Email Service Providers and Teachable

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This article shows how to integrate email service providers with your Teachable school.

Overview

Email Service Providers (ESPs) allow you to build and manage large email lists, create email campaigns, and monitor email performance. Teachable already allows you to send one-time emails to your students, but you may want to integrate an ESP with your Teachable school to promote your courses more effectively. 

Teachable offers direct integrations with ActiveCampaign, AWeber, MailChimp, Mailerlite, and ConvertKit. Otherwise, you can look to integrate your email service provider by:

Integrating Your Email Service Provider Using Zapier

If you are not using our direct integrations with MailChimp or ConvertKit, you must use the online service Zapier to integrate your email service provider with Teachable—learn more about Zapier here.

Most ESP integrations will follow a similar flow as shown in this example; follow along as we integrate Infusionsoft with Teachable:

  1. Integrate Zapier with your Teachable school by following the instructions here.
  2. After you’ve set up and tested your Teachable trigger, it’s time to start integrating Infusionsoft. Choose an Action App by typing “Infusionsoft” into the search bar. infusionsoft action app
  3. Select an Infusionsoft action. For this example, we’re going to Send Email to a student in our mailing list. Click Save + Continue. send email infusionsoft action
  4. Now, select your Infusionsoft account by clicking Connect a New Account. zconnect new account
  5. Connect Zapier to your Infusionsoft account by entering your Infusionsoft email and password. Click Log In after entering your information. login to infusionsoft
  6. Click Allow to allow Zapier access to your Infusionsoft account. allow zapier access to infusionsoft
  7. Follow the steps on Zapier to finish setting up your Infusionsoft action.
  8. Once you’ve set up your action, turn on your zap by naming it and clicking the gray button so that it changes from OFF to ON. turn on infusionsoft zap

Adding an Email Service Provider Form on the Sales Page

Once you’ve integrated your ESP with your Teachable school, you can add a subscribe form to your course’s sales page. This is a great way to get more email signups.

Page Editor 2.0

  1. Choose your course from the admin sidebar and select Sales Pagecourse sales page
  2. Decide where you want to add the form on your sales page. In this example, we’re going to add it right below the course hero header.
  3. Hover over the gray intersection of the horizontal and vertical lines on the left side. Click the gray Insert new block button that appears. insert new block on sales page
  4. Choose the Other Blocks option and click Embedded Form. This creates a new embedded form block on your sales page.insert embedded form
  5. You can now choose from four different pre-filled embed codes: MailChimp, AWeber, Campaign Monitor, or GetResponse.

    Note that each service's embedded form requires you to fill in some information within the code such as  a form action URL (they will be usually denoted by all caps). You can get this information from your ESP; for more information/guidance reference your ESP's Knowledge Base.
    mailchimp_embedded_form.png
  6. If desired, include a background image by clicking Add Background
  7. Make sure to hit Save when you’re done. You can also Preview the form on your sales page before publishing it. 

Page Editor 1.0

To add a subscribe form to your page using the new page editor, you'll have to create the form and get its HTML embed code. Most ESPs have their own way of creating this form and getting the code, so we recommend referencing your ESPs help guides.

Once you have the HTML embed code needed, follow these steps—we'll be using a Mailchimp signup form to demonstrate—to add the form to your page:

  1. On the page you'd like the add the form to, add a Custom HTML block. add_signup_form.gif
  2. Paste the HTML code you've copied from your ESP.
  3. Click Publish.

Automating Email Unsubscriptions

If you've set up an integration with your email service provider, you can also set up an automation that will remove students who click on the unsubscribe link in your emails from both Teachable and your email service provider. This is an important aspect of GDPR compliance and we recommend setting this up to ensure that unsubscribe requests from Teachable are passed to your email service provider.

If you’ve integrated your email service provider using Zapier, then follow the steps in this article to automate student email unsubscriptions.

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