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How to Integrate AccessAlly with Drip

Let’s get your Drip integration set up so you can make the most of that 2-way street communication!

If ever you get stuck, know that Drip has a great set of user manuals here.

With some practice and patience, you can use the tutorials provided within Drip and our own site to master the basics of what you’ll need to create a seamless integration between Drip and AccessAlly.

Step 1: In AccessAlly Settings -> General Setup

Select drip as your CRM. Hit save.

Screenshot of Drip integration

Step 2: Retrieve your API & Account ID Number

Next, you’ll want to retrieve your Drip API & Account ID Number.

Screenshot of Drip API key area

Account ID

To locate your Drip Account ID, head inside your Drip dashboard, then go to SETTINGS > ACCOUNT.

Screenshot of Account settings link in Drip

Then, scroll down until you find your Account ID. You can copy + paste this into your AccessAlly settings.

Screenshot of Drip account ID location

API Token

To find your API token, follow this link inside the general settings:

Screenshot of Drip API settings link

Then, scroll down to find your unique API token. You can copy + paste this into your AccessAlly settings.

Screenshot for API token for Drip

Step 3: Set Up Password Field

The easiest way to set up a custom password field inside Drip is to create a test user. Once you’re viewing a specific subscriber, you’ll see a small “Profile, tags, and fields” link in top middle.

Screenshot of link for profile

Once you’re there, you’ll see all the details for this subscriber, and also where you can create new fields that will apply to all subscribers going forward.

Screenshot of editing profile page

Click on “Add a field” and fill out the values as follows:

  • Identifier: accessally_password
  • Value: 1

Screenshot of new custom field creator

Back inside the AccessAlly settings, you can hit “refresh,” then select the new custom password field from the dropdown.

Screenshot of refresh custom fields

Now select the password field you just created. If you’re not sure if you want to save passwords in Drip, read this guide all about passwords.

Screenshot of password field settings

Step 4. Create an Integration Specific Form

It’s important to create a form that AccessAlly can use to add new contacts to Drip whenever they purchase or opt-in through AccessAlly.

First, click on Forms in the top navigation.

Screenshot of Drip Step 1

Choose to create a new form.

Screenshot of Drip Step 2

Name your form something that you will be able to find later. Choose the “Advanced” form option, since we just want a plain form and it won’t be used anywhere else.

Screenshot of Drip Step 3

Make sure that Double Opt-in is disabled for this form.

Screenshot of Drip Step 4

You’re done creating your form.

Now under AccessAlly > Settings > Payment Settings > CRM, choose the new Form you just created and hit save.

Screenshot of Drip CRM Form Settings

Now, your Drip account is properly integrated with AccessAlly and you’re ready to start creating and selling your offerings!

A NOTE ABOUT TEST ACCOUNTS:

For test purposes, we recommend setting up two test accounts in Drip and AccessAlly:

  • One with all access (likely your admin) — this can be accomplished by creating a special “master tag” in InfusionSoft that you include on all of your pages and courses. As you’re developing your membership site, you don’t want to be accidentally locked out of any pages.
  • One with student access — this will allow you to see and test your courses from a student’s perspective, and can be tested in an incognito window/browser when you’re setting up your site.
Updated on April 21, 2021

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