Infusionsoft Integration for LMS & membership Sites

Find out why AccessAlly’s Infusionsoft (now Keap Max Classic) integration is the easiest way to create robust LMS websites with membership subscriptions and automated drip courses. It’s everything you need for online course sales and management.

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Robust Infusionsoft Integration to Drive Sales & Engagment

Many WordPress plugins promise Infusionsoft (now Keap Max Classic) integration, but it’s not a deep “2-way street” integration.

AccessAlly syncs between your membership site and Infusionsoft account, and controls permissions based on tags. You can create new members through Infusionsoft or AccessAlly’s native order forms, which means you’ve got all the flexibility you need.

Plus with AccessAlly’s course creation wizard, your setup time is halved because it does all of the tag creation and page set up, so you can focus on your content and marketing.

Laptop with a screenshot of the AccessAlly onboarding wizard with email marketing integration

TAG-BASED DRIPPED COURSES

Unlock unlimited daily, weekly, or monthly dripped content based on user actions and tags. You can also include bonus content and securely hosted files like PDFs and MP3s from right inside AccessAlly or directly in your CRM.

TAKE ORDERS THROUGH STRIPE AND PAYPAL

Start taking orders for one-time purchases, trials, or ongoing subscriptions. No other shopping cart tools or WordPress plugins are required. Easy tag-based abandoned cart follow-up.

ABANDONED CART FOLLOW UP

Early contact creation means you can use Infusionsoft to follow up on abandoned cart purchases automatically and get people back to the website to complete their orders.

SELL BULK COURSE LICENSES

Easily perform bulk course enrollment for corporations or families, and display progress back to the membership site administrator.

INFUSIONSOFT TAGS AUTOMATICALLY CREATED

The Course Creation Wizard generates all of the WordPress course pages and tags right inside your app.

AccessAlly Focuses on Deep Infusionsoft Integration, and Handles the Rest...

So you don’t need to string a bunch of WordPress plugins cobbled together.

With AccessAlly you get everything you need:

  • BEAUTIFUL MOBILE-FRIENDLY ORDER FORMS

    So you don’t need an additional shopping cart add-on

     
  • TAG-BASED ACCESS WITH DRIPPED CONTENT

    Host courses, recurring memberships, and anything else all in one place with tags

     
  • LEARNING MANAGEMENT SYSTEM

    Offer quizzes, track video and course progress, and auto-generate certificates

     
  • SEARCHABLE MEMBER DIRECTORIES

    Display public or private member profiles that sync seamlessly

     
  • AFFILIATE PROGRAM MANAGEMENT

    So you can expand your reach, incentivize and reward your affiliates right in your members area

Saving you hundreds of dollars, and all of the integration headaches that come with installing too many plugins. With AccessAlly you automatically have robust functionality for integrating an LMS plugin with recurring subscriptionsmembership managementaffiliate marketingstudent gamification, and ready-to-go member directories.

See What Marketers and Educators are Creating with AccessAlly

With thousands of WordPress themes and builders to choose from, AccessAlly can match your brand.

You’ll also get bonus AccessAlly templates designed for:

  • Beaver Builder (recommended)
  • Elementor
  • Divi

See what our clients have created with this Infusionsoft membership site plugin for WordPress.

Laptop, phone, and tablet showing examples of AccessAlly client websites

Who's it for?

AccessAlly is the membership management plugin of choice for industry leaders across many different sectors… from marketers and small business owners, association organizers, and online educators.

It’s designed to be easy to set up on your own with extensive hands-on video tutorials and easy done-for-you set up wizards. It’s also fully customizable for developers and advanced business owners who want to push the envelope through automation and gamification.

 

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ONLINE COACHES

Deliver ongoing programs with a fully customizable client portal that works for group coaching or 1 on 1 clients. Facilitate connections through the member directory, take one-time or recurring payments, offer special promotions, and deliver feedback or recordings that make each client feel special.

 

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DIGITAL ENTREPRENEURS

For large scale memberships and courses, AccessAlly handles both paid and free access so you can build your list, cross-sell your offerings, and leverage top of the line tag-based marketing automation. Each member experiences a customized follow-up sequence to maximize your marketing efforts.

 

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ONLINE TEACHERS AND TRAINERS

With a full-fledged LMS feature set, students can check off learning objectives, complete quizzes and get tagged based on their results, submit homework for review, and receive PDF certificates of completion. Teachers can review student progress, spot trends, and even tag based on login, page visits, and video views.

Screenshot of chamber of commerce directory example

Tap into the Power of Infusionsoft Right Inside Your Membership Site

Every member is unique, so why not use the data you have about them to treat them individually based on their actions? With AccessAlly you can!

SEARCHABLE MEMBER DIRECTORIES BY TAG

User directories can be organized by tag, searchable, and members can edit their own profiles and images.

TRACK AFFILIATE OPT-INS AND SALES

With AccessAlly’s built-in payment system you’ve also got full affiliate tracking: create links, set commissions, and create different tiers… all inside your membership site.

MEMBERS CAN UPDATE THEIR CREDIT CARDS

Use an auto-login link to have members update their credit card on file and process payments right inside their member dashboard with Stripe.

EVENT BASED TAGGING IN INFUSIONSOFT

Want to know when someone logs in, visits a page, watches a video or completes a course or quiz? With event tagging, you can!

SYNCED CUSTOM FIELDS FOR GAMIFICATION

AccessAlly writes and syncs to custom fields for added gamification, to help build in-site credit systems for added motivation.

Wondering how AccessAlly compares to Memberium?

Compare AccessAlly to Memberium

accessally vs memberium

With AccessAlly's Deep Integration, You can Create the Following Email Automation Campaigns:

ABANDONED CART FOLLOW-UP EMAIL CAMPAIGNS

DRIPPED COURSE EMAIL NOTIFICATIONS

FREE OPT-IN EMAIL COURSE OR CHALLENGE

FAILED CREDIT CARD PAYMENT FOLLOW-UP

A “REASON TO RETURN” AUTOMATION

PROGRESS-BASED EMAILS & NOTIFICATIONS

Progress-Based Emails & Notification Automation for Infusionsoft

AccessAlly makes it possible to build a number of automation campaigns to engage with your existing members.  Let’s walk through how the progress-based emails and notification automation is set up and works.

A progress-based email automation campaign is used to unlock content based on a member or student’s completion of a previous lesson, module, or course.  You may consider using progress-based releases for your content and courses to help reduce overwhelm for your members or to allow them to progress through your course at their own pace. 

This automation is typically triggered by an opt-in, the application of a tag, or purchase. An e-mail notification is then sent to each member letting them know the first module, lesson, or course is unlocked. 

You can decide how granular you want to get with your progress-based unlocking, whether it’s per lesson, module, or course in a multi-course membership.

Once the first module or specified material is completed, a completion tag is applied inside AccessAlly and syncs with Infusionsoft. An access tag for the next lesson, module, or course is then applied in your automation and an access tag is applied for the next piece of content. This tagging syncs back and forth between AccessAlly and Infusionsoft thanks to AccessAlly’s deep two-way street integration.

You can also fire off an email notification to each member at this time sharing more details about their newly unlocked material.

This continues until all of the content has been unlocked and completed.

You can also, use this Infusionsoft’s automation to send a nudge or reminder e-mail to each participant if they haven’t completed the next step within a certain timeframe to motivate them to come back and complete the course.  We all get busy, so these built-in reminders are a great way to help ensure your participants are achieving the results they signed up for.

This type of campaign is also a great way to help reduce refund requests and churn because members will stay actively engaged. If they have become inactive you don’t want them to fall off the wagon and end up canceling as a result, so building in these reminders along the way will prevent those refunds and cancellations from rolling in.

Infusionsoft Progress-Based Release Campaign
Progress-based emails and notifications automation campaign and how you can set it up in Infusionsoft.

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AccessAlly Has an Impeccable 5-Star Rating in the Infusionsoft® Marketplace

“I’m quite blown away with all that this unique software has to offer!” –Jodi Moreland

What AccessAlly Customers Are Saying...

Marc Wayshak photo

I LOVE AccessAlly. It has become the cornerstone of my online business,

I was on CustomerHub before AccessAlly Pro.

Since being on AccessAlly, my membership site has tripled in the number of members. The ability to do one-click upsells alone generates 1/4 of my revenue.

The mobile-friendly component is huge, as CustomerHub was not mobile-friendly. Plus, the quizzing functionality from AccessAlly Pro allows me to sell my membership program to corporations which also added an other 20% in revenue in the past year.”

-MARC WAYSHAK, SALESINSIGHTSLAB.COM

Todd Herman

"After an extraordinarily loooong search for the right platform, we’re moving all of our memberships on to AccessAlly. Thanks for building such a great product to make it happen."

-TODD HERMAN

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