This article gives you a brief guide to integrating ConvertKit with your Teachable school.
What Is ConvertKit?
ConvertKit is an email marketing tool used by bloggers, authors and online entrepreneurs. At Teachable, we are huge fans of ConvertKit and are excited to allow our respective software(s) to talk to each other. You can use ConvertKit to create:
- Opt-in forms
- Landing pages
- Email courses
- Automated emails
- And more
ConvertKit only has paid plans, with the price based on the number of subscribers you have.
How the Integration Works
When you sync your Teachable account with your ConvertKit account, every time someone enrolls in any of your Teachable courses, they are added to your ConvertKit account (if they don’t exist there already).
You can use the Automations feature on ConvertKit to automate any kind of action around that. For example, when someone enrolls in your course on Teachable, you can remove them from an autoresponder sequence on ConvertKit, you can tag them a certain way, or you can enroll them in a different sequence.
Setting Up the Integration
- Log into your ConvertKit account.
- Click the Automations tab in the upper navigation.
- Next, click Integrations and choose the Teachable logo.
- Enter the URL of your Teachable school and click Next.
- If your connection is successful, click Next again.
- Copy the Callback Endpoint URL -- which you’ll need to input inside Teachable later -- and click Next.
- Click Done.
- Now, log into your Teachable school and go to Settings.
- Click Webhooks from the submenu.
- Create a new webhook by clicking New Webhook.
- In the Webhook URL textbox, paste the Callback Endpoint URL you copied earlier. Change the Event Trigger to “New Sale” (for both free and paid courses) instead of the default "All". Toggle Send as a JSON Array off — the ConvertKit integration will not work otherwise.
NOTE: Convertkit is not configured to work with New Enrollment data. Choose New Sale instead of New Enrollment to avoid returning an error.
Afterwards, click Create Webhook.
- ConvertKit is now integrated with your Teachable school! The status will change to Completed whenever there is a successful ping.
Using ConvertKit With Teachable
Now that you have Teachable and ConvertKit working together, it’s time to actually use the integration:
- Head over to your Automations tab on ConvertKit and click +Add Rule.
- Choose Purchases a product from the Trigger category on the left side.
- From the dropdown list, select Purchases on Teachable.
- Choose the course you want to listen for.
- You can now choose an action, such as subscribing a user, unsubscribing a user, adding or removing a tag, and more. In this example, we’re subscribing a user to a sequence.
- Click Save Rule when you’ve set up the trigger and an action.
There are endless ways of integrating Teachable and ConvertKit. By using our Zapier integration, you could also:
- Give someone access to a course on Teachable just by having them click a link inside your email
- Tag a student on ConvertKit after they complete a certain lecture
- Trigger an email offering a student an upsell after they complete the course
- Update their email in ConvertKit if they change their email on Teachable
- And more
Integrations are hard. They require two separate parties to work well together, and sometimes simple changes on one end can cause something to break.
If you have set everything up correctly but your automations are not working on ConvertKit, let Teachable know by filing a ticket, and let ConvertKit know by emailing email@example.com.