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[Guide] Create & Sell Products With AccessAlly Payments

With AccessAlly, you can create and sell your online courses, memberships, and other products using beautiful custom order forms.

These products may be set up as single-purchases or as a subscription model (with recurring payments).


Features included with AccessAlly’s E-Commerce:

With AccessAlly, you receive a powerful tool that helps you sell more, with the following features:

  • One-time product purchases, payment plans, and subscription payment options
  • Coupons & discounts
  • Integration with AccessAlly’s affiliate link tracking feature
  • 1-click upsell capabilities
  • Order “toggles” so you can offer payment plans or multiple currencies
  • Order “bumps” so you can offer an upsell on the order form itself
  • 1-click purchases, so logged-in members don’t need to re-enter their payment info

Using another ecommerce tool?

We recommend using AccessAlly’s order forms to sell your digital products, online courses, and memberships, simply because it is fully integrated with the entire AccessAlly/CRM system.

However, we do understand that, in some cases, you may choose to use a separate ecommerce tool for the order form/purchase.

If this is the case, the required integration must happen between your CRM and the ecommerce tool. (In other words: the only way AccessAlly can “respond” to a new purchase is through the tags in your CRM system.)

Learn more here: What Happens If I Don’t Want to Use AccessAlly’s E-Commerce Functionality to Sell My Products?

How to Sell More, Using AccessAlly

Step 1: Integrate the Payment Processor with Your CRM

AccessAlly can use Paypal and / or Stripe to process payments. In most cases, you’ll complete the integration as part of the Setup Wizard when you first install AccessAlly.

For some CRMs, additional configuration is necessary.

INFUSIONSOFT

ONTRAPORT

By default, AccessAlly adds the Ontraport tracking Javascript to every page to the site. To change this, go to:
AccessAlly General Settings > Payment > CRM Integration.

Here, you’ll see a list of options available with Ontraport, including the ability to sync AccessAlly’s commerce system with Ontraport’s (not necessary, but available if you prefer).

ACTIVECAMPAIGN

When a subscriber unsubscribes and later makes a purchase, the ActiveCampaign system marks them as “inactive,” so they can’t be re-added to any automations (which means a password can’t be generated and they will not receive any further emails).

To bypass this issue, please create an opt-in form (that does NOT require a double opt-in) inside ActiveCampaign and link it to AccessAlly:

AccessAlly > General Settings > Payment > CRM Integration
AC opt in form for AccessAlly ecommerce

Important: this opt-in form should not be used for any other lead generation purposes.

CONVERTKIT

When a subscriber unsubscribes and later makes a purchase, the ConvertKit system marks them as “inactive,” so they can’t be re-added to any automations (which means a password can’t be generated and they will not receive any further emails).

To bypass this issue, please create an opt-in form (that does NOT require a double opt-in) inside ConvertKit and link it to AccessAlly:

DRIP

By default, AccessAlly adds the Drip tracking Javascript to every page to the site, so you don’t need to manually add it.


Step 2: Create Your Products & Offers

AccessAlly’s order forms use a flexible building-block setup.

In the example below, you can see how products can be sold singly or grouped together within an Offer:

An Offer is made up of one or more Products, and will have its own Order Form. Follow the next two tutorials to set up each:

  1. Product Setup
  2. Offer Setup

Selling a subscription with AccessAlly’s Order Forms? Then you’ll want to check out this tutorial: How To Set Up Subscriptions (Recurring Payments) With AccessAlly

To add your order forms to a page, just use the AccessAlly shortcode adder!

Always, ALWAYS test each order form before sending traffic to it. Follow the testing guide here: How to Test Your Order Forms with Stripe or PayPal


Step 3: Additional Order Form Possibilities

Trial Offers

Want to offer a $1 trial for a product or subscription? Or maybe a free, 30-day trial? AccessAlly’s “product trial” feature is extremely versatile and will let you create free or paid trial offers for your products and subscriptions. Follow this tutorial: How to Set Up a Free or Paid Trial Offer

Multiple Currencies

If you wish to offer multiple currencies on your order forms, you’ll want to create an Order Toggle. Follow this tutorial: How To Set Up An Order Toggle

Payment Plan Toggles

To offer both a “full pay” and an “installment payment plan” on the same order form, you’ll want to use the Order Toggle functionality. Follow this tutorial: How To Set Up An Order Toggle

1-Click Upsells

If you wish to present your buyers with a 1-click upsell on the a Thank You page, please see this tutorial: How to Create a 1 Click Upsell

Order Bumps

You can embed an upsell offer inside an AccessAlly order form. To learn how, please see this tutorial: How to Create an Order Bump

Set Default Billing Country

If you wish to set a default billing country on your order forms, you can do so by following the steps in this tutorial.

Coupons

You can also create a variety of coupons for your order forms:

Tax

How Charge Taxes On Your Order Forms

Shipping

How to Add Shipping Costs to Your Order Forms


Step 4: Customize Your Order Form Appearance & Add to a Page


Step 5: Set Up Your CRM Automations

Below you’ll find some ideas for setting up appropriate CRM automations for this part of your membership site.


Step 6: Have Clients Manage Their Payments

There are a few ways for customers to manage their payments, and this becomes especially important for recurring subscriptions. Here are the tutorials to help clients manage their credit cards and subscriptions:


Step 7: Admin Tools

How To Manage Your AccessAlly Subscriptions With Admin Options

AccessAlly Subscriptions are possible when you’re integrated with Stripe. In an ideal world, when someone signs up for a subscription purchase, they simply receive recurring charges on their credit card to stay “active”.
However, there are a few situations where you might need some additional admin capabilities to manually pause, renew, cancel, or offer free “credits” for subscriptions.

Learn how with this tutorial: How To Manage Your AccessAlly Subscriptions With Admin Options

How to Refund a Purchase

Refunds and cancellations are an inevitable part of running an online business. If you are using AccessAlly’s order forms, you can refund orders from directly inside your membership site.

Learn how with this tutorial: How to Refund A Purchase

Search for existing orders (management)

If you are using AccessAlly payments to sell your products and subscriptions, you may need to look up existing orders to track their status – or give a refund via your payment processing system (PayPal or Stripe).

Learn how here: How To Search For An Existing Order In AccessAlly Payments

BONUS: Video Tutorial: Start to Finish

If you’re still struggling to see how all the pieces fit together, please watch the start-to-finish video below:

Updated on February 19, 2020

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