Some applications collect customer names as a single field rather than as two separate fields: ‘customer first name’ and ‘customer last name’. Thinkific requires a student's first and last name to enroll them into a course.
This is an example of data that you might collect in a 3rd party application:
To create a Thinkific account, students need to have their name fields split into first name and last name. If you are using an app that only collects full name fields then you will need to use Zapier’s splitter tool to break up the names into two fields.
- First, connect the relevant Trigger, likely the application that has a full name field.
- Then, for your action, select Formatter:
- Create Text, Save and Continue:
- Under Transform, select Split Text, then Save and Continue.
- Under Value, select the variable that you want to separate from your Trigger.
- Under Separator, specify how Zapier should identify when the two snippets should be broken up. In this case, the value is ‘First Last’ so the separator would be a single space. But you may have hyphens, commas or other grammatical symbols/characters that are in the variable which need to be removed. If the Separator is a single space (like in this example) you can leave it blank as this is the default.
- Under Segment Index, enter First, and Continue.
- Test until the variable returns accurately. The output should be the first name from your Trigger App.
- Now, select Add a Step and choose Formatter once more. You will nearly repeat the last Action, except for the Segment Index:
- Create Text, Save and Continue:
- Under Transform, select Split Text, then Save and Continue.
- Under Value, select the variable that you want to separate from the Trigger app.
- Under Separator, specify the same separator as the previous action.
- Under Segment Index, enter Last, and Continue.
- Send Test to Formatter by Zapier and ensure the output is the last name:
- Select Add a Step and choose Thinkific.
- Create Enroll User (or other relevant Thinkific Action), Save and Continue:
-
Select your Thinkific account, Save and Continue:
- Select the relevant Product in Thinkific you want these students to enroll in.
- Under First Name, select the output from Step 2, which will preview as the first name.
- Under Last Name, select the output from Step 3, which will preview as the last name.
- Enter the other relevant fields like email (mandatory), expiry date and password (both optional). Continue:
- Send the Test to Thinkific:
- Ensure the test comes back successful, then select Finish:
- Turn your Zap on and you are good to go!
