affiliate settings, you can configure options such as allowing customers to become affiliates and whether to auto-approve requests. Make sure to select ‘No’ for auto-approval to verify each affiliate manually. This ensures that you verify their details before they are accepted into your program.

2. Creating the Verification Form Using Google Forms

Next, you need to create a verification form that affiliates will use to submit their documents. This can be done using Google Forms. The form should collect essential details such as: using Pabbly Connect

• Name
• Email
• Mobile Number
• Aadhaar Card Number
• PAN Card Number

Additionally, ensure that the form allows file uploads for documents like Aadhaar and PAN card images. After creating the form, copy the share link to use in your email.

3. Integrating Pabbly Connect and Gmail for Automation

Now, it’s time to set up automation using Pabbly Connect to send the verification form link via email. Open Pabbly Connect and create a new workflow. Name it something relevant, like ‘Pabbly Subscription Billing to Gmail’. This will help you keep track of your automations.

In the trigger section, choose Pabbly Subscription Billing as the app and select ‘New Affiliate Request’ as the trigger event. Pabbly Connect will provide you with a webhook URL that you need to add to your Pabbly Subscription Billing account under the settings section for webhooks.

4. Sending the Verification Link Email

After setting up the trigger, proceed to configure the action step in Pabbly Connect. Select Gmail as the action app and choose ‘Send Email’ as the action event. Connect your Gmail account to Pabbly Connect by allowing the necessary permissions.

In the email settings, map the recipient’s email address from the trigger data received from Pabbly Subscription Billing. Personalize the email by including the affiliate’s first name in the body. The email should contain a subject line like ‘Request to Upload Required Document for Affiliate Verification’ and include the link to the Google Form.

5. Testing the Automation Workflow

Finally, test your automation by submitting a new affiliate request through your affiliate portal. After submitting the request, check your Gmail account to confirm that the email containing the verification form link was sent successfully. This verifies that your Pabbly Subscription Billing and Pabbly Connect integration is functioning as intended.

If the email is received, your setup is complete. You can now collect documents from affiliates efficiently using the automated workflow. This automation ensures that you can manage affiliate requests seamlessly and maintain the integrity of your affiliate program.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

In conclusion, by using Pabbly Subscription Billing and Pabbly Connect, you can automate the process of sending verification form links via email for affiliate requests. This integration streamlines your affiliate management and enhances the verification process, making it easier for you to maintain your affiliate program effectively.