Sending emails to new contacts via Pabbly and Gmail

Let's say you add a new contact manually, and a journey is triggered. If your journey has a pabbly card it'll trigger workflow in Pabbly. For sending emails to newly added contacts, your Pabbly workflow should have a trigger application like Chatman in the event that a new contact is added and an action application like Gmail with the required fields filled out. Let's create this scenario:

First, create a journey that will trigger as soon as a contact is added manually.

1. Start Journey:

   • The journey begins when a customer is manually added from the 'Audience' tab.

   • Navigate to the 'Journey' page and click on "Create Journey."

2. Name the Journey:

   • Enter a descriptive journey name for easy identification.

   • Click 'Create Journey' to proceed.

3. Choose Journey Type:

   • Under business-initiated journey, select 'Manual Add.'

4. Choose Templates:

   • Choose a message template with button replies for a smoother conversation.

   • For example, select a template offering a discount and asking customers to reply with "yes" or "no."

5. Preview and Save Template:

   • Preview the template on the right side.

   • Set attributes for the header and footer, replacing placeholders with relevant customer data.

   • Tap ‘Save’ templates.

6. Enter Attribute:

   • Define an attribute, e.g., 'Save,' to save user responses to determine the journey's continuation.

7. Creating the Journey Flow:

   • Rule-If Card:

     • Check if the customer responded with "yes."

     • Use conditional logic with the attribute 'Save' and value 'Yes.'

   • Subscribe/Unsubscribe Card:

     • Add customers who meet the condition to a specific segment, e.g., 'discount.'

   • Interactive Message Card:

     • Automatically send a message to customers in the 'discount' segment.

     • Add attribute 'Save2' to save customer responses.

     • Ask customers to choose between “redeem now” or “save for later.”

   • Rule-If Card:

     • Check if the customer chose 'Redeem Now.'

     • Use conditional logic with the attribute 'Save2' and value 'Redeem Now.'

   • Mail Card:

     • Send an email with coupon details or feedback to customers who chose 'redeem now.'

   • Rule-If Card:

     • Check if the customer chose 'Save for Later.'

     • Use conditional logic with the attribute 'Save2' and value 'Save for later.'

   • Text Card:

     • Send a message thanking customers for their interest.

     • Provide details on how to redeem the coupon later.

   • Pabbly Card

   Control goes to the 'Pabbly' for further procedures.

   • End Conversation Card:

     • Close the chat as the journey goal is achieved.

When the control goes to pabbly card it triggers the workflow. The first step that occurs is all the newly added contacts in Chatman are stored in the triggered designed in Pabbly :

1. Sign up for Pabbly.

2. Navigate to the dashboard where you will find a workspace displayed.

3. Create a Workflow: a. Click on 'create workflow.' b. Enter a relevant name for your workflow, choose a storage location (e.g., 'home'), and click 'Create.' For example, name it 'Welcome_email.'

4. Create Trigger: a. Choose your trigger application, such as 'Chatman.' b. Search for it in the box and select it. c. Under Trigger event, choose an event, like 'New Contact Added.' d. Click 'Connect.'

5. A pop-up will appear. Under 'Makerobos Chatman,' choose either to add a new connection or select an existing one. In this example, select an existing connection. a. Choose the account you want to associate and click 'Save.'

6. Under 'Card,' select the user creation type for triggering events, for instance, 'Direct.'

7. Click 'Save & Send Test Request.'

8. After clicking the "Save & Send Test Request" button, perform a direct contact add in Chatman to capture the response.

Once you have set the trigger with the steps above, all the newly added contacts will be stored in the workflow. Now, to send an email to all those contacts you need to set the Gmail as an action application and enter the fields as desired. Follow the below steps for the same:

1. Choose Gmail where you want the action to be triggered.

2. Under "Action and Event," select an event. For example, choose "Send Email" and click 'Connect.' Note that the fields may vary based on the selected event.

3. Under Gmail, click 'Add New Connection.' If you have an existing connection, choose 'Select Existing Connection.' In this instance, let's assume we have an existing connection. a. Select 'Select Existing Connection.' b. Under 'Existing Connection,' choose the connection and click 'Save.'

4. If you need to add a new connection: a. Opt for 'Add New Connection.' b. Click 'Connect with Gmail' and choose the account for association. c. Fill in all the required fields and click 'Save and Test Response.' You can leave any field blank if not needed.

5. Upon entering the fields and testing the response, you will receive a list of fields. If you want to update the data, click 'Save and Test Response'; otherwise, click 'Save' to store the response.

6. As a result of entering the fields, you should receive an email on the specified Gmail account.

Once you set the action as described in the steps above. All the new contacts added manually in Chatman will receive an email as personalized in the fields while creating the action application Gmail.