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How to Use AccessAlly with ClickFunnels

Question: Can I use AccessAlly with ClickFunnels?

Answer:
If you’re using AccessAlly for your course and membership solution, you do NOT need ClickFunnels.

In fact, for ease of setup, management, and automation, we strongly recommend using AccessAlly’s Order Form system instead of ClickFunnels for managing payments, especially recurring subscription or payment plan payments.

Why Shouldn’t I Use ClickFunnels?

ClickFunnels can be a great tool, but it was not made to work with AccessAlly, and often causes overlap and is an unnecessary additional expense.

Also, the setup and sales flow that are recommended by the ClickFunnels training and community do NOT work with AccessAlly, and can prevent your site from working properly.

IMPORTANT: Some AccessAlly Features do NOT Work With ClickFunnels

Please note! When using ClickFunnels to process payments instead of AccessAlly Order Forms, you’ll be giving up the ability to use certain features from inside AccessAlly.

For these features, you’ll have to look to ClickFunnels to manage these processes for your users since they are paying from inside ClickFunnels.

  • Managing subscription payments and what happens when payments fail.
  • Metrics and revenue reporting.
  • 1-click upsells, order bumps, and order toggles.
For Developers: AccessAlly does not offer an open API or the ability to use Zapier as a tool to automate things between ClickFunnels and AccessAlly -> communication is always ClickFunnels to your CRM and your CRM to AccessAlly.

Any Integration Must Happen Inside Your CRM

We understand that some people may wish to continue using ClickFunnels with AccessAlly, simply because you are more comfortable and already trained on that tool.

If this is the case, please note that the two systems do NOT integrate with each other on any level.

Any handoff of communication (client info), must happen inside your CRM.

When a user makes a purchase via ClickFunnels, you need that info to be passed onto your CRM + AccessAlly, so the two systems can communicate and give the user access to the correct content on your site.

The flow should run as follows:

Step 1: User Makes Purchase

This all happens inside your ClickFunnels account.

Step 2: ClickFunnels Communicates With Your CRM

When the purchase is completed, ClickFunnels needs to pass the info over to your CRM, so that a contact can be created (if one does not already exist for that email), and any necessary tags can be applied to the contact.

For example, if someone purchases your “AccessAlly 101 Course”, the CRM should add the “accessally_101_course_made_purchase” tag in the CRM. This tag can be used to trigger an automation that creates a new user inside your membership account (so the client can use their own email and password to log in), as well as give the client all necessary permission tags so they can access the course pages.

For more information on connecting ClickFunnels to your CRM/marketing automation tool, please see the ClickFunnels documentation:

Additional Setup

There are some additional setup/integration issues that you’ll want to work out with your ClickFunnels setup, including:

  • Cancellations / Refunds: When someone cancels (with or without a refund), you’ll need to make sure this info is passed onto your CRM+AccessAlly. This can generally be done with a single tag applied to the user, which trigger an automation that revokes access.
  • Failed Payments (for payment plans or subscriptions): When a credit card fails (which can be due to card expiration), ClickFunnels needs to pass this info over to your CRM + AccessAlly as AccessAlly will not know that failed payments have ocurred because ClickFunnels is managing your payments. Again, this should include applying a tag to the user, so you can send them follow up emails to remind them to update their card, as well as let the systems know if the card was updated–or if access needs to be revoked.
Updated on October 29, 2020

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