[…] 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 s hows the icon dashboard listing all the offerings created in the Offering Wizard. The tutorial for how to change the appearance of the dashboard can […]

[…] members logged into your AccessAlly site. In this article we’ll cover each tag that is automatically created by AccessAlly and as a bonus you’ll learn how to display content on a page based on tags! Conditional Display by Tag With AccessAlly’s conditional display shortcodes, you can show and hide a […]

Do you have the same email address in your CRM system or AccessAlly site multiple times? Learn how to merge contacts in this article. When Merging Contacts May Be Necessary If you have: duplicate contacts in your CRM the same person with two or more email addresses (for example a […]

In this tutorial, you’ll see how to undertake your LearnDash Migration project to make sure that all of your content and permissions get imported properly into AccessAlly. When you’re migrating from LearnDash to AccessAlly, it’s important to use our free conversion tool, although you can certainly do manual course re-creations […]

[…] spot-check that everything is working with the new plugin. Once you’ve tested and everything is working, you’ll want to send a “We’ve moved – here’s how to login” email to all of your existing members. This will usually include a new password, and possibly a different login link. Frequently Asked […]

[…] Text Input custom field that stores the number of points or credits a user has. This field should have a unique name like Member Points. How to create a custom field in ActiveCampaign ConvertKit For ConvertKit, you will create a unique Field Name for your custom field with something descriptive […]

[…] desired options you have for managing recurring payment plans. You get to choose when access to the content in an offering is removed or resumed! How does this work? Instead of using a failed payment automation to give a grace period before access to content is removed you’ll use a […]

In this article we’ll explore delivering a paid workshop with AccessAlly. Our scenario articles show everything needed from start to finish and are designed to help you see what’s possible with AccessAlly. You can watch the workshop and make tweaks or changes to fit your needs! Version needed: AccessAlly Pro […]

[…] to Manually Add (or Remove) Tags for a User in AccessAlly When a tag is added or removed in the AccessAlly Membership Information area, clicking Update will save this new information to AccessAlly and your CRM. Please note that this is different than adding a tag to your user in […]

[…] 6: (Optional) E-Commerce & Order Form Setup If you already use AccessAlly’s order form system, you won’t need to make any changes here to migrate. However, if you were using the CRM’s built-in order forms or another system and you’d like to transition over to AccessAlly order forms, you can […]