This video will walk you through each of the steps required to fully integrate AccessAlly with Kit.
ARTICLE CONTENT:
Important Kit Details
- In order to use AccessAlly with Kit you must be on a paid Kit plan. You can not set up AccessAlly when using the free Kit tier.
Add a Last Name Custom Field to your Kit Account
If you have a brand new Kit account we recommend adding a custom field to store the last name before installing AccessAlly.
Go to Kit > Subscribers (https://app.convertkit.com/subscribers/) and click on the name of a subscriber. You may need to add someone if you do not have any subscribers yet.
- Click “+ Add a new field“
- In the first box that says Field value type Last Name
- Click the Update Subscriber button
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Finding Your Kit API Keys
Login to your Kit account and go to Account Settings -> General.
This is where you will find your API keys. You will copy the API Key and API Secret back into your AccessAlly Settings.
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In AccessAlly Settings, save the API strings.
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Required Form Integration
There are special cases where someone who has opted out of your email list in your CRM makes a new purchase. In these cases, AccessAlly uses an opt-in form that you create specifically for AccessAlly to re-add them to your CRM so you can deliver your goods.
First choose “Landing pages and forms” from the top bar.
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Choose “Create New”.
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On the next screen, choose Form.
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Select the Inline option.
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Next, you can choose any design since it won’t be shown publicly.
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Name your form so it’s easy to find inside AccessAlly later. You should also add a name field that connects back into your Kit fields, so you have all the info you need.
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Then click on “Settings” for your form. You have two options, under “Incentive”:
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You can disable the incentive email which will turn off the double-opt in confirmation. This is the recommended option for order forms and taking payments through AccessAlly. This way people won’t need to confirm to receive their welcome email and access.
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You can also keep the incentive email, but enable the checkbox to Auto-confirm subscribers, which will also help with getting people access as soon as possible.
Now under AccessAlly > Settings > Payment Settings > CRM, choose the new Form you just created and hit save.
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