sales-skills/sales-xperiencify

Xperiencify Platform Help

Step 1 — Gather context

If references/learnings.md exists, read it first for accumulated platform knowledge.

1. What are you trying to do?

   • A) Enroll/remove a student from an external purchase or app (API create-student or Zapier action)
   • B) Route events out — Student Added, Student Completed Course, Canceled Subscription, Tag Added — into a CRM, ESP, or Slack (Zapier trigger / webhook export)
   • C) Award or claw back gamification points programmatically (redeem_points/unredeem_points)
   • D) Configure a module — gamification engine, courses, community, certificates, email, affiliates
   • E) Pick a plan — Growth ($99) vs Pro ($199) vs Lifetime ($1,499), or understand active-monthly-student limits
   • F) Fix a problem — low completion, complicated API, affiliate payouts, billing/student-count surprises

2. Where does data need to flow? Into Xperiencify (enroll, tag, award points) → API write / Zapier action. Out of Xperiencify (sync a student, route a completion) → Zapier trigger / webhook export.

Skip-ahead rule: if the user's prompt already provides enough context, skip to Step 2.

Step 2 — Route or answer directly

| If the question is about... | Route to... | |---|---| | Course/membership strategy, retention, completion design, or platform comparison | /sales-membership {question} | | Email sequence/broadcast strategy (in Xperiencify or a connected ESP) | /sales-email-marketing {question} | | Email deliverability / inbox placement | /sales-deliverability {question} | | Checkout / order-bump / upsell optimization across tools | /sales-checkout {question} | | Designing an affiliate program (commission structure, recruiting) across tools | /sales-affiliate-program {question} | | Webinar-based launch strategy | /sales-webinar {question} |

When routing, give the exact command, e.g. "This is a retention question — run: /sales-membership how do I reduce course churn".

Step 3 — Xperiencify platform reference

Read references/platform-guide.md for the full reference — the module map (what's API-accessible vs Zapier vs UI-only), plan gates (the active-monthly-student metering, published-course caps, Growth/Pro/Lifetime tiers), the payment model (Stripe for subscriptions/installments, PayPal one-time only), the student/course/points data model with JSON shapes, and quick-start recipes (enroll from an external cart; sync completions to a CRM; award bonus XP from another tool).

Read references/xperiencify-api-reference.md for the integration surface — base URL https://api.xperiencify.io, ?api_key= query auth (key from Account → Advanced), the full endpoint inventory (student create/info/update/customfield/remove, tag manager, account-level course/student reads, and the gamification redeem_points/unredeem_points), plus the Zapier 4-trigger / 8-action surface and webhook-export pattern.

Answer the user's question using only the relevant section. Don't dump the full reference.

Step 4 — Actionable guidance

Focus on the user's specific situation:

• Think in two surfaces. The REST API is best for direct, code-driven writes (enroll, tag, award points) and progress reads. Zapier (also Pabbly/Make) is best for no-code eventing and is slightly broader than the API (Suspend/Unsuspend students are Zapier actions). For systems Zapier can't reach, chain Webhooks by Zapier.
• Identity is email. Create-student makes an account if none exists and returns a magic link; update can change everything except the email. Match/dedupe on email everywhere.
• The API key lives in the URL. It's generated at Account → Advanced and passed as ?api_key=. Treat it like a password — server-side only, never in client code or anything that logs full URLs.
• Gamification is the product — and it's automatable. Points come in three currencies (XP, XXP/variable, BP/badge). The redeem_points endpoint takes student_ids/course_ids arrays, so resolve IDs via GET /coach/students/ first.
• Size the plan to peak monthly active students, not total enrolled. A launch spike can push you over a tier even if lifetime enrollment is modest.
• Affiliates are tracked, not paid. Built-in tracking is a ?ref= link recorded against the sale + CSV export; payouts are manual. For a real engine, run payouts from the export or bolt on a tool (/sales-affiliate-program).

If you discover a gotcha, workaround, or tip not covered in references/learnings.md, append it there.

Gotchas

Best-effort from research (2026-06) — review these, especially plan-gated features and pricing, which change frequently and conflict across sources.

1. Billing is by active monthly students, not total. Dormant students don't count, but a login spike during a launch can bump you over a tier mid-month. Plan for peak monthly active.
2. The API is deliberately thin and "programmer-required." The docs themselves warn API work is complicated with limited support. Don't promise endpoints that aren't in the reference; for non-developers, push them to Zapier/Pabbly/Make instead.
3. No published error schema, rate limits, or webhook signature. Build idempotent handlers, retry on 429/5xx with backoff, and re-verify a student via POST /student/info/ before granting access on a webhook (it isn't signed).
4. PayPal is one-time only; Stripe drives subscriptions. The Canceled-Subscription trigger fires on Stripe cancellations — PayPal recurring isn't supported.
5. Affiliate payouts are manual. There's no payout dashboard — only ?ref= tracking + CSV export. Don't promise automatic commission payments.
6. API key travels in the query string. Anything that captures full URLs (logs, analytics, browser history) leaks it. Keep all calls server-side.
7. Pagination isn't documented. For large rosters use the in-app CSV export rather than paging /coach/students/; filter the API read with &course_id= when you can.
8. Sparse third-party reviews. Limited G2/Capterra/Trustpilot presence (App Store ~3.3/5) — evaluate via the free Sandbox plan before committing, not via review aggregate.

Related skills

• /sales-membership — Course/membership strategy across tools (Xperiencify is one of the gamified-completion platforms covered), retention, completion design, and platform comparison
• /sales-email-marketing — Email sequence and broadcast strategy (in Xperiencify or the ESP you connect via Zapier)
• /sales-affiliate-program — Designing an affiliate program (commission structure, recruiting) — pairs with Xperiencify's manual ?ref= tracking
• /sales-checkout — Checkout, order-bump, and upsell optimization (external carts that enroll into Xperiencify)
• /sales-webinar — Webinar-based selling and live launch events
• /sales-do — Not sure which skill to use? The router matches any sales objective to the right skill. Install: npx skills add sales-skills/sales --skill sales-do -a claude-code

Examples

Example 1: Auto-enroll a buyer from my external cart (developer/automation)

User says: "I sell my course on ThriveCart but host it in Xperiencify. How do I auto-enroll buyers?" Skill does: Points to Recipe 1 — trigger on the ThriveCart purchase, then either call POST /api/public/student/create/?api_key=… with the buyer's student_email + course_id (creates the account if new, returns a magic link to email them) or use the Add Student to a Course Zapier action for a no-code path. Notes identity is email, the key comes from Account → Advanced and must stay server-side, and that the create call's magic link gives password-less access. Result: External purchases enroll students in Xperiencify automatically.

Example 2: Get notified when someone finishes and push it to my CRM

User says: "When a student completes a course, I want them tagged in HubSpot and sent a certificate email." Skill does: Uses the Student Completed Course Zapier trigger (or webhook export), maps student_email + course_id into a HubSpot create/update-contact action with a completion property, and fans out to a certificate/upsell email. Flags that the webhook isn't signed, so verify via POST /student/info/ before anything sensitive, and routes nurture-sequence design to /sales-email-marketing. Result: Completions flow into the CRM and trigger follow-up with zero manual entry.

Example 3: My students aren't finishing the course

User says: "Completion is terrible — barely anyone gets past module 2." Skill does: Frames this as Xperiencify's core job — explains the Experience Engine levers (XP/variable rewards on lesson completion, badges + leaderboards for momentum, countdowns for urgency, celebrations at milestones) and how to award bonus XP programmatically (Recipe 3) for off-platform wins. For the broader completion/retention playbook across tools, routes: "run: /sales-membership my course completion rate is low." Result: A concrete gamification setup plus a route to deeper retention strategy.

Troubleshooting

My auto-enroll stopped adding students

Symptom: New buyers aren't being enrolled via the API or a Zap. Cause: You've hit your plan's active-monthly-student capacity, the API key was regenerated, the wrong course_id is mapped, or (Zapier) the connection dropped. Solution: Check your active monthly student count against the tier and upgrade if you're at the cap. Re-copy the key from Account → Advanced and reconnect. Confirm the create-student call/action targets the correct course_id and sends the buyer's exact student_email. Make the handler idempotent so retries don't double-enroll.

The API call fails or behaves unexpectedly

Symptom: Requests error, time out, or you can't tell why a call didn't work. Cause: The public API has no documented error schema or rate limits, and support for API issues is limited. Common culprits: key not appended as ?api_key=, calling from the browser (key exposure / CORS), or sending redeem_points with an email instead of student_ids/course_ids arrays. Solution: Call server-side with the key in the query string, resolve student IDs via GET /coach/students/ before points operations, and retry 429/5xx with exponential backoff. If a no-code path is enough, switch to the Zapier/Pabbly/Make connector instead of raw API.

I can't pay my affiliates automatically

Symptom: You expected commission payouts but there's no payout dashboard. Cause: Xperiencify only tracks affiliates via a ?ref=affiliate_name link recorded against the sale, surfaced in the Students page and CSV export — it does not run payouts. Solution: Export the affiliate-attributed sales (filter by affiliate/course) and pay commissions manually via PayPal/Stripe/bank transfer. For a real affiliate engine with automated tracking and payouts, design the program with /sales-affiliate-program and consider a dedicated tool.