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Can I use WooCommerce with AccessAlly?

WooCommerce and AccessAlly can be used on the same site, however all of the “communication” functionality between WooCommerce and AccessAlly will happen through your CRM or email marketing platform.

As such, it’s important to make sure that there is a WooCommerce add-on that handles integration with your CRM in all of the necessary ways.

Depending on your intended set up, WooCommerce may not be the best solution to integrate with AccessAlly, and we’d recommend using AccessAlly’s order forms instead.

Keep reading to see how to set up, and what to watch out for.

How WooCommerce and AccessAlly Work Together: Through Your CRM

You can continue selling your products and memberships with WooCommerce.

Every time an order is placed, the customer’s information must be sent to your CRM so you can then add a tag inside your CRM.

This tag will then kickstart the automation that tells AccessAlly to create a user and then send an email to your client with their login info.

Based on the add-on created for WooCommerce to integrate with your email automation platform, you may have to add a checkbox that customers need to check off in order to add them to your CRM. Unfortunately, if they do not check off this box, they will not be added to your CRM and will not get the AccessAlly member creation underway.

Here’s an example of WooCommerce for Drip, where you can enable this checkbox:

WooCommerce for Drip

There are other plugins that can help integrate WooCommerce with your CRM including ActiveWoo and WPFusion.

Step 1: User WooCommerce shortcodes for client info

AccessAlly and WooCommerce both offer shortcodes so your users can update their address and billing information.

If you are using WooCommerce to sell your products, make sure you use the appropriate WooCommerce pages/shortcodes to allow clients to update their address/billing info, see their orders, etc.

woocommerce AccessAlly

Not sure what to use? WooCommerce shortcode instructions can be found here.

Step 2: Use Woo to trigger a CRM tag When A WooCommerce Order Is Successful

The most important part to make sure that a WooCommerce order gives people access via AccessAlly is to trigger a tag application in the CRM whenever a successful order is placed.

How Do I Trigger a Tag in My CRM When Using WooCommerce?

If you haven’t already integrated WooCommerce With Your CRM, please see the tutorials below:

Once integrated, follow your CRM’s instructions to ensure a tag is triggered when an order is placed.

Step 3: Complete Account Creation Using AccessAlly + your CRM

After the purchase tag is added inside your CRM, you can create the appropriate automation for AccessAlly to then create a new user for the client (if needed), apply the necessary permission tags, and then send the welcome email sequence.

Final Check: Account Creation with WooCommerce

AccessAlly will communicate with your CRM to set up the necessary user accounts for your new signups.

However, when someone creates an account via Woo Commerce checkout, it allows them to choose a password and creates an account on WordPress. Ideally, you do NOT want your clients to do this via WooCommerce, since they will have an autogenerated password via AccessAlly instead.

(If they do create an account with WooCommerce and choose their own password, however, they can always reset it via AccessAlly again in the future.)

Updated on July 16, 2018

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