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 connects 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 App Marketplace rules allow you to grant or revoke access to Wishlist courses based on certain Trigger Events in SamCart.
Your Wishlist Connection 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 flow!
Let's start by connecting SamCart with your Wishlist Member plugin.
Connect SamCart and Wishlist
Within SamCart, start by clicking on the Apps tab within your lefthand marketplace navigation bar to access the App Marketplace:
Once you are in the App Marketplace, you can search for the specific app you want to connect with! Search for Wishlist Member and click the Install button:
This will bring up a small pop up like the one shown below. You will want to enter your Blog URL and API Key from Wishlist Member, and then click Connect!
Your 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!
If you are having trouble locating the credentials needed from Wishlist Member, reach out to their Support Team or check out this article for additional help!
You will be redirected back to the App Marketplace within SamCart once Wishlist Member has successfully connected! Here you can start creating rules for your Wishlist connection.
Creating Connection Rules
Now that SamCart is connected to Wishlist Member, you'll need to establish simple rules that tell this connection what to do when certain actions take place in your SamCart Marketplace.
From within the Wishlist connection in the App Marketplace, click on the + Add New Rule button.
This will bring up a side window where you can create rules for this connection! Here you can select the action and trigger to tell this rule what to do.
First, you'll need to select what kind of rule you want to create, a Global Rule or a Product Specific Rule (1). Global Rules will apply to all products in your marketplace, while Product Specific Rules will only apply to the specific products you select.
The next step is to choose the Action (2) for this connection. The action is what will occur within Wishlist Member when this rule fires! The actions available for this connection are Add Member and Remove Member. NOTE: The New Member Registration Admin Notification toggle is on available for the "Add Member" Action, if you choose "Remove Member" this toggle will disappear.
Once you've chosen the Action, you will need to select the Level (3) in Wishlist Member that you want members to be added to or removed from as part of this rule. If you do not see the level you are looking for, click the Refresh Connection button in the top right corner of the window!
The last thing you need to choose is a Trigger (4) for the rule. This is the event that will occur within SamCart to trigger the Action within Wishlist Member! NOTE: Each application has different Triggers available. The following are available on Wishlist Connection:
- 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
The final step in creating this rule is clicking the Add Rule (5) button. And we're done! Now you can see your newly created rule in the Wishlist Member connection within the App Marketplace.
We strongly recommend creating Add Member rules to grant access for customers upon the Product Purchased trigger firing, as well as 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 Connection Rules at the Product Level
You can also create rules for a connection from directly within a product! If you are working within a product and wish to create a rule with the Wishlist connection, simply visit the product's Apps tab:
From here, click on the blue + Add New Rule button to start creating a rule with Wishlist Member for this product.
First, you'll need to Select the App or App Instance (1) you are wanting to create a rule for - in this case, you should select your Wishlist Member connection! The next step is to select any other products you want to add the rule to in the Select Additional Products (2) section. This step is optional and can be left blank if you do not wish to add the rule to any other products.
From here, the rest of the rule setup is exactly the same as when you create a rule from within the App Marketplace! Select the Action (3) for this connection - the action is what will occur within Wishlist Member when this rule fires! The actions available for this connection are Add Member and Remove Member. NOTE: The New Member Registration Admin Notification toggle is on available for the "Add Member" Action, if you choose "Remove Member" this toggle will disappear.
Once you've chosen the Action, you will need to select the Level (4) in Wishlist Member that you want members to be added to or removed from as part of this rule. If you do not see the level you are looking for, click the Refresh Connection button in the top right corner of the window!
The last thing you need to choose is a Trigger (5) for the rule. This is the event that will occur within SamCart to trigger the Action within Wishlist Member! NOTE: Each application has different Triggers available. Check out the Creating Connection Rules section above for a full list of Triggers available with the Wishlist connection!
The final step in creating this rule is clicking the Add Rule (6) button. And we're done! Now you can see the rule you have created on the Apps tab of your product:
Refresh Your Connection
If you ever do not see the Level you're looking for, click on the Refresh Connection button.
SamCart will pull in all the latest memberships in your Wishlist account.
Deleting a Rule
Delete any rule by clicking the Trash Icon in the right column.
Testing your Connection
After connecting Wishlist Member and creating rules, run a quick order while in Test Mode to confirm the connection 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: I've set up my connection 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 connected 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 level. What do I do?
A: This is due to connections 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.
Q: My connection seems to be functioning properly, but a customer wasn't added to the correct course seemingly at random. What happened?
A: If a rule fails to fire, there's always a reason. Our system keeps a record of the last 1,000 events that took place in your Marketplace, and they can be viewed by heading to the Wishlist Member connection within the App Marketplace and scrolling down to the Logs section at the bottom of the page.
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! The Configuration logs will show you logs related to the configuration of the App Instance (connecting the app, refreshing the app, etc.), and the Action logs will show logs related to actions associated with the rules you have set up for the Wishlist Member connection.
Q: How can I uninstall, update, or connect a new instance of my Wishlist Member connection?
A: Head to the Apps tab to access the App Marketplace and select the Wishlist connection. Click on the three dots to the right of the connection - this will bring up a few options! The Connect New App Instance button will allow you to connect a new instance of Wishlist Member (this is great if you have more than one account you want to connect to SamCart!). The Change App Credentials button will allow you to update the credentials you are using to connect this instance of Wishlist within SamCart. The Uninstall App button will uninstall all instances of the Wishlist Member app from SamCart, and any rules for that instance will no longer work.
Q: What is the "New Member Registration Admin Notification" toggle?
A: This is a toggle you will see during the creation of a rule when you have selected the "Add Member" action when creating a Wishlist Member rule. If you turn this toggle on, the admin on your Wishlist Member account will receive an email anytime someone registers for the selected Wishlist membership level through SamCart! Please note this is only available for the "Add Member" action, it will not be available when "Remove Member" is selected. 