How to Enroll Thinkific User to a Course When Tag Added to ConvertKit Subscriber Using Pabbly Connect

Learn how to automate the enrollment of Thinkific users from ConvertKit subscribers using Pabbly Connect. Step-by-step guide included. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Thinkific and ConvertKit Integration

To automate the enrollment of users into Thinkific courses when a specific tag is added to ConvertKit subscribers, you need to set up Pabbly Connect. First, log in to your Pabbly Connect account or create a new one if you haven’t done so. Once logged in, navigate to the dashboard and click on the ‘Create Workflow’ button.

Give your workflow a name, for example, ‘Enroll User to Thinkific Course When Tag is Added to ConvertKit’ and click on ‘Create’. This process establishes the foundation for your automation, allowing Pabbly Connect to bridge the two applications effectively.

2. Configuring the ConvertKit Trigger in Pabbly Connect

Now that your workflow is created, the next step is to set up the trigger for ConvertKit in Pabbly Connect. Select ConvertKit as the trigger application and choose the event ‘New Tag Subscriber’. This event will trigger the automation whenever a new subscriber is created with a specified tag.

• Choose ConvertKit as the application
• Select the trigger event: New Tag Subscriber
• Connect your ConvertKit account using the API key

Once connected, you can create a new tag in ConvertKit called ‘student’. After saving the tag, refresh the fields in Pabbly Connect to ensure the new tag appears. This step is crucial as it allows Pabbly Connect to capture the subscriber details whenever they are tagged appropriately.

3. Enrolling Users in Thinkific Based on Tag

After configuring the ConvertKit trigger, the next step is to enroll users in Thinkific based on the tag added. In your Pabbly Connect workflow, add Thinkific as the action application and choose ‘Enroll User’ as the action event. This setup allows you to enroll users automatically into the specified course.

Before proceeding, it’s essential to check if the user already exists in Thinkific. This can be done by adding a search step in Pabbly Connect. Use the subscriber’s email to search for existing users in Thinkific. If the user exists, proceed to enroll them directly; if not, create a new user first.

4. Using Conditions to Manage User Enrollment

Implementing conditions in your Pabbly Connect workflow is crucial for managing user enrollment effectively. Use the Router feature to create two paths: one for existing users and another for new users. For existing users, directly enroll them in the Thinkific course using the ‘Enroll User’ action.

• Check if the user exists using their email ID
• If the user exists, enroll them directly
• If the user does not exist, create a new user first

This conditional logic ensures that your automation is efficient and that users are correctly enrolled in the Thinkific course based on their status in the system.

5. Testing and Activating Your Workflow

Once you have set up all the steps in your Pabbly Connect workflow, it’s time to test the integration. Create a new subscriber in ConvertKit with the ‘student’ tag and observe how Pabbly Connect captures the details and enrolls the user in Thinkific automatically. This real-time testing is essential to ensure everything works as expected.

After confirming that the automation works correctly, activate your workflow in Pabbly Connect. This will allow the system to run continuously, enrolling users automatically whenever they are tagged in ConvertKit. Enjoy the seamless integration and automation!

Conclusion

In this tutorial, we explored how to automate the enrollment of Thinkific users based on tags added to ConvertKit subscribers using Pabbly Connect. By following the steps outlined, you can streamline your user management process effectively. Automation saves time and enhances user experience.