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.
To locate your Drip Account ID, head inside your Drip dashboard, then go to SETTINGS > ACCOUNT.
Then, scroll down until you find your Account ID. You can copy + paste this into your AccessAlly settings.
To find your API token, follow this link inside the general settings:
Then, scroll down to find your unique API token. You can copy + paste this into your AccessAlly settings.
Step 3: Set Up Password Field
The easiest way to set up a custom password field inside Drip is to create a test user. Click on “ADD CUSTOM FIELD” and fill out the values as follows:
- Identifier: accessally_password
- Value: 1
Back inside the AccessAlly settings, you can hit “refresh,” then select the new custom password field from the dropdown.
Step 4: Set Up First and Last Name Custom Fields
By default, Drip does not store the first and last names of users. However, it’s a good idea to create custom fields to store this information when using AccessAlly so that your clients can update their profiles, fill out information on order forms, etc.
You can create these fields the same way you created the password custom field: add two new custom field options, then designate the IDENTIFIER and VALUE of each.
Finally, you can hit “refresh” on the first and last name field options inside the the AccessAlly settings and then select the appropriate options 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 adress).
2. For the form’s Confirmation settings, set it to “Never” send a 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.