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  2. Integrations

Encharge Integration

5 mins read
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Encharge is a powerful marketing automation platform designed specifically for SaaS businesses and digital product companies. It helps you send behavior-based emails, manage user segments, and create personalized customer journeys based on how users interact with your product. With Encharge, you can automate onboarding sequences, track user engagement, score leads, and nurture customers throughout their lifecycle.

Getting Started with Encharge in FlowMattic

Encharge integrates seamlessly with your existing tools and allows you to build sophisticated email flows, segment users based on their actions, and send targeted messages at the right time to drive conversions and reduce churn.
Follow these simple steps to connect Encharge with FlowMattic and start automating your workflows:

Step 1: Install the Encharge Integration

  1. Navigate to FlowMattic → Integrations in your WordPress dashboard
  2. Search for “Encharge” in the integrations list
  3. Click the Install button to activate the Encharge integration
  4. Wait for the installation to complete

Step 2: Connect Your Encharge Account

  1. Go to FlowMattic → Connects
  2. Click the Connect Integration button
  3. Search for “Encharge” in the available integrations
  4. Enter your Encharge API Key
  5. Give your connection a memorable name (e.g., “Encharge Production”)
  6. Click Save to establish the connection

Step 3: Create Your Workflow

  1. Go to FlowMattic → Workflows
  2. Click Create New Workflow
  3. Choose Encharge as your Trigger or Action based on your requirements:

Available Triggers:

  • New User - Triggers when a new person is created in Encharge
  • User Tagged - Triggers when a specific tag is added to a person
  • User Untagged - Triggers when a specific tag is removed from a person
  • User Updated - Triggers when a person’s information is updated
  • User Unsubscribed - Triggers when a person unsubscribes from emails

Available Actions:

  • Create a Person - Add a new person to Encharge with custom fields
  • Update a Person - Modify existing person information
  • Get a Person - Retrieve person details by email or user ID
  • Add Tags to a User - Apply tags to a person for segmentation
  • Remove Tags from a User - Remove specific tags from a person
  • Unsubscribe a Person - Unsubscribe a person from email communications
  • Delete a Person - Remove a person from Encharge completely
  • Make an API Call - Execute custom API requests to Encharge
  1. Configure the trigger/action settings according to your needs
  2. Map the data fields as required
  3. Add additional workflow steps if needed

Step 4: Publish and Activate

  1. Review your workflow configuration
  2. Click the Publish button to activate your workflow
  3. Your workflow is now live and will start processing automatically!

Key Features

Dynamic Custom Fields

When creating or updating persons, Encharge integration automatically fetches and displays all available custom fields from your Encharge account. This makes it easy to map data without manually typing field names.

Tag-Based Automation

Use tags to segment your audience and trigger specific workflows when users are tagged or untagged. Perfect for behavioral targeting and customer journey automation.

Flexible User Identification

Identify users by email address or custom user ID, giving you flexibility in how you manage and track your contacts.

Real-Time Webhook Triggers

All triggers use webhooks for instant notification when events occur in Encharge, ensuring your workflows respond in real-time.

Workflow Examples & Use Cases

Here are some powerful workflow automations you can create with the Encharge integration:

1. Sync New WooCommerce Customers to Encharge

Trigger: WooCommerce - New Order
Action: Encharge - Create a Person
Use Case: Automatically add new customers to Encharge when they complete a purchase, then add a “customer” tag for segmentation. Perfect for creating post-purchase email sequences.

2. Tag Users Based on Course Completion

Trigger: LearnDash - Course Completed
Action: Encharge - Add Tags to a User
Use Case: When a student completes a course, tag them in Encharge to trigger a certificate email or upsell sequence for advanced courses.

3. Update Contact Info Across Platforms

Trigger: Encharge - User Updated
Action: Google Sheets - Add Row / Slack - Send Message
Use Case: When contact information is updated in Encharge, log the change to a Google Sheet and notify your sales team via Slack.

4. Re-engagement Campaign for Inactive Users

Trigger: Encharge - User Tagged (tag: “inactive”)
Action: WordPress - Create Post / Email - Send Notification
Use Case: When users are tagged as inactive in Encharge, send them a personalized re-engagement email with special offers or create targeted content.

5. Lead Scoring Automation

Trigger: Encharge - New User
Actions:

  • Encharge - Get a Person (to fetch activity data)
  • Encharge - Add Tags to a User (based on lead score)
  • CRM - Create/Update Lead
    Use Case: Automatically score new leads based on their engagement and add appropriate tags, then sync high-value leads to your CRM.

6. Event Registration to Email Sequence

Trigger: WPForms/Gravity Forms - Form Submission
Actions:

  • Encharge - Create a Person
  • Encharge - Add Tags to a User (tag: “event-attendee”)
    Use Case: When someone registers for a webinar or event through a form, add them to Encharge and tag them to trigger a pre-event email sequence.

7. Subscription Status Sync

Trigger: WooCommerce Subscriptions - Subscription Status Changed
Actions:

  • Encharge - Update a Person
  • Encharge - Add/Remove Tags based on subscription status
    Use Case: Keep Encharge in sync with subscription statuses - tag active subscribers, remove tags from cancelled subscribers, and trigger appropriate email flows.

8. User Unsubscribe Logging

Trigger: Encharge - User Unsubscribed
Actions:

  • Google Sheets - Add Row
  • Slack - Send Message to #marketing channel
    Use Case: Track all unsubscribes in a spreadsheet for analysis and alert your team when someone opts out.

9. Multi-Step Lead Nurturing

Trigger: Encharge - User Tagged (tag: “free-trial”)
Actions:

  • Delay - Wait 3 days
  • Encharge - Get a Person (check engagement)
  • Conditional Logic - If active
  • Encharge - Add Tags (tag: “engaged-trial”)
  • Email - Send upgrade offer
    Use Case: Create sophisticated nurture sequences based on user behavior and engagement levels.

10. Custom Field Data Sync

Trigger: Encharge - User Updated
Action: Encharge - Make an API Call
Use Case: When specific custom fields are updated, trigger additional API calls to sync data with other systems or update calculated fields.

11. Abandoned Cart Recovery

Trigger: WooCommerce - Cart Abandoned
Actions:

  • Encharge - Create a Person (if new)
  • Encharge - Add Tags (tag: “abandoned-cart”)
    Use Case: Add users who abandon carts to Encharge with a specific tag to trigger an automated cart recovery email sequence.

12. VIP Customer Identification

Trigger: WooCommerce - Order Total Exceeds Amount
Actions:

  • Encharge - Get a Person
  • Encharge - Update a Person (update MRR, Lead Score)
  • Encharge - Add Tags (tag: “vip-customer”)
    Use Case: Automatically identify and tag high-value customers, update their lead score, and trigger VIP customer workflows.

Troubleshooting

Connection Issues

Custom Fields Not Showing

  • Problem: Custom fields not appearing in configuration tab
  • Solution: Click the refresh button next to the custom fields section, or check that you’ve selected a valid connect account

Trigger Not Firing

  • Problem: Webhook trigger not activating
  • Solution:
    • Ensure the workflow is published
    • Check that the webhook is registered in Encharge settings
    • For tag-based triggers, verify the tag name matches exactly (case-sensitive)

Person Not Found

  • Problem: “Person not found” error
  • Solution: Verify the email or userId exists in Encharge, or use “Create a Person” action first

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