This guide includes screenshots from a previous user interface and experience of the SamCart platform. For a tour through the new place to connect to other platforms, please reference this guide here: App Marketplace
Automatically create accounts and grant access to your course content in Wishlist!
Wishlist Member is a WordPress plugin that allows you to password-protect content. SamCart integrates with Wishlist, so you can automatically add new customers to your site, and grant or revoke access to one or more of your Wishlist courses.
SamCart's integration rules allow you to grant or revoke access to Wishlist courses based on certain Trigger Events in SamCart.
Your Integration Rules could be something like this:
- If Product 1 is purchased in SamCart, grant access to Course A in Wishlist.
- If Product 1 is refunded in SamCart, revoke access to Course A in Wishlist.
- If Product 1 has a subscription cancellation inside SamCart, revoke access to Course A in Wishlist.
- If Product 1 has a subscription restarted inside SamCart, grant access to Course A in Wishlist.
and so on!
Mix and match SamCart Trigger Events with Wishlist Actions to create your own custom integration flow!
Let's start by integrating SamCart with your Wishlist Member plugin.
Integrate SamCart and Wishlist
Start by clicking over to your Marketplace Settings and, on the left-hand side of your screen, select Integrations.
Click New Integration and select Wishlist from the dropdown menu.
On the next tab, you will be asked to input a few different pieces of information to complete the integration...
1. Name this Integration with an internal name. It can be anything you choose!
2 & 3. Blog URL & API Key can be located inside the Wishlist dashboard within the Integrations tab. Click the SamCart icon to grab the credentials. Copy the credentials and paste them into the proper fields inside the SamCart dashboard.
4. Save Integration to complete the setup. You should see a green banner confirming the integration is successfully connected.
Creating Integration Rules at the Product Level
Now that SamCart is connected to Wishlist Member, you'll need to establish simple rules that tell the Integration Engine what to do when certain actions take place in your SamCart Marketplace. Head over to your Product settings and click into the Integrations tab (1), then click New Rule (2).
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-specific 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:
NOTE: Each application has different Actions available. The following are available on the Wishlist Member Integration
- Order Completed
- Product Purchased
- Product Refunded
- Product Partially Refunded
- Subscription Canceled
- Subscription Charged
- Subscription Charge Failed
- Subscription Delinquent
- Subscription Recovered
- Subscription Restarted
- Upsell Purchased
- Subscription Completed
For more information about trigger events, visit our Integration Engine support article.
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 Wishlist integration (1) from the first drop-down menu. Your integrations will be sorted using the internal label you chose when you connected Wishlist for the first time.
Next, choose an Action (2) you'd like the rule to trigger inside of Wishlist. The available Wishlist Actions are:
- Add Member
- Remove Member
In this example, we're choosing Add Member, which will enroll all new customers for this Product in a Course in Wishlist. When you're done, click Next Step (3).
Lastly, we need to choose which Course the Integration Engine will enroll your new customers in. For this example, we're going to enroll all of our new customers for this Product in the "Facebook Marketer" Course, which was previously created in Wishlist.
Choose the Level from the drop-down menu (1), and toggle on New Member Registration Admin Notification (2) if you'd like the admin to receive a message when a member registers for the selected level. Finally, click Submit.
And we're done! Now, anyone who purchases this Product will be enrolled in the "Facebook Marketer" Course in Wishlist.
We strongly recommend creating Remove Member rules that automatically removes customers from Wishlist upon Subscription Cancellation, Refund, Delinquency, etc. This will take the manual work out of customer management inside Wishlist.
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 to enroll customers in a Welcome course whenever they purchase any of your SamCart Products, you'd want to create a Global Product Purchased 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:
Refresh Your Integration
If you ever do not see the Level you're looking for, click on the Refresh button.
SamCart will pull in all the latest memberships in your Wishlist account.
Delete an Integration Rule
Delete any integration rule by clicking the Trash Icon in the right column.
Testing your Integration
After connecting Wishlist Member and creating integration rules, run a quick order while in Test Mode to confirm the integration is working correctly.
Frequently Asked Questions
Q: Can a customer be added to more than one Wishlist course at a time?
A: Yes. You can use trigger events such as Product Purchased, Order Completed, and/or Upsell Purchased to grant access to more than one course during an order.
Q: How do I access the Integration Engine if I'm using the "old" system?
A: Head to your Marketplace Settings > Integrations and click the Click Here link in the blue bar at the top of your screen:
Q: I've set up my integration correctly but nothing is showing up in my application 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 the application you're integrated with, it's likely the order won't show up. Try again using a different email address.
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.
Q: My integration seems to be functioning properly, but a customer wasn't added to the correct course 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 choose to view your Action Logs or Configuration Logs by using the dropdown found at the top of the section.
The Action Logs will show all activity from your active integrations, such as granting membership to a customer. The Configuration Logs will show all activity from configuring your integrations, such as if an integration had an error when connecting. From either of these logs, 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 gone wrong with that action.