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 send member data to Circle with SamCart's Integration Engine.
SamCart's Integration Engine allows you to automatically send data to Circle, freeing up time for you to focus on driving more traffic to your SamCart pages and cultivating a community of your buyers through Circle! Below, we'll break down how to connect SamCart to Circle and how to create rules enabling you to automate the process.
Connecting SamCart with Circle
Start by clicking over to your Marketplace Settings (in the bottom left corner of your screen) and selecting the Integrations tab from the top:
Here, under the Integration set-up tab, you'll see a list of all your active integrations that are connected via the Integration Engine. To add a new Circle 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 Circle (1) and click Next Step (2):
Next, you will need to Configure the Integration.
1. Name the integration with an internal name. It can be anything you choose!
2. The API Key will need to be generated in the Settings → API page of your Circle community.
3. The Community URL can be found on the Settings → General page of your Circle community.
Once Circle is successfully integrated, it will appear in the Integration Setup tab, and you're all connected!
Creating Integration Rules at the Product Level
Now that SamCart is connected to Circle, 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 chosen product and click into the Apps 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. Once you have decided on the action for this rule, you will want to select Circle from the Integration dropdown menu and then select your Circle Action as well. In this example, we'll choose the Invite Member action.
Once you have your Integration and Action selected, click on the orange Next Step button. Now it's time to select a trigger! A trigger is an event occurring 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 eCommerce (eCommerce triggers will apply to events on your product pages!). 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 eCommerce and Product Purchased from the drop-down menus and click Next Step:
And you're done! There are no additional configurations required for the Circle integration rules. From here, you can click the Submit button to confirm the setup of this integration event and get to automating!
NOTE: Each platform/application has different Actions available.
The following are available on Circle's Integration:
- Invite/Remove Member
- Add/Remove Member to Space
- Add/Remove Member to Space Group
- RSVP/Un-RSVP Member for Events
- Add/Remove Member Tag
Available Integration SamCart Triggers
- 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 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.
- Subscription Completed - (for Limited Subscriptions only) fires when a limited subscription has it’s final successful charge.
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 invited to a Space Group within Circle, 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 for how to proceed.
After your Global Rule is created, it will appear under the Global Rules tab:
Frequently Asked Questions
Q: My integration seems to be functioning properly, but a customer wasn't added to the correct Space Group 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 gone wrong with that action!
Q: How can I delete, rename, or refresh my integration if I made some changes in Circle?
A: Head to Marketplace Settings > Integrations and click the Edit, Refresh, or Delete buttons to make these changes to your integration: 