How to set up the AccessAlly integration
Set up AccessAlly
To begin, log in to your AccessAlly account. From there, if you're not already on the AccessAlly screen, simply hover your cursor over Your Programs and select AccessAlly, as shown:
Next, you’ll see two options: Onboarding Steps, and AccessAlly 101.
Select Onboarding Steps to go through onboarding. In Step 7, you'll need to choose whether to use a CRM (customer relationship platform) or an AAM (AccessAlly Managed) to manage your contacts. Choose the CRM option.
Install AccessAlly on your WordPress site
Once you've completed onboarding, you'll be able to download the AccessAlly plugin for installation on your WordPress site.
Download the plugin's zip file to your device, and then go to your WordPress dashboard. Click Plugins from the left sidebar and select the Add New Plugin button at the top.
Proceed to the next screen and click Upload Plugin next to the Add Plugins heading.
Upload the AccessAlly zip file you downloaded earlier to install the plugin. Activate it after that.
Next, navigate to AccessAlly in your WordPress left sidebar to launch the setup wizard.
Go through the setup steps. In step 2 (Integrate CRM), select ConvertKit as your CRM. Then, click Next.
Provide your ConvertKit API Key and API Secret. You can find these in your ConvertKit account, under the Developer settings.
Continue through the setup process. You'll reach a screen asking you to select your subscribers' Last Name field in ConvertKit. This step is optional, but highly recommended for syncing your members' last names to ConvertKit.
If you haven't already created a Last Name field in ConvertKit, you can do this by adding a new custom field.
Click Next, and then continue with the setup until you're done.
NOTE: If you hadn't added your ConvertKit API Key and API Secret during onboarding, you can add them on AccessAlly's General Settings page. To do this, go to AccessAlly in the WordPress left sidebar > Settings.
Then, if you want to sync your subscribers' last names to ConvertKit, scroll down to the end of the General Settings page to select your subscribers' Last Name field in ConvertKit.
Sync AccessAlly buyers to ConvertKit
If your AccessAlly members opted out of email marketing, they won't receive any marketing emails you send them via ConvertKit. This can be a problem if they subsequently buy from your membership site a product that's delivered via email.
In this case, you'll need to add them to a ConvertKit Form so they'll be synced to ConvertKit and can receive the product they bought via email.
Create this Form in ConvertKit first. You don't need to design it since your users won't see it. Then:
If you're delivering the product in the Form's incentive email, enable the Send incentive email and Auto-confirm new subscribers checkboxes, or
If you're delivering your product in a different email, disable the Send incentive email checkbox entirely (as shown in the screenshot below).
Doing the appropriate step ensures the buyer doesn't need to opt in to your emails before receiving their product.
After that, go to AccessAlly in your WordPress left sidebar > Settings > Payment Settings.
Select the CRM tab. Then, use the dropdown menu to choose the ConvertKit Form you just created.
Click Save at the top to save your changes.
Sync AccessAlly usernames and passwords to ConvertKit
Usernames
NOTE: This step applies only if your membership site already has members with WordPress usernames. Skip this section if your membership site doesn't have any members yet.
AccessAlly uses a member's email address as their username by default. But if their username isn't their email address, you may want to sync their username to ConvertKit so you can email them their login details via ConvertKit.
You can set up the sync on AccessAlly's General Settings page. Go to AccessAlly in the WordPress left sidebar > Settings.
Under the Set Up The Username and Password Settings section > Username Field, enable the Save existing WordPress username to ConvertKit checkbox.
Then, use the dropdown menu to select the custom field in ConvertKit that should save your members' usernames. Create this custom field first if needed.
Click Save at the top to save your changes.
Passwords
If you'd like to sync your AccessAlly members' passwords to ConvertKit so you can email them their login details via ConvertKit, go to AccessAlly in the WordPress left sidebar > Settings.
Scroll down the General Settings page until you see the Set Up The Username and Password Settings section.
Under the Password Field setting, select the custom field in ConvertKit that should save your members' usernames. Create this custom field first if needed.
Click Save at the top to save your changes.
Create AccessAlly logins for ConvertKit subscribers
You can set up the integration to automatically create AccessAlly logins for subscribers who are added to a certain ConvertKit Tag.
NOTE: If the subscriber is already a registered user of your membership site, they will not be added as a new WordPress user when they're tagged in ConvertKit. Instead, their existing user permissions will be updated to grant them access to your site's membership area.
Go to AccessAlly in the WordPress left sidebar > Settings.
Scroll down the General Settings page until you reach the Webhook settings section. There, select the Tag to which subscribers should be added to trigger the creation of their AccessAlly login.
This Tag should not be linked to any Visual Automations or Rules in ConvertKit to avoid triggering other unnecessary actions.
Click Create Webhook. Then, hit Save at the top to save your changes.
This will create a new Rule in ConvertKit that sends your subscriber's data to an AccessAlly login creation webhook URL when the Tag is added to the subscriber:
Don't disable the Rule—otherwise, AccessAlly won't be able to create logins for subscribers who have the Tag added to them.