Master Automation: Trigger Infusionsoft Emails for Your Thinkific Users with Zapier
Published on Feb 28th, 2024
Integrating your digital courses with automated email responses can significantly enhance the communication and engagement level with your students. Thinkific, a popular online course platform, can be connected with Infusionsoft (now known as Keap), a robust email marketing and sales platform, to automate processes and save precious time. With Zapier acting as the glue between these services, setting up this connection is straightforward and doesn't require any coding expertise. In this article, we will guide you through the steps to use Zapier to trigger an email from Infusionsoft when specific actions are taken within Thinkific.
Step 1: Create a Zapier Account
To begin, you need an active Zapier account. If you're new to Zapier, head over to zapier.com and sign up for a free account. For more frequent tasks or complex automations, you might want to consider one of their premium plans.
Step 2: Connect Zapier to Thinkific
Zapier needs to access your Thinkific account to monitor for triggers. Log into Zapier, click on ‘Make a Zap’, select Thinkific as the trigger app, and follow the instructions to authorize your Thinkific account. You’ll then select the specific trigger you want to monitor – for example, a new course enrollment or completion of a course.
Step 3: Define Your Trigger
Once Thinkific is connected, you need to specify what action will trigger the process. This might be when a user enrolls in a course, completes a lesson, or any other event available within Thinkific. Choose the trigger that best fits the scenario in which you want to send an email.
Step 4: Connect Zapier to Infusionsoft by Keap
Now, you must link Zapier to your Infusionsoft account. Choose Infusionsoft by Keap as the action app. You'll be prompted to sign into your Infusionsoft account and grant permission for Zapier to access it. After setting up the connection, you'll select the specific action you want to trigger—such as sending an email.
Step 5: Customizing the Infusionsoft Email
In Infusionsoft by Keap, prepare the email template you want to send in response to your Thinkific trigger. Back in Zapier, customize who will receive the email, which template to use, and map out any additional details you want to include, like the student’s name, course title, or a personalized message.
Step 6: Test and Activate Your Zap
Before you set your Zap live, it’s important to test it out and ensure everything works as expected. Run the test available through Zapier to see if the Thinkific trigger initiates the Infusionsoft email. If the test is successful, that’s it—you’ve set up your automation! Activate the Zap and watch as your course engagement becomes more streamlined and efficient.
Conclusion and Further Tips
By using Zapier to automate email responses from Infusionsoft in conjunction with Thinkific, you can create a powerful engagement tool that operates seamlessly in the background, allowing you more time to focus on creating content and growing your business. Remember, you can always tweak and optimize your Zaps as your course offering or strategy evolves.
Keep exploring Zapier's integration options to find even more ways to connect your favorite tools and automate your workflows, ensuring you stay at the forefront of e-learning efficiency and communication.