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.
ARTICLE CONTENT:
Step 1: Enable Stripe Integration To Take Credit Card Payments directly
In your AccessAlly -> Settings -> Payment Settings area, choose the “Credit Card” tab.
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).
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”.
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.
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.
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.
That way you’ll be able to connect to your official account and start taking real orders!
Switching from Stripe API to Stripe Connect
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:
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.
Hit Save.
First go to Contacts > Forms.
Choose the “Create new form” button.
Now select the “Smart Form” option to create the simplest type of Ontraport Form.
Here all you have to do is name your form so you can easily find it later, and hit save.
Now under AccessAlly > Settings > Payment Settings > CRM, choose the new Form you just created and hit save.
Step 1: Create a list in ActiveCampaign to use with AccessAlly.
Go to Contacts > Lists > “Add a list”
Create a new list called “AccessAlly”.
Step 2: Add a new form.
Go to Website > Forms > “Create a form”
Name your form and under action choose “Subscribe to a list” and select your AccessAlly list from the dropdown.
Go to the next step by clicking “Integrate”.
There is no need to save this code or use it anywhere, simply hit Save and Exit.
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”.
First choose “Landing pages and forms” from the top bar.
Choose “Create New”.
On the next screen, choose Form.
Select the Inline option.
Next, you can choose any design since it won’t be shown publicly.
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.
Then click on “Settings” for your form. You have two options, under “Incentive”:
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.
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.
First, click on Forms in the top navigation.
Choose to create a new form.
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.
Make sure that you only use an Embedded HTML Form and Double Opt-in is disabled for this form.
You’re done creating your form.
Now under AccessAlly > Settings > Payment Settings > CRM, choose the new Form you just created and hit save.
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.
