Order Form Options for Infusionsoft Max Classic Users in AccessAlly

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Setup Options for Taking Payments

There are three options you can choose from when taking payments on your site and creating order forms.

1. Use AccessAlly Order Forms (Recommended)

BEST FOR: All users

All orders are placed using AccessAlly order forms. Infusionsoft e-commerce is not used to create products or sell them using this method.

This option allows all AccessAlly features to work as advertised and uses AccessAlly order forms.

The benefit of this setup is that you can use AccessAlly:

1. to sell your offerings
2. send invoices
3. run your Affiliate Program
4. and use AccessAlly Metrics to find everything related to your sales in one place.

2. Create Products in Infusionsoft Max Classic and Sell Using AccessAlly Order Forms

This option is a blend between both systems. You might like this option if you want to see sales data in both places, but use AccessAlly order forms to sell your offerings.

With this option, if you make changes to the Product Name in Keap, you can instantly refresh this info into your AccessAlly site with the Refresh CRM info option.

• Create products in Infusionsoft Max Classic (and see sales of these products in Infusionsoft)
• Sell offerings via AccessAlly order forms (all features work as advertised)
• Send invoices via AccessAlly
• Manage recurring payment plans inside your site
• Use AccessAlly for sales metrics
• Use AccessAlly for your Affiliate program

3. Use Infusionsoft Max Classic Order Forms

This method uses Infusionsoft Max Classic order forms to accept payment. AccessAlly is only used for content delivery with this method.

Finally, you may decide you want to use Infusionsoft Max Classic order forms without using AccessAlly order forms to process orders. This most often applies to site owners that want to use merchant account based payment gateways like WePay, eWay, Authorize.Net, or EVO Payments.

With this option Infusionsoft Max Classic controls all sales and metrics – while AccessAlly gives access to your offerings. AccessAlly order forms are not used with this method you.

The following items listed below would be handled by Infusionsoft Max Classic not AccessAlly. Please keep this in mind when reviewing our Knowledge Base articles.

• One-click upsells
• Order bumps
• Subscription payment management (failed payments, updating credit cards)
• Unlocking offerings after purchase
• Metrics and sales reporting
• Affiliate programs
• Sending invoices

Deliver Offering Content

1. Client Pays via AccessAlly Order Forms

You can give the client access to the offering immediately from the order form and send an automation from Infusionsoft after.

See AccessAlly Order Forms

To deliver automations after purchase from Infusionsoft go to AccessAlly > Offerings > Select Offering > Automations Tab.

2. Client Pays via Infusionsoft Order Forms

Visit the automations tab to see how to deliver your offering content. You’ll find this tab under AccessAlly > Offerings > Select Offering > Automations Tab.