Use Teachable (Lead Tracking) with SegMetrics

SegMetrics allows you to track leads acquired through Teachable, by installing a special snippet on the thank you page of your course.

When a customer purchases from Teachable, their contact information will be sent to the CRM that you have configured in SegMetrics. But you'll also want to connect the web history of those leads into the full customer journey. In order to do that, we'll want to install the tracking pixel on your Teachable pages, as well as special code on your purchase thank you page.

Get the SegMetrics Tracking Code

  1. In SegMetrics, go to your Site Setup page from the gear in the top menu, and copy the pixel code.
  2. If you haven't configured your Tracking Code previously, check out the Installing the Tracking Pixel instructions to set up your site correctly.

Install the SegMetrics Tracking Code on Your Teachable Site

  1. In your Teachable admin, click on Site and then Code Snippets
  2. Scroll down to the Head Code Snippets and paste your SegMetrics Tracking Pixel (above)
  3. Click Save

Set up the Teachable Thank You Page

Previously Teachable users could use liquid on their thank you pages in order to easily identify leads. Unfortunately, that feature has been removed from any accounts not on the business plan.

The following steps will allow you to connect the browser to your purchases and leads after purchase:

  1. In your Teachable admin, click on Courses and then select the course you would like to track
  2. Click on Pages, find the Thank You page and and click Edit 
  3. Click the Gear Icon in the top left
  4. Check the option Add Custom <head> code and paste the following script
      _segq.push(['identify', JSON.parse(window.localStorage.ajs_user_traits).email]);  
    }, 1000);
  5. Click Update
  6. Click on Information in the side menu
  7. Scroll down to the Default Pages section and choose "Thank You Page" as the Post Purchase Page
  8. Click Save

Congratulations, SegMetrics is now set up to track leads for Teachable!

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