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ConvertKit Automation Guide

Once you’ve set your content in the AccessAlly Offering wizard, it’s time to head into ConvertKit to create an automation to go with it.

This automation is optional if you’re using AccessAlly’s order forms and drip automation, but it is a great way to control exactly when new content is released and to send emails at the same time. It’s also necessary if you are using a 3rd party shopping cart, like ThriveCart, SamCart, WooCommerce, etc.

Not using ConvertKit? Check out the other CRM automations here.

Release Automation Steps

1. Create a sequence to send out the welcome email

Go to Sequences in the main navigation menu. Click on “Create Sequence”.

2. Customize Welcome email (with login info)

You can send welcome emails directly in AccessAlly, but you could also send them here through ConvertKit.

We only need the welcome email in the sequence. Once you are finished with customizing the email, you can click on “Save All” to publish the sequence.

Switch the email status to Published.

The email should be sent immediately so set “Delay Sending by” to ” days.

You can add anything to the welcome email that you’d like. You will include the link to your AccessAlly login page, the email address they used, and their password (optional.)

Email Address: Click the “+” sign in the email copy, then click Personalization. Next click “+” by subscriber email to add the email personalization code. As shown in the image below.

Add the ConvertKit email field

Password (Optional): Adding the password field to an email is only available if you are storing passwords in a custom field inside ConvertKit. You will need to revise the example below by replacing accessally_password with the exact name you used for your password field stored in ConvertKit.

Example: {{ subscriber.accessally_password }}

Image of a ConvertKit Welcome Email

3. Create the welcome automation

We can now create an automation to start the sequence when a client signs up for a free offer or a paid course.
Go to Automations in the main navigation menu. Click on “AUTOMATIONS” and then the “New Automation” button.

4. Configure the event that triggers the automation

Trigger for a Paid Offering

Click on CREATE AUTOMATION to configure the event that will start the automation.

Since this is a paid course, select Tag is added to subscriber and choose the tag that is added on successful purchase of this course.

ConvertKit tag is added view

Click on Add Event when finished configuring.

If you’re using ConvertKit’s payment system you can also use that as a trigger here instead of a tag.

Trigger for a Free Offering

Click on CREATE AUTOMATION to configure the event that will start the automation.

Select Tag is added to subscriber and choose the tag that is added on opt-in.

ConvertKit tag is added view

Screenshot of ConvertKit add tag trigger

Click on Add Event when finished configuring.

5. Apply the tag to trigger a webhook

Add a new item by clicking on the “+” and choose Add or remove tag.

Then create a webhook associated with the tag, by going into your AccessAlly site and click in the top WordPress admin bar under Accessally -> Webhook Generator.

Screenshot of webhook generator location

Select “Run Custom Operation” from the dropdown, and then start typing the name of your offering and choose the “Release Offering” option.

Choose the tag for success associated with the offering. This will create a webhook that sends information back to AccessAlly.

Screenshot of ConvertKit webhook generator

Select the Access tag as the tag to add. Click on Add Action once configured.

This will create a new member account and generate a password for the member, if they don’t already have one. It will also grant them access to the offering, and begin the drip automation process as set up in the AccessAlly offering.

6. Add to welcome sequence to send the login info

You can send welcome emails directly in AccessAlly, but you could also send them here through ConvertKit.

It might take a few seconds for AccessAlly to create the login info. To avoid the “Blank Password” issue, add a short delay before sending the welcome email. Clicking on the “+” and choose Delay.

Select the shortest delay possible, 5 minutes. Click on Add Action once configured.

Now we can add the subscriber to the welcome sequence. Add a new item by clicking on the “+” and choose Email Sequence.
Select the welcome email sequence. Click on Add Action once configured.

AccessAlly will remove the webhook tag after running the webhook. However, as an extra precaution, we should remove the tag explicitly, so it can be added again in the future.
Add a new Add or remove tag action. Remove the tag that will trigger the Create Login webhook. Click on Add Action once configured.

7. Add module release tags (optional)

Important: This step needs to be repeated for every module in your offering, if you are doing automation from ConvertKit and not using AccessAlly’s built-in dripped functionality.

If you want to drip content over time, then you will create a set of tag applications after a delay, followed by an update user webhook tag.

First add a delay:

Screenshot of Delay option

Choose how many days to wait before unlocking the next module and sending an email:

Screenshot of ConvertKit 7 day delay

Then apply the tag for the next module:

Screenshot of ConvertKit Module Tag

Once you’ve updated this contact’s tags, it’s important to tell AccessAlly to run the update user webhook.

Screenshot of Update User webhook tag

Finally, you can send them through an email sequence that lets them know their next module is ready.

Screenshot of ConvertKit Email for Module

8. Create the Refund/Revoke Access Sequence (optional)

Why would you need to revoke access?

Revoking access to site content is a natural part of doing business, and might include any of the following scenarios:

  • A client cancels their membership subscription
  • A client’s payment card expires and cannot be charged for the next month’s subscription
  • A course student cancels and requests a refund
  • A client “downgrades,” and loses
    partial access to the content

While you could manually apply the Revoke Access tag to a user inside AccessAlly, we recommend automating the process as a part of building out your CRM automation.

Set up the revoke access steps

Important: The revoke sequence is only used for clients who can requested a refund / cancellation for the standalone course. It will negate the course access permission, so please use it with caution.

At the end of the automation (right before END OF AUTOMATION), add a new item by clicking on the “+”.

Go to the Event section and choose Tag is added.

Choose the Revoke Access tag. Click on Add Event once configured.

Add a new item by clicking on the “+” and choose Add or remove tag.
Select the tag that will trigger the Update User webhook. Click on Add Action once configured.

Screenshot of Update User webhook tag

The revoke access portion of the automation will be triggered with the Revoke Access tag is added, and it will remove access to the course and notify AccessAlly of the change.

9. Make the automation Live

Give the automation a descriptive name and switch it from PAUSE to LIVE.

Screenshot of ConvertKit go live button

Now it’s a great time to follow our testing guide, to make sure everything is set up properly.

Updated on May 11, 2021

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