Circle

Automatically send member data to Circle with SamCart's App Marketplace. 

SamCart's App Marketplace 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 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 Circle and click the Install button: This will bring up a small pop up like the one shown below. You will need to enter some credentials from Circle in order to connect Circle and SamCart! The API Key will need to be generated in the Settings → API page of your Circle community, and the Community URL can be found on the Settings → General page of your Circle community. Once you have located and entered those credentials, click the Connect button to create the Circle connection. 

Once Circle has successfully connected you will be taken to the Circle connection within SamCart's App Marketplace! Here you can start creating rules for your Circle connection.

Creating Integration Rules

Now that SamCart is connected to Circle, 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 Circle 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, trigger, etc. 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 Circle when this rule fires. The actions available for this connection are Add Member to Space, Add Member to Group Space, Invite Member, Remove Member from Space, Tag Member, and more! 

Once you've chosen the Action, you will need to select the Space (3) in Circle that you want customers to be added to or removed from as part of this rule. Note: This section title may change depending on the Action you have selected - it could be Space, Space Group, Member Tag or Event depending on the Action that has been selected. For example, if the Action is "Add Member to Space" this section will allow you to select a space, but if the Action is "Tag Member" this section will become Member Tag instead of Space. If an action such as "Invite Member" is selected, this section will disappear altogether as it is not applicable. 

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 Circle! NOTE: Each application has different Triggers available. The following are available on Circle 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 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 rules in the Circle 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 Circle 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 Circle 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 Circle 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 Circle 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 Circle when this rule fires. The actions available for this connection are Add Member to Space, Add Member to Group Space, Invite Member, Remove Member from Space, Tag Member, and more!

Once you've chosen the Action, you will need to select the Space (3) in Circle that you want customers to be added to or removed from as part of this rule. Note: This section title may change depending on the Action you have selected - it could be Space, Space Group, Member Tag or Event depending on the Action that has been selected. For example, if the Action is "Add Member to Space" this section will allow you to select a space, but if the Action is "Tag Member" this section will become Member Tag instead of Space. If an action such as "Invite Member" is selected, this section will disappear altogether as it is not applicable.

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 Circle! NOTE: Each application has different Triggers available. The following are available on Circle Integration. Check out the Creating Integration Rules section above for a full list of Triggers available with the Circle 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: My connection 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. Our system keeps a record of the last 1,000 integration events that took place in your Marketplace, and they can be viewed by heading to the Circle 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 Circle connection. 

Q: How can I uninstall, update, or connect a new instance of my Circle connection?

A: Head to the Apps tab to access the App Marketplace and select the Circle connection. Click on the three dots to the right of the Circle connection - this will bring up a few options! The Connect New App Instance button will allow you to connect a new instance of Circle (this is great if you have more than one Circle 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 Circle within SamCart, if you updated those credentials on Circle. The Uninstall App button will uninstall all instances of the Circle app from SamCart, and any rules for that instance of Circle will no longer work. 

Q: I have connected multiple instances of Circle to SamCart. How do I delete just one without completely uninstalling the app? 

A: If you have multiple instances of an App connected, you will see two new buttons appear next to the Refresh Connection button - the Edit Instance and Delete Instance buttons. These buttons can be used to make changes to a specific app instance! Simply toggle to instance of Circle that you'd like to delete or edit, and click on the appropriate button.