Perfectly segment your ActiveCampaign contacts with the SamCart Integration Engine.

Integrating SamCart with your ActiveCampaign account will allow you to get even more out of your email marketing.

Below, you will find instructions on how to setup your integration, how to check on the status of your integration, and an outline of the features this integration will provide for you.

NOTE: If you're testing your integration in Test Mode, make sure you don't use the same email address as the admin email address for the ActiveCampaign account.

Integrate With ActiveCampaign

To start, make sure you are logged into your SamCart account. After you are logged in, follow these directions to setup your ActiveCampaign integration.

Click on “Settings” in the top right corner of your screen and navigate to Integrations:

Click New Integration in the bottom right, and select ActiveCampaign from the dropdown menu.

On the next screen, give this integration a Name. The name will be used around your SamCart account, and help you tell this integration from your others. A typical name might be "Scott's ActiveCampaign Account".

Then drop in in your ActiveCampaign API URL and API Key in the fields provided. Each of these items are found inside of your ActiveCampaign account.

When you're all set, click Save Integration.

After you're done, you'll see ActiveCampaign is now "Active" and ready to go with SamCart!

What Your ActiveCampaign Integration Can Do

Once you have successfully connected your ActiveCampaign account to SamCart, you can use the SamCart Integration Engine to easily create your own custom integration rules!

For any SamCart product, you can take the following actions in ActiveCampaign:

  • Add/Remove a contact to a list
  • Add/Remove Tags from a contact

Anytime the following events happen inside of SamCart...

  • The product is purchased
  • A new Prospect is created
  • A subscription is started
  • A failed charge occurs
  • The product is refunded
  • And a whole lot more!

So you can mix and match these actions/triggers to keep your contacts perfectly segmented. Set up your rules, and SamCart's Integration Engine will work around the clock to automate more of your critical tasks.

Set up Integration Rules by going into any Product, selecting the "Integrations" tab, and then selecting New Rule.

First, you’ll need to decide what action you want to perform on your integration. An action is the functionality available in an Integration you are connected to. In the Integration dropdown, select your connected Integration you'd like to set up a rule for. Then select the Integration specific Action. 

Once you have your Integration and Action selected, click on Next Step.

Next, 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 a connected application. 

In the first dropdown on the second step, you will want to select either eCommerce or Courses. eCommerce rules will apply to actions on your product pages, while Courses triggers will be anything related to the Courses app. The available triggers in the dropdown will be specific to the selected integration. 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:

And lastly, this is where you can choose which tag(s) or list(s) to use in this rule. Just start typing, and your tags/lists will automatically show up. You can select multiple tags/list, like the example shown below.

Don't see the tag or list you're looking for? Click on the Refresh button, and SamCart will pull in all the latest tags and lists from your ActiveCampaign account!

Click Submit, and your new ActiveCampaign Integration Rule is done! 

NOTE: Each application has different Actions available. The following are available on ActiveCampaign Integration

With ActiveCampaign you can create your own rule when a customer runs into any of these Trigger Events:

  • Product Purchased - 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 two 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 Delinquent - fires when the Subscription Status turns to 'Delinquent'. Delinquency occurs after four failed payment 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 has a successful charge.
  • Subscription Started 
  • Subscription Restarted - fires when you manually restart a user's subscription from either the fully delinquent status or canceled status.
  • Subscription Charged - fires each time your customer completed a successful recurring charge.
  • Subscription Charge Failed - will fire when your customer experiences their first recurring payment failure.
  • Subscription Charge Refunded - fires when a subscription charge that is not the initial charge is refunded.
  • Subscription Charge Partially Refunded - fires when a subscription charge that is not the initial charge is partially refunded.
  • Upsell Purchased - fires when a product is purchased as an Upsell.
  • Subscription Completed - (for Limited Subscriptions only) fires when a limited subscription has it's final successful charge.

Send Order Information to ActiveCampaign

ActiveCampaign has an e-commerce dashboard, and we have recently enhanced the integration to start sending order data automatically to ActiveCampaign after a sale is completed on any of your SamCart checkout pages. 

We recommend setting up a global rule for this as it will send over information on all orders for all products inside your SamCart dashboard! Setup only takes a few minutes - you just have to create one global integration rule, and SamCart takes care of the rest!

  • Once ActiveCampaign is connected, go to the Global Rules tab inside the Integrations Settings. This will be located inside the Global Marketplace Settings when you select Integrations on the left menu.
  • Press the blue New Rule button to create the global integration rule. 
  • Select the Order Completed trigger from the dropdown and press Next Step
  • Choose the ActiveCampaign integration from the dropdown and select the only option available - Create E-commerce Order

The next screen will just prompt you to confirm setup. Press Submit and you are all done! It is really that simple!

SamCart will send the entire order to ActiveCampaign including all products from the main checkout page, order bump, and upsell funnel. 

Here is the info you can expect to see inside ActiveCamapign after the integration rule fires: 

  • SamCart Order ID
  • Customer Email
  • Order Created Date
  • Total Price 
  • Shipping
  • Tax
  • Discounts (with promo code used)
  • Currency
  • All Products Included (Product ID, Name, Price, Quantity, and Description)

Here is a sample of how the order data will look once it is passed into ActiveCampaign: 

Frequently Asked Questions

Q: When creating a rule, I do not see my tag or list. What do I do?

A: This is due to integrations only showing some of your tags to help it load faster! If you start typing in the name of the tag/list then it'll appear. If you are still not seeing your tags/lists, you might need to “Refresh” the connection to your integration.

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