[…] “Email” Password is the custom field configured in Infusionsoft Settings. It is listed under “Contact Fields (custom)” Toggle the element from Draft to Ready when finished editing. 5. Finish the Welcome Sequence Toggle the sequence from Draft to Ready when finished editing. This is what the completed sequence should look […]

[…] Card. With Stripe Connect selected from the dropdown, you will hold down the following keys on your keyword while you click the “Connect with Stripe” button. Hold down: Command and Shift keys on your keyboard, then click the “Connect with Stripe” button. You will then be taken to the Stripe […]

[…] your website ultra-personal for the user. Tutorial of Member Events feature To configure events, go to ProgressAlly > Events and click on the “add event” button to create a new event. Types of Triggers Available What kind of actions can you use to customize your automations? Here’s the updated list: […]

In this article we’ll cover options for managing subscription payment plans for AccessAlly order forms. Option #1: Site admin updates subscriptions You’ll find this option under AccessAlly > Sales > Orders (or) Subscriptions tab. Available Options Below you’ll see additional details about each option to choose the ones that are...

[…] up for a free offer or a paid course. Go to Automations in the main navigation menu. Click on “AUTOMATIONS” and then the “New Automation” button. 4. Configure the event that triggers the automation Trigger for a Paid Offering Click on CREATE AUTOMATION to configure the event that will start […]

[…] that time access would be revoked. Canceled by Client Canceled by Client Status This status appears if a client clicks a cancel subscription custom operation button within your site as part of a self-cancelation flow. A client in this status will continue to have access to the content in a […]

[…] Step 2: Upload the CSV File To AccessAlly’s User Migration Wizard Inside your WordPress site, navigate to the Migration Wizard. Here, use the “choose file” button to select the CSV file you’ve saved to your computer. It’s a good idea to review the contact list one more time as its […]

[…] with your logo image Click the blue plus(+) in the upper right-hand corner to further customize the header block When finished click the blue SAVE button 3. Set Up Shared Footer Block Go to: AccessAlly > Dashboard > Emails > Branding the Shared footer block can be found at the bottom of […]

[…] team leader is displayed here Click to show team members Click Manage Team for team management options Options for Team Mamangement Click the Manage Team button. Team Details Find the team key and a summary for the team that includes: allowed team members, available spots, and the self-registration link. Add […]

AccessAlly’s Setup Wizard provides an easy-to-follow, step-by-step process to activate your plugin license, integrate with your CRM, and start taking payments with Stripe and/or PayPal. Why Use the Setup Wizard Running the Setup Wizard from start to finish ensures that the fundamental setup & integrations of your site work properly....