Add User to Admin Group
Login to Keap / Infusionsoft > Users > Edit My Profile
Add the admin group from dropdown.
Log out of Keap and log back in.
Go to API settings where you can see the API key.
Create an Integration Form
You’ll create a new opt-in form that will be used by AccessAlly. This form will not be connected to any automation sequences or campaigns.
First create a new campaign:
Name your campaign something that will remind you this is for AccessAlly Integration.
Add a “Webform submitted” option by dragging and dropping it into your campaign. Do not add any other elements attached to it, it should be on its own.
Name the form like AccessAlly Integration Form.
Edit the web form. You don’t need to make any changes to the default. Just make sure you switch from Draft to Live.
Then publish the campaign.
Now under AccessAlly > Settings > Payment Settings > CRM, choose the new Form you just created and hit save.
Update: As of May 2020, Infusionsoft no longer allows administrators to see the passwords stored in the built-in Password field.
This means that a business owner may not see their membership site members’ passwords through Infusionsoft. The passwords can still be merged into an email.
If you would rather create a separate password field that is not “hidden” to Infusionsoft admin users, you can create your own custom field in Infusionsoft and assign it as your AccessAlly password field.
AccessAlly is fully compatible with Infusionsoft. As one of the most advanced CRM/email marketing systems on the market, Infusionsoft is an incredible tool for thriving businesses that are ready to grow.
Here are a few useful links and tips to keep in mind when you’re setting up your new Infusionsoft account.
The initial setup of your account is fairly straightforward. Infusionsoft offers an account setup checklist with step-by-step instructions to help you get everything set up and ready to go.
To learn how to use more advanced capabilities such as campaigns, e-commerce, contact management, etc., go to the Infusionsoft Help Center here.
The advanced capabilities of this CRM means that there’s a ton of stuff to learn – so be prepared to dedicate a few days towards learning your way around the system.
With some practice and patience, you can use the tutorials provided within Infusionsoft and our own site to master the basics of what you’ll need to create a seamless integration between Infusionsoft and AccessAlly.
For testing purposes, we recommend using two different emails so that you see what your customers see and what admins see.
- One with all access (likely your admin) — this can be accomplished by creating a special “master tag” in Drip that you include on all of your pages and courses. As you’re developing your membership site, you don’t want to be accidentally locked out of any pages.
- One with student access (test user) — this will allow you to see and test your courses from a student’s perspective, and can be tested in an incognito window/browser when you’re setting up your site.