We get this question fairly often:
“Does Teachery integrate with my ________ payment processor?”
Fill that blank in with Thrivecart, Paypal, Gumroad, Gravity, Freshbooks, Square, Celery, etc, etc. There are so many payment processors out there that if we tried to integrate with all of them, we’d be doing nothing but building integrations. 😂😂
But fear not!
There are a few easy ways you can create your own small onboarding automation if you want to use a payment processor outside of Teachery.
Option 1️⃣ (Recommended): Use our Zapier Integration if Your Payment Provider also uses Zapier
Zapier is our #1 recommended option to automatically send new customers from whatever payment provider you are using directly into Teachery. Using Zapier is worth the extra expense because it's the most secure and fastest way to get your customers into Teachery.
We also recommend Zapier as it creates the best experience for your customers. They do NOT need to take any additional steps (unlike the 3 other options listed below).
This is a great way to automate everything but it does require your payment processor to be connected to Zapier as well.
👉 Read our full help doc on Zapier here and you can search Zapier's apps here.
Option 2️⃣: Create a free payment page in Teachery
Step 1: Create a free payment page that you share the URL of with your customers after they pay in your payment processor of choice.
Login to your Teachery account >>
Click in to edit the course you are working on >>
In the Payment Pages area of the left sidebar, click “Add New Payment Page” >>
Name the new Payment Page whatever you like, make sure the Payment Type is set to "Fixed" and set the Price to $0 >>
Click the Create Page button to make the page >>
Click the Actions menu (purple button, top right) and find the “Edit Page Name/URL” option - change the Page URL to something hard to guess (an example is any string of random numbers and letters you want to type, like this: 923fj03k02i021dk) >>
Save the Page URL settings and in the Actions menu, use the Copy Page URL option to quickly grab the URL. You're all set! 🎉 ✅
Once the free Payment Page has been created, customize the payment page to your liking! We’d recommend making it very clear in the copy on that page that your customer has already paid for your course and this is how they gain access (by entering their name and email address).
Step 2: Put the free payment page URL in your purchase receipt or thank you page
Whether you’re using Paypal*, Gumroad**, etc, you should quickly and easily be able to add text to the receipt that gets sent to a person who buys your course. Make it very clear that they need to click the Teachery free payment page URL to get access to the course.
If you can create a thank you page that people get after they make a purchase with your payment processor, you could also include the free payment page URL and instructions on that page.
*For Paypal: You can't include an extra link in Paypal, so you'd need to use a service like Zapier to integrate and send an email after a Paypal purchase. Gumroad uses Paypal as a payment option, so we'd simply recommend avoiding using Paypal directly.
**For Gumroad: You can create a very simple PDF with a link to your free payment page (you can create a PDF using Google Spreadsheets or Word) that someone can download immediately after purchase.
Step 3: Sit back and watch the magic happen!
It really is that easy. As long as you make your free payment page URL something very hard to guess, no one will ever be able to find it.
Option 3️⃣: Use a 100% OFF Promo Code on a Paid Payment Page
Very similar to the steps outlined above, you can create and share a payment page and promo code. Instead of including a free payment page in the email receipt, you’d share a full-price payment page, and create a 100% OFF promo code in Teachery. To create a promo code:
Login to your Teachery account >>
Click the course you are working on >>
In the Payment Pages section of the left sidebar, click on “Promo Codes” >>
Click the "New Promo Code" button to create a new code >>
Set the Percentage to 100% off, name your code, choose redemption amounts (optional), and set the expiration date of the code if you want the code to expire after a period of time >>
Save your new promo code! 👍👍
Then, edit any Payment Page you've created that has a price, make sure the Promo Code toggle in the payment page editor is turned ON (in the payment fields area), and grab the Page URL from the Actions menu (purple button, top right).
Give your customers the paid Payment Page URL and the 100% OFF Promo Code to use on that page. Make it VERY CLEAR they need to use the Promo Code or they will be paying for the course again (which they don't need to do because they paid you outside of Teachery 😉).
This is merely another option, especially if you want to keep track of how many customers use the Promo Code to gain access to your course.
Option 4️⃣: Don't have a lot of students to add? Just use our Manually Add Student feature!
This one is REALLY easy. On the main Courses page in your Teachery account there is a box that says "Add Customer to Course." Enter their first name, last name, email address, and select the course you want to add them to and they'll be added automatically. When you add someone via this box, they WILL receive your course Welcome Email (if that Course Email is turned on, which it is by default).
We recommend this if you're adding just a handful of customers as it's the LEAST complex way and only takes a matter of seconds.