In this tutorial, you’ll learn how to integrate with ConvertKit using PayKickstart integration to trigger and add customers to mailing to CovertKit mailing lists.
Step 1: In your Vendor Dashboard, click on Configure and select ‘Integrations’.
First, you’ll need to integrate on your main integration page. To do so, click on ‘Auto Responder’ at the top of this page, then, Click ‘Add Email Integration’.
Step 3: Click ‘Add Email Integration’.
Step 4: Choose ‘ConvertKit’ on the dropdown menu for ‘Email Services Available’.
Step 5: Enter your ConvertKit account name and API key and API Secret click ‘Connect’.
To obtain your API Key and API Secret code click on Account Settings under your name in ConvertKit and go to your Account Info tab.
Step 6: Once you’ve connected, you’ll need to go to ‘Campaigns’ on the left sidebar of your dashboard. Here, you’ll see your campaigns listed. Choose the PRODUCT that you want to integrate ConvertKit with and select “edit product settings“.
Step 7: In the Product settings, select Step 3 (Integrations) to open up your integration section for the product.
Step 8: In the product settings(integration section), please enable the email integration field and the action triggers you want to use.
Step 9: If you’ve correctly integrated with the main area (steps 1-6 in this tutorial), then you can now select ‘ConvertKit’ in the Email Integrations.
- Choose ‘ConvertKit’ as your email service.
- Select your account under ‘Accounts’
- Select the list you want for this campaign under ‘lists’.
- Select ‘tags’ you want to either add or remove based on the customer action the integration is set up to trigger for.
*NOTE: You may have a list for every one of your products, so you’d want to choose the list associated with the product in this particular campaign.
*Note: Vendors can pass custom checkout fields they have added to their checkout pages, to their email auto-responder (as long as the email service supports it).
Now, when a customer purchases your main offer product, they’ll automatically be added to this ConvertKit list that you’ve chosen.