This custom operation is used when taking orders from Keap or Ontraport forms – so that upon successful purchase a new user is created on your AccessAlly site, and tagged for access to the page you’d like them to see.
From there, you can create CRM automations; to deliver additional modules as needed.
ARTICLE CONTENT:
1. On-Demand Login Link Creation
Go to AccessAlly > Settings > Custom Operations > + CREATE > select On-demand login creation from the dropdown.
- Add the URL for the page the new customer will see after purchase
- Click the Copy to Clipboard button for your Opt-in Trigger
2. Order Form Thank You Page
In your Keap or Ontraport form, find the option to display a Thank You page after purchase. Select to send to a Custom URL, and paste the Opt-in Trigger you copied in Step 1 – as the Thank You page URL.
The example below is shown on an Ontraport order form.
3. Test Your Order Form
Test by purchasing from your Keap or Ontraport form. A successful test will log you in and place you on the page you created in Step 1. The test purchase will appear as a user on your AccessAlly site (tagged for access to the page,) and update the contact in your CRM.
