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How to Create a Credit System in AccessAlly Using Custom Fields

You can create a points or credit system in AccessAlly using custom field operations where logged in users can earn (and spend!) points. It’s a great way to keep your members engaged and excited about your membership site or online course area.

This functionality is often used to create a credit system or reward points tally. You can also set up Custom Field Operations to trigger automations inside your CRM.

Step 1: Create a Custom Field in Your CRM

The next step is to set up a corresponding custom field inside your CRM system. AccessAlly will use this custom field to serve as the user’s “bank account” to maintain a balance of credit. This is a necessary step if you want to use AccessAlly’s Credit System for your logged in members.

ActiveCampaign

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

ConvertKit
  1. For ConvertKit, 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 ConvertKit

2. Now you will need a unique tag created in your ConvertKit 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 ConvertKit

Drip

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

Keap


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.

Ontraport

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

Step 2: Refresh CRM Info

After creating the custom field that stores points in your CRM you’ll Refresh CRM Info to pull your newly created custom field into your AccessAlly site so it can be used.

At the top of any admin page inside your site, hover over AccessAlly and click Refresh CRM Info. After clicking OK to run the refresh you will also need to refresh the page in your browser too!

Refresh CRM Info

Step 3: Create an Increase Custom Operation

The increase the field value custom operation allows you to give your members points. You choose how many points you’d like your members to have. A great use case scenario for this is adding 100 points when a member of your ongoing membership makes a monthly payment.

ActiveCampaign, Drip, Keap, and Ontraport Setup
  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.

Trigger Custom Operation in the CRM

ConvertKit Setup
  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 ConvertKit to release your points. After adding the tag click the Create Webhook button to generate the webhook to your ConvertKit Automation Rules. Remember to check that only one webhook was created in your ConvertKit account for this tag.
  6. Save your changes.

ConvertKit Points Increase Custom Field

Step 4: Create a Decrease Custom Operation

The Decrease the field value operation is used when a user redeems their points! A great use case for this operation is creating a page your members visit to select what they’d like to get with their points.

ActiveCampaign, Drip, Keap, and Ontraport Setup
  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.

Decrease Operation in CRM

ConvertKit Setup
  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.

Apply Tags after Decrease

  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 ConvertKit to create an automation rule to use via email.Redeem Via CRM
    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.

Trigger within AccessAlly

Step 5: How Users Earn Credits / Points Via the CRM

Members can earn points in different ways, but the most common use case is points are added to a member when their monthly membership payment is successful.

ActiveCampaign
  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!

ActiveCampaign Payment Success Automation

ConvertKit
  1. Create a new automation in ConvertKit 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 ConvertKit.
  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!

ConvertKit Points Automation

Drip
  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.

Drip Points Add Automation

Keap
  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.

Keap Max Classic Points Automation

Ontraport
  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.

Ontraport Points Add Automation

Step 6: How to Display User Credits / Points

If you’d like your membership site users to see their points “balance”, you can do so with the Show the Value for a Custom Operation AccessAlly shortcode.

AccessAlly Shortcode Generator

Choose Custom Field Value for Operation and select the custom field you used for your points increase in the CRM. Then click Generate Shortcode.

Add points custom operation

Paste the shortcode into your website where you’d like the points balance to be displayed. This could be the dashboard page of your AccessAlly site or the My Account page. Once added to the page, this shortcode will show the number of points the user has to spend.

Points Displayed

Step 7: Viewing the Detailed Log

Under AccessAlly > Settings > Developer Tools > Detailed Log you can see when and how each user has spent (or earned) credits inside your membership site.

Field Operations Log

Creating a Points Leaderboard?

With AccessAlly directories you can also display member points in a Leaderboard that gets sorted based on people’s point balances. Read the full Points Leaderboard tutorial here.

Updated on April 23, 2021

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