Event-driven email migration
Moved a course business from list-triggered email to an event-driven setup across two separate purchase paths.
- Vocal coaching brand
- Automation, CRM
How it fits together
Comes in
- Teachable
- ClickFunnels
Runs through
- Zapier
Goes out
- Klaviyo events
- Klaviyo flows
Why move
The old automations fired when someone joined a list, which couldn’t express what students actually do. The new setup sends an event for each of those things and lets Klaviyo react to it.
What was built
Fifteen Zapier workflows cover purchases, enrollments and unenrollments, course and lecture progress, quiz completions, cancellations, refunds, abandoned carts, comments, profile updates and consent. Data is cleaned on the way: names split, currencies converted, sources tagged.
Without breaking what worked
Organic course sales and paid funnel sales run as independent paths. The funnel path was built as its own workflow so the automation already live on it kept running untouched.