This guide will show you how to integrate Circle and Voma and set up automations for your offers.
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How to integrate with Circle
- Head over to the Integrations page in Voma, and click on New Integration.
- Select Circle from the Integrations page.
- Enter your Circle API Key. Please visit this Circle guide to see where to find your API Key in Circle.
Once you have integrated with Circle, you will see the integration on the Integrations page.
How to create automations
When you're done integrating Circle with your Voma account, you can set up automations in the OfferStack tab of your offer.
- Head to your offer's OfferStack tab, and click on Create an automation (or click on Click here to create a custom automation if the automation you want to create isn't listed on the screen).
- Set the Destination to Circle.
- Specify the Action to take when the automation is triggered, and complete any further details, should it be required for your platform. Then, click Create.
Your automation will now be listed on your Automations page.
🔗 Head over to this guide for more detailed information and a video about creating automations in Voma.
Types of automations
The type of automation determines what will trigger the automation to fire.
- Optin: Triggered when someone submits your optin form
- Abandon Cart: Triggered when someone abandons the cart
- Purchase: Triggered when someone purchases the main product
- Bonuses: Triggered when someone receives a bonus
- Upsell: Triggered when someone purchases the upsell
- Bump: Triggered when someone purchases the order bump
- Cancel main product subscription: Triggered when someone cancels their subscription for the main product, if the main product is a subscription
- Cancel upsell subscription: Triggered when someone cancels their subscription for the upsell, if the upsell is a subscription
Possible actions
The action is what will happen when an automation is fired.
- Add a member to a space group
- Remove a member from a space group
- Add a member to space
- Remove a member from a space
GDPR automations
If you have integrated Voma with Circle and enabled the GDPR checkbox on your offer, Voma will automatically apply tags to subscribers in Circle in some cases:
- If someone checks the GDPR checkbox when submitting the offer, add "Voma - GDPR consent" tag to Circle
- If someone is in EU when submitting the offer, add "Voma - Customer in EU" tag to Circle
❔ If you have any questions, please let us know at help@voma.ai or in our live chat at the bottom right of your screen.