[…] to trigger a CRM automation to follow up with clients and get their subscriptions back on track. What happens when AccessAlly can’t collect a subscription payment? Stripe Payments Stripe Payment: If AccessAlly cannot charge a recurring payment, it will try once a day for three consecutive days (see Payment Due […]

In this article we’ll cover options for managing subscription payment plans for AccessAlly order forms. Option #1: Site admin updates subscriptions You’ll find this option under AccessAlly > Sales > Orders (or) Subscriptions tab. Available Options Below you’ll see additional details about each option to choose the ones that are […]

[…] possible when someone has purchased via credit card using Stripe, and will NOT work if the client is on a PayPal subscription. PayPal will automatically try to charge outstanding payments to clients and will let you know if they are unable to retrieve them. What Happens When You Charge Outstanding […]

There are many reasons you might be looking to switch website hosts: slow load times, bad neighbors on your existing server, poor customer support, or other technical limitations that you encounter. Should you change your site hosting? This workshop with Scott, Technical Support Engineer at AccessAlly, will help you spot...

AccessAlly’s Setup Wizard provides an easy-to-follow, step-by-step process to activate your plugin license, integrate with your CRM, and start taking payments with Stripe and/or PayPal. Why Use the Setup Wizard Running the Setup Wizard from start to finish ensures that the fundamental setup & integrations of your site work properly. […]

[…] this contact as the team leader, for the specific team program. When to use it: If you want to initiate teams through your CRM because payment is being made outside of AccessAlly. Parameters: teamId: the ID for the team program. aal_deleteteam: Delete an entire team What it does: Removes the […]

[…] tag Switching to a different order form with a coupon Let’s take a look at how these work. Option 1: How To Discount The First Payment Of A Trial Period With A Coupon Code Use a coupon code to offer a paid trial for a subscription plan or a one-time […]

[…] show you the recommended migration steps. Essentially, you’ll want to migrate three main items: Course content Students and their Permissions Emails Important! Trying to Migrate Payments from Teachable? When you’re moving from Teachable to AccessAlly (even if you’re currently using Stripe or PayPal for payments) it’s not possible to migrate […]

[…] show you the recommended migration steps. Essentially, you’ll want to migrate three main items: Course content Students and their Permissions Emails Important! Trying to Migrate Payments from Thinkific? When you’re moving from Thinkific to AccessAlly (even if you’re currently using Stripe or PayPal for payments) it’s not possible to migrate […]

The Mandatory Purchase Condition checkbox must be checked manually before payment is processed. This allows you to comply with any “explicit action” requirements, such as for the EU General Data Protection Regulation (GDPR) compliance. Option 1: Default: Tried and True Order Form Design If you’re using the Default: Order form...