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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. Stripe is our preferred payment integration.

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

In your AccessAlly -> Settings -> Payment Settings area, choose the “Credit Card” tab.

Screenshot of Payment settings for Stripe connect

Then select “Stripe Connect” from the dropdown and click the Connect with Stripe button.

Follow the steps on Stripe’s website to login to your existing Stripe account (or create a new one).

Screenshot of Stripe steps

You will be taken back to your AccessAlly site once you’ve completed the integration.

Enabling Stripe Test Mode

If you are setting up your site for the first time and you want to run multiple test orders, you can set up Stripe in “test mode”.

Screenshot of test mode commands

Navigate to AccessAlly Settings -> Payment Settings -> Credit Card. With Stripe Connect selected from the dropdown, you will hold down the following keys on your keyword while you click the “Connect with Stripe” button.

Hold down: Command and Shift keys on your keyboard, then click the “Connect with Stripe” button.

You will then be taken to the Stripe site to complete the connection, and you will know that you’re in test mode by seeing the “test mode” text on this page.

Screenshot of Stripe test mode

Once you’ve completed all of your testing, you will want to click the “Disconnect From Stripe” button and then go through your Stripe Connect setup again without holding down the testing keys.

Screenshot of disconnect button

That way you’ll be able to connect to your official account and start taking real orders!

Switching from Stripe API to Stripe Connect

Important if you are switching from the API integration to this Stripe Connect integration: Please integrate with the same Stripe account and do not create a new one, since switching Stripe accounts will affect existing subscriptions and payment plans.

If you’d like to run payments with Stripe in test mode before your site is live, follow this tutorial.

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:


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.


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


Step 1: Create a list in ActiveCampaign to use with AccessAlly.

Go to Contacts > Lists > “Add a list

ActiveCampaign Lists

Create a new list called “AccessAlly”.

List in ActiveCampaign

Step 2: Add a new form.

Go to Website > Forms > “Create a form”

Active Campaign Website Forms

Screenshot of ActiveCampaign Step 2

Name your form and under action choose “Subscribe to a list” and select your AccessAlly list from the dropdown.

Form Details in ActiveCampaign

Go to the next step by clicking “Integrate”.

Form Settings Image

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

Save Form ActiveCampaign

Now under AccessAlly > Settings > Payment Settings > CRM tab, choose the new Form you just created and hit save. If you do not see your form hover over AccessAlly in the top bar and click “Refresh CRM info”.

Screenshot of CRM form


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


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 you only use an Embedded HTML Form and 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 May 11, 2023

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