How to Create a Credit System in AccessAlly Using Custom Fields

For all versions of ActiveCampaign, you will create a Text Input custom field that stores the number of points or credits a user has. This field should have a unique name like Member Points.

How to create a custom field in ActiveCampaign

1. For Kit, you will create a unique Field Name for your custom field with something descriptive like Member Points and you will leave the Field Value blank.

How to create a custom field in Kit

2. Now you will need a unique tag created in your Kit account that is used to create a webhook when points are issued to a user. This tag should have a descriptive name like Add Member Points

How to create a tag in Kit

For Drip, you will create a unique Custom Field for the value of your points with a descriptive identifier for the name like Member Points.

How to create a custom field in Drip

For all versions of Keap, you will create a Whole Number custom field that stores the number of points or credits a user has. This field should have a unique name like Member Points.

• How to create a custom field in Keap Max Classic
• How to create a custom field in Keap Lite, Pro, Max

For Ontraport, you will create a Numeric custom field that stores the number of points or credits a user has. This field should have a unique name like Member Points.

How to create a custom field in Ontraport

1. Go to AccessAlly > Settings > Custom Operations
2. In the What This Operation Does section choose to Increase the field value of the [name of the custom field] you created in your CRM
3. Type the number of points you’d like the member to receive (for example 100 points)
4. Optional! Set the global or contact specific limit for the number of times you’d like the operation to run. This is useful for cases like the first 10 members receive points or the contact receives points only one time.
5. In the How This Operation is Triggered section click the COPY TO CLIPBOARD button you’ll use this link in Step 5 below.
6. Save your changes.

1. Go to AccessAlly > Settings > Custom Operations
2. In the What This Operation Does section choose to Increase the field value of the [name of the custom field] you created in your CRM
3. Type the number of points you’d like the member to receive (for example 100 points)
4. Optional! Set the global or contact specific limit for the number of times you’d like the operation to run. This is useful for cases like the first 10 members receive points or the contact receives points only one time.
5. Next, add the tag that you created in Kit to release your points. After adding the tag click the Create Webhook button to generate the webhook to your Kit Automation Rules. Remember to check that only one webhook was created in your Kit account for this tag.
6. Save your changes.

1. Go to AccessAlly > Settings > Custom Operations and click the + NEW OPERATION button.
2. In the What This Operation Does section choose to Decrease the field value of the custom field you created to store points in your CRM by the number of points this item is.
3. If the item is an offering on your AccessAlly site you can add the access tags to release the course content.
4. There are two ways to trigger the points decrease!
   1. Option 1 (Admin-initiated): Trigger this operation in your CRM. If you would like to send an email and have a user click a link to redeem points for this item click the COPY TO CLIPBOARD link and paste this into an email.
   2. Option 2 (User-initiated): Trigger this operation within your AccessAlly site via a button click. If you would like the member to click a button to redeem points for this item click the COPY TO CLIPBOARD link and paste the code on a page on your AccessAlly site.

1. Go to AccessAlly > Settings > Custom Operations and click the + NEW OPERATION button.
2. In the What This Operation Does section choose to Decrease the field value of the custom field you created to store points in your CRM by the number of points this item is.
3. If the item is an offering on your AccessAlly site you can add the relevant access tags to release the course content.

1. There are two ways to trigger the points decrease!
   1. Option 1 (Admin-initiated): Trigger this operation in your CRM. If you would like to send an email and have a user click a link to redeem points for this item. You will need to create a unique tag in Kit to create an automation rule to use via email.
   2. Option 2 (User-initiated): Trigger this operation within your AccessAlly site via a button click. If you would like the member to click a button to redeem points for this item click the COPY TO CLIPBOARD link and paste the code on a page on your AccessAlly site. You can edit the optional items to create your own button text and messages.

1. Create a new automation in ActiveCampaign using the Payment Success tag for your membership as the starting point. This automation should be set to run multiple times.
2. Under Conditions and Workflow choose Webhook and paste the link you copied from Step 3 above.
3. Optional: After the webhook, you can add additional items to this automation like a follow-up email letting the member know they’ve earned points.
4. Remove the Payment Success tag so it can be added with future successful payments.

Below you will see an example of an ActiveCampaign automation that you can season to taste!

1. Create a new automation in Kit with the starting tag as the Payment Success tag for your membership.
2. Add the tag you created in Step 1 of this article that triggers your points webhook automation rule in Kit.
3. Add a 5-minute delay.
4. Remove the tag that triggers your points webhook automation rule so it can run again in the future.
5. Optional: Send an email sequence letting the user know that points have been added. This sequence should be set to send multiple times.
6. Continue with any additional information you would like to add to this automation.

Below you will see an example that you can season to taste!

1. Create a new Workflow in Drip (or use an existing one) with the Payment Success tag for your membership as the starting trigger.
2. Click the “+” and choose Action > Send an HTTP Post > Paste the link you copied from Step 3 above > Update Trigger
3. Click the “+” and choose Action > Remove a tag > Remove the Payment Success tag so this automation can run again in the future > Update Trigger
4. Continue the automation with anything else you’d like to add and don’t forget to add a Goal at the end of when the Payment Failure tag is applied.

1. Start a new campaign (or tweak an existing one) that starts with the Payment Success tag for your membership.
2. Drag a new Email Sequence into the campaign.
3. Click into the Email Sequence, drag over an HTTP post goal, paste in the link you copied in Step 3 above, drag over a tag add/remove and remove the Payment Success tag (so this can be applied again in the future.) Take this from draft to ready.
4. Use the back arrow to go back to the main sequence, drag a tag add/remove, add the Payment Failed tag for your membership (this acts as a goal to end this automation when a payment failed tag is applied.
5. Publish the campaign.

1. Create or edit your existing Payment Success Campaign in Ontraport the starting point is when the Payment Success tag is added for your membership.
2. Click the “+” sign and choose Advanced > Send to a Webhook, in Settings > Destination URL paste the link you copied from Step 3 above, in Add the data to send click the arrow icon > type Contact ID and click on this when it appears. Click the orange Done button.
3. Click the “+” sign and choose Popular > Change Tags, in this section choose Remove from the dropdown and remove the Payment Success tag used to start this campaign so it can run again in the future.
4. Continue with your campaign if there is anything you would like to add and the bottom of this campaign should end with a Goal > Contact is added to a tag > Your Membership Payment Failed tag.

If you are using the default gradient AccessAlly icons you can edit the text on the page and add the shortcode for that page to your site using the AccessAlly Shortcode Generator.

1. Go to the page that you would like to edit and scroll to the AccessAlly Permissions section.
2. Check the box by Customize icon text and add your desired text.
3. In the branding section note the number of the page (example: 22816).
4. Save your changes.

Using custom images instead of the gradient icons? Click on the pencil by the icons to add your custom image.

Next you’ll use the Shortcode Generator to create the page icon for this page and add it to the page on your site where you would like to display the unlock with points button for this page.