Automatically apply and remove Intercom Tags/Purchases for your customers with SamCart's App Marketplace!
SamCart's App Marketplace allows you to automatically apply and remove Intercom Tags/Purchases 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 Intercom, and how to create rules allowing you to automate the management of your email lists and more!
Connecting SamCart With Intercom
To begin, you'll need to gather your Personal Access Token from your Intercom account. Log in to Intercom, and first ensure you have created an App in your workspace. You can do this by visiting the Developer Signup page. If you need to create one - you can do that like this:
Once you have done that go to the Developer Hub and navigate to "Your Apps". You can then find your Personal Access Token by going to the Authentication tab.
Now that you have your Personal Access Token you can head back to SamCart! Once you're in SamCart, Click 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 Intercom and click the Install button:
This will bring up a popup where you can enter the Personal Access Token (1) that you got from within Intercom. Once you enter that Personal Access Token, the Connect button (2) will turn blue and you can click it to complete the connection.
You will be redirected back to the App Marketplace within SamCart once Intercom has successfully connected! Here you can start creating rules for your Intercom connection.
Creating Connection Rules
Now that SamCart is connected to Intercom, 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 Intercom 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 Intercom when this rule fires! The actions available for this connection are Add Tag To User, Remove Tag From User in Intercom.
Once you've chosen the Action, you will need to select the Tags (3) in Intercom that you want to have added to or remove subscribers as part of this rule. If you do not see the tag(s) you are looking for, click the Refresh Connection button in the top right corner of the window! Note - If you select the Add Purchase To Intercom action, the tag dropdown will disappear as it is not necessary.
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 Intercom! NOTE: Each application has different Triggers available. The following are available with Intercom connection:
- Product Purchase - 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.
- Checkout Charged - fires right away right after the checkout charge is successful and will not wait now until the upsell timer window closes and the checkout to close.
- Checkout Failed - fires right away but if the checkout charge fails.
- Student Added to Course - fires when a student is added to a Course.
- Student Removed from Course - fires when a student is removed from to a Course.
- Student Started Course - fires when a student is starts a Course.
- Student Finished Course- fires when a student finishes a Course.
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 Intercom 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 Intercom 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 Intercom 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 Intercom for this product.
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 Intercom when this rule fires! The actions available for this connection are Add Tag To Subscriber, Remove Tag From Subscriber and Add Purchase to Intercom.
Once you've chosen the Action, you will need to select the Tags (4) in Intercom that you want to have added to or removed subscribers as part of this rule. If you do not see the tag(s) you are looking for, click the Refresh Connection button in the top right corner of the window! Note - If you select the Add Purchase To Intercom action, the tag dropdown will disappear as it is not necessary.
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 Intercom! NOTE: Each application has different Triggers available. Check out the Creating Connection Rules section above for a full list of Triggers available with the Intercom 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 Intercom 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 Intercom, it's likely that the order won't show up. Try again using a different email address.