App Marketplace

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

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

Once you have created your third party tool in the App Marketplace, you can begin 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 on the Apps button in your navigation bar on the left hand side. This will take you to the App Marketplace. Here you can easily connect SamCart with your other tools!

Scrolling down on the Marketplace will take you to our catalog of tools we directly integrate with. You can explore our native apps through the different tabs, or search your specific third party tool!

Click on Install button for the tool you’d like to integrate with. A pop up specific to the desired app will ask for credentials to connect SamCart to your tool. For example, if we were integrating with Thinkific, a popular membership application, the pop up would be the following:

After entering in your credentials, click Connect and you will have connected your application to SamCart!

NOTE: Connection pop ups for each of the different applications may vary. 

After you have successfully connected with your application, you will be taken to the Installed page for your newly connected application! 

Creating Integration Rules

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 take place in your SamCart Marketplace. 

To create your first rule, click on the Add New Rule button:

In the slide out screen, you’ll first decide if this is going to be a Global or Product rule.

• A Global Rule is a rule that applies to all products inside your marketplace.
• A Product Rule is a rule that applies only to the selected product(s).

For this example, we will look at a Product Specific Rule. 

Selecting the Product Specific Rule button will bring up a search bar to search for the product you would like to apply the rule to. You can also click inside the search bar to bring up a drop down of all your products to scroll through. 

With SamCart’s Apps you can also apply rules to multiple products at once! Just click on the product you want to add and then click back inside the search bar to add another product. You can repeat this as many times as needed. You’ll see all your selected products here:

Next, 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. 

For our example of Kajabi, you can select either Grant or Revoke Offers. For more information on our Kajabi integration actions, checkout our Kajabi Article.

Once you select your action, application specific pop ups may appear. For example, for Kajabi you will need to select the Offer you would like to either grant or remove (1).  

Next, you’ll need to select a trigger in the Select a Trigger dropdown (2). A trigger is the event inside of your SamCart Marketplace that tells your connected app it’s time to make something happen.

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. 

NOTE: Each application has different Actions and triggers available.

 

If using product gifting, you can also enable the Use Gift Receipt toggle to use the gift recipient's information when firing a trigger. For more information check out our Product Gifting article. 

Once you’ve filled out all the required forms on the slide out, click on Add Rule. 

And we're done! Now, anyone who purchases this Product will get access to the Kajabi offer you selected in the Offer ID field! 

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

• Product Refunded
• Product Partially Refunded 
• Subscription Canceled
• Subscription Charged 
• Subscription Charge Failed
• Subscription Delinquent
• Subscription Recovered
• Subscription Restarted 
• Subscription Started
• Subscription Charge Refunded 
• Subscription Charge Partially Refunded 
• Upsell Purchased

For more information on all the available triggers and their definitions scroll up to the top of the page! 

Note: Available triggers will vary from application to application.

You’ll see your newly created product rule, in the Product Specific tab:

Creating Global Integration Rules

Global Rules aren't too different from Product-Specific 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, follow the above steps, except when you click on the Add New Rule button, you would select the Global option. You’d then fill out the slide out form just like you would for a Product Specific rule!

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

Exploring the Installed Page for Your Application

In this section we will explore the Installed Page for a connected Application. For this example, we will look at a connected Kajabi application with two Global rules. 

1. Refresh Connection - this button will allow you your connected app to refresh and apply any updated settings from your connected application. For example, if you recently added a few new offers in Kajabi and they don't appear in the Offer ID field, you may need to refresh your connection.
   Note: Refreshing your connection will pull in un-cached values from the rules you've set up. Please be mindful of any new breaks in the data you pull in.
2. Edit Instance - this button allows you to customize the internal name of your application when you have multiple instances.
   Note: This button will only appear if you have multiple instances of your apps.
3. Rules Section - this will show all your created rules for this specific instance of your app. You can toggle between Global and Product Specific to see all your rules. 
4. Logs Section- this area of your Installed page will give you important information on the connectivity of your application, along with more information on your fired events. 
   • Configuration Logs - configuration logs will show results for actions related to the connection of your application. For example, if your application didn’t successfully connect you would see an error message with additional information. 
   • Action Logs - action logs will show results for your rules. For example, if your Kajabi rule didn’t revoke an offer, you’d see an error with additional information on why the rule failed.