[Zapier Guide] - Step #2: Setting Up Actions in Zapier

If you are on the Zapier Professional plan, you can use a single zap to set up all the products that you want to sell through Elective. To do this, we will use the ‘Path’ feature.

1. Select Path: Under '2. Action', we will search for or select the 'Path' application. By using 'Path', you are setting up actions that will only happen when a customer buys a specific product.
   
   
   
   
2. Set Up Path: Here you will be given two paths by default: Path A and Path B. You will likely want to create a path for each product you sell through Elective. For example, if you have three online courses, you will need to create a new zap for each one: (1) Zap 1 for Course A, (2) Zap 2 for Course B, and (3) Zap 3 for Course C.
   
   To begin setting up your paths, click 'Edit' next to Path A
   
   
   
   

   From here, click ‘Name’ and name it after the product you are selling. In this case, we'll call it 'Course A'.
   
   

   
   Next click 'Rules, setup & testing' and input the following options: Field as Cart Items ID, Condition as (Text) Contains, and Text as Elective Product ID.
   
   
   
   
3. To find your Elective Product ID, you will need to go to your Products dashboard in your Elective application. From here, you can copy the product ID.
   
   
   
   
4. Test Path: Once you've inputted all the information, click 'Continue' to test your path. You likely will see something like this:
   
   
   
   

   This is not an error and can be safely ignored. We will be able to come back to this and test your Zap in Elective to make sure everything is working well.
   

   Now that your path is set up, click ‘Continue’ and begin adding actions that will happen in response to a customer purchasing the course that matches the Elective product ID used in your filter.
   
   

5. Choose App: Now we are ready to connect Elective to any application we need to set up our post-purchase automation. Common actions you may want to set up include:
   
   (1) Enrolling a student in a course hosted on a platform like Thinkific, Teachable, or Kajabi
   (2) Adding a student to a list in an email marketing solution like ActiveCampaign or ConvertKit
   (3) Sending an internal Slack notification to notify your team of a Elective order
   
   In this example, we will be sending a slack notification to a to a specific channel in Slack. That means we need to search for or select Slack under '3. Action' in Zapier
   
   
   
   
6. Choose Event: Since we want to send a notification to a channel in Slack,, we want to search for the event 'Send Channel Message'. 
   
   
   
   
7. Setup Action: Once you've connected Slack (or any other application) to Zapier, you'll be able to go ahead and set up the action you want. In this case, we have set up the Action so that our 'notification-test' channel gets notified upon a new order completion. We want the notification to include the customer's email address, first name, and last name using the information Elective sends to Zapier.
   
   
   
   
8. Add Paths As Needed: Once you press continue, you have created your first path! Please note that at this point you have only created a path for a single product but you can imagine a scenario where you want to have different actions for different products. For example, you might want to ensure a student who purchased Course A only gets access to Course A in Teachable. This is where additional paths come in. In this case, just hit 'Add New Path' and repeat the steps from above for Course B and so on.
   
   
   
   
9. Done! 🎉 Once your actions are set up, make sure to name your zap, and then click publish. Once the zap is published, you’re all done!