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Order Form Options for Keap Users

Keap and AccessAlly both include ecommerce features that allow you to create and sell products on your website.

When you integrate these two systems, there is a lot of potential overlap that can quickly become confusing. Please review the options available to you carefully on this page to find the setup/integration that works best for you.

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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.

BEST FOR: All users

You can collect payments via Stripe and/or PayPal

This option allows all AccessAlly features to work as advertised.

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 Keap and Sell Them 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.

  • Create products in Keap (and see sales of these products in Keap)
  • 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 Keap Order Forms

Finally, you may decide you want to use Keap order forms without using AccessAlly 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 Keap controls all sales and metrics – while AccessAlly gives access to your offerings.

The following items listed below would be handled by Keap 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
Updated on November 30, 2022

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