Connect Circle and Sam can work with your community: see who is active, what people are posting, who is coming to events and what is selling, then invite members, tag them, add them to spaces and publish posts.
What Sam can look up in Circle
- Your community's details and settings
- Your members, found by email, with their tags and the spaces they belong to
- Your spaces, space groups and who is in each space
- Posts and comments
- Events and who has said they are coming
- Course lessons
- Paywall charges and subscriptions
- Your invitation links and the leaderboard
What Sam can do in Circle
- Invite a new member by email, and add them to spaces and tags as they join
- Update a member's profile, spaces or tags
- Add a member to a space
- Tag a member
- Write a post in a space, and publish it or schedule it
What Sam can't do in Circle yet
- Reply to comments or create events yet.
- Reach any other Circle community. A token only covers the community that created it.
Connect Circle
- →A Circle Business plan or above. Circle only offers its Admin API on Business and higher.
- →Admin access to your Circle community.
Step 1 - Create an Admin API token in Circle
- In your Circle community settings, go to Developers > Tokens.
- Create an Admin API token and copy it.
- When you paste it into Sam, leave out the word "Token". Sam adds it for you.
Step 2 - Open the integrations marketplace
Select Connect your tools at the bottom of the left sidebar, above your profile. Search for Circle or find it under Browse Integrations.
Step 3 - Paste it in and connect
Select Circle, paste what you copied into the fields Sam shows, and select Connect. Once it succeeds, it moves to your Connected tab.
When you connect, you may see a screen of checkboxes, and some are easy to scroll past. Sam can only do what you allow. If you untick one, the matching actions in the list above will fail with a permission error.
If Sam says it can't reach Circle later on, see When Sam can't reach one of your tools.
Frequently Asked Questions
I run more than one Circle community. Can Sam see them all?
One connection covers one community. Create a token in each community and add each as a separate connection.
Will Sam post in my community without asking?
Sam posts when you ask it to. If you want to check a post first, ask Sam to show you the text before it publishes, or to schedule it for later.