If you are using Ontraport’s order forms with AccessAlly, please follow this tutorial to learn how you can allow your users to update their credit cards for recurring subscription orders. (For any other integrated CRM, please see this tutorial to use AccessAlly’s shortcodes.)
What was changed?
Recently, Ontraport changed the way in which they store credit cards. Previously, only 1 credit card is stored for each client, so a new card overwrites the old one. With the September 2017 Ontraport change, multiple credit cards are kept for each client, and you can see the list in CREDIT CARD DETAILS section.
New credit cards added through AccessAlly will appear in the list, but they will not be auto-selected as the default payment method. You will need to manually update the payment method for existing subscriptions so the new credit card is used for future payments.
Step 0: The shortcode stays the same
Good news! You don’t need to make any change to the “Update Credit Card Information” shortcode ([accessally_credit_card_update]). It will continue to work as before.
Step 1: Enable notification on credit card update
Because manual changes might be required when clients add new cards, AccessAlly can send you notifications when that happens. You can enter your email(s) to receive the notification in AccessAlly -> User Account Ops -> Credit Card. Optionally, you can also customize the email subject prefix so you can filter the notification emails to its own folder.
Step 2: Set new card as the Default in Ontraport
Once a client adds a new card, you can set it as the Default by checking the new card entry in CREDIT CARD DETAILS, and click on “Make Default”.
Step 3: Change payment method for existing subscription
Select the subscription to change, and click on “Edit Order”.
Select the new credit card in the “Payment Info” section and click “SUBMIT” to save.
You can also take a look at the Ontraport tutorial for more info.