Thinkific setup
Sell your Thinkific courses and bundles through a Plandalf checkout. When someone pays, a sequence finds or creates them as a Thinkific student and enrols them in what they bought. New students get Thinkific’s welcome email with their sign-in link.
Before you start
- A Thinkific school on the Grow plan or above. Thinkific’s API isn’t available on lower plans.
- Access to your school’s Settings, to copy the API key.
- The courses and bundles you sell, set up in Thinkific.
Get your Thinkific details
Plandalf needs two values: your school subdomain and an API key.
-
Your subdomain is the first part of your school address. For
yourschool.thinkific.com, it isyourschool. -
In Thinkific, go to Settings, select the Code & analytics tab and scroll to the API section.
-
Copy the API key. Thinkific shows it only once. If you no longer have it, click Reset key and copy the new one, then update anything else that used the old key.
Connect Thinkific to Plandalf
-
Find Thinkific in the Marketplace
In Plandalf, open Automation in the sidebar and choose the Marketplace tab. Find Thinkific under Available now and click Connect.
-
In the Connect Thinkific window, keep or change the Integration name. Enter your School subdomain and paste the API Key, then click Connect. If you paste your full school address into the subdomain field, Plandalf keeps just the subdomain.
-
Plandalf checks the key with Thinkific straight away. When you see Thinkific connected, choose Build an automation or Not now.
Steps you can add
Each step works from the student’s email address and looks them up in Thinkific for you, so you don’t need to pass an ID between steps.
Find or Create Student
Finds a Thinkific student by email, or creates one.
- Email Address (required), usually
{{trigger.customer_email}}. - First Name: used if the student is new, usually
{{trigger.customer_first_name}}. If blank, Plandalf uses the start of the email address. - Last Name: usually
{{trigger.customer_last_name}}. Thinkific requires one, so a dash is used if blank. - Send Thinkific welcome email: on by default. New students get Thinkific’s welcome email with their sign-in link. Turn it off if you send your own.
Enrol Student
Gives someone access to a course or bundle, creating the student first if Thinkific doesn’t have them. Access starts as soon as the step runs.
- Email Address (required).
- Course or bundle (required): pick from your school’s courses and bundles. Bundles are marked “(bundle)” and drafts “(draft)”.
- First Name, Last Name and Send Thinkific welcome email, used if the student is new.
If the student is already enrolled, nothing changes. If their access was ended before, for example by Remove Student Access, enrolling them again restores it.
Remove Student Access
Ends someone’s access to a course or bundle now, by setting the enrolment to expire immediately. Thinkific keeps the enrolment record, which is why enrolling the same person again can restore it. If Thinkific has no student with that email, or they have no access, the step is skipped.
- Email Address (required).
- Course or bundle (required).
Plandalf has no refund or cancellation trigger yet, so this step can’t run on its own when a buyer refunds. Run it from a sequence you start yourself, such as one with a Webhook Trigger, or end access in Thinkific.
Example: enrol buyers in a bundle
-
Go to Automation → My Sequences and create a sequence called “Bundle buyers to Thinkific”.
-
Choose Plandalf and Checkout Completed. Under Offer, pick the checkout that sells the bundle. On 3. Test, pick a recent checkout as the sample record.
-
Click Add a step, choose Thinkific and Enrol Student, and pick your Thinkific account. Set Email Address to
{{trigger.customer_email}}, pick the bundle under Course or bundle, and set First Name and Last Name to{{trigger.customer_first_name}}and{{trigger.customer_last_name}}. -
Testing enrols a real student and can send them Thinkific’s welcome email, so use your own email. Then turn the sequence On.
To try it with a test card, switch on Run on test purchases in the sequence’s Settings first. Test purchases skip automations by default.
Common errors
| What you see | What to do |
|---|---|
| Authentication failed when connecting | Check the subdomain and key, and that your plan includes the API. Thinkific also answers this way when the key was reset. Plandalf keeps the failed connection in My apps. Open it there, correct the details and choose Test Connection, rather than connecting again. |
| “Email is empty” | Map Email Address to {{trigger.customer_email}} and check the trigger sample has an email. |
| “Pick the Thinkific course or bundle” | The Course or bundle field is empty. Pick one from the list. |
| “Failed to enrol the student in Thinkific” | Thinkific’s reason follows the message. Check the course or bundle still exists. |
| A student didn’t get a welcome email | They were already a Thinkific student, or Send Thinkific welcome email was off. Thinkific only sends it to new students. |
| Remove Student Access shows skipped | The person has no access to that course or bundle. Nothing needed removing. |