Enrol Students Who Purchase through Samcart via Zapier

You can use Zapier to automatically enrol students who purchase your course through your Samcart checkout.

Before setting up your Zap, you will need to have a Samcart account with your products created inside Samcart that correspond to your courses in Thinkific. Please note: your product names in Samcart do not have to match your Thinkific course names. 

Make sure you have at least one recent order created as Zapier will fetch an existing order for testing purposes.

Now let's go into Zapier and set up a Zap:

Step one of your Zap: 

Within the Trigger, select SamCart as your Trigger App.

Select Continue.

Then select New Order

Select Save + Continue.

Select your Samcart account or connect a new account if necessary. 

Select Save + Continue.

Test your Samcart to ensure it's all connected then you're ready to set up your next step!

Select Fetch and Continue.

Select Continue.

Step two of your Zap:

Next we have to use Zapier Utilities to match the Samcart product name with the corresponding Thinkific course ID since Thinkific requires the course ID to enrol students. 

Select Formatter as your Action App.

Select Continue.

Create Utilities.

Select Save + Continue.

Under Transform, select Lookup Table.

Under Lookup Key, select Product Name. There should be preview fields for you to be able to see examples of what different fields you could select. The Product Name will be the course name as you entered it into Samcart when you set up your account.

Under Lookup Table, enter the course name in the first field and course ID in the second. Select + to enter in the Samcart product names and course IDs for all of your courses if you have more than one.

Leave the Fallback Value field empty. 

Select Continue.

Ensure you have all the relevant information in the right fields.

Create and Continue to test the Formatter.

Select Add a step.

Step three of your Zap:

Select Thinkific as your App.

Click Continue.

Under Create, select Enroll User.

Select Continue.

Select your Thinkific account or connect a new account.

Select Continue.

Now enter the Thinkific Enrollment fields.

Under Products, select Use a Custom Value (advanced) at the bottom of the drop down.

In the second data field, select Step 2 Cart Items Name, which will likely be at the bottom of the drop down field. This field references the course ID that you are using the enrol students that is pulling from the lookup table in the previous Zap step.

Enter the mandatory sign up fields that are pulled from Samcart (first name, last name and email address). These fields are required to create a student account in Thinkific.

Enter in the expiry date and password if necessary. 

Without a password here, students will be prompted via email to set up a password via Thinkific's express sign-in page. 

Select Continue.

Confirm the test preview information is correct, then choose Create and Continue to test through Zapier. Then select Finish

Your Zap flow should look like this:

After creating your Zap, you will want to turn it on by selecting 'On' in the top right hand corner.

You will want to test this process out with a dummy student in Samcart and confirm that both your student was created in Thinkific, and that they are enrolled in the correct course. If you don't set a password you'll also want to confirm that you received the set password email from Thinkific. 

There you have it! You now have your Samcart set up to enroll students into your courses.

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