How To Set Up a Refund / Revoke Access Automation In Your CRM

If someone cancels their membership or subscription inside AccessAlly, you can set up an automation inside your CRM so that their access is automatically revoked. The method used in this example will simply add an additional REVOKE tag, so you can easily track the purchase records of your clients based on their tags.

The CRM Automation Guide will walk you through each step of the setup process.

It’s recommended that you use the Guide inside your membership site (as opposed to the next part of this tutorial), as the links and tags you need are dynamic and will match up with the course you’re building.

Please note: the CRM Campaign Guide Setup is still located inside AccessAlly – however, with the recent interface update, you must access it differently. Please click on the toggle to learn how. The rest of the tutorial remains the same.

How to Access The CRM Automation Guide

STEP 1: Locate The CRM Automation Guide Inside AccessAlly

The “Guide” to setting up your CRM automations is built inside your AccessAlly plugin.
To locate it, go to the AccessAlly Course Wizard > Edit/Modify Existing Courses.

Here, you can choose the course you’d like to create the CRM automation for by clicking on the “EDIT” button.

If you have fully set up the course pages as instructed in the previous tutorial (How to Create a Standalone Course With AccessAlly), the edit button will take you to the Checklist.

Click on the link for “click here for CRM campaign setup guide”.

Now, you’re inside the CRM automation setup guide. Here, you can see at a glance which CRM you’re integrated with and which course you’re building out the CRM automation for.

If you would like to change courses, just select the correct one from the dropdown menu.

Video Tutorials

Written Tutorials

Infusionsoft

If you want to revoke access for people who default on payments, you’ll also need to set up a specific revoke sequence.

The details and screenshots are shown inside the AccessAlly CRM Automation Guide. But in short, you’ll take these steps:

  1. Goal = Applies A Tag (This tag should be the Revoke tag configured for your course)
  2. Add a Sequence: Add A Tag (the “PAYF” Tag for your course) + Send HTTP Post (to update the user’s permissions)

Ontraport

ActiveCampaign

ConvertKit

Drip

The refund / revoke sequence will automatically remove the access to the course pages when triggered. The revoke automation is added at the end of the same release Workflow by creating a “Goal” step.

  1. Trigger > “Applied a tag” – Select the Revoke Access tag (automatically created through the AccessAlly Workflow Wizard). It is recommended to check the “Use this trigger as an entry point” option.
  2. Action > “Apply A Tag” – Choose the Access PAYF tag, which will negate the access.
  3. Action > Send HTTP Post – the correct URL will appear in the CRM Automation Guide inside AccessAlly (please note that the URL string should include “aal_updateuser”).
  4. Action > “Apply a Tag” – Choose the “revoke access” tag for your course.

Updated on March 5, 2018

Related Articles