How to Integrate AccessAlly With Your CRM

AccessAlly’s Onboarding Wizard walks you through each step of the setup process. Here is a deeper look at how to integrate AccessAlly with your CRM.

Note: If the site is hosted on WPEngine (or other platforms with similar symptom), the campaign action [Send HTTP Post] will fail with an error message “Unexpected HTTP response code: 301”. You need to contact WPEngine support and ask them to “Disable the redirect bot for Jakarta Commons-HttpClient/3.1” to the install.

Note: Certain security / anti-spam plugins might cause communication issue between the CRM and AccessAlly. Please deactivate those plugins (in particular “WP-SpamShield”) if you are noticing communication issues.

Written Tutorials:

Infusionsoft

AccessAlly is fully compatible with Infusionsoft. As one of the most advanced CRM/email marketing systems on the market, Infusionsoft is an incredible tool for thriving businesses that are ready to grow.

Here are a few useful links and tips to keep in mind when you’re setting up your new Infusionsoft account.

Infusionsoft Setup

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The initial setup of your account is fairly straightforward. Infusionsoft offers an account setup checklist with step-by-step instructions to help you get everything set up and ready to go.

To learn how to use more advanced capabilities such as campaigns, e-commerce, contact management, etc., go to the Infusionsoft Help Center here.

The advanced capabilities of this CRM means that there’s a ton of stuff to learn – so be prepared to dedicate a few days towards learning your way around the system.

With some practice and patience, you can use the tutorials provided within Infusionsoft and our own site to master the basics of what you’ll need to create a seamless integration between Infusionsoft and AccessAlly.

A Note about Test Accounts:

For test purposes, we recommend setting up two test accounts in InfusionSoft and AccessAlly:

  • One with all access (likely your admin) — this can be accomplished by creating a special “master tag” in InfusionSoft that you include on all of your pages and courses. As you’re developing your membership site, you don’t want to be accidentally locked out of any pages.
  • One with student access — this will allow you to see and test your courses from a student’s perspective, and can be tested in an incognito window/browser when you’re setting up your site.
Ontraport

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AccessAlly is fully compatible with Ontraport. As one of the most advanced CRM/email marketing systems on the market, Ontraport is an incredible tool for thriving businesses that are ready to grow.

Here are a few useful links and tips to keep in mind when you’re setting up your new Ontraport account.

Connect Your WordPress Site

After logging into your new Ontraport account, go to: SITES > WORDPRESS > NEW WORDPRESS SITE > EXISTING WORDPRESS SITE

This will enable you to fill in the URL and name of your WordPress membership site. (Don’t add membership levels, since the access to your site will be dictated by the tagging system alone). Then hit SAVE.

Retrieve Your API ID & Key Number

The next thing you’ll want to do is to select your email address on the top right of the screen, then go to the Administration > ONTRAPORT API Instructions and Key Manager.

API

The API ID and Key should show up on this page after you’ve purchased the plugin. Save them to use when you’re ready to connect your Ontraport account with AccessAlly.

Click on your website’s name to open the Permissions editor. Inside the Permissions editor, you can select a Contact Owner from the drop down menu, then check off any relevant permissions.

API Key

Create a Custom Field for Passwords

AccessAlly needs a special designated field in Ontraport to store the users’ passwords. To create this field, go to: Contacts > Settings > Field Editor

Field Editor

Add a text field – you can name it anything you like, but make sure it’s descriptive enough to remember, like “Member Site Password,” for example.

AccessAlly Password

After the text field has been created, hit SAVE to save the field, then click the SAVE button on the upper right to save the field to the contact settings.

To Learn More…

Ontraport has also created an easy-to-follow setup guide available as both a visual slideshow and PDF download here.

Once you’ve finished the initial account setup, you can begin to dive through the Getting Started (very basic) and Using Ontraport (more advanced/comprehensive) sections in the Ontraport knowledge base.

Don’t be discouraged if it seems like there’s a lot to learn – there is! But presumably you’ve chosen this system because of it’s advanced capabilities. It will take time and dedication to master the sytem. Take advantage of the help tutorials available within the Ontraport Knowledge base – and our own tutorials that will walk you through setting up the AccessAlly/Ontraport integration.

A Note about Test Accounts:

For test purposes, we recommend setting up two test accounts in Ontraport and AccessAlly:

  • One with all access (likely your admin) — this can be accomplished by creating a special “master tag” in Ontraport that you include on all of your pages and courses. As you’re developing your membership site, you don’t want to be accidentally locked out of any pages.
  • One with student access — this will allow you to see and test your courses from a student’s perspective, and can be tested in an incognito window/browser when you’re setting up your site.
ActiveCampaign

This tutorial will walk you through how to integrate AccessAlly with your ActiveCampaign account.

Step 1: Select “ActiveCampaign” in the AccessAlly Settings

activecampaign integration

Step 2: Retrieve Integration Fields From ActiveCampaign

In order for the integration to work, you must retrieve the API URL and Key from your ActiveCampaign account.

To do this, log into your ActiveCampaign Account, then go to: My Settings > Developer > API Settings.

activecampaign-integration-3

Now, simply copy and past the URL and Key, then paste them into their respective fields in the AccessAlly settings. activecampaign-integration-2

Step 3: Create A Custom Field In ActiveCampaign For Your Passwords

The last thing you’ll need to do is to create a custom field inside ActiveCampaign. This field will store your users’ passwords that they use to log into the membership site.

Inside your ActiveCampaign account, go to Lists > Manage Fields > New Custom Field.

The type of this custom field will be text input, and you can name it whatever you want. An easy name to remember is accessally_password. Then, click Add to save this custom field.

activecampaign-integration-5

Step 4: Designate The Password Field In AccessAlly

If you haven’t yet, select Save Changes in AccessAlly. This will refresh the page and allow you to select the newly-created password field from ActiveCampaign.

activecampaign-integration-6

Hit Save Changes once more, and your ActiveCampaign account is now integrated with AccessAlly. You’re ready to set up your first membership course!

 

ConvertKit

Drip

AccessAlly is fully compatible with Drip. As one of the more intuitive CRM/email marketing systems on the market, Drip is an incredible tool for thriving businesses that are ready to grow.

Here are a few useful links and tips to keep in mind when you’re setting up your new Drip account.


Drip Setup

The initial setup of your account is fairly straightforward. If you get stuck, head to the Drip Knowledge Base here.

The advanced capabilities of this CRM means that there’s a ton of stuff to learn – so be prepared to dedicate a few days towards learning your way around the system.

With some practice and patience, you can use the tutorials provided within Drip and our own site to master the basics of what you’ll need to create a seamless integration between Drip and AccessAlly.

Step 1: Select CRM

Step 2: Retrieve your API & Account ID Number

Next, you’ll want to retrieve your Drip API & Account ID Number.

Account ID

To locate your Drip Account ID, head inside your Drip dashboard, then go to SETTINGS > ACCOUNT.

Then, scroll down until you find your Account ID. You can copy + paste this into your AccessAlly settings.

API Token

To find your API token, follow this link inside the general settings:

Then, scroll down to find your unique API token. You can copy + paste this into your AccessAlly settings.

Step 3: Set Up Password Field

The easiest way to set up a custom password field inside Drip is to create a test user. Click on “ADD CUSTOM FIELD” and fill out the values as follows:

  • Identifier: accessally_password
  • Value: 1

Back inside the AccessAlly settings, you can hit “refresh,” then select the new custom password field from the dropdown.

Step 4: Set Up First and Last Name Custom Fields

By default, Drip does not store the first and last names of users. However, it’s a good idea to create custom fields to store this information when using AccessAlly so that your clients can update their profiles, fill out information on order forms, etc.

You can create these fields the same way you created the password custom field: add two new custom field options, then designate the IDENTIFIER and VALUE of each.

Finally, you can hit “refresh” on the first and last name field options inside the the AccessAlly settings and then select the appropriate options from the dropdown.

Now, your Drip account is properly integrated with AccessAlly and you’re ready to start creating courses!

A NOTE ABOUT TEST ACCOUNTS:

For test purposes, we recommend setting up two test accounts in Drip and AccessAlly:

  • One with all access (likely your admin) — this can be accomplished by creating a special “master tag” in InfusionSoft that you include on all of your pages and courses. As you’re developing your membership site, you don’t want to be accidentally locked out of any pages.
  • One with student access — this will allow you to see and test your courses from a student’s perspective, and can be tested in an incognito window/browser when you’re setting up your site.
Updated on March 7, 2018

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