Automation Recipe Book: Marketing & Communication

This recipe book provides step-by-step guides for automating your marketing workflows and team communications using Thrive Automator.

Thrive Automator is now Legacy. We have partnered with Uncanny Automator for all future website automation needs. Learn how to switch to Uncanny Automator.

The below written recipes may no longer be available.

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1. Team & Admin Notifications (Slack)

Keep your team in the loop by sending automated notifications to Slack based on user behavior.

Recipe: Notify Slack when a Course is Completed

• Goal: Alert your team whenever a student finishes a course.
• Trigger: Thrive Apprentice -> “User completes course”
• Action*: Slack -> “Send notification”
• Setup:
  1. Select the “User completes course” trigger.
  2. (Optional) Add a condition for a specific Course title.
  3. Choose the Slack action and select your channel.
  4. Customize the message using dynamic data like Registered user: First name and Apprentice course: Course title.

Recipe: Notify Slack for Quiz “High Scores”

• Goal: Identify and celebrate top-performing students or leads.
• Trigger: Thrive Quiz Builder -> “User completes quiz”
• Condition: Quiz Title is [Your Quiz] AND Result is [Maximum Score]
• Action: Slack -> “Send notification”

Recipe: Receive Slack Alerts for Lesson Comments

• Goal: Respond faster to student questions by getting notified of new comments.
• Trigger: WordPress -> “User leaves comment”
• Condition: Comment Post ID is [ID of your lesson]
• Action: Slack -> “Send notification”
• Pro Tip: Include a direct link to the lesson in your Slack message by using: https://your-site.com/?p=%comment_post_ID%.

Recipe: Slack Notifications for WooCommerce Orders

• Goal: Get real-time sales alerts.
• Trigger: WooCommerce -> “WooCommerce order complete”
• Action: Slack -> “Send notification”
• Data Tip: Map fields like Order Number and Total Amount into the Slack message for quick reference.

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2. Advanced Autoresponder Logic

Go beyond basic form submissions with these advanced mailing list recipes.

Recipe: Sync Full Names (First + Last) to ActiveCampaign

• Goal: Combine two separate form fields (First Name, Last Name) into one “Full Name” field in your email service.
• Trigger: Thrive Architect -> “Form submit”
• Action: “Add user to autoresponder” -> ActiveCampaign
• Setup:
  1. In the Field Mapping section, create a mapping for the “Name” key.
  2. In the value field, select both “First Name” and “Last Name” dynamic values with a space between them.

Recipe: Tag Users for Leaving Testimonials

• Goal: Reward or track users who provide social proof.
• Trigger: Thrive Testimonials -> “User leaves a testimonial”
• Action: “Add user to autoresponder”
• Setup: Choose your list and assign a specific tag (e.g., Testimonial-Writer) to segments your audience for future “thank you” campaigns.

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3. Webhook-Based Integrations

Connect Thrive Themes to marketing platforms that don’t have a native API integration.

Recipe: Connecting to Klaviyo or Encharge.io

• Goal: Send lead data to external CRM/Marketing platforms via webhooks.
• Trigger: Thrive Architect -> “Form submit”
• Action*: “Send webhook”
• Setup:
  1. Webhook URL: Obtain your API destination URL from Klaviyo/Encharge docs.
  2. Request Type: POST
  3. Request Format: FORM (usually)
  4. Field Mapping: Map Thrive form fields to the keys required by the destination platform (e.g., email, first_name).

Recipe: Connecting FluentCRM (Outgoing)

• Goal: Register users for a course when they perform an action in FluentCRM.
• Trigger: “Incoming webhook” (Thrive Automator)
• Setup in FluentCRM:
  1. Create an automation in FluentCRM using the “Outgoing Webhook” action.
  2. Paste the Incoming Webhook URL provided by Thrive Automator.
  3. In Thrive Automator, use the “Find or create user” action followed by “Grant access to product”.