[…] 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 that stores this information. Another example would be if you need […]

When you create a User Directory with AccessAlly, you can choose to make each profile “clickable”. In o ther words: clicking on a result in the user directory takes you to a page with more information on that particular user. This user page can contain a large variety of elements; […]

Follow these steps to troubleshoot CRM integration with AccessAlly. Locate the issue between your CRM and AccessAlly site Possibility 1: Verify your HTTP post Press here to reveal Step 1: Test your HTTP post in your browser Verify that your HTTP post is working properly by running the operation through […]

[…] allows you to send data from your CRM to AccessAlly when certain events occur. This allows your two systems to stay synchronized with each o ther. Webhooks are not used with AccessAlly Managed Contacts. Instead, you can use Zapier to send contact info to your email platform. Why use a webhook? […]

When you create a staging site, you duplicate all the existing functionality from the main site. While this makes it a perfect environment to work on development behind the scenes, there is some risk of error involved. For example, AccessAlly has no way of knowing whether it’s on a “live” […]

This page covers all available AccessAlly shortcodes. You can pull these shortcodes into your site using the AccessAlly Shortcode Generator. AccessAlly Shortcodes Course Icons & Navigation accessally_course_dashboard This shortcode shows the icon dashboard listing all the offerings created in the Offering Wizard. The tutorial for how to change the appearance […]

[…] on your new membership site, you will need to install an SSL Certificate on WordPress. Why an SSL Certificate on WordPress Is So Important SSL is the standard technology used to secure the information that passes between your website and any online visitors. If you’re planning on utilizing any private information […]

Overview of Zapier Zapier lets you connect AccessAlly to 2,000+ o ther 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 […]

AccessAlly’s page permission settings are available on any post or page inside your WordPress site. This area controls whe ther a page is publicly visible (anyone online can see it), or whether it is only visible to logged-in clients. When To Use The Page Permission Settings Any time you want […]

You can manually add tags or remove tags from users in your AccessAlly site from the WordPress User Profile area. Adding or removing tags from inside your AccessAlly site automatically syncs the changes to your CRM system no webhooks needed! Need to add or remove tags in your CRM instead? […]