Learn how to automate sending coupon codes to Bravo subscribers using Pabbly Connect, Google Sheets, and Gmail. Follow this detailed tutorial for seamless integration. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.
Watch Step By Step Video Tutorial Below
1. Setting Up Pabbly Connect for Integration
To start your integration process, access Pabbly Connect by signing in to your account. This platform enables seamless automation between Bravo, Google Sheets, and Gmail. Once logged in, navigate to your dashboard to create a new workflow.
Click on the big blue button labeled ‘Create Workflow’. Name your workflow, for example, ‘Send Coupon Code to Bravo Subscriber’, and click on ‘Create’. This action will initiate a blank workflow where you can set your triggers and actions.
2. Configuring the Trigger in Bravo
The next step involves configuring the trigger in your Bravo account. In Pabbly Connect, select Bravo as the trigger application. The specific trigger event you need is ‘New Contact Added to a List’. This event will activate every time a new contact is added to your Bravo account.
- Copy the webhook URL provided by Pabbly Connect.
- Go to your Bravo account settings and find the Webhooks section.
- Add a new webhook using the copied URL and select the event for when a contact is added to a list.
After setting up the webhook in Bravo, you can proceed to create a new contact in your Bravo account. This action will trigger the response in Pabbly Connect and allow you to fetch the necessary coupon code from Google Sheets.
3. Fetching Coupons from Google Sheets
With the trigger set up, the next step is to fetch coupon codes from Google Sheets using Pabbly Connect. Select Google Sheets as your action application and choose the event ‘Lookup Spreadsheet Rows’. This event will allow you to pull coupon codes based on the status.
Connect your Google account to Pabbly Connect and select the spreadsheet named ‘Coupons for New Bravo Users’. Set the lookup column to the status column, which should be column B, and the lookup value as ‘Not Used’. This setup ensures that only unused coupons are fetched.
- Choose the correct spreadsheet and sheet name.
- Set the lookup value to ‘Not Used’ to fetch available coupons.
- Test the request to ensure you’re retrieving the correct coupon details.
After testing, you will receive the coupon code details from Google Sheets, which will be used in the next step to send an email to the new customer.
4. Sending Emails with Gmail
Now that you have the coupon code, the next step is to send an email to the new customer using Gmail through Pabbly Connect. Select Gmail as your action application and choose the event ‘Send Email’. This step will allow you to send the coupon code directly to the customer’s email address.
Connect your Gmail account, and map the recipient email address from the trigger response in Bravo. Set the email subject as ‘Coupon Codes for New Customer’ and customize the email content to include a greeting and the coupon code fetched from Google Sheets.
Map the recipient’s email address from the Bravo trigger. Customize the email subject and body to include the coupon code. Test the email sending process to confirm successful delivery.
Once the email is sent, you can check the recipient’s inbox to confirm receipt of the coupon code. This completes the sending process for the coupon code to the new customer.
5. Updating Coupon Status in Google Sheets
After sending the email, it’s essential to update the status of the used coupon in Google Sheets using Pabbly Connect. This will ensure that the same coupon is not sent to another customer. Select Google Sheets again as your action application and choose the event ‘Update Cell Value’.
Connect to your existing Google Sheets connection, select the same spreadsheet, and specify the range for the coupon status. Map the row index based on the coupon used and set the new value to ‘Used’. This step is crucial for maintaining the integrity of your coupon codes.
Select the correct spreadsheet and map the row index for the coupon code. Set the value to ‘Used’ to update the coupon status. Test the update process to confirm the status change.
After testing, you will see that the coupon status in Google Sheets has been successfully updated to ‘Used’. This automation ensures that your workflow remains efficient and accurate.
Conclusion
In this tutorial, we explored how to use Pabbly Connect to automate the process of sending coupon codes from Google Sheets to new Bravo subscribers via Gmail. By following these steps, you can efficiently manage your coupon distribution and ensure that each customer receives a unique code.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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Utilizing Pabbly Connect for this integration not only saves time but also streamlines your workflow, making it easy to handle customer interactions. Now, you can focus more on growing your business while automating repetitive tasks.