Valentina Akpan: Founder of Rellatech, providing administrative and operations support to executives, founders, business owners and teams. Her background combines technical support, customer success, administration and operations.
·
Teachable is great for hosting courses. Flodesk is great for sending email that looks like you sent it. I have not found a native connection between them, which is why I get asked about this integration so often.
This is the setup I use for clients, segmentation included.
The connection: Zapier in the middle
You will need a Zapier account. Check Zapier's current plan page for whether filters and paths are included on your tier, because the segmentation below uses them. The trigger and action names below are as the apps labelled them when I wrote this; confirm the current list in Zapier before building.
The base Zap:
- ●Trigger: a new enrollment in Teachable
- ●Action: create or update a subscriber in Flodesk (email, first name)
- ●Action: add the subscriber to a Flodesk segment (the course-specific one)
Segmentation: do this before you start
Inside Flodesk, create segments before you build the Zap. At minimum:
- ●One segment per paid course
- ●One segment for free leads or freebie downloads
- ●One segment for refunded or churned students
- ●One general 'all students' segment for broadcasts
Segments in Flodesk are how every workflow knows who to email. Get the segments right and the rest is easy.
Trigger workflows on course completion
Teachable's completion trigger is not available on every plan, so check the current Zapier trigger list and the plan requirement before you build around it. If it is available, use it to start a Flodesk workflow that thanks the student, asks for a testimonial, and offers the next course. If it is not, a Teachable completion email or a weekly export of completions are the fallbacks.
Handle refunds and churn
Build a second Zap. Trigger on Teachable's cancellation or refund event, where your plan exposes it to Zapier. Action: remove the subscriber from the paid course segment and add them to your churn segment.
The point is that refunded students stop getting paid-customer emails. That removes one reason for them to mark you as spam. It is not a guarantee about deliverability, and it does not replace honouring unsubscribes.
Check the supported route before building
Confirm the current trigger, action and account requirements in the platform's official documentation. Map the required fields and define what should happen for a successful event, a missing value, a duplicate event and a failed handoff. Test the agreed paths using an appropriate test method, then document the result and who will review exceptions.
FAQ
Work with Rellatech
Teachable to Flodesk setups (segments, workflows, refund handling) are a regular part of what I do. If the above sounds familiar, a short call is the fastest way to see whether it's a fit.
Book a free callTell me what needs attention and which tools you use. I review inquiries personally and normally reply within one business day with the next step. Any detailed audit or implementation is scoped separately.
Related Services