AccessAlly is fully compatible with Ontraport. As one of the most advanced CRM/email marketing systems on the market, Ontraport is an incredible tool for thriving businesses that are ready to grow.
Here are a few useful links and tips to keep in mind when you’re setting up your new Ontraport account.
Connect Your WordPress Site
After logging into your new Ontraport account, go to: SITES > WORDPRESS > NEW WORDPRESS SITE > EXISTING WORDPRESS SITE
This will enable you to fill in the URL and name of your WordPress membership site. (Don’t add membership levels, since the access to your site will be dictated by the tagging system alone). Then hit SAVE.
Retrieve Your API ID & Key Number
The next thing you’ll want to do is to select your email address on the top right of the screen, then go to the Administration > ONTRAPORT API Instructions and Key Manager.
The API ID and Key should show up on this page after you’ve purchased the plugin. Save them to use when you’re ready to connect your Ontraport account with AccessAlly.
Click on your website’s name to open the Permissions editor. Inside the Permissions editor, you can select a Contact Owner from the drop down menu, then check off any relevant permissions.
Create a Custom Field for Passwords
AccessAlly needs a special designated field in Ontraport to store the users’ passwords. To create this field, go to: Contacts > Settings > Field Editor
Add a text field – you can name it anything you like, but make sure it’s descriptive enough to remember, like “Member Site Password,” for example.
After the text field has been created, hit SAVE to save the field, then click the SAVE button on the upper right to save the field to the contact settings.
To Learn More…
Ontraport has also created an easy-to-follow setup guide available here.
Once you’ve finished the initial account setup, you can begin to dive through the Getting Started (very basic) and Using Ontraport (more advanced/comprehensive) sections in the Ontraport knowledge base.
Don’t be discouraged if it seems like there’s a lot to learn – there is! But presumably you’ve chosen this system because of it’s advanced capabilities. It will take time and dedication to master the sytem. Take advantage of the help tutorials available within the Ontraport Knowledge base – and our own tutorials that will walk you through setting up the AccessAlly/Ontraport integration.
A Note about Test Accounts:
For test purposes, we recommend setting up two test accounts in Ontraport and AccessAlly:
- One with all access (likely your admin) — this can be accomplished by creating a special “master tag” in Ontraport 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.