Overview

This guide details the process of creating a Connector Action to integrate your Recurly Commerce account with your Recurly Engage instance. This powerful connection gives your subscribers the ability to perform instant, one-click actions on their subscriptions directly within Engage prompts, all without requiring custom code.

Specifically, this integration unlocks out-of-the-box actions such as applying discounts or pausing a subscription, leveraging the robust subscription logic of Recurly Commerce to power seamless user experiences in Recurly Engage.

Key benefits

• Code-free User Experience: Quickly deploy complex subscription actions within Engage prompts, allowing for an easy, no-code setup for your development and marketing teams.
• Instant Subscription Management: Enable subscribers to make real-time changes, such as pausing or applying discounts, with a single click, dramatically improving the user experience.
• Crush Churn: Deploy targeted save offers and win-back triggers using real-time Commerce actions in Engage, allowing you to maximize customer retention efforts.

Key steps

Step 1: Enable the Recurly Commerce integration

• Contact your Recurly Account Manager to request the enablement of the Recurly Commerce integration feature within Recurly Engage.
• Your Account Manager will confirm when the feature has been successfully provisioned.

Step 2: Connect your accounts using the API key

• Once the feature is enabled, navigate to Settings > Integrations within Pulse, the Recurly Engage management console.
• Locate the Recurly Commerce connector setup page.
• Enter your unique Recurly API Key into the required field to instantly connect your accounts. This key establishes a secure, authenticated link between Commerce and Engage, granting the necessary permissions for executing subscription actions.

Step 3: Configure your segments

A Segment is a distinct group of customers defined by shared financial or behavioral criteria (e.g., customers with a failed payment or an expiring card). Configuring segments allows you to target specific subsets of customers with highly relevant messages through Recurly Engage, maximizing the effectiveness of your campaigns. Learn more about segments.

• Navigate to Segments > + New Segment to add a new segment group.
• Name Your Segments: Give your segment a clear and descriptive name.
• Select the Appropriate Fields to Define Your Segments: Use preset fields like user, location or interactions to build the specific logic for your targeted group.
• Learn more about segments.

Step 4: Add one-click actions to your Recurly Engage prompts

• For detailed instructions on adding and configuring actions to your prompts, please refer to the Actions documentation.