[…] Video Tutorial of Click-To-Open Popup Written Tutorial Step 1: Configure the Display Settings Go to: PopupAlly Pro > select the popup > Display Settings > Check the box to enable the “Is this a click-to-open popup?” setting Step 2: Set the Click To Open Setting There are two main options: […]

[…] update an existing one with this shortcode. Step 1: Go to AccessAlly → Settings → Payment Settings → CRM Step 2: Enable Credit Card Management Check the box to enable this shortcode. By default, customers cannot update the existing credit card on file. This helps prevent a working credit card […]

[…] here. Go to: AccessAlly > Settings > General Setup > Migration Tools 1. Update To Avoid Duplicate Subscription Charges on Staging or Testing sites settings Check the Only process subscription and recurring payments on the specified site box. Enter the site URL for your AccessAlly site. For example: https://youraccess.mydomain.com.Note: This […]

This article explains how to handle passwords with AccessAlly, your CRM, and options for storing passwords or not. Password Options By default, user passwords are encrypted and stored in WordPress. If integrated with a CRM you can store password inside your CRM or choose not to store it. Keap/Infusionsoft is...

Skill Level: Intermediate There are many different ways that you can use a points system to deliver your certification program inside an AccessAlly site. This is one example. If you have questions about anything in this article join our next Tune Up Call or Contact Support. Scenario: Members in your Continuing Education...

[…] the Access Member Permissions section. 1. Visitors must log in to view this page. This is the most basic level of password protection. An unchecked box means that anyone online can access the page without logging in … so if you’re creating an order form page, for example, you might […]

[…] change anything in the corresponding CRM 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. […]

[…] over these instructions you’re still not able to solve the issue, get in touch with us and we’ll help you sort things out! Step 1: Check The Key Pages Configuration Go to AccessAlly -> Settings -> General Setup -> Key Pages and check to see if you have the right […]

[…] selected to keep your site in maintenance mode you can turn this off by going to AccessAlly > Settings > Migration Tools and removing the check box by this option. Step 5: Make Test Purchase Visit the order form for your offerings and make a test purchase. Confirm that: The order […]

Overview of Zapier Zapier lets you connect AccessAlly to 2,000+ other web services. Automated connections called Zaps, set up in minutes with no coding, can automate your day-to-day tasks, and build workflows between apps that otherwise wouldn’t be possible. Each Zap has one app as the starting  “Trigger”, where your...