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Taking payment for your Thinkific courses via Infusionsoft

Applicable plans Starter Essentials Business Advanced

A direct integration with Infusionsoft is available as part of the Advanced Plan.  If you are not on the Advanced Plan, you can still work with Infusionsoft in many respects using Zapier.


Our integration with Infusionsoft allows you to take payment for a course or bundle via Infusionsoft's checkout system and have your customers be automatically enrolled on that product in Thinkific.


Here's how to set this up:


Step 1. Connect your Infusionsoft account


Head to the Integrations page of your Thinkific admin dashboard to connect your Infusionsoft account.




Step 2. Create a product for your course/bundle in Infusionsoft


If you haven't already done so, the next stage will be creating a Product in Infusionsoft for the course or bundle that you'd like to sell. Find Infusionsoft's instructions for that here




Step 3. Create your campaign


Once your product is created and ready to be sold in Infusionsoft, head to the Campaign Builder.




Hit the Create a Campaign button, give it a name, and then Save.




Step 4. Create a goal


On the campaign builder screen, click-and-drag a new goal onto the page.

 



Give your goal a name, and from the dropdown list select for the goal to be achieved when a contact purchases a product. Hit Save.




Step 5. Configure the purchase


Double-click on the goal to open up the Configure Purchase window. Select the Specific Product Purchase option and the name of the product in Infusionsoft, then Save (the shopping cart on the Goal symbol should now turn green to confirm that it's been configured).




Step 6. Create a sequence


Click-and-drag a sequence onto the page.




Connect your goal and sequence by adding an arrow between them.




Step 7. Define the process


Double-click on the sequence.




On the next screen, select Process from the right sidebar and then click-and-drag the process Send HTTP Post onto the page.




Step 8. Configure the HTTP Post


Double-click Send HTTP Post.




On the next screen, you'll need to paste in the POST URL for your product on Thinkific. This can be found in your Thinkific admin dashboard on the Infusionsoft configuration page, as shown below.




Copy-and-paste that URL into the POST URL field in Infusionsoft, and then hit the Merge button.




Step 9. Merge your variables


Now you need to merge the variables of Thinkific and Infusionsoft so that user accounts and enrollments can be created in Thinkific following purchase of the product, as shown below.


The left-hand column is the name of the variable in Thinkific, and the right-hand column is the name of the variable in Infusionsoft.


Here's a list of the Thinkific variables to be typed into the left-hand column, and the corresponding Infusionsoft variables that can be selected from the list of Merge Fields down the right side of the page. (This is a one-time only thing, as next time you can copy the variables from an existing campaign, as shown in the screenshot above).


Thinkific Infusionsoft
first_name ~Contact.FirstName~
last_name ~Contact.LastName~
email ~Contact.Email~
password ~Contact.Password~
expiry_date Type this in, if applicable. Must be in the format: YYYY-MM-DD


*password

If no password is specified, our system will create a password for the student in the format: firstname-lastname. If a different password is specified during the checkout process, this will override the one created by our system.

If you'll be using our default passwords, it's a good idea to send students a course welcome email with their login credentials and instructions for changing their password. Course welcome emails can be sent out automatically by our system (see the Notifications page of the admin dashboard), or by Infusionsoft - we recommend choosing one and switching off the other (the Infusionsoft welcome emails can be switched on/off from the Infusionsoft page of your admin dashboard).


**expiry_date

An optional variable. If specified, this will override any expiry date already set in Thinkific. If no expiry date is specified, the enrolment will be active indefinitely.



Step 10. Publish everything!

Once you're done merging your variables, ensure that everything has saved, switch the status of the HTTP Post from Draft to Ready, and hit Back to Sequence.



Then, publish your sequence...




And then your campaign...




And that's it, nicely done! Your customers can now purchase your product in Infusionsoft and automatically be enrolled in the course/bundle on Thinkific!


Any questions? Just send us a message and we'll be happy to help.

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