Important: you must use a PayPal Business account for integration with AccessAlly.
Why Integrate PayPal With AccessAlly
AccessAlly includes a built-in ecommerce feature that’s designed especially for you if you’re looking for a quick and easy way to sell a small variety of products and/or subscriptions from inside your membership site.
Note: when you are placing testing orders, you cannot use the same PayPal account that was integrated in the AccessAlly -> General Settings -> Payment section.
Step 1: Integrate PayPal With AccessAlly
Important: You must use a PayPal Business account for integration with AccessAlly.
Step 1: Enable PayPal Integration To Take Payments Through PayPal
Step 2: Additional CRM Configuration
Depending on which CRM you’re using, you may need to take some additional configuration steps. (Most notably: for Infusionsoft and Ontraport, you’ll need to create a special opt-in form to allow affiliate links to be tracked.)
There is no additional configuration required for Active Campaign.
Step 3: Enable Recurring Payments For PayPal
By default, PayPal recurring subscriptions are not enabled – so you’ll need to go under AccessAlly’s General Settings -> Payment -> PayPal to enable them.
Once you’ve located this tab, simply enable the checkbox on the “PayPal Recurring Subscriptions” section and hit Save.
That’s all you have to do to enable recurring payments or payment plans through PayPal. Now when someone checks out through the AccessAlly order forms, they can pay for a payment plan or recurring subscription via their PayPal account.
A few things to keep in mind:
- Anyone can cancel a subscription through their own PayPal account. If they cancel, AccessAlly will apply the “Payment Failed” automation so you can get in touch with the customer to come back and complete their payments.
- This is especially important for a payment plan instead of a recurring monthly subscription, and you may want to word your follow-up emails accordingly.
- Members can still cancel their subscriptions through AccessAlly’s interface, too.
- If you decide to turn off and disable PayPal recurring subscriptions down the line, your existing PayPal subscriptions will continue to be charged and run successfully – but the PayPal option will stop showing on the checkout pages.
Step 4: Configure PayPal Timezone Settings
Go to: AccessAlly > General Settings > Payments > PayPal.
Here, scroll down until you see the timezone settings.
Please set the Time zone to match the one set in your PayPal account. (PayPal > My Profile > My settings > Time zone)
If these timezones do not match, you might receive the “Subscription start date should be greater than current date” error when purchasing a subscription.
Testing & What The End Client Will See
It’s always a good idea to test your integration with a small dollar payment (you can set up a coupon for yourself here).
On the 2nd step of the order form, you’ll be able to select the PayPal option (if you also have Stripe enabled).
Then you’ll see a button to click to process the payment in PayPal. When you click it, you’ll see a new screen open up prompting you to login to PayPal.
After logging in, you’ll be able to choose the source of funds. This does include any linked credit cards or bank accounts, as well as PayPal Credit.
Reference Guide to AccessAlly’s E-Commerce Feature
Wondering how it all fits together? Here’s your guide to setting up and selling with AccessAlly’s e-commerce feature. Click on the links below to view the corresponding tutorials.
Step 1: Set up your payment integration
Note: If you wish to sell subscriptions with recurring payments, you must use a Stripe integration.
Step 2: Create Your Products
Step 3: Create Your Offers
Step 4: Design Your Order Forms
To add your order forms to a page, just use the AccessAlly shortcode adder!