Automatically apply and remove ConvertKit Tags/Purchases for your customers with SamCart's Integration Engine.
SamCart's Integration Engine allows you to automatically apply and remove ConvertKit Tags/Purchases for your customers, freeing up time for you to focus on driving more traffic to your SamCart pages through email marketing!
Below, we'll break down how to connect SamCart with ConvertKit, and how to create rules allowing you to automate the management of your email lists.
Connecting SamCart With ConvertKit
To begin, you'll need to gather your API Information from your ConvertKit account. Login to ConvertKit, and in the upper-right hand corner of your screen, click your Company Name followed by Settings:
On your Settings page, click Show under API Secret. Keep this page open as you'll need your API Key and API Secret handy!
Open a new browser tab and head to your SamCart Dashboard.
Once you're in SamCart, start by clicking over to your Marketplace Settings and, on the left-hand side of your screen, selecting Integrations.
Here, under the Integration Setup tab, you'll see a list of all your active integrations that are connected via the Integration Engine. To add a new CovertKit integration, click the New Integration button:
Clicking New Integration will prompt a box to appear which will walk you through the steps required to complete the integration. Select ConvertKit (1) and click Next Step (2):
Next, SamCart will ask you to name the integration (1). This is just an internal label, and can be anything you'd like as long as it doesn't already appear in your Integrations list.
You'll want to copy and paste the API Secret (2) from the other browser tab you opened earlier.
Lastly, hit Save Integration (3) and you're done! SamCart is officially "connected" to ConvertKit:
Once ConvertKit is successfully integrated, it will appear in the Integration Setup tab:
Creating Integration Rules at the Product Level
Now that SamCart is "connected" to ConvertKit, you'll need to establish simple rules that tell the Integration Engine what to do when certain actions takes place in your SamCart Marketplace.
Head over to your Product and click into the Integrations tab (1), then click New Rule (2).
First, you'll need to select a trigger. A trigger is the event inside of your SamCart Marketplace that tells the Integration Engine it's time to make something happen in ConvertKit.
With ConvertKit, you can create your own rule when a customer runs into any of these Trigger Events
- Product Purchase - fires when a product is purchased as a primary product, upsell, order bump, or payment option.
- Product Refunded - fires when a refund occurs inside of SamCart for the product.
- Product Partially Refunded - fires when a partial refund occurs inside of SamCart for the product.
- Prospect Created (i.e. Cart Abandonment) - fires 2 hours after a prospect is created. See more information on the Cart Abandonment feature here.
- Subscription Canceled - fires when the Subscription Status turns to "Canceled” or "Delinquent."
- Subscription Charge Failed - fires when your customer experiences their first recurring payment failure.
- Subscription Charged - fires each time your customer completes a successful recurring charge.
- Subscription Delinquent - fires when the Subscription Status turns to "delinquent." Delinquency occurs after 4 failed payments in a row. See more information on the Subscription Saver and Dunning feature here.
- Subscription Recovered - fires when your customer is within the Dunning Cycle and updates their card on file prompting a successful charge.
- Subscription Restarted - fires when you manually restart a user's subscription from either the fully delinquent status or canceled status.
In this example, we'll use the Product Purchased trigger as it's the most common.
Select Product Purchased from the drop-down menu and click Next Step:
In the following window, we'll establish the specific action we want the rule to perform. First, select your ConvertKit Integration (1) from the first drop-down menu. Your integrations will be sorted using the internal label you chose when you connected ConvertKit for the first time.
Next, choose an Action (2) you'd like the integration to perform. In this example, we're choosing Add Tag To Subscriber, which will apply a ConvertKit Tag to all new customers for this Product. When you're done, click Next Step (3).
Lastly, we need to choose which Tags/Purchases the Integration Engine will apply to your new customers. For this example, we're going to apply the "Old Leads" Tag, which was created in ConvertKit.
Choose the Tags from the drop-down menu (1) and click Submit (2):
And we're done! Now, anyone who purchases this Product will be tagged with the "Old Leads" Tag in ConvertKit.
If you'd like, you can also create Remove Tag From Subscriber and Add Purchase To ConvertKit rules which can help you automate things even further.
Creating Global Integration Rules
Global Rules aren't too different from Product-Level Integration Rules, except for the fact that they're triggered by every Product in your Marketplace. For example, if you'd like all new customers, regardless of the Product they purchased, to be given a specific ConvertKit Tag, you'd create a Global Rule.
To create a Global Rule in SamCart, head back to your Marketplace's Integration Settings.
Here, click on the Global Rules tab (1) and select New Rule (2):
Once you've done that, the steps to creating a Global Rule are identical to that of a Product-Level Integration Rule. Reference the "Creating Integration Rules at the Product Level:" section above for a detailed breakdown on how to proceed.
After your Global Rule is created, it will appear under the Global Rules tab:
Frequently Asked Questions
Q: I've set up my integration correctly but nothing is showing up in ConvertKit after running a Sandbox Mode/test order.
A: Check the email address you used in your Sandbox Mode/test order. If you used the same email address as the administrative email address in ConvertKit, it's likely that the order won't show up. Try again using a different email address.
Q: My integration seems to be functioning properly, but a customer wasn't applied the correct Tag/Purchase seemingly at random. What happened?
A: If an integration rule fails to fire, there's always a reason. The Integration Engine keeps a record of the last 1,000 integration events that took place in your Marketplace, and they can be viewed by heading to Marketplace Settings > Integrations > Logs.
Here, you can search for the event in question and check if anything went wrong. 99% of the time the Logs can provide insight into exactly what might've went wrong with that action.
Q: The Tag I'm looking for isn't showing up when I try to create an integration rule. What should I do?
A: If you don't see what you're looking for when creating a rule hit the Refresh button before looking again:
If you created the Tag or Purchase after you set up the integration with SamCart for the first time, there's a good chance you'll need to Refresh the list in order for it to fetch your current settings. Still not showing? You can also manually type the tag in that field.
Q: How can I delete, re-name, or refresh my integration if I made some changes in ConvertKit?
A: Head to Marketplace Settings > Integrations and click the Edit, Refresh, or Delete buttons to make these changes to your integration:
Q: I've already integrated with ConvertKit via the old integration system. Can I have both running?
A: There's nothing stopping you from running both at the same time, though we do recommend switching everything over to the new Integration Engine.