- If you’re using AccessAlly’s built-in order forms, please see this tutorial: How To Set Up An “Update Credit Card Information” Page For Your Clients
- If you’re using Ontraport’s order forms, please continue with this tutorial to learn how you can allow your users to update their credit cards for recurring subscription orders through AccessAlly.
Your members will be able to add new credit cards and process payments directly in AccessAlly (yes, even if they purchased initially through an ONTRAForm).
What was changed?
Recently, Ontraport changed the way in which they store credit cards. Previously, only 1 credit card is stored for each client, so a new card overwrites the old one. With the September 2017 Ontraport change, multiple credit cards are kept for each client, and you can see the list in CREDIT CARD DETAILS section.
New credit cards added through AccessAlly will appear in the list, but they will not be auto-selected as the default payment method. You will need to manually update the payment method for existing subscriptions so the new credit card is used for future payments.
Step 0: Use the Credit Card Update Shortcode
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.
The shortcode needed to update this credit card information inside Ontraport (which is where their payment info is stored when using Ontraport’s order forms) is:[accessally_credit_card_update]
Use the shortcode adder to insert this shortcode into whatever WordPress page you are directing clients to, when asking them to update their credit card information.
Keep in mind that you need SSL enabled for this to work.
Step 1: Enable notification on credit card update
Because manual changes might be required when clients add new cards, AccessAlly can send you notifications when that happens. You can enter your email(s) to receive the notification in AccessAlly -> User Account Ops -> Credit Card. Optionally, you can also customize the email subject prefix so you can filter the notification emails to its own folder.
Step 2: Change payment method for existing subscription
Select the subscription to change, and click on “Edit Order”.
Select the new credit card in the “Payment Info” section and click “SUBMIT” to save.
You can also take a look at the Ontraport tutorial for more info.
Enabling Update Credit Cards Inside AccessAlly
Step 1: Go to AccessAlly > User Account Ops
STEP 2: Enable Credit Card Management
Check the box to enable this shortcode.
STEP 3: Add shortcode to page
Add the shortcode [accessally_credit_card_update] to the page of your choice.
What Happens When Someone Updates Their Credit Card?
A client can now update their card right inside your AccessAlly site.
The question is: does making the new card the “default card” also change payment method for existing subscriptions?
The answer: It does change the default card to the new one, but you will need to update the payment method for existing subscriptions manually.