How to Take Orders for Custom Printed Products & Send Order Confirmation on WhatsApp Using Pabbly Connect

Learn how to integrate WhatsApp with Jotform for custom printed products using Pabbly Connect to automate order confirmations. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Overview of Pabbly Connect for Order Management

Pabbly Connect serves as the central automation platform for managing orders for custom printed products. By integrating Jotform and WhatsApp, Pabbly Connect allows businesses to streamline their order confirmation process. This integration ensures that both customers and business owners receive timely notifications regarding new orders. using Pabbly Connect

To begin, you will need to access your Pabbly Connect account. If you don’t have one, you can sign up easily. Once logged in, you will be able to create a workflow that connects Jotform with WhatsApp, enabling seamless communication. Pabbly Connect simplifies the process without requiring coding knowledge.

2. Setting Up Jotform to Capture Orders

The first step in this integration is to set up your Jotform account to capture orders for custom printed products. Create a form that includes all necessary fields such as product type, quantity, color, and customer details. This form will be the interface through which customers place their orders.

• Create a new form in Jotform with fields for product details.
• Include fields for customer information like name, phone number, and address.
• Ensure to customize the form according to your business needs.

Once your form is ready, the next step is to integrate it with Pabbly Connect. This will allow you to capture data from the form submissions and send notifications via WhatsApp.

3. Connecting Jotform to Pabbly Connect via Webhook

To connect Jotform to Pabbly Connect, you need to create a webhook URL. This URL will allow Jotform to send form submission data directly to Pabbly Connect. Start by logging into your Pabbly Connect account and creating a new workflow. using Pabbly Connect

In the workflow settings, select Jotform as the application and choose the trigger event as ‘New Response’. This will generate a webhook URL that you need to copy and paste into your Jotform settings under the integration options.

• In Jotform, go to Settings > Integrations > Webhooks.
• Click on ‘Add Webhook’ and paste the URL from Pabbly Connect.
• Save the integration to enable data transfer.

After saving, Pabbly Connect will be ready to receive data from Jotform whenever a new order is placed. This is a crucial step in automating your order confirmation process.

4. Sending Order Confirmations via WhatsApp

Once the Jotform is connected to Pabbly Connect, the next step is to set up WhatsApp notifications. You will use the Vati API, which is necessary for sending messages through WhatsApp. In your Pabbly Connect workflow, add an action step to send a message using the WhatsApp integration. using Pabbly Connect

In the action settings, select Vati and choose the action event as ‘Send Template Messages’. You will need to map the customer’s phone number and the message template that includes order details. This allows both the customer and the business owner to receive notifications.

Map the customer’s phone number from the Jotform submission. Select the appropriate message template for order confirmation. Test the message to ensure it is sent correctly.

This step ensures that both the customer and the admin receive timely updates about the order status, enhancing customer satisfaction and streamlining business operations.

5. Finalizing the Integration and Testing

After setting up the WhatsApp notifications, it is crucial to test the entire workflow to ensure everything functions as intended. Place a test order using your Jotform and monitor if the notifications are sent correctly to both the customer and the business owner. using Pabbly Connect

Check the WhatsApp accounts to confirm that the messages include all necessary order details such as product name, quantity, and customer information. Adjust any settings in Pabbly Connect if necessary to ensure smooth operation.

Once confirmed, your integration is complete, and you can start receiving orders with automated confirmations. This setup not only saves time but also improves communication with your customers.

Conclusion

By using Pabbly Connect, integrating Jotform with WhatsApp for order confirmations becomes a seamless process. This tutorial outlined the steps to set up your workflow, ensuring both customers and business owners receive timely notifications. Embrace automation to enhance your business operations and customer satisfaction.