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Integrating ActiveCampaign and Thinkific A Comprehensive Walkthrough

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Published – Jun 17, 2024

Thinkific is a widely recognized platform for building and distributing online learning experiences. For the essential task of email marketing, a specialized tool is necessary, and many creators turn to ActiveCampaign for this purpose.

When you connect ActiveCampaign and Thinkific, you unlock a robust system for automating your email campaigns and sales sequences.

So, what are the specific steps involved?

This comprehensive tutorial will guide you through every step of establishing the connection between Thinkific and ActiveCampaign. Additionally, we will explore potential applications and demonstrate how to maximize the benefits of this dynamic pairing.

Let’s dive right in.

A Look at Thinkific and ActiveCampaign

Thinkific’s intuitive course creation tools allow you to develop engaging online educational content effortlessly. The platform comes equipped with essential marketing and sales capabilities, enabling you to advertise and monetize your courses without friction.

While Thinkific does include some fundamental email communication options, like sending out mass messages, it isn’t designed to provide a complete suite of advanced email marketing instruments.

ActiveCampaign steps in to fill this particular need. Through its features, you can cultivate and maintain strong connections with your audience by designing highly-specific, individualized email sequences. Moreover, it empowers you to establish numerous automated workflows, which greatly streamline your marketing initiatives.

ActiveCampaign app in Thinkific’s app store

Connecting Thinkific and ActiveCampaign allows for a seamless flow of student information from your school to your marketing platform. You can then leverage this information to organize your audience into distinct groups and set up automated email workflows.

Combining the power of these two systems opens up several practical applications:

  • Deliver an automated welcome sequence to new students as soon as they enroll.
  • Distinguish between enrolled students and potential customers, allowing you to send targeted marketing messages to those who haven’t yet purchased.
  • Automatically dispatch a celebratory message, perhaps including a unique discount, when a student successfully finishes a course.
  • Distribute important updates or news about an upcoming product release to your entire student body through mass email broadcasts.

Importantly, this integration is accessible across every Thinkific subscription level, even if you are using the complimentary starter plan.

With that covered, let’s proceed with the integration process!

Connecting ActiveCampaign and Thinkific Step by Step

ActiveCampaign provides a complimentary trial period, allowing you to explore its full range of features before committing to a paid subscription. To begin your free trial, you can visit the ActiveCampaign website and simply provide your email address to get started.

Starting a free ActiveCampaign trial

Upon creating your account, you will be brought to the main dashboard. To proceed, you will need to locate your specific API Key and API URL.

To access this information, select the settings icon, which appears as a cogwheel, near the bottom of the left-hand menu. Within the settings area, navigate to the Developers tab. On this screen, you will find both your API URL and your API key ready for use.

Copying your API key and API URL from the ActiveCampaign dashboard

Now, return to your Thinkific administrative area. From the main menu, find the Apps tab and click the button to enter Thinkific’s app store. Once there, search for the ActiveCampaign application and proceed to install it.

When the installation completes, you will be automatically brought to the app’s settings page. Here, you will see the required fields for entering your API key and URL. Go ahead and paste that information in, then head back to ActiveCampaign and find your way to the Site Tracking tab.

Adding your ActiveCampaign credentials in Thinkific’s app settings

In the Domains Safelisted section, you will need to authorize your Thinkific site by clicking the add button and entering its web address.

Directly below this, you will locate the tracking code area; you should copy this code snippet.

Your ActiveCampaign tracking code

Next, return to your Thinkific dashboard. Within the ActiveCampaign app’s configuration window, paste the tracking code you previously copied.

After that, a minor adjustment to the code is necessary. You will need to insert the line vgo(‘setEmail’, Thinkific.current_user.email); into the Tracking Code box. This specific line of code should be positioned right before the vgo(‘process’); line.

For a clear visual guide, please consult the image provided below.

Your ActiveCampaign tracking code

Before we can proceed to the next phase, two more pieces of information are required: the event key and the ACTID key. These credentials can be found inside your ActiveCampaign account, specifically on the Site Tracking tab within the Event Tracking area.

Your Event Key will become visible as soon as you toggle the status switch to the “on” position.

To uncover the ACTID key, you will need to select the Event Tracking API link, which will cause a new pop-up window to appear on your screen.

Your ACTID key

With both the key and the ID copied, make your way back into your Thinkific account.

Once again, navigate to the Apps area and select the ActiveCampaign Settings. Continue scrolling down the page to the Events section, where you will find two distinct fields: one designed for your Event key and the other for your ACTID key.

Adding your event and ACTID key to Thinkific

After populating these fields with the required information, you will be able to utilize the available event triggers. These triggers can be communicated to ActiveCampaign to initiate a wide array of automated responses.

Events in Thinkific

The events you can track within Thinkific encompass the following actions:

  • New Order This event is triggered whenever a student purchases a course or a product bundle.
  • Full Enrollment This occurs when a student officially registers for one of your courses.
  • Preview Enrollment This is activated when a visitor signs up for a complimentary preview of a course.
  • Course Completion This event is triggered at the moment a student finishes all the requirements of a course.
  • New Sign-Up This happens any time a new visitor creates a user account on your Thinkific school.

To enable these events in ActiveCampaign, simply activate the corresponding toggle switch and then click the “Create Events” button for each one. After you have done this, you will see individual events for every course appear within your ActiveCampaign platform.

Thinkific events in ActiveCampaign

Once these actions are triggered, the corresponding information is sent directly to ActiveCampaign.

As an illustration, when a learner finalizes a course purchase, ActiveCampaign logs that specific event, enabling you to automatically deliver an onboarding email series. In addition to these standard events, you can harness ActiveCampaign’s site-tracking capabilities to better understand your website visitors and their behaviors. This can be applied in numerous valuable ways:

  • Should a user visit your checkout page, you can assign them a tag within ActiveCampaign. If they then abandon the purchase, you can initiate a follow-up email that includes a special offer to entice them back.
  • When a member first accesses your Thinkific community, you can send an automated welcome message with useful tips on how to maximize their experience and engagement.

Finally, the ActiveCampaign-Thinkific connection permits you to transfer custom field data between the platforms. To ensure this works properly, you are required to create custom fields in both Thinkific and ActiveCampaign, making sure they have identical names.

By default, ActiveCampaign includes a standard field group known as General Details.

You will want to establish a distinct group for the custom fields originating from Thinkific. This can be done by navigating to the Contacts tab and then selecting Fields.

Creating a new field group

Following that, you will want to select the Contacts tab, which is positioned at the top of the page. Over on the right-hand portion of your screen, you should then click on the Add Group option.

To set up the group, provide it with a relevant name. After it has been named, you can proceed to include your desired custom fields within this newly created group.

And that completes the process! You have successfully linked Thinkific with ActiveCampaign and are now fully equipped to design your initial marketing automation workflow for your Thinkific school.

Designing Your ActiveCampaign Automation

In this next part, we will provide a concise walkthrough on how to build a marketing automation directly within ActiveCampaign.

For this example, let’s assume your goal is to deliver an email sequence to learners who have registered for a free preview of your Thinkific course. The initial step is to access the Automations tab from the sidebar on the left side of your ActiveCampaign interface. Then, from the upper-right corner of the screen, select Create an Automation.

Creating an automation

From the subsequent screen, select “Start from Scratch” and then click the “Continue” button.

You will then be presented with the option to choose a trigger. For automations related to your Thinkific school, the correct trigger to select is Event is Recorded.

Once that is selected, you can specify the particular event that will initiate the workflow. In this instance, you would select the one corresponding to Enrolled in Free Trial for your course.

Adding an action

Once the trigger is in place, the automation becomes active. The subsequent step involves choosing a follow-up action, which in this case is to dispatch an email to these students. To add an email, click the plus sign in the automation builder and select Send an Email from the Sending Options tab.

ActiveCampaign offers a highly adaptable email creation tool complete with pre-designed automation recipes and a wide array of personalization capabilities, allowing you to design emails with ease. This same procedure can be duplicated to construct an entire sequence of emails.

Now, to effectively manage the contact’s journey, it is beneficial to introduce a goal within your automation. A goal operates similarly to a trigger, but its primary function is to immediately move a contact to that specific point in the sequence, causing them to skip any preceding actions.

For the purpose of our example, the goal will be a user completing a purchase of the course, which will stop them from getting any more promotional messages.

To implement a goal within your automation, click on the plus symbol located below the final step in your existing workflow. From the options presented in the Conditions and Workflow tab, simply select Goal.

Adding a goal

To set the goal, click the drop-down menu inside the condition box, choose Site and Event Data, and then select the event named Event: Product Purchased — Your Course.

At this stage, you can enhance your automation by incorporating additional emails for onboarding your new course participants. These messages can offer information on how to get into the course, instructions for getting the Thinkific mobile app, and any other details you feel are essential.

And your automation can conclude after this series of messages. To stop the automation, head to Conditions and Workflow, and simply click on End This Automation.

The image that follows provides a visual representation of what the automation looks like with every step we have configured.

Example automation in ActiveCampaign

The last action required is to click on the Active button located in the top-right corner of the automation builder, and your setup will be complete.

You can apply a similar process to construct automations for other common situations:

  • Marketing to Potential Students: The trigger for this automation would be Thinkific User Created, which would allow you to send them introductory emails. It is essential, however, to include a goal that advances these users once they purchase a course.
  • Onboarding New Course Participants: The triggering event for this workflow is Product Purchased — Your Course. Following this, you can initiate a welcome email sequence.
  • Monitoring Course Completion: In this situation, the triggering event will be Course Completed — Your Course Name, and you can then dispatch a congratulatory email to them automatically.
  • Distributing Student Announcements: Navigate to your Campaigns tab and select A One-Time Email Campaign (Standard). Choose the recipients (you can segment your audience based on course enrollments) and then craft the content for your email. You have the option to either schedule the message or send it instantly.

Once more, these examples showcase only a few of the many ways you can automate your processes and refine your communication by connecting ActiveCampaign with Thinkific.

Expanding Your Use of ActiveCampaign and Thinkific

ActiveCampaign extends its functionality far beyond being a simple email marketing tool. It is, in fact, a comprehensive multi-channel marketing solution that incorporates CRM features, thereby offering a broad spectrum of potential applications.

We will now quickly explore some of the additional tasks you can achieve by harnessing the power of this versatile platform.

Engage Your Students with SMS and WhatsApp Messaging

ActiveCampaign’s communication tools are not limited to email; the platform also enables you to send both SMS and WhatsApp messages to your audience by integrating with other specialized services.

For example, you could dispatch a bulk text SMS to your students with a timely reminder about an upcoming live session. Alternatively, you could greet new learners with a welcoming WhatsApp message.

Using ActiveCampaign Forms for Lead Generation

An additional strategy for utilizing ActiveCampaign is to build forms within the platform itself and then deploy them on your Thinkific website. This approach enables you to capture new leads directly from your Thinkific school, with their data being automatically sent to ActiveCampaign.

The form creation tool is highly adaptable, giving you the ability to incorporate numerous field types, including unique custom ones. You can also design different styles of forms, such as those that are embedded directly into a page or appear as pop-up windows.

Creating forms in ActiveCampaign

To embed a form onto a Thinkific page, you must click the Integrate button located in the top-right section of the form builder. Then, simply copy the code provided and paste it into the appropriate Thinkific page.

Leverage ActiveCampaign's Built-In CRM

By harnessing ActiveCampaign’s CRM capabilities, you can skillfully cultivate and maintain your student connections in a way that goes far beyond simple email marketing. The system allows you to gather essential details about your contacts, monitor their engagement, and design tailored learning journeys based on their unique activities and interests.

From dispatching highly specific follow-up messages and overseeing a system to rank your prospects, to setting up automated, individualized sales funnels, ActiveCampaign’s integrated CRM functionality proves to be an invaluable asset for your online education business.

Final Thoughts

In this walkthrough, we have detailed how the ActiveCampaign and Thinkific combination functions and have demonstrated several practical applications showing how your online courses can gain from this powerful integration.

By linking these two platforms, you can effectively automate your marketing initiatives and student correspondence, ensuring that all your outreach is both precisely targeted and deeply personalized.

We are confident that this guide has been valuable to you. If you aren’t currently utilizing Thinkific or ActiveCampaign, feel free to begin a complimentary trial with the buttons below.

And if you have any questions, leave us a comment below.

Frequently Asked Questions

How do you integrate ActiveCampaign with Thinkific?
What types of events can I pass from Thinkific to ActiveCampaign?
Which Thinkific plans include access to the ActiveCampaign integration?

About The Author

Kaydence Tranter

Kaydence Tranter serves as the senior content writer at sellingonlinecoursesguide.com, where she crafts authoritative content that helps course creators build and scale their online education businesses. Her writing expertise helps transform complex course creation and marketing concepts into clear, actionable guidance for the platform's audience.

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Kaydence Tranter

Kaydence Tranter serves as the senior content writer at sellingonlinecoursesguide.com, where she crafts authoritative content that helps course creators build and scale their online education businesses. Her writing expertise helps transform complex course creation and marketing concepts into clear, actionable guidance for the platform’s audience.

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