- If you’re using Ontraport’s order forms, please see this tutorial: Allow Clients To “Update Credit Card Info” When Using Ontraport Order Forms.
- If you’re using Infusionsoft’s order forms, please see this tutorial:Allow Clients To “Update Credit Card Info” When Using Infusionsoft Order Forms
With AccessAlly products, you can set up a page so that your clients can update their own credit card info.
This is extremely helpful if you are selling subscriptions or products with recurring payments, since the credit cards must be charged multiple times, and may expire or otherwise become invalid during this time. (Here’s the tutorial for creating the automated follow-up emails and retrying payments.)
When to use it:
If you are using AccessAlly Products, these two shortcodes will list current (and past) orders and subscriptions for your users. The shortcodes also allow the user to manually charge an overdue balance on their account. For the subscription shortcode, the user can also edit the credit card info on file.
Shortcode(s) used in this tutorial:
STEP 1: Enable the necessary shortcodes
To enable the necessary shortcode, please go to AccessAlly -> User Account Ops -> Orders
Here, you can enable the list existing orders/subscriptions feature.
Note: the credit card information used by the recurring payments MUST be updated as part of the [accessally_list_subscription] shortcode display.
STEP 2: Add Shortcode(s) to page
Next, open up the page you’d like to add the shortcodes to.
The shortcodes are:
And can be found via the shortcode adder:
STEP 3: Make Page Live
Once the shortcodes have been added to the page, you can hit “publish” (or “update”).
The information will appear as follows: