Email Marketing With Podio and ConvertKit: Multiple Sequences

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This tutorial builds upon the Email Marketing with Podio and ConvertKit: The Basic Process tutorial that I recently posted. That tutorial convered the basic setup of Podio, Zapier and ConvertKit to get a basic process for adding new subscribers to an email sequence.

While it is great to have a process that automatically adds a lead to a specific sequence, it is even better to be able to select from a list of sequences. Each lead is different, and should be assigned to an email sequence that better aligns with their needs.

This tutorial will add the following to the process…

  • Ability to select one or more sequences from Podio
  • A log field to help keep track of what is happening

Here is a demonstration of what the final process will look like.


What you will Need

Before you get started with this tutorial there are a few things you will need if you don’t have them already. This is a little redundant for those coming from my previous tutorial, but just in case you found this post first I wanted to include this.

Podio Account

You probably already have one of these accounts if you are on my website, but just in case you can signup for one at the link below. 

Unfortunately Podio has recently adjusted their free accounts to 500 records or less. You can start out there but I’m certain you will need to get a paid account down the road.

Cost: $9/mo

Get Podio Account

ConvertKit Account

This is the email marketing service that will be sending the email sequences to the leads.  The service will cost you about $29/mo which is well worth it.

Cost: $29/mo

Get ConvertKit Account

Zapier Account

This is what allows Podio to communicate and pass information onto ConvertKit and Podio. Zapier has different pay tiers for account types, and for this tutorial you’ll need to signup for the Starter Account.

Sign up is free and gets you into the free trial of their premium features.  Once signed up you’ll then have the option to upgrade to one of their Paid Accounts.  Again the Starter is fine here.

Cost: $20/mo

Get Zapier Account

Previous Tutorial

This tutorial builds upon a previous post that I published a about a week ago. You won’t technically need to have finished it to implement the ideas in the post. However if you are new to Zapier and ConvertKit it will help your learning curve greatly.

Email Marketing with Podio and ConvertKit: The Basic Process

Podio Fields

In the previous tutorial this field was created with only the Podio – New Lead option. Now we are going to be updating this option with the tag id as well as adding 2 more options with their tag ids.

Field #1: Email Sequence (Category)

This field will list the Tags (and their Ids). These tags will link to the corresponding mailing sequence you want to assign a lead to. Each category option will have 2 bits of info (1) the Tag Name and (2) the Tag’s Id.

Field Label: Choose Email Sequence(s)
Settings: Multiple Choice; List
Options: <see below>

Podio New Lead – 600411

Response Follow Up – 740168

Sell House Quickly Info – 740169

The tag name is easy to get, however the Tag Id takes a little bit of digging. No worries though, I’ll show you exactly how to get it.

  1. Go to your ConvertKit Dashboard (click on subscribers if not already there.
  2. Scroll down until you see the TAGS area on the right side
  3. Hover your mouse over the tag you want the ID for.
  4. Look at the Status Bar at the bottom of your browser. The ID will be in this part ?subscribable_id=#########

Now we need to add the 3 options for the 3 Tags that we created for our different Mailing Sequences. What is important here is that the Tag Name does not contain any numbers. The reason for this is that the method we will use to pull the IDs for our selection will pull the numbers. So I like to have my Category Options setup like this…

Field #2: Sequence Selections (calculation)

This field will be hidden. The purpose of this field will be to grab the Tag Ids from the Category selections and format them in a way that we can use them in Zapier.

Field Label: Sequence Selections
Settings: Always Hidden
Code: <look below>

var sequences = @Choose Email Sequence(s);
var count = @Choose Email Sequence(s).length;
var result = "";
var re = /[0-9]+/;

for (var i = 0; i < count; i++) {
   if (result == "") {
      result += re.exec(sequences[i]);
   } else {
      result += "," + re.exec(sequences[i]);
   }
   
}

result;

Basically what this code does is the following…

  1. Grabs the selected items from the Choose Email Sequence(s) field
  2. Figures out how many selections their are
  3. Loops through the selections and applies a regular expression, /[0-9]+/ to pull out the ID value from the Option Text.
  4. Builds a comma deliminated string like 998202,928282,8373763
  5. Returns the string as output

The reason why we are making this Podio field hidden is that we don’t need to see it, just need to pass this information to Zapier.

Field #3: ConvertKit Log (text – multi-lined)

This field is going to be used to record the creation of the subscriber as well as which email sequences it has been added to. In the future this log will be used even more to record things such as unsubscribes and perhaps when emails are being sent.

Field Label: ConvertKit Log
Settings: Multi-Lined


ConvertKit Setup

What we need to do on the ConvertKit side of the process is to add 2 new email sequences and 2 new automations. Basically for each different email sequence you want to setup, you’ll need to have the following things…

  • Sequence – The emails to be sent out and schedule
  • Tag – This will be applied to the subscriber to trigger the automation
  • Automation – This will assign the subscriber to the correct sequence based on the tag that is applied.

There is nothing complicated here, we are building off what we setup in the previous tutorial. So it is just duplicated what we already have 2 times and then making a tweak. The only part that isn’t quick or fun is coming up with the wording in the new emails.

The Email Sequences

In this tutorial we are going to have 3 email sequences that we can assign to a lead/subscriber. You can add as many as you like, you will just have to duplicate the steps for each sequence. Here are the 3 email sequence we will end up with.

Podio – New Lead. This is the sequence we already have from the previous tutorial. It’s designed to send out to new leads that are motivated and looking to get an offer on their house.

Podio – Sell House Quickly Info. This sequence is designed to be sent out to those prospects that kinda motivated but are kicking the tires. We want to send them information about selling quickly and the best ways to do it.

Podio – Not Motivated. We want to use this sequence when we get someone who is not motivated at all just yet. Say they have 6 months or a year before they have to sell. These emails will be designed to help them with ways they can sell their house.

Adding Tags

Next thing we need to add are the 2 tags for the new sequences. Here are the steps to add the new tags.

Nothing special here, just go to the Subscribers dashboard, scroll down till you see the tag area.

  1. Navigate to Subscribers Dashboard
  2. Scroll down to the Tags area (it’s on the right)
  3. Click Add Tag and add Podio – Sell House Quickly Info
  4. Click Add Tag and Add Podio – Not Motivated

The Automations

These are simple two step automations that are triggered when you add one of the above tags to a subscriber. When setup correctly, they will look exactly like the image below.

Trigger Step: When Tag Sell House Quickly Info gets added to a subscriber
Action Step: Add subscriber to Sell House Quickly Info Email Sequence.


Zapier Setup

In the prior tutorial, the Zapier Zap that we create was fairly straight forward. This Zap however is going to be more complicated. The main culprit is the use of some Zapier Code Actions that we must take advantage of. We will be using those to access the ConvertKit API to add the appropriate tags.

Trigger Step: When Lead gets added to Podio App

We want this Zap to run when a new item gets added to your Podio leads app. In this step we will do the following.

  • Select: Podio
  • Select: New Action
  • Connect Your Podio Account
  • Select desired Podio Organization, Workspace, Application and Action Type (Item.Create)
  • Test Trigger

Action: Add subscriber to form

The first thing the process will do is add a new subscriber to your ConvertKit form.

  • Select: ConvertKit
  • Select: Add Subscriber to Form
  • Connect your ConvertKit account to Zapier
  • Assign Podio values to the ConvertKit form
  • Test the setup

Action: Format Date

This step simply creates a date variable that is formatted to YYYY-MM-DD HH:mm:ss am/pm. We will use this in the Podio Log field we created as a way of time stamping when an action occurred.

  • Select: Formatter
  • Select: Date/Time
  • Set Transform = Format
  • Set Input = {{zap_meta_edt_iso}}
  • Set To Format = Use Custom Value (advanced)
  • Set Custom Value for To Format = YYYY-MM-DD hh:mm:ss a
  • Set To Timezone = <your timezone> I used US/Eastern
  • Test this Setup

Action: Add Tags

We can only add tags once a subscriber has been created. This is the step where things get a bit more complex because we need to use some Python Code and the ConvertKit Api.

  • Select: Code by Zapier
  • Select: Run Python (v3.7)
  • Input Data: Add variable tagIds = <podio field for sequence selections>
  • Input Data: Add variable email = <podio field for email address>
  • Code: copy below code
import requests

ids = input.get('tagIds')
lst = ids.split(",")
headers = {}
payload = {'api_key': 'vSgLub-6t9dJ1m8gJpnJ3A','email':input.get('email')}
for id in lst:
    if id != "":            
        r = requests.post("https://api.convertkit.com/v3/tags/" + id + "/subscribe", data=payload, headers=headers)

output = [{'result':'yes'}]
  • Test this step

Action: Get Subscriber Tags

At this point we only know the tag ids, but we want to get the the actual tag names for the log entry. To do this we need to get the full list of tags for the new subscriber. We are going to return the results so we can access them in the final step.

  • Select: Code by Zapier
  • Select: Run Python (v3.7)
  • Input Data: Create Variable id = <the subscriber_id from the create subscriber action>
  • Code: copy code below
store = StoreClient('strugglinginvestor')
headers = {}
payload = {'api_key': 'vSgLub-6t9dJ1m8gJpnJ3A'}

subscribers = requests.get("https://api.convertkit.com/v3/subscribers/" + input.get('id') + "/tags", data=payload, headers=headers)
json_obj = subscribers.json()
tag_string = ""
for tag in json_obj['tags']:
    if tag_string == "":
        tag_string = tag['name']
    else:
        tag_string = tag_string + "," + tag['name']

store.set('tags',tag_string)
return [{'tags':tag_string}]
  • Test this step

Action: Update Podio Item

Lastly we need to update the Podio App Item that triggered this process. We will but sending back the ConvertKit subscriber id as well as the entries for the Log.

  • Select: Podio
  • Select: Update Item
  • Select: Your Podio Account
  • Select Organization: <your Podio org>
  • Select Workspace: <to your workspace>
  • Select Application: <to your application>
  • Select Item to be Updated: Use a Custom Value (advanced)
  • Set Custom Value for Item to be Updated Item Id: <Item Id field token>
  • Set any fields marked required to the value from the triggering item (step #1)
  • Set ConvertKit Log: code below
<span style="color:lightgray;font-style: italic;">{{50288336__output}}:</span> Subscriber Created in <span style="font-weight:bold;">Podio - New Leads</span><br><span style="color:lightgray;font-style: italic;">{{50288336__output}}:</span> Subscriber added to email sequence(s) <span style="font-weight:bold; font-style:italic;"> {{50331989__tags}}</span>
  • Set ConvertKit Id/Subscriber Id: <the subscriber_id from step #2>
  • Test this step

Name the Zap and Activate

The only things left to do is give this Zap a name and to turn it on. I’m going to name mine ConvertKit – Add Subscriber and Tags. Hopefully you didn’t have any trouble with this tutorial, if so please feel free to email me at scott@strugglinginvestor.com or post a comment below.


Summary and Final Thoughts

If you have implemented this tutorial as an add on to the previous one, you now have a pretty solid integration between Podio and ConvertKit. You’ll be able to pull in a lead, select which email sequence(s) that will go out.

The only major thing missing is the ability to see if a recipient decides to stop receiving these emails (opts out). This is a fairly easy addition by creating a zap.

Bonus: Zap for Podio Item Updates

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Scott Costello

Scott is a part time wholesaler, but full time real estate investing addict! As his family grows and his free time shrinks,He has been slowing building his wholesaling business over the past 7 years in between life events.Drive, dedication and never giving up are his strengths.
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