The Integration Engine

Seamlessly connect SamCart to all your favorite tools and automate every step of your customer's journey.

SamCart's Integration Engine is here to help you connect SamCart to each of your favorite tools and automate everything from cart abandonment to delivering your products. 

The Integration Engine allows you to create custom If/Then rules that help you automate every step of your customer's journey. These rules are based off of Trigger Events that happen inside of SamCart. You can create your own rules for when a contact runs into any of these Trigger Events:

  • 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.
  • Product Added to Order - fires when a product is added to an Order. See more information on the Add to Order feature here.
  • 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 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 during dunning.
  • Subscription Started - fires when your customer completes their first recurring subscription charge. 
  • Subscription Restarted - fires when you manually restart a user's subscription from either the fully delinquent status or canceled status.
  • Subscription Complete - (for Limited Subscriptions only) fires when a limited subscription is has it's final successful charge.
  • 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.
  • Order Completed - fires after a customer completes the funnel, upsells included.
  • Upsell Purchased - fires when the product is purchased as an upsell.

Below, we'll break down how it works and some features that make running your business easier than ever!

Integrate Your Application With SamCart

Start by clicking over to your Marketplace Settings. Then select Integrations from the left-hand side of your screen.

Here, under the Integration Setup tab, you'll see a list of all your active integrations that are already connected to SamCart's Integration Engine

To add a new new integration, click the New Integration button: 

In the popup window, select the application to integrate (1), and then click Next Step (2). In this example, we'll be integrating MailChimp, a popular email marketing application.

Next, SamCart will ask you to name the integration. This is just an internal label, so you can tell one integration from another. Super useful if you ever need to connect multiple accounts of the same application! Common names go something like "Melissa's MailChimp", "Personal MailChimp", etc.

Give your integration a name and click Connect with OAuth

NOTE: For select applications, OAuth may not be available. In this case, there may be additional steps required before integration can be completed. 

Next, you will be prompted to enter your login details for that application. After you submit your login details, you'll see a screen confirming that the integration was successful.

Click the Click Here link, and you'll be taken right back to SamCart's Integration Engine. Once the application is successfully integrated, it will appear in the Integration Setup tab. 

Now we're ready to create some Integration Rules! Below, we'll go over the two types of Integration Rules in SamCart. 

Creating Integration Rules at the Product Level

Now that SamCart is "connected" to your application, you'll need to establish simple rules that tell the Integration Engine what to do when certain actions takes place in your SamCart Marketplace. 

Head over to your Product 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 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. 

Lastly, we need to choose where the Integration Engine will point your new customers. For this example, we're going to place all of our new customers for this Product in the 'Test MailChimp 1" Email List, which was created in MailChimp. 

Choose the destination from the drop-down menu and click Submit:

And we're done! Now, anyone who purchases this Product will be added to the "Test MailChimp 1" list in MailChimp. 

In this example, we created Product-Level Integration Rules using the Product Purchased trigger, but you can also create rules for the following triggers as well: 

  • Product Refunded
  • Subscription Canceled
  • Subscription Delinquent
  • Subscription Recovered
  • Subscription Recovered
  • Subscription Restarted
  • Subscription Charged
  • Subscription Charge Failed
  • Order Completed
  • Upsell Purchased

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 every new customer, regardless of the Product they purchased, to be added to a specific Email List, 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 on how to proceed. 

After your Global Rule is created, it will appear under the Global Rules tab: 

Frequently Asked Questions

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: My integration seems to be functioning properly, but a customer wasn't added to the correct List/Group/Level/Tag/Offer 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 went wrong with that action.  

Q: The List/Group/Level/Tag/Offer I'm looking for isn't showing up when I try to create an integration rule. What should I do? 

A: If you don't see what you're looking for when creating a rule hit the Refresh button before looking again:

If you created the List/Group/Level/Tag/Offer after you set up the integrtion with SamCart for the first time, there's a good chance you'll need to Refresh the list in order for it to fetch your current settings.  

Also, if you have a long list of Tags, you may need to begin typing the Tag you're looking for in order for it to appear. It should auto-fill the Tag once the Integration Engine recognizes it. 

Q: How can I delete, re-name, or refresh my integration if I made some changes in the application I integrated? 

A: Head to Marketplace Settings > Integrations and click the Edit, Refresh, or Delete buttons to make these changes to your integration: 

Q: Can I integrate more than one instance of the same application?

A: You can! The Integration Engine allows you to connect as many instances of an application as you'd like.

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. 

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