Add and Cancel memberships, change username and password and update credit card details with Ontraport+AccessAlly

​Within AccessAlly they can update their Ontraport credit cards, and of course change their AccessAlly password too.

Cancel subscriptions inside AccessAlly by applying a tag to then trigger a “stop subscription” event in a campaign in Ontraport. And for buying new courses, the order forms can continue to be Ontraport forms and it can be link within AccessAlly to purchase more/those. 

So basically what you described is totally doable, it’s just a matter of setting up some accompanying campaigns in Ontraport and the right pages on AccessAlly:

• Update their credit card: https://kb.accessally.com/tutorials/allow-clients-to-update-credit-card-info-when-using-ontraport-order-forms/
• Update their username/password: https://kb.accessally.com/tutorials/how-to-set-up-profile-pages-for-your-membership-site-users/
• Cancel courses (subscription based): https://kb.accessally.com/tutorials/your-guide-to-using-crm-automations-when-cancelling-an-accessally-subscription/  -> See “Version 2: Client Initiated Action”
• Buy/add other courses (subscription based): Simply link to Ontraport order forms 🙂