The AccessAlly Products/Payments feature allows you to create products & offers from inside your membership site. These products may be set up as single-purchases or as a subscription model (with recurring payments).
The AccessAlly payments feature is perfect for you if:
- Your CRM does not include its own e-commerce abilities (ActiveCampaign and ConvertKit currently do not have a built-in e-commerce solution)
- You have a simple, small selection of products that you’d like to manage from inside your membership site
You might want to use your CRM’s e-commerce solution if:
- Your CRM includes e-commerce (Infusionsoft and Ontraport both have fairly robust ecommerce abilities that work great)
- Your products are already set up inside your CRM
- You want to provide a “shopping cart” experience (AccessAlly does not offer a shopping cart)
In short, the AccessAlly Payments Feature is designed especially for you if you’re looking for a quick and easy way to sell a small variety of products and/or subscriptions from inside your membership site.
Wondering how it all fits together? Here’s your guide to setting up and selling with AccessAlly’s e-commerce feature. Click on the links below to view the corresponding tutorials.
Step 1: Integrate the Payment Process with Your CRM
AccessAlly requires additional configuration to link the payment process with your CRM platform. This is extremely important.
There is no additional configuration required for Active Campaign.
Note: If you wish to sell subscriptions with recurring payments, you must use a Stripe integration.
Step 2: Create Your Products & Offers
AccessAlly’s order forms use a flexible building-block setup.
In the example below, you can see how products can be sold singly or grouped together within an Offer:
An Offer is made up of one or more Products, and will have its own Order Form. Follow the next two tutorials to set up each:
Selling a subscription with AccessAlly’s Order Forms? Then you’ll want to check out this tutorial: How To Set Up Subscriptions (Recurring Payments) With AccessAlly
To add your order forms to a page, just use the AccessAlly shortcode adder!
Always, ALWAYS test each order form before sending traffic to it. Follow the testing guide here: How to Test Your Order Forms with Stripe or PayPal
Step 3: Additional Order Form Possibilities
Want to offer a $1 trial for a product or subscription? Or maybe a free, 30-day trial? AccessAlly’s “product trial” feature is extremely versatile and will let you create free or paid trial offers for your products and subscriptions. Follow this tutorial: How to Set Up a Free or Paid Trial Offer
If you wish to offer multiple currencies on your order forms, you’ll want to create an Order Toggle. Follow this tutorial: How To Set Up An Order Toggle
If you wish to present your buyers with a 1-click upsell on the a Thank You page, please see this tutorial: How to Create a 1 Click Upsell
You can embed an upsell offer inside an AccessAlly order form. To learn how, please see this tutorial: How to Create an Order Bump
You can also create a variety of coupons for your order forms:
Step 4: Customize Your Order Form Appearance
Step 5: Set Up Your CRM Automations
Below you’ll find some ideas for setting up appropriate CRM automations for this part of your membership site.
Step 6: Admin Tools
How To Manage Your AccessAlly Subscriptions With Admin Options
AccessAlly Subscriptions are possible when you’re integrated with Stripe. In an ideal world, when someone signs up for a subscription purchase, they simply receive recurring charges on their credit card to stay “active”.
However, there are a few situations where you might need some additional admin capabilities to manually pause, renew, cancel, or offer free “credits” for subscriptions.
Learn how with this tutorial: How To Manage Your AccessAlly Subscriptions With Admin Options
How To Set Up An “Update Credit Card Information” Page For Your Clients
With AccessAlly products, you can set up a page so that your clients can update their own credit card info. This is extremely helpful if you are selling subscriptions or products with recurring payments, since the credit cards must be charged multiple times, and may expire or otherwise become invalid during this time.
Learn how with this tutorial: How To Set Up An “Update Credit Card Information” Page For Your Clients
Search for existing orders (management)
If you are using AccessAlly payments to sell your products and subscriptions, you may need to look up existing orders to track their status – or give a refund via your payment processing system (PayPal or Stripe).
Learn how here: How To Search For An Existing Order In AccessAlly Payments
BONUS: Video Tutorial: Start to Finish
If you’re still struggling to see how all the pieces fit together, please watch the start-to-finish video below: