Member Platforms
Connect Circle with KlickTipp to Automate Your Community
Learn how to link Circle with KlickTipp to automatically synchronize member and course activities and increase engagement in your community. This guide walks you step by step through the integration and shows you how to optimize your processes and expand your reach.
Your Advantages with KlickTipp and Circle
- Automated welcome series for new members
- Personalized email campaigns based on member behavior
- Efficient handling of cancellations and payment issues
- Targeted offers for engaged members
- Automated reminders and follow-ups for events
Connect Circle with KlickTipp via Make
Here we show you step by step how to connect Circle with KlickTipp via Make. This enables you to automate welcome emails, tagging, and course management—resulting in a smooth member experience and reduced manual effort.
Ready? Use the following templates for a quick and easy setup:
Requirements
- KlickTipp account with API access
- Circle account
- Access group configured in Circle for managing invitations
- Required tags created in KlickTipp
Preparations in KlickTipp
Set up a field in KlickTipp in advance for the registration date, required tags, and initial campaigns. This ensures that your system is prepared for automated community management.
Create Data Fields
Create a custom field to store the sign-up date transferred from Circle. This lets you track exactly when a contact joined your Circle community:
- Registration date (date & time)
Define Tags
Set up the following tags in KlickTipp to manage your contacts efficiently:
- Circle | Subscribed via invitation
- Circle | Accepted invitation
- Circle | Enroll for course
- Circle | Completed course – ABC
- Circle | Completed course – KlickTipp Integrations
Further Preparations
Prepare additional campaigns or landing pages that should start automatically once the integration is active. These may include welcome series or course-related email campaigns in KlickTipp.
Preparations in Circle
Before you begin, complete the essential setup steps in Circle. This ensures that your community is configured correctly and will work smoothly with KlickTipp.
Basic Setup in Circle
Start by laying the foundation for your community:
- Create your Circle community
- Set up at least one course
- Create an access group to control which members can see certain content
This ensures that access rights are clearly regulated and new members automatically receive the appropriate permissions.
Generate Invitation Link
Next, create an invitation link in Circle. You can:
- Use it in your email campaigns (e.g., via KlickTipp) or
- Incorporate it into ads so that new users can easily join your community
Create Circle Workflow
Finally, create a Circle workflow that is triggered as soon as a member completes a course. The workflow should:
- Automatically assign the appropriate Circle tag,
- Make your members' progress visible, and
- Enable further automation based on course completion
Synchronize Circle Membership with KlickTipp
Use this Make template to set up the synchronization.
To check the integration, perform the following tests:
- Create test contacts:
- Simulate new member registrations in Circle and check whether they appear correctly in KlickTipp.
- Trigger actions:
- Complete course sections or register for events in Circle and verify whether the correct tags are applied in KlickTipp.
- Check email sequences:
- Ensure that welcome emails and other automated campaigns are triggered as expected when actions occur in Circle.
Once all tests have been successful, you can activate your scenarios in Make and go live. Set the automation in Make to → ON and monitor the first interactions to ensure everything is running smoothly.
Transfer Course Completion Tags from Circle to KlickTipp
Use this Make template for a simple and clear setup.
To test the integration, proceed as follows:
- Create test users:
- Create a test user in Circle.
- Simulate course completion:
- Have the test user complete a course.
- Check in KlickTipp:
- Check whether the corresponding tag has been set correctly and all data has been synchronized properly.
If all tests are successful, activate the scenario in Make by clicking → Activate. Then observe the automation to ensure that everything is working smoothly.
Automatically Invite KlickTipp Contacts to Circle
You can set up this integration quickly and easily using this Make template.
To check the integration, proceed as follows:
- Create a test contact:
- Generate a test user in Circle via the invitation link.
- Check synchronization:
- Monitor whether the contact is created correctly in KlickTipp and tagged appropriately.
- Test email triggers:
- Ensure that the associated email campaigns are triggered automatically as soon as the test contact performs actions in Circle.
If everything works as expected, activate the integration and enable all connected automation workflows for live operation.
Next Steps
Once you have successfully integrated Circle and KlickTipp, you can take the following steps to maximize efficiency:
- Activate campaigns to automatically welcome new members.
- Set tags based on member activity and course interactions.
- Launch automation workflows to drive communication based on engagement patterns—including specific tags for course completions and ongoing activities.
- Manage subscriptions and renewals through targeted email campaigns.
Summary
By connecting Circle with KlickTipp, you can automate key processes, strengthen community loyalty, and optimize your workflows. Get started now and benefit from more efficient processes and greater reach.