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How To Integrate Stripe with AccessAlly

Integrate Stripe with AccessAlly to sell your products, recurring subscriptions, and payment plans on WordPress.

To integrate with PayPal, please see this tutorial: How To Enable PayPal Integration With AccessAlly.

Step 1: Enable Stripe Integration To Take Credit Card Payments directly

Step 2: (Required) Additional Setup for CRM Syncing

There are special cases where someone who has opted out of your email list in your CRM makes a new purchase. In these cases, AccessAlly uses an opt-in form that you create specifically for AccessAlly to re-add them to your CRM so you can deliver your goods.

If you haven’t configured this yet, here’s how to do it in your CRM:

INFUSIONSOFT / KEAP

First create a new campaign:

Screenshot of Keap Step 1

Name your campaign something that will remind you this is for AccessAlly Integration.

Screenshot of Keap Step 2

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.

Screenshot of Keap Step 3

Edit the web form. You don’t need to make any changes to the default. Just make sure you switch from Draft to Live.

Screenshot of Keap Step 4

Then publish the campaign.

Screenshot of Keap Step 5

Now under AccessAlly > Settings > Payment Settings > CRM, choose the new Form you just created and hit save.

Screenshot of opt-in form you just created

Hit Save.

ONTRAPORT

First go to Contacts > Forms.

Screenshot of Ontraport Step 1

Choose the “Create new form” button.

Screenshot of Ontraport Step 2

Now select the “Smart Form” option to create the simplest type of Ontraport Form.

Screenshot of Ontraport Step 3

Here all you have to do is name your form so you can easily find it later, and hit save.

Screenshot of Ontraport Step 4

Now under AccessAlly > Settings > Payment Settings > CRM, choose the new Form you just created and hit save.

Screenshot of Ontraport form selected

ACTIVECAMPAIGN

First go to Site > Forms.

Screenshot of ActiveCampaign Step 1

Create a new form.

Screenshot of ActiveCampaign Step 2

Name your form, so it’s easy to find it later. You also need to choose an action, so add the person to a List that you aren’t using for anything else.

Screenshot of ActiveCampaign Step 3

Go to the next step by clicking “Integrate”.

Screenshot of ActiveCampaign Step 4

There is no need to save this code or use it anywhere, simply hit Save and Exit.

Screenshot of ActiveCampaign Step 5

Now under AccessAlly > Settings > Payment Settings > CRM, choose the new Form you just created and hit save.

Screenshot of ActiveCampaign CRM Form settings

CONVERTKIT

First choose “Landing pages and forms” from the top bar.

Screenshot of ConvertKit Step 1

Choose “Create New”.

Screenshot of ConvertKit Step 2

On the next screen, choose Form.

Screenshot of ConvertKit Step 3

Select the Inline option.

Screenshot of ConvertKit Step 4

Next, you can choose any design since it won’t be shown publicly.

Screenshot of ConvertKit Step 6

Name your form so it’s easy to find inside AccessAlly later. You should also add a name field that connects back into your ConvertKit fields, so you have all the info you need.

Screenshot of ConvertKit Step 7

Then click on “Settings” for your form. You have two options, under “Incentive”:

Screenshot of ConvertKit Step 9

You can disable the incentive email which will turn off the double-opt in confirmation. This is the recommended option for order forms and taking payments through AccessAlly. This way people won’t need to confirm to receive their welcome email and access.

Screenshot of ConvertKit Step 8

You can also keep the incentive email, but enable the checkbox to Auto-confirm subscribers, which will also help with getting people access as soon as possible.

Now under AccessAlly > Settings > Payment Settings > CRM, choose the new Form you just created and hit save.

Screenshot of ConvertKit CRM form settings

DRIP

First, click on Forms in the top navigation.

Screenshot of Drip Step 1

Choose to create a new form.

Screenshot of Drip Step 2

Name your form something that you will be able to find later. Choose the “Advanced” form option, since we just want a plain form and it won’t be used anywhere else.

Screenshot of Drip Step 3

Make sure that Double Opt-in is disabled for this form.

Screenshot of Drip Step 4

You’re done creating your form.

Now under AccessAlly > Settings > Payment Settings > CRM, choose the new Form you just created and hit save.

Screenshot of Drip CRM Form Settings

Step 3: Sending Invoices from Stripe

Once you have setup the payment integration, you may want to enable the sending of invoices from Stripe as well. You could also send invoices through AccessAlly, if you prefer.

Stripe: Login to your Stripe account. Once logged in, go to Business Settings. Then go down to Customer emails. You can then select the option to send an email to the customer on successful payment. 

PayPal: PayPal automatically sends receipts to the purchaser at the time of a successful payment. There are no additional steps needed to have this setup.

Updated on April 23, 2021

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