- How to tag a subscriber in ConvertKit for each new subscription added in Paddle
- 1. Create your playbook and set the Paddle trigger as "New subscription created"
- 2. Add the "Add tag to subscriber" in ConvertKit automation
- 3. Activate your Relay.app playbook
- Learn more about integrating with Paddle and ConvertKit
How to tag a subscriber in ConvertKit for each new subscription added in Paddle
Create your playbook and set the Paddle trigger as "New subscription created"
After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and runs your playbook in response.
To set up this playbook, click "Add trigger" and then select "New subscription created" under Paddle. Then, select the necessary details. This will allow your playbook to automatically detect each subscription created in Paddle and initiate necessary actions.
If this is your first time using a Paddle integration in Relay.app, a prompt will guide you through the connection process.
Add the "Add tag to subscriber" in ConvertKit automation
Integrate the ConvertKit automation into your playbook to ensure the prompt addition of a new tag to subscriber for each subscription added in Paddle.
Click the "Add step" button, then locate the "Add tag to subscriber" automation for ConvertKit and input the mandatory and relevant details.
If your ConvertKit account isn't already connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your ConvertKit account.
Activate your Relay.app playbook
Activating your playbook is the final step to automate the addition of a new tag to subscriber in ConvertKit. Once turned on, it will respond to each new subscription added in Paddle by automatically adding a tag to subscriber in ConvertKit without manual intervention.
To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.