ContentBlocks Integration

In your PayKickstart account, go to Configure → Integrations.

First, you’ll need to integrate on your main integration page.

Inside the Integrations menu, make sure to click on the Available tab.

Then find the Membership category in the filter, and scroll down to locate ContentBlocks.

You can also search for ContentBlocks directly within the Search field:

Enable the ContentBlocks integration widget by clicking the toggle switch.

For ContentBlocks, you will need to obtain your API Key, and specify the Login URL for customers. To find this info, do the following:

Once inside a Workspace, go to the Settings area→ https://app.contentblocks.com/settings/api-webhooks

Grab your API key in the API section of your settings area:

• API Key: To find your API Key, go to your ContentBlocks account’s Settings and click on the API tab option.

• Login URL: The URL of the Membership Area Login page emailed to the customer along with their credentials.
  
  To obtain it, click on the view page option on your dashboard, and log out if you’re logged in from the area. For example:

  https://members.paykickstart.com/login

In your PayKickstart integrations section enter the above required details:

Once this information has been entered, select Connect.

After connecting your account, you must set up a Trigger to tell PayKickstart when to send customer information to ContentBlocks.

In the PayKickstart dashboard, go to Configure and select Triggers →

https://app.paykickstart.com/vendor/configure/triggers

Click the + New Trigger button to create a new rule.

Configure the Trigger settings as follows:

• Status:
  First, toggle the switch at the top to make the trigger ACTIVE.

• Trigger Name:
  Give your trigger a descriptive name so you can easily identify it later
  (e.g., "Product 1 - New Sale to ContentBlocks").
   

Select Event(s):
Choose the event that will fire this trigger.
For adding new customers, New Sale is the most common choice.

IF Condition (The Rule):

This defines the variable that must be included for the trigger to run.

Important: The IF condition must be set to a Product, for the integration to function.

Best Practice Use Case:

We recommend creating a separate trigger for each product. This makes it easier to manage and troubleshoot specific product integrations if needed, rather than having 1 trigger where all products are selected.

THEN Action (The Result):

This defines what will happen when the IF condition is met.

• Set the THEN action to: add customer to a membership.

• Service: Select ContentBlocks from the dropdown.

• Account: Choose the ContentBlocks account you connected in your Integrations section.

• Select a Tag: the membership level/tag where customers will be added to.
  

  You can find your tags in ContentBlocks in the “Access Tags” section of your workbook’s settings area → https://app.contentblocks.com/settings/access-tags

Once you have configured the rule, click the Update Trigger button to save your automation, and make sure the Trigger is Enabled.