Learn how to tag ConvertKit subscribers automatically using Pabbly Connect and system.io with this step-by-step tutorial. Streamline your workflow, save valuable time, and eliminate repetitive tasks through powerful automation capabilities.

Watch Step By Step Video Tutorial Below


Connecting system.io and ConvertKit Using Pabbly Connect

In this section, we will learn how to connect Pabbly Connect with system.io and ConvertKit. First, navigate to the Pabbly Connect dashboard after signing in. Once you are on the dashboard, click on the ‘Create New’ button to start building your workflow.

After clicking on ‘Create New,’ you will see two boxes labeled Trigger and Action. For the Trigger application, select system.io, and for the Action application, select ConvertKit. This setup allows us to automate the process of tagging subscribers based on actions taken in system.io.


Creating a Webhook in system.io

To create a connection between Pabbly Connect and system.io, you need to set up a webhook. Go to your system.io dashboard, click on your profile, and then navigate to ‘Settings.’ On the left-hand side, select ‘Webhooks,’ and then click on ‘Create New.’

In the popup, name your webhook and enter the URL provided by Pabbly Connect. Make sure to select the event that will trigger the webhook, which in this case is ‘Contact Tag Added.’ Once you’ve filled in the details, click on ‘Save’ to create the webhook.

  • Navigate to your profile in system.io.
  • Select ‘Settings’ and then ‘Webhooks.’
  • Click on ‘Create New’ and enter the webhook URL.

After saving the webhook, return to Pabbly Connect to test the connection. You should see a response indicating that the webhook is active, confirming the integration is successful.


Tagging Subscribers in ConvertKit

Now that we have connected Pabbly Connect with system.io, we can proceed to tag subscribers in ConvertKit. In Pabbly Connect, select ConvertKit as the Action application, and choose the action event ‘Add Subscriber to a Tag.’ This allows us to add a subscriber to a specific tag in ConvertKit.

Next, you will need to map the fields from system.io to ConvertKit. Enter the email address and other necessary details of the subscriber. Make sure to select the correct tag that you want to assign to the subscriber. Once all fields are filled, click on ‘Save & Send Test Request’ to ensure the subscriber is tagged correctly in ConvertKit.

  • Select ‘Add Subscriber to a Tag’ in Pabbly Connect.
  • Map the email and other fields from system.io.
  • Choose the tag you want to assign in ConvertKit.

After successfully tagging the subscriber, you will receive a confirmation response from ConvertKit, indicating that the subscriber has been added to the specified tag.


Testing the Integration

To ensure everything is working properly, it is crucial to test the integration between Pabbly Connect, system.io, and ConvertKit. Go back to your system.io dashboard and tag a contact. Once the contact is tagged, check Pabbly Connect for the webhook response.

If the integration is successful, you should see the subscriber’s details reflected in ConvertKit as well. This confirms that the workflow is functioning correctly, and subscribers are being tagged automatically based on their actions in system.io.

After testing, you can make adjustments to your workflow as needed. This flexibility allows you to optimize your automation process and ensure that it meets your specific needs.


Conclusion

In this tutorial, we demonstrated how to tag ConvertKit subscribers using Pabbly Connect and system.io. By following these steps, you can automate subscriber management and enhance your email marketing efforts.

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Utilizing Pabbly Connect for integrating system.io and ConvertKit streamlines the process of tagging subscribers, making it efficient and effective.