Automatically apply and remove Kit Tags/Purchases for your customers with SamCart's App Marketplace!
SamCart's App Marketplace allows you to automatically apply and remove Kit (formerly known as 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 Kit, and how to create rules allowing you to automate the management of your email lists.
Connecting SamCart With Kit
To begin, you'll need to gather your API Information from your Kit account. Log in to Kit, and in the upper-right hand corner of your screen click your profile icon followed by Settings:
On your Settings page, click on the Developer tab to access your API information. Find the V3 key area and click Show under API Secret. Click the Copy button to copy your API secret so you have it ready to paste within SamCart!
Now, head over to your SamCart marketplace. Once you're in SamCart, Click over to the Apps section of your marketplace 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 ConvertKit and click the Install button:
This will bring up a popup where you can enter the API Secret (1) that you got from within Kit. Once you enter that API Secret, the Connect button (2) will turn blue and you can click it to complete the connection.
You will be redirected back to the App Marketplace within SamCart once Kit has successfully connected! Here you can start creating rules for your Kit connection.
Creating Connection Rules
Now that SamCart is connected to Kit, 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 Kit 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 Kit when this rule fires! The actions available for this connection are Add Tag To Subscriber, Remove Tag From Subscriber and Add Purchase to ConvertKit.
Once you've chosen the Action, you will need to select the Tags (3) in Kit that you want to have added to or removed subscribers as part of this rule. If you do not see the tag(s) you are looking for, click the Refresh Connection button in the top right corner of the window! Note - If you select the Add Purchase To ConvertKit action, the tag dropdown will disappear as it is not necessary.
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 Kit! NOTE: Each application has different Triggers available. The following are available with Kit connection:
- 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.
- Subscription Completed - (for Limited Subscriptions only) fires when a limited subscription has it’s final successful charge.
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 ConvertKit connection within the App Marketplace:
You can toggle between the Global and Product Specific rule tabs to see all Global and Product Specific rules that you have set up for the Kit connection.
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 Kit connection for it, simply visit the product's Apps tab:
From here, click on the blue + Add New Rule button to start creating a rule with Kit 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 ConvertKit 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 Kit when this rule fires! The actions available for this connection are Add Tag To Subscriber, Remove Tag From Subscriber and Add Purchase to ConvertKit.
Once you've chosen the Action, you will need to select the Tags (4) in Kit that you want to have added to or removed subscribers as part of this rule. If you do not see the tag(s) you are looking for, click the Refresh Connection button in the top right corner of the window! Note - If you select the Add Purchase To ConvertKit action, the tag dropdown will disappear as it is not necessary.
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 Kit! NOTE: Each application has different Triggers available. Check out the Creating Connection Rules section above for a full list of Triggers available with the Kit 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:
Frequently Asked Questions
Q: What is the "Use Gift Recipient" toggle that appears when creating a rule?
A: The Use Gift Recipient toggle is available with some connections in the App Marketplace and is completely optional! When this toggle is enabled for a rule and our Product Gifting feature is enabled for the product the rule applies to, we will send the information of the gift recipient rather than the customer. You can read more about our Gifting feature here. 
Q: I've set up my connection 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 connection seems to be functioning properly, but a customer wasn't applied the correct Tag/Purchase 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 ConvertKit 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 Kit connection.
Q: The Tag I'm looking for isn't showing up when I try to create a rule. What should I do?
A: If you don't see what you're looking for when creating a rule hit the Refresh Connection button before looking again:
If you created the Tag or Purchase after you set up the connection with SamCart for the first time, there's a good chance you'll need to Refresh Connection 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 uninstall, update, or connect a new instance of my Kit connection?
A: Head to the Apps tab to access the App Marketplace and select the ConvertKit connection. Click on the three dots to the right of the ConverKit connection - this will bring up a few options! The Connect New App Instance button will allow you to connect a new instance of Kit (this is great if you have more than one Kit account you want to connect to SamCart!). The Change App Credentials button will allow you to update the API credentials you are using to connect this instance Kit within SamCart. The Uninstall App button will uninstall all instances of the Kit app from SamCart, and any rules for that instance of Kit will no longer work.
Q: When creating a rule, I do not see my tag or list. 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.