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4 ways to automate your online course registration and follow-up

By Deb Tennen and Krystina Martinez · February 11, 2021
A man wearing headphones smiles while taking a class on a computer.

Whether you're learning how to run an online class for the first time, or you're an experienced online instructor, there are a lot of moving parts. You need to market your course, register and enroll students, follow up with people who take your course—the list goes on.

Not to mention planning the course and actually teaching it. No matter the subject—from music lessons to personal training to business topics—you have a lot to juggle.

Zapier can help you streamline the process by automatically sending information from one app to another. Our automated workflows are called Zaps, and you'll see a variety of Zap templates—what we call our pre-made Zaps—throughout this piece that will help minimize the administrative hassle of teaching an online course. 

To get started with a Zap template, just click on it, and we'll guide you through customizing it—it only takes a couple of minutes.

You'll need a Zapier account to use the workflows in this piece. If you don't have an account yet, it's free to get started.

Automatically register students for your course

Your students probably register for your courses from your marketing landing page. Instead of having to manually copy enrollment information into your online course software, Zapier can send it for you. Whenever someone purchases or signs up for your course, their information will be automatically transferred to your online course platform.

Here are some pre-made Zaps to get you started:

Enroll users in Teachable courses with new paid Shopify orders

Enroll users in Teachable courses with new paid Shopify orders
  • Shopify logo
  • Teachable logo
Shopify + Teachable

If you use an eCommerce platform or payment processor, you can use a filter stepavailable on our paid plans—in a Zap to automatically enroll students if they purchase a specific product.

Using live video for your courses? Check out our tips for automating webinars.

Enroll students in your marketing

When a student enrolls in or purchases your course, that's hopefully just the beginning of their relationship with your business. After they finish one course, you'll want to market other lessons you've created that might interest them. You also might want to send follow-up content or tips for how to continue the learning process once the course is over.

These Zaps will automatically pass your students' information to your email marketing tool, making it easy for you to send them campaigns in the future.

If you work with apps or software not included in this article, don't worry—Zapier works with thousands of apps. Head to our App Directory and search for the one you use, or browse to find the right solution for your needs. Plus, here are 5 things you can do in Zapier's App Directory.

Survey students after they finish a class

An easy way to measure customer satisfaction is to use a simple two-question Net Promoter Score (NPS) survey. Ideally, your students will love your classes enough to recommend them to their friends. And if they don't, it's an opportunity for you to use that feedback to improve your offerings. 

With these workflows, you can automatically send NPS surveys to your students once they complete your course. 

Analyze student information to improve marketing

Do you want a better sense of who's taking your course? Depending on the information you collect at the point of enrollment or purchase, you might analyze geographic location, job title, age, and more. That can help you get to know your students and market your courses better in the future.

Zapier will automatically send enrollment information to a spreadsheet, so you can take the data and analyze it however you want.

With a few automatic workflows, you can spend less time worrying about the administrative details and focus your attention on your class content. 

New to Zapier? It's a tool that helps anyone connect apps and automate workflows—without any complicated code. Sign up for free.

Related reading:

This piece was originally published in April 2020. It was updated in February 2021 by Staff Writer Krystina Martinez.

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A Zap with the trigger 'When I get a new lead from Facebook,' and the action 'Notify my team in Slack'