Suppose you use your mini-course for lead generation, such as collecting contact information from your customers for e-mail marketing. If you want to add them to your mailing list when they complete a course, this is for you.

 

It is possible for your customers to subscribe to your mailing list from your mini-course and you can automate this process by using Zapier and Mailchimp. Of course, you need to ask for e-mails in your mini-course first. You can do it by adding an input survey card.

Zapier is a tool for creating workflows. If you have a premium plan, you can create webhooks with Zapier. They also offer a free trial when you sign up. If you do not have an account, create one from their website

You can create "zaps" in Zapier. A zap represents an automated workflow that involves one or more steps. For your purpose, it is possible to create a zap that will get your customers' answers from a mini-course you choose and add them to your mailing list via Mailchimp. Let's get started.

Create a workflow by clicking the "+ Create Zap" button.



Then, before you proceed, you can name your zap from the upper left corner of the window as such.



You can select a "trigger" now. Choose "Webhooks by Zapier"



Then, pick "Catch Hook" and click "Continue"



Zapier will generate a custom URL for you and represent it as follows. Copy this URL and click "Continue"



Go back to Mini Course Generator, open your course, and click the settings icon.



Select "Webhook" and paste the URL in the provided region. Choose "Course Finish" and then click "Save"



Here comes the part where you test this webhook. Preview your mini-course and answer the questions in your mini-course for testing. Then, go back to Zapier. Click "Test Trigger"



Your test answers on your mini-course will be sent to Zapier.



You can view the related data listed according to card ID under cards. Click "Continue"



Now, it is time to "Filter"



Set your filter by filling 3 fields as follows, then click "Continue"



The message you receive should look like this. Click "Close" and then add another action to your zap.



Then, in the upcoming window, search and select "Mailchimp"



Before you proceed, it is best to have a Mailchimp account. Mailchimp is an e-mail marketing tool, which you can use for free. You can visit their website for detailed information. If you do not have an account, sign up and create a "tag", which is basicly a mail list. 

Go back to Zapier. In the upcoming window, you can select "Add/Update Subscribers" as action event, and then click "Continue"



In the next step, you will connect Mailchimp. You will sign in and authorize Zapier to your Mailchimp account. After you choose an account, click "Continue"



In the upcoming window, find and select your tag under Audience options.



Click "Catch Hook" option under "Insert Data" field to introduce "Subscriber E-mail" from your webhook.



Under "Catch Hook" find the e-mail input you filled, as follows.



If you want, you can also choose any other card value with the corresponding ID to match your needs, such as name.



Click "Test & Continue" 


Congratulations, you are done!


Reminders

  • If the card in which you ask for e-mail is located in the midst of your mini-course and you would like to get them as subscribers when the card is answered, even if they did not complete the whole course, you can choose "card end" in the webhook settings.



If you do so, you should set your "Filter" in a different manner. Instead of type=course finish" condition, your filter should be filled with the data from the question cards with their ID's and it should look like this.



  • It is recommended to choose either "Card End" or "Course Finish" in the webhook settings. Choosing both may complicate the results.

  • If you definitely need an answer to a question, it is best to make that question mandatory; so that your audience can not proceed without answering that question. Click the settings icon located at the bottom of your question card, and make sure that the card is mandatory.



  • Zapier will currently let you have 5 single-step zaps for free. However, you need to proceed with a premium plan for webhooks.

  • An alternative tool to Zapier is Pipedream. It is a well-known tool for webhooks for free. You can check out their website for detailed information.

  • Mailchimp will let you have up to 2,000 contacts, and send up to 10,000 e-mails for free. However, you need to proceed with a premium plan for more.

  • An alternative tool to Mailchimp is Mailerlite. It is another tool for e-mail marketing, and they have a free plan too. They currently let you 1,000 subscribers, for free. You can check out their website for detailed information.


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