Automatically apply and remove Ontraport Tags for your customers with SamCart's App Marketplace!
SamCart's App Marketplace allows you to automatically apply and remove Ontraport Tags 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 Ontraport, and how to create rules allowing you to automate the management of your email lists.
Connecting SamCart With Ontraport
To begin, you'll need to gather your API Information from your Ontraport account. Log in to Ontraport, and in the upper-right hand corner of your screen, click your Ontraport profile icon followed by Administration:
From your Admin panel, click Integrations followed by Ontraport API Instructions and Key Manager:
Here, you'll see your active Ontraport API Keys. Keep this page open as you'll need your APP ID and API Key handy. Note: If you do not have active API keys, you will need to click the + New API Key to create an API Key. You may have to fill out an application for your API Key from Ontraport.
Now that you've got your App ID and API Key from Ontraport, head over to your SamCart App Marketplace by clicking on the Apps tab in your lefthand marketplace navigation bar.
Once you are in the App Marketplace, you can search for the specific app you want to connect with! Search for Ontraport and click the Install button:
This will bring up a small pop up like the one shown below. Enter your App ID and API Key from Ontraport, and click the Connect button.
Your Ontraport account is now connected to SamCart! After clicking Connect, you will be taken back to the App Marketplace within SamCart. Here within your Ontraport connection you can start creating rules that tell this connection what to do. 
Creating Connection Rules
Now that SamCart is connected to Ontraport, 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 Ontraport 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 Ontraport when this rule fires! The actions available for this connection are Add Tags To Contact and Remove Tags From Contact.
Once you've chosen the Action, you will need to select the Tags (3) in Ontraport that you want to be added to or removed from customers as part of this rule. If you do not see the list 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 Ontraport! NOTE: Each application has different Triggers available. The following are available on Ontraport Connection:
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 Charged - fires each time your customer completes a successful recurring charge.
Subscription Charge Failed - will fire when your customer experiences their first recurring payment failure.
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 has 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 Ontraport connection within the App Marketplace. 
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 Ontraport 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 Ontraport 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 Ontraport 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 Ontraport when this rule fires! The actions available for this connection are Add Tags To Contact and Remove Tags From Contact.
Once you've chosen the Action, you will need to select the Tags (3) in Ontraport that you want to be added to or removed from customers as part of this rule. If you do not see the list 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 Ontraport! NOTE: Each application has different Triggers available. Check out the Creating Connection Rules section above for a full list of Triggers available with the Ontraport 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: I've set up my connection correctly but nothing is showing up in Ontraport 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 for another Contact already located in Ontraport, it's likely the Contact won't be added again. Try again using a different email address.
Q: My connection seems to be functioning properly, but a customer wasn't added 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 Ontraport 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 Ontraport 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/Contact 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.
Q: How can I uninstall, update, or connect a new instance of my Ontraport connection?
A: Head to the Apps tab to access the App Marketplace and select the Ontraport connection. Click on the three dots to the right of the Ontraport connection - this will bring up a few options! The Connect New App Instance button will allow you to connect a new instance of Ontraport (this is great if you have more than one Ontraport 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 Ontraport within SamCart. The Uninstall App button will uninstall all instances of the Ontraport app from SamCart, and any rules for that instance of Ontraport 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.