Zapier Automation for Teachable – Streamlining Student Enrollment
Zapier Automation for Teachable - Streamlining Student Enrollment
Case Study
Introduction
In this project, we were faced with the challenge of enrolling students in a Teachable course once their payments were confirmed. However, there was a specific requirement: students should be enrolled only on Mondays at 11 AM, regardless of when they made their payments. To achieve this, we designed a comprehensive 12-step automation using Zapier, ensuring a seamless and controlled enrollment process.
Overview
Our goal was to automate the enrollment of paid students into a Teachable course, synchronize their information with ActiveCampaign, and trigger a WhatsApp automation using a Google Sheet. Additionally, after completing a 5-day drip course, the students needed to be transitioned into another course containing recorded sessions.
Project Overview
- Payment Confirmation: The process begins when a student’s payment is confirmed.
- Zap Trigger: Zapier is triggered by the payment confirmation.
- Check for Monday, 11 AM: A conditional check is performed to ensure that the enrollment process only proceeds if it’s Monday at 11 AM.
- Enroll in Teachable Course: Paid students are automatically enrolled in the desired Teachable course.
- 5-Day Drip Course: Students are enrolled in a 5-day drip course within Teachable, with one lesson scheduled for each day.
- Simultaneous Action: At the same time, the student’s information is added to ActiveCampaign, where a specific tag is applied for future communication.
- Google Sheet Entry: The student’s data is also added to a Google Sheet, which acts as a trigger for WhatsApp automation (handled by a different Zap).
- Wait for 5 Days: A delay is introduced to ensure that students complete the 5-day drip course.
- Completion Check: After 5 days, a check is performed to verify if the student has completed the 5-day drip course.
- Transition to Recorded Sessions: If the student has completed the 5-day drip, they are removed from the drip course and enrolled in another course containing recorded sessions.
- Completion Tag: A tag is added in ActiveCampaign to denote the successful completion of the 5-day drip course.
- Automation Complete: The automation concludes, having successfully enrolled students, tracked their progress, and transitioned them to the appropriate course.
Project Benefits
This comprehensive Zapier automation offers several advantages:
- Controlled Enrollment: Students are enrolled only on Mondays at 11 AM, ensuring a consistent experience.
- Automated Communication: ActiveCampaign and WhatsApp automations keep students engaged and informed.
- Efficiency: Manual enrollment and tracking processes are eliminated, saving time and reducing errors.
- Seamless Transitions: Students seamlessly transition from the drip course to recorded sessions upon completion.
Conclusion
The Zapier Automation for Teachable project demonstrates our commitment to streamlining complex processes and ensuring precision in student enrollment. By combining Teachable, ActiveCampaign, Google Sheets, and WhatsApp automation, we have created a robust system that enhances the student experience and eases administrative tasks. This project exemplifies our dedication to leveraging automation for the benefit of our clients and their customers.
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