Learn how to schedule and send automated WhatsApp messages to ActiveCampaign contacts with Pabbly Connect in this detailed tutorial. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for WhatsApp Integration
To schedule and send automated WhatsApp messages to ActiveCampaign contacts, first, access Pabbly Connect. Start by signing in as an existing user or click on the ‘Sign up for free’ button if you are new. This platform allows you to automate workflows easily.
Once logged in, navigate to the ‘All Applications’ page and select Pabbly Connect. Click on ‘Access Now’ to reach your dashboard. From here, you can create a new workflow by clicking on the ‘Create Workflow’ button in the upper right corner.
2. Creating a New Workflow in Pabbly Connect
In the dialog box that appears, name your workflow, for example, ‘Schedule and Send Automated WhatsApp Messages to ActiveCampaign Contacts.’ You can save this workflow under a folder named ‘ActiveCampaign.’ Click on ‘Create’ to proceed. using Pabbly Connect
- Name your workflow appropriately.
- Choose a suitable folder for organization.
- Click on ‘Create’ to finalize.
After creating the workflow, you will see the trigger and action window. The trigger defines when the automation starts, while the action is what gets executed. In this case, the trigger will be set to schedule daily WhatsApp messages.
3. Setting Up the Trigger for Scheduling Messages
To schedule automated WhatsApp messages, select the ‘Schedule by Pabbly’ option as your trigger application. This feature allows you to define how often the workflow runs. Set it to run daily at a specific time, such as 10:00 AM. using Pabbly Connect
After selecting your desired schedule, click on ‘Save’. This confirms that your workflow is now set to run every day at 10:00 AM, ready to send messages to your ActiveCampaign contacts.
4. Configuring ActiveCampaign as the Action Application
Next, you need to set up ActiveCampaign as the action application. Search for ‘ActiveCampaign’ and select it as your action event. Choose ‘List Contacts’ to retrieve all existing contacts from your ActiveCampaign account.
Before proceeding, you must establish a connection between Pabbly Connect and ActiveCampaign. Click on ‘Connect’ and enter the API URL and key from your ActiveCampaign account settings under the Developer section. Make sure to remove the ‘https://’ part from the API URL before saving.
- Access ActiveCampaign settings to find the API URL and key.
- Copy the API URL and key, and paste them into Pabbly Connect.
- Save the connection to establish it successfully.
Once connected, click on ‘Save and Send Test Request’ to fetch data from ActiveCampaign, ensuring the integration works correctly.
5. Sending Automated WhatsApp Messages Using Vati
After successfully fetching the contacts, the next step is to send automated WhatsApp messages using Vati. Add an action step and select Vati as your application. Choose the action event ‘Send Template Message’ to prepare your WhatsApp message.
To establish a connection between Vati and Pabbly Connect, enter the API endpoint and access token from your Vati account. After connecting, map the WhatsApp number and select the template you created in Vati. This template should include personalized fields like the contact’s name.
Map the WhatsApp number from the previous response. Select the appropriate template for your message. Include custom parameters for personalization.
Once everything is set up, click on ‘Save and Send Test Request’ to send your first automated WhatsApp message. You will see a confirmation that your message was sent successfully, completing the integration process.
Conclusion
By following this tutorial, you can effectively schedule and send automated WhatsApp messages to ActiveCampaign contacts using Pabbly Connect. This integration streamlines your communication process and ensures timely updates to your contacts.
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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