How To Integrate Stripe with AccessAlly

Follow the steps shown here if you are new to using AccessAlly and have not connected Stripe to the AccessAlly plugin before.

Step 1: Log in to your Stripe Account

Log in to your Stripe account. This ensures AccessAlly can easily find it in the next step.

Step 2: Enable Stripe Connect

There are two ways to enable Stripe Connect as a new AccessAlly user. On your AccessAlly site go to: AccessAlly→ Settings → Payment Settings → Credit Card tab.

• Live mode – accepts payments via Stripe – click “Connect with Stripe” button
• Test mode – testing payments during setup – click “Command + Shift + Connect with Stripe” button.

Follow the steps shown in the window to connect to your Stripe account. If you do not have a Stripe account you can create a new account.

⚠️ The steps shown here are for new to AccessAlly users. Creating a new account if you are already using AccessAlly will prevent your recurring subscriptions from being processed.

Step 4: Successful Stripe Connect Integration

Once Stripe Connect is successfully integrated you will see “Stripe Connect” and the name of your connected Stripe account.

Step 5: For test mode accounts only. 

If you selected test mode remember to disconnect from Stripe and press the “Connect with Stripe” button to connect to a live account after testing has been completed. No real payments are processed in test mode.

Follow the steps shown here if you are an existing AccessAlly user that has already connected AccessAlly to your Stripe account.

Step 1: Review Credit Card Tab

Go to AccessAlly > Settings > Payment Settings > Credit Card tab

There are two options shown in the dropdown:

• Stripe – further action is required to move from API keys to Stripe Connect
• Stripe Connect – no further action is needed you are all set

Step 2: Switching from “Stripe” to “Stripe Connect”

If you see “Stripe” in the dropdown and API keys it’s time to switch your site to Stripe Connect. Here’s what this option looks like.

Step 3: Log into Stripe

Log into the exact Stripe account (email address and password) that you are currently using with AccessAlly. Confirm you’re in the right Stripe account by viewing your API keys. The secret and publishable keys will match what is shown in AccessAlly.

You can see your API keys by going to this link in your Stripe Account.

https://dashboard.stripe.com/apikeys

Step 4: Note the Account Name in Stripe

In the top left corner note the exact name of your existing AccessAlly Stripe account. You will need this in the next step.

Step 5: Switch to Stripe Connect in AccessAlly

Go to AccessAlly > Settings > Payment Settings > Credit Card tab

Switch the toggle from “Stripe” to “Stripe Connect” and click the “Stripe Connect” button.

Step 6: Select the exact account that is already connected to your AccessAlly account.

If you have multiple Stripe accounts ensure you select the correct one. Do not create a new account as all past recurring payments will stop working. You will be prompted to log into your Stripe account from this screen.

Step 7: Successful Stripe Connect Integration

Once Stripe Connect is successful you will be redirected to AccessAlly. You will see “Stripe Connect” in the dropdown with the name of your Stripe account showing as connected to Stripe.

First create a new campaign:

Name your campaign something that will remind you this is for AccessAlly Integration.

Add a “Webform submitted” option by dragging and dropping it into your campaign. Do not add any other elements attached to it, it should be on its own.

Name the form like AccessAlly Integration Form.

Edit the web form. You don’t need to make any changes to the default. Just make sure you switch from Draft to Live.

Then publish the campaign.

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

Hit Save.

First go to Contacts > Forms.

Choose the “Create new form” button.

Now select the “Smart Form” option to create the simplest type of Ontraport Form.

Here all you have to do is name your form so you can easily find it later, and hit save.

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

Step 1: Create a list in Active Campaign to use with AccessAlly.

Go to Contacts > Lists > “Add a list”

Create a new list called “AccessAlly” it’s important that all of your AccessAlly users are on a unique list – just for AccessAlly.

In your list options make sure that the opt-in confirmation is set to “off” as shown in the image below.

Step 2: Add a new form.

Go to Website > Forms > “Create a form”

Name your form and under action choose “Subscribe to a list” and select your AccessAlly list from the dropdown. Double-check that opt-in confirmation is set to not required for the form.

Go to the next step by clicking “Integrate”.

There is no need to save this code or use it anywhere, simply hit Save and Exit.

Now under AccessAlly > Settings > Payment Settings > CRM tab, choose the new Form you just created and hit save. If you do not see your form hover over AccessAlly in the top bar and click “Refresh CRM info”.

First choose “Landing pages and forms” from the top bar.

Choose “Create New”.

On the next screen, choose Form.

Select the Inline option.

Next, you can choose any design since it won’t be shown publicly.

Name your form so it’s easy to find inside AccessAlly later. You should also add a name field that connects back into your ConvertKit fields, so you have all the info you need.

Then click on “Settings” for your form. You have two options, under “Incentive”:

You can disable the incentive email which will turn off the double-opt in confirmation. This is the recommended option for order forms and taking payments through AccessAlly. This way people won’t need to confirm to receive their welcome email and access.

You can also keep the incentive email, but enable the checkbox to Auto-confirm subscribers, which will also help with getting people access as soon as possible.

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

First, click on Forms in the top navigation.

Choose to create a new form.

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.

Make sure that you only use an Embedded HTML Form and Double Opt-in is disabled for this form.

You’re done creating your form.

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