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How to Integrate AccessAlly with Drip

You can integrate AccessAlly with Drip through an easy to implement two-way integration. As one of the more intuitive CRM/email marketing systems on the market, Drip is an incredible tool for thriving businesses that are ready to grow.

Drip Setup

The initial setup of your account is fairly straightforward. If you get stuck, head to the Drip Knowledge Base here.

The advanced capabilities of this CRM means that there’s a ton of stuff to learn – so be prepared to dedicate a few days towards learning your way around the system.

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: Select CRM

Step 2: Retrieve your API & Account ID Number

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

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.

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

Please note: The Drip form required for integration is very specific:
1. You must create a default form with only 1 input (the email address).
2. For the form’s Confirmation settings, set it to “Never” send a confirmation email.

Drip opt in form settings: disable confirmation email

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 November 23, 2020

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