Nexweave has integrated with Pabbly to help you make the most of automated workflows and engage your leads/ customers with real-time hyper-personalized experiences.
In this article we discuss how after completing a course on Acadle, you can get a digital, personalized certificate via mail. Here’s an example of what the email would look like when received:
The following workflow was created on Pabbly:
1. Within Pabbly, create a new workflow.
2. In the first step of the workflow, under Choose App, select Acadle.
3. Next, set the Trigger Event to User Certificate Issued.
4. Then, click to connect Acadle with Pabbly, copy the webhook URL. Follow the steps mentioned below the webhook URL.
5. Under Acadle’s Users, invite a user(s) to join your course by adding the email address, assigning them a group, and sending an invitation note as part of the email message.
6. Back within your Pabbly workflow, once the user completes the course the following webhook response will be captured.
Information is being stored in labels which will later be used as variables.
7. Then, click on ‘+’ to add another action to the workflow
8. Under Choose App select Nexweave, and set the Trigger Event to Create an Experience with a Campaign.
9. Connect Nexweave with Pabbly via API key. This can be achieved with the following steps:
Within Nexweave, go to the Integrations section.
Click on add Key. Enter the name of the key and click on Add again to confirm.
The key then appears within your integrations list. Click on the Copy icon adjacent to the key.
If you already have an existing API key in the list, directly click on the Copy icon adjacent to the key.
Navigate back to your Pabbly workflow and paste the copied API key. Click on Save to confirm
Then, Click on Connect with Nexweave to complete.
10. Next, select the Nexweave Campaign that you would like to use.
Please note: The campaigns listed in the dropdown are from your launched campaigns within Nexweave. You can learn more about Nexweave campaigns and how to create them here.
For our demonstration, we have selected an Image campaign with the name “Certificate”.
11. Once your campaign is selected, the variables employed in it appear below. Map the Nexweave variable(s) with the labels generated from the form in steps 6-8.
12. To do this, click on the input field corresponding with the Nexweave variable and then click on 1. Acadle User Certificate Issued.
13. Then, select the relevant field/ label to match with Nexweave. In our demonstration, we have mapped:
EMAIL: 1. Data User Name: Nita Shah
14. Click on Save and Send Test Response to generate a sample API response. In our example, the generated personalized links are stored under the labels:
15. Click on ‘+’ once again, to open the final action for this workflow. You now have to specify how you would like this personalized image to be shared with your customer.
16. Under Choose App, select Gmail or any other email application that is available in Pabbly and set the Action Event to Send an Email.
17. Click on Connect to connect your Gmail (or selected email platform) with Pabbly.
18. Once done, the various email fields appear below. These fields can be populated with the combination of text and labels/ fields generated from the previous actions within the workflow.
19. Click on Recipient Name. Then select 1. Acadle User Certificate Issued and set the recipient name to the label - 1. Data User Name: Nita Shah
20. Similarly, set the Recipient Email to 1. Data User Email: [email protected]
21. To add the personalized media to the email body, under Email Content enter the code :
<img src="generatedimagelink" width="50">
22. Replace generated image link in the above code with the image link label created in the Nexweave action this is step 14 in your document.
23. Once completed, click on Save & Send Test Request to verify if the email has been sent, as designed, and containing the data collected from the course completed by the user.
24. On the top right corner of the page, ensure that the Workflow Status is kept to ON.
That’s It! Once set up, this workflow is automated and will run smoothly without intervention