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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.

Using Stripe Connect with AccessAlly

This article covers two different scenarios when integrating Stripe Connect with AccessAlly. Select the option below that matches how you’re using AccessAlly.

❗Existing AccessAlly Users. If you are still using the Stripe API connection, you will see some in-product notifications reminding you to upgrade to Stripe Connect in AccessAlly to ensure uninterrupted payments.
Stripe Connect for New AccessAlly Users

Follow the steps shown here if you are new to using AccessAlly and have not connected Stripe to the AccessAlly plugin before.

Step 1: Log in to your Stripe Account

Log in to your Stripe account. This ensures AccessAlly can easily find it in the next step.

Step 2: Enable Stripe Connect

There are two ways to enable Stripe Connect as a new AccessAlly user. On your AccessAlly site go to: AccessAlly→ Settings → Payment Settings → Credit Card tab.

  • Live mode – accepts payments via Stripe – click “Connect with Stripe” button
  • Test mode – testing payments during setup – click “Command + Shift + Connect with Stripe” button.

Activate Stripe Connect in AccessAlly

Follow the steps shown in the window to connect to your Stripe account. If you do not have a Stripe account you can create a new account.

⚠️ The steps shown here are for new to AccessAlly users. Creating a new account if you are already using AccessAlly will prevent your recurring subscriptions from being processed.

Stripe New Users Create Account in AccessAlly

Step 4: Successful Stripe Connect Integration

Once Stripe Connect is successfully integrated you will see “Stripe Connect” and the name of your connected Stripe account.

Stripe Connect Successful in AccessAlly

Step 5: For test mode accounts only. 

If you selected test mode remember to disconnect from Stripe and press the “Connect with Stripe” button to connect to a live account after testing has been completed. No real payments are processed in test mode.

Screenshot of disconnect button

Stripe Connect for Existing AccessAlly Users

Follow the steps shown here if you are an existing AccessAlly user that has already connected AccessAlly to your Stripe account.

⚠️ This option ensures recurring payments will continue to process without hiccups!

Step 1: Review Credit Card Tab

Go to AccessAlly > Settings > Payment Settings > Credit Card tab

There are two options shown in the dropdown:

  • Stripe – further action is required to move from API keys to Stripe Connect
  • Stripe Connect – no further action is needed you are all set

Step 2: Switching from “Stripe” to “Stripe Connect”

If you see “Stripe” in the dropdown and API keys it’s time to switch your site to Stripe Connect. Here’s what this option looks like.

Stripe Keys API view in AccessAlly

Step 3: Log into Stripe

Log into the exact Stripe account (email address and password) that you are currently using with AccessAlly. Confirm you’re in the right Stripe account by viewing your API keys. The secret and publishable keys will match what is shown in AccessAlly.

You can see your API keys by going to this link in your Stripe Account.

https://dashboard.stripe.com/apikeys

⚠️ If you see a message in yellow asking you to create a new Stripe account. Do not create a new account in Stripe. We recommend contacting Stripe Support. Creating a new Stripe account will stop existing recurring payments from working!

Here is an example of this message as shown in Stripe.

Step 4: Note the Account Name in Stripe

In the top left corner note the exact name of your existing AccessAlly Stripe account. You will need this in the next step.

Step 5: Switch to Stripe Connect in AccessAlly

Go to AccessAlly > Settings > Payment Settings > Credit Card tab

Switch the toggle from “Stripe” to “Stripe Connect” and click the “Stripe Connect” button.

Activate Stripe Connect in AccessAlly

Step 6: Select the exact account that is already connected to your AccessAlly account.

If you have multiple Stripe accounts ensure you select the correct one. Do not create a new account as all past recurring payments will stop working. You will be prompted to log into your Stripe account from this screen.

Stripe Connect Accounts in AccessAlly

Step 7: Successful Stripe Connect Integration

Once Stripe Connect is successful you will be redirected to AccessAlly. You will see “Stripe Connect” in the dropdown with the name of your Stripe account showing as connected to Stripe.

Stripe Connect Successful in AccessAlly

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

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. Double-check that opt-in confirmation is set to not required for the form.

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

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 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

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. On the Customer emails page you can select the option to send an email upon successful payment.

Stripe Email Settings Successful Payment in AccessAlly

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.

AccessAlly Emails

In some cases your CRM system may prevent unsubscribed users from being re-added upon making new purchases. You can set up a series of default AccessAlly Emails to ensure that anyone that has previously unsubscribed will still receive important emails via your AccessAlly site like:

Updated on December 21, 2023

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