You can create a points or credit system in AccessAlly using custom field operations where logged in users can earn (and spend!) points. It’s a great way to keep your members engaged and excited about your membership site or online course area. This functionality is often used to create a […]

Many of AccessAlly’s features need to store information in a corresponding custom field. As you build out offerings, you may create multiple custom fields, each with a unique purpose. For example, if you wish to store the number of points a member has, you’ll want to create a custom field […]

[…] if you have many products or want to offer many languages. It also complicates tagging and follow-up automation. Instead, you might consider setting up a Custom Field that tracks a customer’s preferred language. The benefit here is that you can use the same Order Form/Offer, the same tags, and use […]

[…] vary depending on your WordPress Theme and/or page builder. Add custom CSS by going to ProgressAlly → General Settings → Styling → Custom CSS and adding the code to the bottom below any existing code you see. We recommend placing all ProgressAlly Custom CSS here to ensure the code is […]

[…] Initial view before joining the membership. View After Joining the Membership View After Unlocking a Membership Topic with Points Additional features you can experiment with adding to your dashboard. Showing how many points a member has Showing a 1-click upsell order form Adding a resume button Unlock an offering with […]

[…] insert the Custom Field into your invoice template. Now select the Custom Field you’ve been creating and editing. You can change how it appears by adding text in front of it or after it. Make sure to test your VAT number to make sure it’s pulling and inserting it properly! […]

[…] (this does not include any upcoming recurring payments, only today’s immediate payment) You can also add your own customized URL parameters manually, for example by adding it at the end of your Thank You Page URL like this: https://URL.com/?product_name=AccessAlly+Pro+Annual This could be used to track sales in Google Analytics. Under […]

[…] contact for this user. Bio Here, the user can write a unique bio for their profile. It’s recommended to check the “multi-line input” option if adding this to a profile. This option does NOT change anything in the corresponding CRM contact for this user. Website URL Here, the user can […]

[…] a tiered team setup Offerings: Principal Team Offering, Teacher Team Offering Directories: A Principal Directory (shows teachers and students) and a Teacher Directory (shows students) Custom Operations: “x” number of custom operations or team interactions depending on your unique programs. Step 1: Create the Principal Team Offering The Principal Team […]

[…] business directory or a way for your online course participants to find other members who live nearby… you’ll want to set up a “location based” custom field inside of your CRM first. Click here to find out how to create a custom field for your CRM. Setup the Profile: Under […]