Learn how to automate the enrollment of students in Heights Platform when a new tag is added to ActiveCampaign using Pabbly Connect. Step-by-step guide included.

Watch Step By Step Video Tutorial Below


Accessing Pabbly Connect for Automation

To enroll students in Heights Platform when a new tag is added in ActiveCampaign, you need to access Pabbly Connect. Start by opening your web browser and navigating to the Pabbly Connect website.

Once there, you will see options to either sign in or sign up. If you are new, click on ‘Sign Up Free’ to create a new account. Existing users should select ‘Sign In’. After logging in, you will be directed to the All Apps page, where you can click on ‘Access Now’ under Pabbly Connect to reach the dashboard.


Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a workflow that connects ActiveCampaign with Heights Platform. Click on the ‘Create Workflow’ button and name your workflow, for instance, ‘ActiveCampaign to Heights Platform’.

Choose the folder for your workflow and click ‘Create’. You will see two windows: a trigger window and an action window. The trigger window is where you set up the event that starts the automation, while the action window is where you define what happens as a result.

  • Click on the trigger window and select ‘ActiveCampaign’ from the app options.
  • In the trigger event dropdown, choose ‘New Tag Added to Contact’.
  • Connect your ActiveCampaign account by entering the API key and URL.

After connecting, you will set a webhook name, such as ‘Heights Platform’, and click ‘Save’ to proceed. This sets up the connection for the automation.


Setting Up the ActiveCampaign Trigger

In the trigger setup of Pabbly Connect, ensure that your ActiveCampaign account is properly connected. Once connected, it will wait for a new tag to be added to a contact. To test this, go to your ActiveCampaign account and add a tag to a contact.

For instance, you can add a tag named ‘Course Purchased’ to a contact. This action will trigger the workflow in Pabbly Connect, sending the contact’s details to the platform. You will see the response in your Pabbly Connect dashboard showing the tag and contact information.

  • In the ActiveCampaign interface, navigate to the contact section.
  • Select a contact and add the tag ‘Course Purchased’.
  • Return to Pabbly Connect and verify that the contact details have been received.

This confirms that the ActiveCampaign trigger is functioning correctly within Pabbly Connect.


Adding Filters and Enrolling in Heights Platform

After setting up the trigger, the next step in Pabbly Connect is to add a filter to ensure that only contacts with the ‘Course Purchased’ tag are enrolled in Heights Platform. In the action step, select ‘Filter by Pabbly’ and set the action event to ‘Filter Values’.

In the filter setup, choose the tag label from the previous responses and set the condition to check if the tag equals ‘Course Purchased’. This ensures that only contacts with this specific tag will proceed to the next step of enrollment.

Select the label for the tag from the dropdown. Set the filter type to ‘Equals’ and enter ‘Course Purchased’ as the value. Click ‘Save and Send Test Request’ to validate the filter.

If the condition is true, you will receive a confirmation response, allowing you to proceed with the enrollment action.


Finalizing Enrollment in Heights Platform

The last step in your Pabbly Connect workflow is to enroll the student in Heights Platform. In the action step, search for Heights Platform and select it. Then, choose the action event ‘Enroll Student’.

Connect your Heights Platform account by entering the API token and subdomain. You can find these details in your Heights Platform account settings. After connecting, select the course to which you want to enroll the student.

Map the student’s name, email, and other details from the trigger step responses. Ensure that the correct course is selected from the dropdown. Click ‘Save and Send Test Request’ to complete the enrollment process.

After a successful test, you will see the student enrolled in the Heights Platform, confirming that the automation is working as intended.


Conclusion

In this tutorial, we demonstrated how to automate the enrollment of students in Heights Platform using Pabbly Connect when a new tag is added in ActiveCampaign. This integration streamlines the process, ensuring efficient management of your online courses.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.