ConvertKit

How to integrate ConvertKit with AEvent

AEvent avatar
Written by AEvent
Updated over a week ago

New leads generated for your AEvent timelines can be sent via API to your ConvertKit account at the time of registration.

Then, through AEvent, you can initiate timeline actions, triggering the right message for the right audience at the right time, with your email sequences fully customized and dynamic, unlocking full evergreen automation potential.

Timeline Actions:

Adding your ConvertKit Account to AEvent

In order to add your ConvertKit Integration, you will need to first navigate to Integrations within AEvent, click Add Integration, and then search / select ConvertKit.

Then, name your integration as you see fit and click 'Add.'

Click Add. Now, once here, open a secondary tab, navigate to your ConvertKit, then click on the profile photo in the upper right-hand corner and Settings.

On the Settings page, select "Advanced" on the left-hand menu.

Under API, you need to select both your API Key and your API Secret.

And paste these values back into the AEvent ConvertKit Popup and click Continue.

Once your ConvertKit account has been successfully added, you will be able to see it's Connected state, and you are able to click on 'Test'.

A successful connection will yield a positive test result. Congratulations, your Active Campaign account is now successfully connected to AEvent!

Configuring your ConvertKit Integration within a Timeline

In order to utilize your ConvertKit Integration within AEvent, you need to activate it within the timeline you are working with. To do this, open the timeline you are working with.

Then select Integrations, set your ConvertKit Integration as Active, then click on the cogwheel to define your settings.

Within the Integration Settings, we need to select the list we want to add the registrants to (when they register / can be a default/basic).

We can also select either a Tag to be added on registration or automatically add the registrant to a sequence.

We HIGHLY RECOMMEND clicking on Custom Fields (Personalization) - Show, and setting up some custom personalization fields.

These are values that include not only email and name (Join Link, Replay Link, Day of Webinar, Day of Week, Time, UTM Tracking Parameters, etc.) and are sent along with the new subscriber information to ConvertKit.

We've made the creation of these fields easy, and by clicking the 'Create System Fields button,' AEvent will automatically create within ConvertKit the needed Custom Fields while selecting those values within AEvent.

You can also use the Create Single Field to create a single Custom Field within ConvertKit. OR you can manually create fields / use pre-created fields. If you manually create a new field within your ConvertKit integration, you will need to click on Refresh for it to appear here.

Once you create your custom fields, you can click out of the pane, as the initial setup of your ConvertKit integration within THIS AEvent timeline is now complete!

Creating a Timeline Action to Add (or Remove) a ConvertKit Tag

Setting up a timeline action to Add or Remove a tag from a contact within ConvertKit is Easy.

Within the timeline builder, start by creating an action and selecting the date and time that you wish the action to occur. Select the audience you are targeting, then select your ConvertKit Integration and Add (or remove) a Tag.

If you have already created the tag within your ConvertKit account, you can select it here. Otherwise, you can click on the Add Tag button to create one (This will create it within AEvent as well as ConvertKit).

Once you've created or selected the tag in which you want to add, just click on Create.

Your Add Tag (or Remove) Action has now been created, and you can view it on your timeline. Per the example above, 15 minutes prior to the event starting, an action will occur that will add a tag to all registrants registered for the scheduled event.

Creating a Timeline Action to Add to (or Remove from) a ConvertKit Sequence

Setting up a timeline action to Add to or Remove From a sequence is simple.

Within the timeline builder, start by creating an action and selecting the date and time that you wish the action to occur. Select the audience you are targeting, then select your ConvertKit Integration, and Add to Sequence (OR Remove From).


If you have created a new sequence since your last integration refresh, you may need to refresh your integration before finding the newly created automation. (you can do this within Integration -> ConvertKit Settings.)

Once you've selected the ConvertKit Sequence that you wish to Add To Or Remove From, just click on Create.

Your Automation Action has now been created, and you can view it on your timeline. At the date/time you selected, the subscribers matching the audience you selected will now be added to this sequence.

Creating a Timeline Action to Unsubscribe a Subscriber from ConvertKit

If you wish an automation action to occur that will unsubscribe a certain audience at a certain time from your ConvertKit account, these are the steps.

Within the timeline builder, start by creating an action and selecting the date and time that you wish the action to occur. Select the audience you are targeting, then select your ConvertKit Integration and Unsubscribe.

After clicking on Create, your action will be created and viewable on your timeline.

When this action occurs, it will unsubscribe all subscribers matching the audience selection from your ConvertKit Account. DO NOTE: This does not remove the registrants from your AEvent account.

Using AEvent Custom Fields as Personalization values inside your Emails

When registrant information is sent to ConvertKit on registration, any custom fields that you have set up will be sent along as 'Personalized Content' or 'Personalization Tags'. You can use these dynamic tags to not only populate the normal stuff like First Name, but you can also use Join URL, Replay URL, Day of Webinar, Time of Webinar, etc.

Below, we are in the ConvertKit email editor, and by clicking on the @ using the Personalize Option, we can search out all of the fields that are being sent at the time of Registration.

You can also use these values within your email editor as hyperlinks (Join US button). If you click on Insert, ConvertKit will paste into your email editor the short-code (the example above would be {{ subscriber.joinurl }})

Then we can highlight a word within the email editor, click on the hyperlink icon and paste {{ subscriber.joinurl }} as the Web Address, then click Apply.

Clicking insert creates an HTML link for the Join Us HERE text in our email. Now, when someone clicks the link, it's their join link, and it will take them to the event!

How to reconnect your ConvertKit Integration

If you are encountering issues with your ConvertKit integration, it is possible that the API key issued from ConvertKit has been reset or changed. If you click 'Test' and it is NOT successful, first step we recommend is reconnecting your integration.

By clicking Re-Connect, you will be prompted to re-enter your API URL and API Key.

Open a secondary tab, navigate to your ConvertKit, then click on the profile photo in the upper right-hand corner and Settings.

On the Settings page, select "Advanced" on the left-hand menu.

Under API, you need to select both your API Key and your API Secret.

And paste these values back into the AEvent ConvertKit Popup and click Continue.

Once you re-enter and save your new credentials, your integration will show as Connected, and you will be able to click on 'Test'.

A successful connection will yield a positive test result. Congratulations, your Active Campaign account is now successfully Re-connected to AEvent!


How to remove your ConvertKit Integration from AEvent

If you want to remove your ConvertKit integration from AEvent, you need to navigate to Integrations, locate your ConvertKit integration, and click on the trashcan icon.

You then will be prompted to confirm deletion.

(NOTE: Removing this integration will immediately affect its use with any timelines that it is active in.)

If you are experiencing issues with this integration but do not desire to REMOVE it, we recommend reconnecting it instead. This will allow it's configuration to

continue as set within your timelines.

Once you confirm removal, the integration within AEvent no longer exists.

How To Videos On YouTube


Exciting News! 🎉


Have you checked out our awesome YouTube Channel yet? 📺

We've got a whole playlist dedicated to helping you set up this integration with AEvent!

And hey, if there's anything we missed or you still have questions about it, don't hesitate to reach out!

We're here to help every step of the way. 😊



🔧 Troubleshooting 🔧

If you have any problems with your integration, press the "Test" button on the Integration. This will confirm if the connection to ConvertKit is valid.

If you continue to have problems, try to reconnect the integration.


Did this answer your question?