Evergent
Configuration guide for the Evergent connector in Recurly Engage—activation, data sync, and supported subscription actions.
Overview
The Evergent integration lets you synchronize subscriber data and trigger subscription management actions from within Recurly Engage prompts by connecting to your Evergent REST API.
Required plan
This feature or setting is available to all customers on any Recurly Engage subscription plan.
Prerequisites & limitations
- Company or App Administrator permissions in Recurly Engage.
- Uses the Evergent REST API; legacy SOAP-only setups may require Customer Success assistance.
Definition
Evergent Connector for Recurly Engage synchronizes subscriber traits from Evergent and enables prompt-driven subscription workflows (coupon redemption, service changes, pauses, resumes, etc.).
Key benefits
- Real-time subscriber data: Import detailed subscription traits for precise segment targeting.
- Seamless subscription control: Execute subscription actions (pause, resume, change service) directly from prompts.
- Customizable workflows: Tailor actions to your Evergent instance and business logic.
Key details
Activation
To enable the Evergent connector under Settings→Connectors, provide:
- Domain: Your Evergent API domain.
- apiKey: Your Evergent REST API key.
- channelPartnerID: Your channel partner identifier.
Data integration
Schedule a daily CSV export from Evergent into Recurly Engage via S3. The CSV should include the following subscriber traits for audience targeting:
| Trait Name | Description |
|---|---|
customer_id | Customer/User ID |
business_unit | Business unit owning subscription |
country | Billing country |
current_payment_method | [Google Wallet, App Store Billing, Credit Card, Roku Payment, Coupon, etc] |
pack_id | Package ID |
package | Package Name |
pack_price | Package Price |
pack_type | Package Type |
currency_code | 3-character currency code |
valid_from_date | Billing period start |
valid_to_date | Billing period end |
payment_status | [Declined, Posted] |
payment_type | [Renewal, Purchase] |
payment_date | Date of most recent payment |
declined_reason | Reason for payment decline |
promotion_amount | Promotion amount (if applicable) |
promotion_code | Promotion code (if applicable) |
coupon_code | Coupon code (if applicable) |
cancellation_requested_date | Date of cancellation request (if applicable) |
classification | Subscription classification status ([Paid, Free Trial, Retail, etc]) |
Supported actions
Important:Evergent configurations can vary; verify which APIs your instance supports.
| Action | Description | API Method |
|---|---|---|
| Redeem Coupon | Apply a coupon code to an existing package/product | redeemCoupon |
| Change Service | Upgrade or downgrade an existing service (specify from and to services) | changeService |
| Pause Subscription | Pause an active subscription for up to 90 days | pauseSubscription |
| Resume Subscription | Resume a previously paused subscription | resumeSubscription |
| Reactivate Subscription | Reactivate a subscription marked for cancellation (subject to package terms) | reactivateSubscription |
| Remove Subscription | Remove (cancel) a subscription at period end | removeSubscription |
Updated 7 days ago