Send WhatsApp reminders from Google Sheets
Published
Plan a sheet, connect Google, create a trigger that sends each new row at its own date, test it on your number, then paste in your customers.
Transcript
Every row you add to a Google Sheet can send its own WhatsApp reminder, from your own number. No code needed.
Step one: plan the sheet in a new tab, so nothing old is sent. WhatsApp, Name, Invoice, Amount, Due, Send on, and Time. Use country codes where you can. Priya's number gets your number's code.
Step two: open Google Sheets in WbizTool and click Connect Google. When Google asks, tick every box. And you're connected.
Step three: click New trigger, then Choose a sheet, and pick it in Google Drive. Choose the worksheet, and under Send when, pick A row is added. Name it, pick the number under Send from, and check the phone number column.
Step four: write the message, clicking a column name to insert it. Preview with the first row shows it filled in.
To send each row on its own day, tick Send at a date from the sheet. Choose Send on as the date column, Time as the time column, and the time zone. Then click Create trigger. New rows are sent from now on.
Step five: first add one row with your own number. Click Test on the trigger's card, and type your own number under Send the test to. Click Send test. It goes only to you, and starts with [TEST].
Now paste the customer rows at the bottom of the tab. Each waits in Reports until its date and time, then goes out from your own number.
Olivia and Daniel on January sixth. Priya on the ninth.
Google Sheets triggers come with a paid plan, from Lite. The full guide is on our blog.