ActiveCampaign and Teachable

This article goes over integrating ActiveCampaign with your Teachable school.

Overview

ActiveCampaign is a third-party marketing and sales automation tool. By integrating ActiveCampaign with Teachable, you can set up automatic workflows with any of the below Teachable events and event options, along with an ActiveCampaign event.

Teachable events supported:

• New sign-up
• New sale
• New enrollment (this includes admin manual enrollments)
• Course completed
• Subscription canceled

Teachable event options:

• School-wide
• Course-specific

ActiveCampaign events supported:

• Create and/or update contact for a specific list

Set up the integration

To setup the ActiveCampaign and Teachable integration:

1. Navigate to the Settings > Apps page of your school admin.
2. Click the ActiveCampaign icon to be redirected to the details page.
3. Once you are on the ActiveCampaign detail page, click the Install button in the top right corner of the page.
   
4. The Install button will open a popup modal. In the modal, you will see two empty fields asking for your ActiveCampaign API Key and API URL. To find those, open up a new window or tab and log in to your ActiveCampaign account.
   
5. Once logged into ActiveCampaign, click on Settings > Developer. You will then be able to see your API Key and API URL.
   
6. Click on the Copy API Key button.
   
7. In your school admin, paste the API Key into the text field.
   
8. Return to your ActiveCampaign account and click on the Copy API URL button.
   
9. In your school admin, paste the API URL into the corresponding field.
   
10. Click the Install button to complete your setup.

Once the integration has been set up, you will see a success message and be able to start adding workflows.

Add a workflow

To add a workflow to your integration:

1. Click on the Add Workflow button. A modal will pop up to create a workflow.
   
2. Step 1 in the modal is to choose a Teachable event. Click on the dropdown arrow and choose from any of the following events:
   • • New sign-up
     • New sale
     • New enrollment
     • Course completed
     • Subscription canceled
       
3. Choose which segment you would like for the selected Teachable event to be applied to:
   
   • • All courses (Triggers an event anytime the selected Teachable event occurs within any of your courses)
     • Specified courses (Triggers an event anytime the selected Teachable event occurs within specified courses)
       
       

       The default for this section will apply to All courses. If you would like to specify specific courses, click Specified courses.

       A dropdown will appear where you can type in the text field to search for a specific course. You can also click the dropdown arrow to browse through your courses and click on the course to select it. This section allows you to select multiple courses.

4. Click the Next button to move on to Step 2 in the modal.
5. Choose the ActiveCampaign action for your workflow. Click on the dropdown arrow and choose from the following event(s):
   • • Create or update contact in specific list
       
6. Choose the ActiveCampaign list for which you want to apply this action to. You can click on the dropdown arrow to see all email lists linked to your ActiveCampaign account.
   
   TIP: If you would like to add an additional email list, you can go back to your ActiveCampaign account to create one.
7. Go to Contacts > Lists in your ActiveCampaign account.
   
8. Click on the Add a list button in the top right corner of the page.
   
9. A modal will pop up for you to choose or create your own email list. Click on Create your own list and click the Add button.
   
10. Return to your Teachable account and choose which email list you would like the ActiveCampaign event applied to. Click the Next button to move on to Step 3.
    
11. The last step to create your workflow is to review and name your workflow. If you want to make changes to your workflow, click on the Back button to go back to the previous step.
12. Name your workflow and click the Create workflow button.
    

Once you’ve created your workflow, the workflow will automatically be active and you will see a success message at the bottom of the page.

Delete a workflow

To delete an existing workflow in your admin:

1. Go to the Workflows section of the ActiveCampaign details page and click on the More options icon for the specific workflow you want to delete.
   
2. Click Delete workflow. A modal will pop up asking you if you would like to remove this workflow. Click on the Delete button to continue.
   

Your workflow will now be deleted and removed from this section. Please note that this action is permanent and cannot be undone.

Disable the integration

If you would like to stop workflow automations from your school to your ActiveCampaign account, you can disable the ActiveCampaign integration at any time.

To do so:

1. Navigate to the Settings > Apps page of your school admin.
2. Click the ActiveCampaign icon to be redirected to the details page.
3. Click the Uninstall button in the top right corner of the page.

Once uninstalled, you will see a success message at the bottom of the screen indicating that the integration has been uninstalled.

Troubleshooting

If users are not being sent to your ActiveCampaign list, please review the following troubleshooting steps.

Check your email lists

If you’ve created a workflow with a specific email list and later changed the name in ActiveCampaign, the workflow will no longer be able to add users to the newly edited email list.

To fix the issue, you can either edit the name of the email list back to its original name or delete the workflow and create a new one with the corresponding email list.

Check your student opt-in status

When a student signs up for an account in your school, they have the option to opt-in to receiving instructional and promotional emails.

If a student does not opt-in to receive these emails, they will not be passed to your ActiveCampaign list.

You can see which students have opted in/out of receiving emails from your school by going to Users > Students and checking the Email Opt Out column. "Yes" means that they have opted out and will not receive emails. "No" means they have opted in and will receive emails.