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Hi all
I’m having trouble figuring this out. ConvertKit automations (their term for sequences), have only a specific set of triggers. To make an automation you have to use at least one of them (sometimes two). The triggers are Joins a form, Is added to a tag, Custom field, and Purchase.
The custom field, form, and tag are all convertkit-specific, to be used with their tags, forms, and fields.
Purchase requires you to select an integration–where the purchase comes from. WP e-Store is not one of the options (mine are Teachable, mailchimp, and Stripe).
I’d wanted to make an automation for each product, so I would know who bought what, but…
I am a little mystified as to how to proceed.
Has anyone had luck setting this up? How did you do it?
Currently no people are getting added to my list, despite e-store sales to people who are not on the list.
Thank you for your help!
Alia
I will need to see screenshots from your Convertkit account so it will be best if I sent you an email for it.
I think I have been conflating Sequences and Automations. For ConvertKit, a Sequence is any series of emails, and an Automation is a series of actions that may include an email Sequence.
Is it a Sequence or an Automation that we put in the Autoresponder field in the e-Store product page?
Thank you!
Thank you very much for your help! I have now got all figured out.
For anyone who is also new to ConvertKit, here are step by step instructions.
How to get e-store customers onto ConvertKit, tagged with the name of the product they bought.
1. Make a ConvertKit (CK) Sequence (NOT an automation) for your e-store product. It can be one email to however many you want.
2. Name it for your product (or whatever you want).
3. In the e-store product’s setup page, put the Sequence name in the Autoresponder field.
This will get the purchaser onto your CK list.
Now we want to tag the purchaser with their purchase, so we can easily see in CK who bought what.
4. Make a CK tag with the product name.
5. Create an Automation Rule (NOT an automation), that adds the tag to anyone who gets that Sequence.
How to do that: In the Automations tab, there are four choices up at the top right of the window. Rules is the second choice. Subscription to a sequence is a trigger to adding a tag.
Trigger: Subscribes to a sequence (choose your sequence from the dropdown)
Action: Add tag (choose your tag from the dropdown).
Save.
Boom!
It takes a few extra clicks to set up, but is automatic thereafter. So each product needs a sequence, tag, and an automation rule so that when they get sent the sequence, they also get the tag.
Idk how to add a pic here, but here is a link to a pic that shows this. downloads.intercomcdn.com/i/o/136251798/3b4b07b63365b1bbf946425d/Screen+Shot+2019-07-23+at+10.53.08+AM.png
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