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Client Driven Updates: CRM Email Click Detection

In AccessAlly 3.2 onward, AccessAlly has changed to a client-driven update mechanism for fetching information from the CRM.

Many times in a CRM campaign when we apply a tag and send a webhook to give members access to new content, we send an accompanying email too.

Now AccessAlly will automatically update and refresh a member’s data when they click on an email link through ConvertKit, Drip, Infusionsoft, or Keap. For Ontraport and ActiveCampaign there’s a way to force this same update by adding special arguments at the end of your links.

Please note: you don’t need to update your links – having this “refresh on click” functionality acts as a fallback in case webhooks aren’t working. You’ll still want to have a webhook after making changes in a campaign.

How Email Click Detention Works

In most use cases, end-clients expect to see changes after receiving a notification email. For example, after a new module is released (ie. module access tags added), end-clients receive an email with links to the new module. Clicking on the link will take them to the module.

AccessAlly can distinguish email link clicks from regular page visits, so it can sync just the end-client that made the click. This can even happen if the end-client is currently not logged in: AccessAlly will place a local cookie on the end-client’s browser, so the update will happen immediately on login.

ConvertKit, Drip, Infusionsoft, and Keap add special arguments to their URLs when redirecting through an email click. Which means this “link click detection” happens automatically for these CRMs, and you can setup links in emails as usual.

For Ontraport and ActiveCampaign you can choose to enable this syncing by appending a special argument at the end of your links.

This is entirely optional, since webhooks will still cause the user’s data to be updated. However, this acts as a fallback in case webhooks fail (which could happen due to server errors for example).

Ontraport

If you want to force a refresh when someone clicks an Ontraport link in an email, then you’ll want to manually add “?accessally_sync=yes” to the end of links in emails.

For example:

https://subdomain.yoursite.com/course/module3/?accessally_sync=yes

ActiveCampaign

If you want to force a refresh when someone clicks an ActiveCampaign link in an email, then you’ll want to manually add “?accessally_sync=yes” to the end of links in emails.

For example:

https://subdomain.yoursite.com/course/module3/?accessally_sync=yes

Updated on September 16, 2019

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