Klick-Tipp

Scroll down the Connections tab in your members area settings until you see Autoresponder. Click on Add Autoresponder and select Click-Tip (Full Integration). Then enter your username and password from Klick-Tipp directly in Coachy. After clicking Sign up", the connection is added.

Now you can go to the respective settings of your courses under the tab Access Configure Click-Tip. To do this, click on the Gear and then on the new menu item Klick-Tipp and Privacy.

There you can now select a double optin process and decide if the customers should be tagged. All necessary data will be automatically transferred from Klick-Tipp to Coachy. So if a double optin process or a tag is not shown, please create them in Klick-Tipp before.

In addition, you can still set whether a privacy checkbox should be displayed and how it should look. This is important if you create a free account and save the contact in Klick-Tipp to use it further - for example, for newsletters. For this, you need the consent of the interested party in advance.

Scroll down the Connections tab in your member area settings until you see Autoresponder. Click on Add Autoresponder and select Click-Tip (Email Integration). Then enter your username and password from Klick-Tipp directly in Coachy. After clicking Sign Up, the first part is done.

A few more steps are needed in Klick-Tipp. To do this, click on the "Instructions" button and the following help will appear:

1. Create a new master record field via Contact Cloud in Klick-Tipp.
2. Give this field the name Email and select Type from the Drowdown menu. Then click Create additional field.
3. Now write the word Email in the field Parameter for entry by email.
4. Now click on Save.
5. Now go to Listbuilding from the menu at Klick-Tipp, click New Listbuilding and select Entry by Email.
6. Now give the list a name that will help you assign the list afterwards - for example, "Coachy".
7. Now enter an email address. This also helps you to assign the list later, e.g. coachy-kauf@klick-tipp.com. We need this address so that we can send the contact information of a new participant of your courses to this address.
8. Now enter the word in for subject entry and the word out for subject exit. Now click on create entry by email.
9. Now you can still select your double optin process (or leave it at the default) and optionally tag each new contact. Click Save and switch back to Coachy.
10. Now you can go to the respective settings of your courses under the tab Access Configure Click-Tip. To do this, click on the Gear and then on the new menu item Klick-Tipp and privacy.
11. There you can now add students e.g. in previously defined lists. For this you need the just created email address (example: coachy-kauf@klick-tipp.com).
12. All necessary data is automatically transferred from Klick-Tipp to Coachy. So if a double optin process or a tag is not displayed, please create them in Klick-Tipp before.
13. In addition, you can still set whether a privacy checkbox should be displayed and how it should look. This is important if you create a free account and save the contact at Klick-Tipp to use it further - for example for newsletters. For this you need the consent of the prospect in advance.