Integration Instructions

Connecting 1ShoppingCart to Summit Evergreen is fairly straightforward. This document will guide you through the steps of setting up the system.

Overview

To connect 1ShoppingCart and Summit Evergreen, you will need to:

  1. Set the thank you page on your Order Forms or Shopping Cart
  2. the billing notifications to Summit Evergreen
  3. Attach the Person notes to allow for manual refunds and purchase synchronization.

Purchasing Products

Each Course needs to be set up as a separate product within 1ShoppingCart, with the SKU field set to the same SKU as the Course in Summit Evergreen. The SKU of the product is passed to Summit Evergreen at purchase time, and provides the glue between the two systems.

You can find your Course’s SKU in Summit Evergreen on the “Products” - “Courses” page. You only need to use the Course SKU (the bold text), not the Offer Sku. Pricing and payments will be connected automatically.

Setting up 1Shoppingcart for connecting to Summit Evergreen

Payment information is sent to Summit Evergreen whenever a credit card is charged. This occurs through the use of the "When an autocharge attempt is made" Billing Action in the E-Commerce section.

  1. From the Main Menu, choose “My Account”
  2. Choose “API” > “API Settings”
  3. Enter your webhook URL in the “Notification URL” box: http://my.summitevergreen.com/purchases/WEBHOOK_KEY/webhook/payment/
  4. Click Save

Replace WEBHOOK_KEY with your Account’s webhook_key. You can find this URL in your Summit Evergreen Account settings. This calls a webhook to Summit Evergreen which sends the contactId and triggers syncing the purchases for the user.

Setting up the Order Forms For Registration

Summit Evergreen integrates with both the 1ShoppingCart 1 Step Check out as well as the 2 Step Check out. This allows you to send purchasing users to your Summit Course for registration, and have them start using the product right away.

  1. Create a New Product in 1SC or find existing product
  2. Go to the Product “Details” tab
  3. Enter the SKU from Summit Evergreen into the 1SC SKU field It doesn’t matter what the SKU is, as long as they match
  4. Go to the Product “Links” tab
  5. Set the “Thank You URL” to be the Summit Evergreen Thank You page for your domain http://EXAMPLE.COM/checkout/thankyou/index.php EXAMPLE.COM = Domain listed in Summit Evergreen Product “Settings”
  6. Click Save
 

Connecting InfusionSoft to Summit Evergreen is fairly straightforward. This document will guide you through the steps of setting up the system.

Overview

To connect InfusionSoft and Summit Evergreen, you will need to:

  1. Set the thank you page on your Order Forms or Shopping Cart
  2. Attach the billing notifications to Summit Evergreen
  3. Attach the Person notes to allow for manual refunds and purchase synchronization.

Purchasing Products

Each Course needs to be set up as a separate product within InfusionSoft, with the SKU field set to the same SKU as the Course in Summit Evergreen. The SKU of the product is passed to Summit Evergreen at purchase time, and provides the glue between the two systems.

You can find your Course’s SKU in Summit Evergreen on the “Products” “Courses” page. You only need to use the Course SKU (the bold text), not the Offer Sku. Pricing and payments will be connected automatically.

Setting up InfusionSoft for connecting to Summit Evergreen

Payment information is sent to Summit Evergreen whenever a credit card is charged. This occurs through the use of the "When an autocharge attempt is made" Billing Action in the E-Commerce section.

  1. From the Main Menu, choose E-Commerce > Settings
  2. “Billing Automation” from the left column
  3. Choose the Trigger Type: “When an autocharge attempt is made”
  4. Click “Add Trigger”
  5. Select “When an auto charge SUCCEEDS”
  6. the Actions Menu, choose “Send an HTTP post to another Server”
  7. Enter your webhook URL in the “Post URL” box: http://my.summitevergreen.com/purchases/webhook/WEBHOOK_KEY/payment/
  8. Click Save

Replace WEBHOOK_KEY with your Account’s webhook_key. You can find this URL in your Summit Evergreen Account settings. This calls a webhook to Summit Evergreen which sends the contactId and triggers syncing the purchases for the user.

Setting up the Order Forms For Registration

Summit Evergreen integrates with both the InfusionSoft Shopping Cart as well as the single Order Forms. This allows you to send purchasing users to your Summit Course for registration, and have them start using the product right away.

  1. Create a new Order Form / Checkout Page
  2. Go to the Thank You Page Settings
  3. Set "Thank You Page to Display" to "Web Address"
  4. Set the thankyou page to be the Summit Evergreen Thank You page for your domain http://EXAMPLE.COM/checkout/thankyou/
  5. Check "Pass contact's information to the Thank You Page"
  6. Click Save

Setting Up Refunds

Due to the fact that InfusionSoft does not give callbacks when a refund or other non-billing action occurs, refund actions must be performed separately in InfusionSoft.

Set up your Person Note

  1. From the main menu, go to Marketing - Templates
  2. In the top right, click on “Add a Template” and choose “Note”
  3. Set the Title to be “Summit Evergreen Refund”
  4. Set the Public/Private to be “Private”
  5. Click on the “Actions” Tab
  6. From the Actions Menu, choose “Send an HTTP post to another Server”
  7. Enter your webhook URL in the “Post URL” box: http://my.summitevergreen.com/purchases/webhook/WEBHOOK_KEY/refund/ Note the word REFUND in the URL above
  8. Click Save

After refunding a user’s purchase, go to the contact's main screen, and click on the "Person Notes" tab. From there, go to the "Notes" section, choose "Summit Evergreen Refund" from the dropdown, and then click "Add" this will attach a "Refunded" note to the user in addition to making an HTTP call to Summit Evergreen, signalling that the system should sync all refunds.

Setting Up Manual Account Syncing

There are some times when you may need to manually add purchases to users in InfusionSoft. In order to make these changes visible in Summit Evergreen, you need an additional “Person Note” to trigger the system synchronization, much like with refunds.

Set up your Person Note

  1. From the main menu, go to Marketing - Templates
  2. In the top right, click on “Add a Template” and choose “Note”
  3. Set the Title to be “Summit Evergreen Refund”
  4. Set the Public/Private to be “Private”
  5. Click on the “Actions” Tab
  6. From the Actions Menu, choose “Send an HTTP post to another Server” Enter your webhook URL in the “Post URL” box: http://my.summitevergreen.com/purchases/webhook/WEBHOOK_KEY/payment/ Note the word PAYMENT in the URL above
  7. Click Save

Getting in touch with people who don’t complete registration

While the Summit Registration process is very simple, it is inevitable that some people will close their browser, or for some other reason not be able to complete registration. In order to solve this issue, users who have not completed registration can be sent to a special link in order to re-register for the course.

Any user who has not registered can access the system at: http://EXAMPLE.COM/users/register/USER_EMAIL

And will continue with the registration process as if they had just come from your thankyou page.

Configuring Paypal and InfusionSoft

  1. Login to PayPal
  2. Profile menu > More Options
  3. Click My Selling Tools
  4. Where it says "Instant payment notifications" click "Update"
  5. Click "Choose IPN Settings"
  6. In the "Notification URL" field type in the following: https://YourAppName.infusionsoft.com/ecommerce/IPN
  7. Select the radio button "Receive IPN messages (Enabled)"
  8. Click the Save button

NOTE Due to how InfusionSoft processes payments from paypal, there may be some issues syncing new purchases. Check out The PayPal & InfusionSoft Integration notes.

 

InfusionSoft supports the use of ActionSets for commands (such as the Summit Evergreen webhook) that you often use.

We recommend creating two ActionSets: * One for syncing all new of the student's purchases * One for processing any refunds the student might have

Summit Purchase Sync

  • From the Main Menu, choose Marketing > Settings
  • Choose “Action Sets” from the left column
  • Click "Add an Action Set"
  • Enter the name "Summit Purchase Sync"
  • From the Actions menu choose “Send an HTTP post to another Server”
  • Enter your webhook URL in the “Post URL” box: http://my.summitevergreen.com/purchases/webhook/WEBHOOK_KEY/payment/
  • Click Save

Summit Refund Sync

  • From the Main Menu, choose Marketing > Settings
  • Choose “Action Sets” from the left column
  • Click "Add an Action Set"
  • Enter the name "Summit Refund Sync"
  • From the Actions menu choose “Send an HTTP post to another Server”
  • Enter your webhook URL in the “Post URL” box: http://my.summitevergreen.com/purchases/webhook/WEBHOOK_KEY/refund/
  • Click Save

Now instead of adding the HTTP post URL to each trigger or sync note detailed in the Infusion Soft Integration you can simple choose "Run Another Action Set" from the Action menu, and select either the Summit Purchase or Refund Sync.

 

Depending on your InfusionSoft configuration, InfusionSoft may not recognize a PayPal purchase as a "Successful Charge." If you are using PayPal checkout on your InfusionSoft order forms, please add the following Billing Action:

  1. From the Main Menu, choose E-Commerce > Settings “Billing Automation” from the left column
  2. Choose the Trigger Type: “After a successful purchase in the shopping cart or on an order form”
  3. Click “Add Trigger”
  4. In the Actions Menu, choose “Send an HTTP post to another Server”
  5. Enter your webhook URL in the “Post URL” box: http://my.summitevergreen.com/purchases/webhook/WEBHOOK_KEY/payment/
  6. Click Save
 

Configuring your Stripe Account and Summit Evergreen

Connecting Stripe to Summit Evergreen is very simple. This document will guide you through the steps of setting up the system.

Overview

Connecting your Stripe account to Summit Evergreen will allow you to take payments for your products from your Stripe account and pass users through to Summit Evergreen.

To connect Stripe and Summit Evergreen, you will need to:

  • Select Stripe as your payment processor
  • Connect the two accounts
  • Obtain your shopping cart link

Setting up Stripe for connecting to Summit Evergreen

  1. Log in to your Summit Evergreen account
  2. Hover your mouse over the left side navigation bar, and select “Settings”
  3. Select “Stripe” from the “Payment Processor” dropdown menu
  4. Select “Connect your Stripe Account” directly underneath the drop down menu
  5. You will be redirected to Stripe’s page, where you can either create a new account or log in to your current Stripe account.
  6. Once you login or create a new account, select the blue button “connect my Stripe account.”
  7. You will be redirected to Summit Evergreen, and that’s it! Stripe is set up as your payment processor.

Access your shopping cart links

  1. Select “Manage Products” from the upper left corner within Summit Evergreen
  2. Click on the product you want to sell from the left hand window pane
  3. In the right hand window, select “Courses” from the upper horizontal menu
  4. The links listed next to the “Offers” are the shopping cart links your customers will use to purchase your online products.
 

Connecting Mailchimp to Summit Evergreen is fairly straightforward. This document will guide you through the steps of setting up the system.

Overview

Connecting your Mailchimp account to Summit Evergreen will allow you to add users to a specified list when they sign up for a course.

To connect Mailchimp and Summit Evergreen, you will need to:

  1. Create an API key within Mailchimp
  2. Add the API key to Summit Evergreen
  3. Add the name of the Mailchimp list you would like to insert the customer in, in the Courses settings

Setting up Mailchimp for connecting to Summit Evergreen

Create a new API key within Mailchimp

  1. Log into Mailchimp (http://www.mailchimp.com)
  2. Click on “your name” in the left sidebar, and then select “Account Settings”
  3. Select “extras” from the horizontal navigation bar, and then “API keys”
  4. Scroll down and select “Create a key”
  5. A new API record will be shown under the “Your API Keys” section
  6. Note the API key as you will need to enter it into Summit Evergreen.

Add the API key to Summit Evergreen

  1. Log in to your Summit Evergreen account
  2. Hover your mouse over the left side navigation bar, and select “Settings”
  3. Select “Mailchimp” from the “CRM Tagging” dropdown menu
  4. Enter the API key that you created within Mailchimp Select “save”

Configure the Course to send notifications to your Mailchimp account

  1. Log in to Summit Evergreen
  2. Choose the Product you would like to edit from the Product selector in the top left
  3. Click on the “Courses” tab
  4. Choose the course you would like to add a mailing list to (Courses are in bold) and click edit
  5. Add the name of the Mailchimp mailing list under “Mailing List to Add Users to”
  6. Click Save

And, you’re done!

 

Connecting Aweber to Summit Evergreen is fairly straightforward. This document will guide you through the steps of setting up the system.

Overview

Connecting your Aweber account to Summit Evergreen will allow you to add users to a specified list when they sign up for a course. Please note due to limitations with Aweber, all users added in this way will receive a “confirm your email” notification in their inbox.

To connect Aweber and Summit Evergreen, you will need to:

  • Add an email parser to your Aweber account
  • Add the name of the Aweber list you would like to insert the customer in, in the Courses settings

Setting up Aweber for connecting to Summit Evergreen

Add the email email parser to your Aweber account

  1. Log into Aweber (http://www.aweber.com)
  2. Click on “List Options” in the top right corner, and select “Email Parsers”
  3. Scroll to the bottom and click “add new Custom Parser”

  4. Enter the following information:

    Description: Summit Evergreen Parser

    Trigger Rule: From:[^\n|.]+crmtagging\@summitevergreen.com

    Decode HTML Entities: No

    Rule 1: Leave as Default

    Rule 2: Leave as Default

  5. Click Save
  6. Scroll to the bottom of the page, and check the box next to “Summit Evergreen Parser”
  7. You don’t need to complete Aweber’s “Final Step”
  8. You will need to check the “Summit Evergreen Parser” for each list that you want to enable it for.

Configure the Course to send notifications to your aweber account

  1. Log in to Summit Evergreen
  2. Choose the Product you would like to edit from the Product selector in the top left
  3. Click on the “Courses” tab
  4. Choose the course you would like to add a mailing list to (Courses are in bold) and click edit
  5. Add the name of the Aweber mailing list under “Mailing List to Add Users to”
  6. Click Save

And, you’re done!