In this tutorial we’ll help you set up automated SMS for Paypal. This communication solution can be used to warn your sales team or yourself about the transactions taking place on your Paypal account or even to send acknowledgement / confirmation SMS to your customers. You could even join a coupon code to increase retention !
To create your account go to this page and enter your information. Zapier will send you a Account creation confirmation email which allows you to connect.
Note that Zapier offers you free 100 interactions per month. You can without subscription send a 100 SMS per month through your mailbox and this by having only as a cost the price of an SMS.
As shown in the picture, once logged in click on the button “Create a Zap” on the button located at the top left corner of your dashboard.
In the trigger's panel search bar, look for Paypal and select to continue.
From the dropdown trigger list select the most useful one according to your needs :
Refunded Sale / Successful Sale / Successful Sale (with line item)
Other triggers are available but for the purposes of this tutorial we went for « Successful Sale » to send a thankful message to customers each time they purchase.
At this step of the process, Zapier’s asks to copy a URL into your account. Use the link « Visit your Paypal IPN Settings » in order to paste this the URL.
Simply follow the instructions from the pop-up window as we did in this screenshot.
Zapier suggests a detection test. This requires that a sale has been made at least once with this account. Of course you set up a fake sale by creating a customer account and buying something from yourself in order to complete the test immediatly.
Continue to the Action window and search for SMSFactor.
From the dropdown action liste choose "Send SMS".
Select your account or (if this is your first time using our solution) click on "+ Create a New Account" to log into your SMSFactor account.
Warning : you can decide to send an SMS to the customer / to your sales departement / to yourself / to your annoying neighbours. In this tutorial we used to send to a customer but keep in mind you can create several zaps and send different information to different phone numbers in each one of them.
1-Message : the SMS's content. You can write your message and insert dynamic data such as :
First / Last Name
MC Gross (amount of the sale)
MC Currency (currency used in the sale, combine this with MC Gross)
Item Names (sold products).
Here's our example : Dear [First Name], thank you for purchasing [Item Names] from our shop. To thank you we're giving 5% off on your next purchase with the "OFF5" code. See you soon on eshopurl.com
2-Message Push Type : select « alert » to send your SMS without any restriction. By choosing « marketing » you forbid SMS sending between 10 PM and 8 AM from Monday to Saturday and completely on Sundays.
3-Date to send : leave « 1 minute from now » to send your message immediatly.
4-Sender : sender name. Write your shop’s name or an alarm name (up to 11 caracters allowed).
5-GSM Number : phone number of whom who will recieve the SMS. If you want to recieve the SMS yourself then write your own number. If it’s intended for your salesteam then write their number. If you want to forward this message to your customers as we did then choose the dynamic « Contact Phone ».
Once your SMS is set up you can proceed to another test. However if you chose « Contact Phone » as the GSM Number then your customer will recieve it. No worries : once again use your fake customer account or write your number in the previous step to get through the test.
Congratulations ! We know the tests can be annoying but this new feature for your online store should really help with conversions. click on "Publish" button and there you go !
Your Zap being functional you will not have to deal with it and you can also send your mail by SMS following the procedure we just saw.