Recurly Commerce

Learn how to create a Recurly Commerce connector action so subscribers can pause a subscription or apply a discount with one click from a Recurly Engage prompt.

This guide explains how to create a Connector Action that integrates your Recurly Commerce account with Recurly Engage. Subscribers can then perform instant, one-click actions on their subscriptions, such as applying a discount or pausing a subscription, directly within Engage prompts and without custom code.
Available on all Recurly plans

Definition

The Recurly Commerce connector action lets subscribers manage their subscriptions with one click from a Recurly Engage prompt. It runs on the subscription logic of Recurly Commerce and authenticates with your Recurly API key.

Key benefits

Code-free user experience Deploy complex subscription actions in Engage prompts with a no-code setup for your development and marketing teams.
Instant subscription management Let subscribers make real-time changes, such as pausing a subscription or applying a discount, with a single click.
Reduced churn Deploy targeted save offers and win-back triggers using real-time Commerce actions in Engage to maximize customer retention.

Key details

1

Enable the Recurly Commerce integration

Contact your Recurly Account Manager to request that the Recurly Commerce integration feature be enabled in Recurly Engage. Your Account Manager confirms when the feature has been provisioned.

2

Connect your accounts with your API key

Once the feature is enabled, connect your accounts using the steps below.

  1. Navigate to Settings > Integrations in Pulse, the Recurly Engage management console.
  2. Locate the Recurly Commerce connector setup page.
  3. Enter your unique Recurly API key in the required field to connect your accounts.

This key establishes a secure, authenticated link between Commerce and Engage and grants the permissions needed to run subscription actions.

3

Configure your segments

Segments let you target specific groups of customers with relevant messages through Recurly Engage.

A segment is a distinct group of customers defined by shared financial or behavioral criteria (for example, customers with a failed payment or an expiring card). Targeting these subsets with highly relevant messages maximizes the effectiveness of your campaigns. Learn more about segments.

  1. Navigate to Segments > + New Segment to add a new segment group.
  2. Name your segment: Give it a clear, descriptive name.
  3. Select the fields that define your segment: Use preset fields like user, location, or interactions to build the logic for your targeted group.
4

Add one-click actions to your prompts

For detailed instructions on adding and configuring actions on your prompts, see the Actions documentation.


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