Already know about Zapier? Get started with our Teachery Zap Templates here (these are just a few examples to get you started, feel free to make your own Zaps using Teachery) - https://zapier.com/apps/teachery/integrations 

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One of the things we know about Teachery is that we don't integrate with ALL the email providers or payment processors. Well, this is no longer an issue with our Zapier integration!
 

Our Zapier Integration works THREE different ways:

#1 Add User to Teachery Course: If you want to sell your course outside of Teachery using something like PayPal, Clickfunnels, SamCart, Gumroad, etc, this is the zap you'll use to take the payment info and zap your customer INTO your course in Teachery. (This is also a great zap to add your new customer to an automated email sequence you have for your course - do this in the same zap, too!)

#2 New Teachery Course Purchase: When someone buys your course using our Teachery Payment Pages, you can zap their information into your email provider, customer spreadsheet, or many other options. (This is great if you use an email provider other than Mailchimp or ConvertKit, as we already integrate directly with them).

#3 Add Email Lead: If you use Teachery's Landing Pages to capture email addresses, you can then zap those email addresses into your email provider of choice or into a spreadsheet (or anything else you want to do with that data).

Watch the walk-through video with examples of setting up your zaps:
 

Zapier Setup for #1 Add User To Teachery Course:

If you want to send data from another payment provider (or any other app) into Teachery, this is for you. If you take payment through PayPal, Clickfunnels, Woocommerce, Gumroad, etc, or someone signs up for your email list (or any other app in Zapier), you can pass their name and email address directly into your Teachery Course. 

Let's look at an example if you have a PayPal buy button on your website where someone can purchase your course and you want to automatically add that customer into your Teachery Course.

👉 Teachery will be the SECOND step (or third, or fourth, etc) in your Zap.

STEP #1: In Zapier, you're going to create a new Zap and choose your app of choice to start with (where the data is coming from that you want to send into Teachery). Our example will be PayPal.

NOTE: Many apps in Zapier are able to be used on the free Zapier account but PayPal is one that requires a paid Zapier account. 


STEP #2: Select your Choose Trigger Event and you'll want to select the first "Successful Sale" option. This means ANY sale that comes through your PayPal account will trigger this Zap.

NOTE: In the walk-through video above, there's a section where we show you how to add a Zapier Filter just for this example!  

 
STEP #3: Add the Zapier webhook URL to your PayPal IPN Notification settings. This is the link Zapier provides of where to add this to your PayPal account. If you cannot find where to add your IPN Notification URL in your PayPal account feel free to Google it (only because PayPal changes the location of this setting from time to time). Once you add this IPN URL you'll continue.


STEP #4: Pull in your Test Data from PayPal and review it. This is great for you to be able to see where the Email Address, First Name, and Last Name are located in the PayPal purchase data (you'll use these in the Teachery step of the Zap!)


STEP #5: You're done with the first trigger of your Zap! Now let's connect your Teachery account as the second step in the Zap.


STEP #6: In the Choose Action Event the only action available will be "Add User to Course" which is what you want. This means you'll take the data FROM PayPal and add it TO Teachery.

STEP #7: You'll connect your Teachery account to Zapier. Click the + Add a New Account link (I've already added my account in this screenshot)


STEP #8: Zapier will open a pop-up window and ask you for your Teachery API Key. You can find this in your MY ACCOUNT page under the Integrations section. 

Note: Make sure when you copy and paste the API Key you don't have extra spaces when you paste into Zapier. You will only need to do this step ONE TIME and your Teachery account will be added to Zapier forever.


STEP #9: You'll choose what Teachery Course to zap your PayPal data into and then choose what PayPal data to pull from moving forward (this is where the Test Data from PayPal comes in). 

  • If you have multiple courses in Teachery, you'll see them in the dropdown list. 
  • For Email, you'll select the "Payer Email"
  • For First Name, you'll find the "First Name" field*
  • For Last Name, you'll find the "Last Name" field*

*NOTE: If you're not using PayPal and whatever data you're bringing into Teachery does NOT have First or Last Name fields, you can simply choose the Email field again for First Name and Last Name options. This is OK to do!

STEP #10: You'll Test & Review or Test & Continue. *IMPORTANT* Clicking the Test buttons WILL send the data you currently see into Teachery. This is recommended but just know that it will send the customer you see the Welcome Email for your Course. Again, you should do this, just know it will add this person in and send your course Welcome Email.


🎉 STEP #11: Your Zap is done and ready to be TURNED ON! (Don't forget!) Also, this is a great time to name your Zap OR if you want to add another step to the Zap you can also do that before turning it on. 

 

Zapier Setup for #2 New Teachery Course Purchase:

After a customer purchases your Teachery Course using a Teachery Payment Page you'll send their name and email address to your email provider (or any other app in Zapier). 

👉 Teachery will be the FIRST step in your Zap.

STEP #1: In Zapier, you're going to create a new Zap and search for Teachery:


STEP #2: You'll select "New Order" in the Choose Trigger Event dropdown

STEP #3: You'll connect your Teachery account to Zapier. Click the + Add a New Account link (I've already added my account in this screenshot)


STEP #4: Zapier will open a pop-up window and ask you for your Teachery API Key. You can find this in your MY ACCOUNT page under the Integrations section. 

Note: Make sure when you copy and paste the API Key you don't have extra spaces when you paste into Zapier. You will only need to do this step ONE TIME and your Teachery account will be added to Zapier forever.


STEP #5: Grab some Test Data from your Teachery account. If you DO NOT have any purchases of your courses yet, there won't be any test data (we recommend adding one purchase of your own course to have data to test with - you can refund your test purchase, but keep the customer info in Teachery).


STEP #6: Once you finish grabbing Test Data, you can move on to the second step of your Zap, which is where you choose what app you'll zap your Teachery data INTO. Shown below, if you use Active Campaign as your email provider, you would Create/Update Contact. 

NOTE: Depending on where you want to send your Teachery Customer data, the Choose Action Event will be different!


STEP #7 (EXAMPLE): This is showing Drip (another email provider) where you're at the final screen in Zapier to choose what data you want to bring from Teachery INTO Drip. You can see the Email Address field has the email data from Teachery added. This is what will get pulled from each purchase in Teachery and sent to Drip. 


STEP #8 (FINAL STEP): The final Test and Review step. You should do this step but *IMPORTANT* note that whatever data you selected from your Teachery Test Data will be sent to the app you choose (for example in Step #7, the email address "jane@zapier.ninja" will be sent to the connected Drip account). We highly recommend doing this test, just know the data will get sent through.

 

👋  Don't forget about Filters and adding more steps to your Zaps!

When you watch the walk-through video (above) you'll see how we add a "Filter" in case you want to Filter out certain customers or data from your Zaps. This is not necessary, but you may want to know it exists depending on your Zap setup.

This example Filter (Only continue if...) step is how you can only have a Zap fire for ONE course if you have multiple courses in your Teachery account:

  • In the first dropdown option find the Course Name field
  • In the second dropdown option choose (Text) Exactly Matches
  • In the third input field type your course name exactly as you see it in the first dropdown option when you clicked to view that (ex below: Better Lettering Course)
  • Then you'll turn on the Filter and you can test it 👍

Also, you CAN have this same Zap send Teachery customer data to multiple sources. You'd simply click the "+" button and add a 3rd step to the Zap with where to also send the Teachery customer data.

 

Here is the location of the items you'll need to get from your Teachery account for Zapier (if you're zapping data into a Teachery Course):

Your unique Teachery API Key* (this is in the Integrations section of your My Account page)

*You'll only need this one time when you add Teachery to your Zapier account.

 
 

Bonus: You can also use Stripe as your first Zapier "Action" 

If you want to do other things after a purchase is made through Teachery Payment Pages

If you use our Payment Pages (with your Stripe account added) for your Teachery courses, you can also setup Zaps to grab the payment data from Stripe and then Zap that data to other places.

You don't even need the Teachery part of Zapier if you want to go this route with your Zaps, just start with your Stripe account. 

Have any questions about our Zapier integration? Feel free to contact us!

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