What are Integration Rules
Integration rules are a powerful mechanism we built into OptimizeCheckouts for connecting OptimizePress features & 3rd party services with your products. These integration rules will trigger for Payment Success, Payment failure, as well as subscriptions.
The video below will show you a general overview of integration rules for one time and recurring subscriptions:
Creating & Editing Integration Rules
When editing/creating a product in OptimizeCheckouts, click on Integration rules on the left menu.
Then you can add a new Integration Rule by clicking “Add Rule
Name the integration rule, choose which trigger action you want, and then choose the integration service and options you want.
Here you can see that I integrated with ActiveCampaign using a list and tag, triggered by a Payment Successful status.
Clicking the blue “Add Rule” button at the bottom (above image) will create the integration rule.
Now you’ll see the rule has been added (you can see the summary of the rule without clicking the edit icon).
if you want to add another, just click “Add Rule” button.
What Each Integration Rule Does
Each integration rule serves a specific purpose. If you find yourself a little confused, we have created the below explanations of what each one of the integration rules do.
- Payment Successful
Think of this as “Order Successful” as this triggers anytime an OptimizeCheckouts order form is submitted. This will trigger for subscriptions as well as trials, and any other payment types. - Payment Refunded
This integration rule will trigger for any kind of payment if that payment has been refunded, whether it is on a subscription or not. - Subscription Created
Triggered when the first rebill on a subscription happens. When subscriptions are first created, whether on a trial or not, this integration rule will trigger. - Subscription Cancelled
When a payment plan or subscription is cancelled, this integration rule will trigger. Payment plans are essentially subscriptions with limited number of payments. - Subscription Payment Successful
Anytime payments are successful on a subscription (not counting the first initial payment), this integration rule will trigger. - Subscription Payment Failed
Anytime there is a failed rebill, the Subscription payment failed integration rule will trigger. This can happen multiple times depending on your settings within each payment provider. - Payment Plan Completed
This integration rule will trigger when the last payment has been made for a payment plan. An example would be if the payment plan was 3 payments, then after that 3rd payment is successful, it will trigger this integration rule.
Frequently Asked Questions
How many Integration Rules Can I Add to a Single Product?
There are not any limits on how many integration rules you can add, however please do consider the hosting account and whether you may be hitting the limits there. Chances are if there are problems with any of the Integration Rules not working (if you have a lot of them), we could look into it, however in most cases this could be due to timeout settings or memory limits on the hosting.
What fields are sent to the 3rd party service?
Integration rules will send all data about the customer such as name, email, billing address details, product name, amount charged, as well as other data about the order.