Most email systems allow you to setup a HTTP Post or HTTP GET manually as an action in your email campaigns, however ConvertKit has it’s own unique Rule system.
For example, if you would like to register a user to a specific course, bundle, forum or forum category based on specific ConvertKit tag added to their profile, the following steps need to be followed.
Step 01 – ConvertKit Integration
To get started, make sure your integration between your KLEQ website and ConvertKit has been setup correctly, simply follow these steps.
Step 02 – Create ConvertKit Webhook
Once ConvertKit is integrated with your site, you will now see a special green Create ConvertKit Webhook button below the Registration parameters of the Custom API section.
- Go to Settings and then select Integrations.
- Scroll down to Other Systems then click Custom API.
- Under Registration, you’ll see the Create ConvertKit Webhook link.
- Click on the link and a pop up will appear.
- Under Give Access To
Select the Course, Bundle, Forum or Forum Category you would like to give the user access to. From the drop-down that appears below that, select the specific Course, Bundle or Forum Category the user should get access to.
- Under Send registration e-mails
Choose whether or not the registration email should be sent to the user, once registered on your site.
- Under Select Trigger Tag
Select the relevant tag from the drop-down that you would like to associate with this rule (action). Or create a new one by clicking on the “Create New Tag” option at the bottom of the tag list.
- Once done, click on CREATE.
The Rule will now be created in your ConvertKit account.
To view the new Rule that has been setup, go to Automations > and then Rules in your ConvertKit dashboard. Scroll down to the bottom of the Rules list.
Step 03 – Add Rule to Automation
Once this rule is setup, you can go back to your Automation, setup the criteria for when the Trigger tag should be added to a user’s profile. When the criteria is met, the trigger tag will be added, the webhook will fire and the user will be registered to the selected Course, Bundle, Forum or Forum Category.