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 segment customers into iContact email lists with SamCart's Integration Engine.
SamCart's Integration Engine allows you to automatically add or remove your customers into the email list of your choice, 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 iContact, and how to create rules allowing you to automate the management of your email lists.
Connecting SamCart With iContact
Start by clicking over to the Settings tab on left-hand navigation bar and select the Integrations tab.
Here, under the Integration Setup tab, you'll see a list of all your active integrations that are connected via the Integration Engine. To add a new iContact 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 iContact(1) and click Next Step (2):
Next, SamCart will ask you to name the integration. This is just an internal label (1), and can be anything you'd like as long as it doesn't already appear in your Integrations list. You’ll then need to use the App ID given on the Configure the Integration popup to register the SamCart application with your account using the listed URL (2):
Inside your iContact account, using the URL listed in the Configure the Integration pop up you can enter your App ID in the Application ID (1) field, as well as create a password (2)
Once you copied your Application ID and created a password successfully, your iContact page will show the following notice granting permission for SamCart to access your iContact account:
Now that you have enabled SamCart as an External Program in your iContact account, you can continue entering your information in the Configure the Integration popup. The last step will be to enter in your iContact username (3) and password (4) and click on the Save Integration button. Once iContact is successfully integrated, it will appear in the Integration Setup tab.
Once iContact is successfully integrated, it will appear in the Integration Setup tab.
Creating Integration Rules at the Product Level
Now that SamCart is "connected" to iContact, 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 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. 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. The following are available on iContact Integration
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 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.
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:
In the following window, we'll establish the specific action we want the rule to perform. First, select the desired Integration (1) in the first drop-down menu. Your integrations will be sorted using the internal label you chose when you connected the application.
Next, choose an Action (2) you'd like the integration to perform. In this example, we're choosing Add Subscriber to List, which will add the customer to a list in iContact. When you're done, click Next Step (3).
Lastly, we need to choose what list the Integration Engine will add your customers to. For this example, we're going to add all of our new customers for this Product to the "SamCart Test’' list created inside of iContact.
Choose the list from the drop-down menu (or type it in) (1) and click Submit (2):
And we're done! Now, anyone who purchases this product will be added to the "Samcart Test List in iContact.
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 all be added to the same list in iContact 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: My integration seems to be functioning properly, but a customer wasn't added to the correct List/Tag 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 went wrong with that action.
Q: The Email List 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 after you set up the integration 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. Still not showing? You can also manually type the tag or list in that field!
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.
Q: How can I delete, re-name, or refresh my integration if I made some changes in iContact?
A: Head to Marketplace Settings > Integrations and click the Edit, Refresh, or Delete buttons to make these changes to your integration:
