Enrolling New Paid Students In the Agency Performance Pack

When new members purchase Pack seats we need to enroll them in the Teachable System

An Agency Enrolls in the Agency Performance Pack

When an agency enrolls they select either 1, 3, 5 or 8 seats they automatically get their 1 seat instantly. We need to get the information to add the additional users. 

Tool
Action Reaction
🏫 Teachable New client purchases the back Teachable Sends a Receipt
⚡Zapier
Zapier sees this and Zaps the information to Hubspot This triggers the following workflows
🍊Hubspot
Updates Information (see below) Workflow indicated kicks off 

1 Pack Seat 

Workflow Names:

*KDP New Enrollment Update Company to Active in the Pack - Changes Company Property: Seats in the Pack to YES

*KDP New Agency Performance Pack Student Triggers new client onboarding emails 

 

Zapier Zap:

https://zapier.com/app/editor/87585070

Tool

Action 

Notes
⚡ Zapier

Contact Email

 
  Contact Name *Note the data comes over with name as 1 field. There is an automated ticket in Hubspot for Louis to Address this
  Contact Pack Subscription Level = 1  
  Student in Pack = Yes  

 

Tool

Action

Notes
🍊Hubspot

Company: Seats in Pack = Yes

 
 

Company Status: = Active

 
 

Check to see if emails are bouncing

✔️ 🎟️ if yes there is a ticket created for Nicole to reach out
🍊Hubspot 💌 Triggers a 7 day email campaign to new students  

 3, 5, 8 Pack Seats

Tool

Action

Notes
⚡ Zapier

Contact Email

 
  Contact Name *Note the data comes over with name as 1 field. There is an automated ticket in Hubspot for Louis to Address this
  Contact Pack Subscription Level = 3  

Hubspot Overview

Tool

Action 

Notes
🍊Hubspot

Contact ➡️ Company: Pack Subscription = 3

 
 

Contact  ➡️ Company: Active Client

 
 

Check to see if emails are bouncing

✔️ 🎟️ if yes there is a ticket created for Nicole to reach out
🍊Hubspot 💌 Triggers a campaign to get the additional users

2 Emails to Complete the form

📲 From Sales Message

1 More Break Up Email

🎟️ Ticket to Nicole to follow up

If no response the user becomes active and starts getting the school onboarding emails from *KDP New Agency Performance Pack Student 

Getting A Completed New Client Form 

Tool

Action

Notes
🍊Hubspot

Hubspot sends an 💌 to Louis & Nicole alerting them there is a new form completed

 
  🎟️ New ticket for Louis is created to add users to Teachable  
 

Louis sends a Hubspot 💌 template to the owner alerting them their users are added

 
 

Hubspot changes the owner to an active student and the new student 7 email cycle begins!🎉