Zippy Courses is a WordPress plugin for running membership sites and teaching courses.

 The integration with ConvertKit is handled through an additional plugin that you can download here:

Download the ConvertKit + Zippy Courses Plugin

Once downloaded you'll need to upload it to your WordPress install and then activate it by adding your ConvertKit API Key.

Step 1: Activate ConvertKit in Zippy

  • In the Zippy settings, click on the Email Lists tab.
  • Choose ConvertKit and paste in the api key (found in the account settings).
  • Flip the activation switch to Yes

Step 2: Create Sequences in ConvertKit for each course in Zippy

Next, you'll go into ConvertKit and create a Sequence for each course in Zippy. Think of the content like a welcome email thanking them for the purchase.

Step 3: Create an Automation to Tag your "Students"

You'll want to check our our Purchases feature, to set up Tags for new students/customers. 

Another way to do this is to create an Automation Rule, which would essentially look like 

Purchase ---> receives Tag

Step 4: Connect each Zippy Course to the ConvertKit Sequence

Back to Zippy. Open up the course and click on the Email List tab for that course. Go to the ConvertKit area and select the corresponding Sequence to the course.

That's it! Happy Teaching!

Tagging People Who Purchase From You

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