ConvertKit is a CRM software. Connecting WebinarGeek with ConvertKit means information will be synchronized, allowing you to arrange your own email campaigns based on viewer behavior.
Connecting ConvertKit
Follow these steps to connect WebinarGeek with ConvertKit:
Click ‘Account’ in the top right
Click ‘Integrations’
Choose ‘ConvertKit’
Fill in the ‘API Secret’ of your ConvertKit account
Click ‘Connect’
The 'API Secret' can be found in your ConvertKit account:
1. In ConvertKit, click on your name in the top right
2. Click ‘Settings’
3. Go to ‘Advanced’
Your ConvertKit and WebinarGeek accounts are now connected, but you still need to create triggers to make use of the connection. Read on to find out how.
Please note! Disconnecting ConvertKit and/or connecting a different account means the loss of your configured triggers.
Triggers
Triggers are what order the integration to synchronize data between WebinarGeek and ConvertKit. When a certain event is triggered, this trigger will ensure that a process is executed afterwards.
List of available triggers
The following triggers are available for ConvertKit:
New registration
New webinar payment
New viewer
New live viewer
New replay viewer
New viewer started watching
No show
New channel lead
Assessment successful
Check out our ‘Triggers’ article for more information about these triggers.
Actions
Actions are what the software is ordered to do when a trigger is fired. You can, for example, configure that a contact is added to a mailing list when they sign up for a webinar.
List of available actions
The following actions are available for ConvertKit:
Add subscriber to form
Participant is added to your landing page/form unless the email opt-in permission field is not checked. You can also set a double opt-in option via ConvertKit.
Add a tag
A tag will be added even if a participant isn’t present inside your ConvertKit. These will be added separate from the landing page/form.
Read more about configuring triggers in our ‘Triggers’ article.
Fields sent to ConvertKit
The following information is sent to ConvertKit if provided on the participant’s registration form:
First name
Email address
If you need more data to be sent to ConvertKit, you can do this with our Zapier integration.