In order to track affiliate links that point to an opt-in form, and register who sent the new subscriber your way… you need to set up an “On-Demand Login” custom operation.
Using the On-Demand Login link custom operation is the only way to track affiliate opt-ins. AccessAlly assigns the affiliate’s ID to the newly opted in subscriber to track any sales down the line.
As a side benefit, you also get the option to automatically log people in after they opt-in. This is great if you’ve got affiliates sending people to a free course, and you want to track their opt-in leads.
Important Note: Please make sure to use the direct opt-in form provided by your CRM. The on-demand account creation will not complete correctly if using a third-party form tool.
Using the On Demand Login With Affiliate Opt In Referrals
When using the On Demand Login on your site, it will track AccessAlly affiliate data and save it to the contact’s CRM record. If the new contact makes a purchase within the affiliate referral period it will count toward that affiliate’s commissions.
With that in mind, you need to set up an On Demand login link for any opt-in form that an affiliate might be sending people to. You decide which page people go to after they opt-in, but this “intermediary step” gives AccessAlly the information it needs to track the affiliate who made opt-in referral.
How the On Demand Tracking Link Works
AccessAlly generates a special link known as an On Demand Login, which you will use as your opt-in Thank You page URL.
From there, one of three things can happen:
- You can send them to any public-facing page on the web, and everyone will see it
- If you send them to a protected page on your AccessAlly site, and they’re a brand new subscriber they’ll be automatically logged in and start seeing the content or courses that they got access to
- If you send them to a protected page, but they already have a login with this email address… they’ll be forwarded to the login page to enter their password before they access the site
What that means: Current members of your site will not be auto-logged in for security purposes. They will be directed to a login page to enter their credentials and verify their identity. They’ll still have access to what they opted in for, but this stops strangers from maliciously entering someone else’s email to gain access to another person’s account.
Create Your Opt-in Form Following Your CRM’s Instructions
Create a regular opt-in form following the instructions from your email marketing platform:
- ConvertKit Opt-in Form Set Up
- ActiveCampaign Opt-in Form Set Up
- Drip Opt-in Form Set Up
- Infusionsoft/Keap Opt-in Form Set Up
- Ontraport Opt-in Form Set Up
Let’s Set Up On Demand Link Affiliate Tracking
Now we’ll go ahead and configure the On Demand affiliate tracking link on the AccessAlly site, before we add it as our thank you page URL in your CRM.
Please DO NOT use the genpass webhook in any campaign where you want people to be auto-logged in through an On-Demand Login, as this will cause interference. What can happen is that the CRM might generate the user before the client has a chance to be automatically logged in, so they will not be able to access your content.
Step 1: Choose Your Redirect URL
What page inside your membership site do you want users to be sent to when they submit the opt-in form?
It can be any page: a course page or module, your main dashboard, or any other AccessAlly page. (You can also use any other page on the open web!)
Choose your URL and get it ready for the next step.
Step 2: Create an On-Demand Login Link
Inside your membership site, go to: AccessAlly > Custom Operations > Add New.
Name your custom operation, and make sure it’s set to on demand login information
This screenshot shows how the settings will appear:
Add the URL to the page you want to use in the “Redirect to this URL on successful login” area.
IMPORTANT: Click on the “save” button at this point.
Step 3: Add the New Link To Your Opt-In, As Your Thank-You Page URL
Now, you’ll need to copy the URL created by AccessAlly. This will be used as the “thank you page” URL in your opt-in form settings.
Next, access the opt-in form’s settings in your CRM, so you can add the URL from the previous step.
When editing your Infusionsoft/Keap form, go to Thank-You Page. Here, make sure the Thank You page is set to display a Web Address. Paste the URL into the field and save.
When setting up your opt-in form, go to SETTINGS and make sure the “Custom URL” is selected. Paste the URL into the field and save.
When setting up your opt-in form, go to SETTINGS and make sure the “Redirect to Another Page” is selected. Paste the URL into the field and save.
When editing your ActiveCampaign form, go to Options. In the “On Submit” section, make sure it’s set to Open URL. Paste the URL into the field and save.
When editing your Drip form, go to Post-Signup. In the “Custom Post Submission Page” section, paste the URL into the field. Make sure to check the box directly below in order to activate this. Then, click save.
Step 4: TEST
As always, please test your setup before making it live. A good workflow to test this feature is:
- Create an affiliate link to the page with your opt-in form, if you haven’t already.
- Get the affiliate link for an existing “test” affiliate.
- Access your new opt-in form page in an incognito window.
- Fill out the opt-in form using an email address that does not belong to a current membership site user.
Pro Tip: if you have a “gmail” or Google Apps account, you can create any number of new test emails by appending the “plus sign” and any text, and you’ll receive the emails in your existing inbox. For example: email@example.com could use firstname.lastname@example.org, email@example.com, etc.
- After submitting the form, you should be automatically logged into the membership site and redirected to the designated URL (the one you added to the settings in Step 1).
- You can also check that the user you just signed up with has the right tags, by going to Users and looking under the AccessAlly area.
- Check that this user got tracked through an affiliate link, and that the correct affiliate ID is assigned to them. You’ll see this just below the tags on the user’s profile.
- Repeat the testing steps if anything is amiss. Testing multiple times is a good practice, too.