[ClickFunnels Integrations] How to Integrate With Teachable

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YouTube Transcript: English (auto-generated)

00:00
hello it’s a shave room quick final
00:02
support and in today’s video we’re going
00:03
to learn how to integrate your teachable
00:06
online school with your online sales
00:08
funnel order page and your sales funnel
00:10
in general so the way the integration
00:14
works with with this setup is we use a
00:17
piece of software called Xavier and
00:19
they’ve here is actually just like a
00:21
piece of software that lets our
00:22
clickfunnels and other pieces of
00:24
software communicate with other pieces
00:26
of software without having a direct
00:28
integration so it is a third-party
00:30
service but it’s super super easy to set
00:32
up and that’s what I’m going to show you
00:33
how to do in this video so I’m going to
00:36
integrate this order form here that I
00:39
have on my little test account account
00:41
here just jump in and show you so this
00:44
product here teachable instant
00:46
conversion mastery course for $97 when
00:48
someone purchases this product on this
00:51
order form I’m going to add them into my
00:54
teachable school ok so we’ve got our
00:57
product over here and there’s no special
01:00
things that you have to do here and
01:01
click funnels to setup this product you
01:03
just set it up exactly how you’ve
01:04
already set it up in the past with your
01:07
other products and it will be set up in
01:12
the fashion that I’m going to show you
01:13
right now with Xavier ok so first step
01:18
we need to do is to jump over into
01:20
Xavier and create an account if you
01:22
don’t already have an account with
01:23
Xavier
01:24
it’s super easy just like any other
01:26
piece of software to create an account
01:27
ok and so then the first step we’re
01:30
going to get in here is we’re going to
01:31
click to our explore tab in our
01:33
dashboard if it’s not already showing
01:36
and then we’re gonna type in the click
01:38
panels ok we click click files and then
01:41
we’re going to type in teachable and
01:43
then we’re going to click teachable and
01:45
then we’re going to scroll down the
01:47
bottom here and we should have two
01:51
things selected so we’ve got clicks
01:54
panel selected and then we just want to
01:57
have teachable selected as well ok
01:59
teachable so we’ve got our two accounts
02:01
here so let’s click connect
02:03
so click funnels first and because I’m
02:06
already logged into my click funnels
02:08
account it’s just done automatically so
02:11
we didn’t have to do anything there
02:12
which is easy other other
02:13
you might have the emptier clickfunnels
02:15
username and password just to set that
02:17
up so now we’re going to do the same
02:19
thing for teachable and we were just
02:23
going to chuck in the password here for
02:25
teachable okay so now we finished
02:27
entering our password in here and we’ve
02:29
done this teachable integration and as
02:30
you can see it’s a account connected and
02:32
account connected for click files so
02:34
we’re both connected here into our
02:36
Savior account so the thing here is
02:39
they’ve use actually a paid product but
02:41
as you can see I’m still on the free
02:43
plan here for this test and I think you
02:46
can have at the time of recording this
02:47
video up to slides that this is what
02:51
they call adapt this connection whether
02:53
it’s going to make per free account ok
02:57
so now as the AP account is talking to
02:59
both clickfunnels
03:00
and teachable so we’re going to go over
03:02
to here to the zaps tab and that is
03:05
where we’re creating the connection and
03:07
zaps is just the the name as I said
03:10
before the name of the connection and
03:13
little automation that we’re going to
03:14
build here so we’re going to make a news
03:16
app and first we’re going to go to click
03:19
files it’s important that you do click
03:21
funnels first and because as you can see
03:23
it flows in a sort of a flow like a
03:28
funnel almost like leading click funnels
03:30
so you’ve got the trigger so this is the
03:32
action that is going to trigger whatever
03:35
is going to happen in the action okay so
03:38
our trigger is going to be a new
03:40
purchase all right in click funnels and
03:43
then we’re going to click test and this
03:46
is successful beautiful save and
03:48
continue and then this is where we
03:50
select our funnel so what funnel insider
03:52
click funnels are we looking at we are
03:54
looking at teachable into commercial
03:58
mastery for me so you’ll need to find
03:59
your funnel in there and then you’ll
04:01
need to select the or the page in the
04:05
funnel that we’re going to be monitoring
04:06
so most people it’s going to be the auto
04:08
page but it could be the upsell or the
04:09
down sell page wherever the purchase is
04:11
being made for this particular product
04:13
ok continue and then this is important
04:17
you need to make sure you have at least
04:18
one recent purchase set up and the
04:20
products set up in that funnel ok
04:22
because it’s going to pull over a test
04:24
purchase just to test the integration
04:26
initial
04:27
so we’ve done that it’s work to continue
04:29
and we’re going to basically the same
04:31
product here for teachable but it’s
04:34
going to be enroll user in a course so
04:37
it’s going to enroll use it in your
04:38
teachable school when this action is
04:41
created through their go saving continue
04:43
and test and successful save and
04:48
continue and then we’re going to do this
04:51
process of selecting the teachable
04:54
course inside teachable okay so there we
04:57
go
04:57
teachable and then we’re going to select
04:59
the email address and this is just
05:00
basically the web hook information
05:02
that’s being brought over into Zeta from
05:04
click files so this is all the
05:06
information that is available so what we
05:08
need to do to this case is just select
05:11
the contact email address section here
05:13
okay
05:14
simple as that and then these two are
05:16
optional Vietnam is optional but it’s
05:18
quite easy to bring over the name and it
05:20
can be quite handy you can go contacts
05:22
first name and then you can also even
05:27
create contact last name if you want so
05:30
then you’ve got first name and last name
05:32
whichever you’d like there okay and then
05:34
this password I would suggest this and
05:36
leave that blank
05:38
and then continue and then we go create
05:41
and continue and test accessible awesome
05:45
finish name yours our test and then
05:49
we’re going to go turn it on turning
05:53
your zap on awesome zap is working now
05:55
we go see it in my dashboard okay so as
05:58
you can see we’ve got it here in our
06:00
dashboard and now let’s jump in to click
06:01
files and run a test purchase ok so now
06:05
we’re in click funnels and we’re going
06:07
to make a test purchase on this auto
06:08
page where our price is and we already
06:10
have our funnel in test mode so we’re
06:12
going to go jump in here into get in key
06:15
incognito window and we’re going to make
06:19
a test purchase on this page okay so I’m
06:22
going to copy this when it come down
06:24
here I’m going to chuck that into the
06:26
card number put random three numbers
06:29
some date in the future and then let’s
06:32
call this vapir teachable
06:41
ticaboo okay
06:43
email address we put my email address
06:47
yeah
06:55
che quick sandals calm and complete
06:59
order okay cool so here we go we’ve made
07:09
the purchase and then we go into sales
07:11
and we can see that we have made this
07:17
purchase less than one minute ago here
07:20
we go they be a teachable all right so
07:23
now we jump over into teachable and
07:26
we’re going to go to the course and this
07:29
is our course that I’ve created and
07:31
we’re going to go to students all right
07:33
so it’s going to take anywhere between
07:35
five to fifteen minutes for this
07:38
integration to come over into teachable
07:40
the safier and everything’s got to think
07:43
about it for a few seconds then it
07:45
doesn’t really work really every fifteen
07:47
minutes on the free plan okay so we just
07:49
have to wait a few minutes for that and
07:51
then we refresh the page and it should
07:52
be there and now as you can see in our
07:56
use a list we have sabia teachable and
07:59
the email address that has brought over
08:01
into teachable okay so but what has
08:04
happened as you can see is a peer and
08:06
teachable the first name and last name
08:08
doesn’t have a space in it okay
08:10
so what I thought is I’m going to show
08:13
you we’re going to go back into is a
08:15
peer and I’m going to show you how you
08:17
can edit these types of things so we go
08:19
into edit we’re going to go first of all
08:22
so it will go back and you ran out that
08:24
tab so in the zaps tab we go to add that
08:28
and we go edit and then we can jump over
08:31
into this action here which is the
08:34
teachable one go to the drop-down box
08:37
edit edit template and then we’re going
08:40
to go and shop you in a space there okay
08:42
so now we’ve got a space between our
08:44
first name and last name continue finish
08:49
and now that’s working again so we’re
08:52
going to do that for us
08:53
again of jumping back into clickfunnels
08:57
back into our funnel and then we’ll do
09:01
another test so let’s go incognito
09:02
window again and test I’m going to put
09:09
che teachable this time and let put
09:18
email address and credit card number a
09:29
date in the future and then we’ll submit
09:33
the page okay so we’ve made this
09:36
purchase and again we’re going to go and
09:38
check in here in the sales and we’ve got
09:41
it in the sales right here and then
09:45
we’re going to go over here to teachable
09:47
and do the same process again and wait
09:49
for it here the check okay so we’ve
09:52
waiting a few minutes here and now as
09:54
you can see che
09:55
teachable have come across with a full
09:57
space in it okay so that means that we
10:02
are all fully set up and that’s exactly
10:04
how you do this process and as you can
10:06
see it is quite easy to go from click
10:09
files over to your teachable school from
10:13
a purchase ok so if you have any trouble
10:15
with that please feel free to reach out
10:17
to us at support otherwise happy funnel
10:19
buildings

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