[…] split test different content on your membership site. This is a powerful feature with lots of use case scenarios. Below you’ll find an example of how you might use this feature. Example Scenario You recently delivered a free 5-Day Challenge from your AccessAlly site. Now you’d like to beta test […]

[…] purchase data may not be able to sync properly with the new information, leading to lost (or duplicate) orders and subscriptions… and very unhappy customers. How to Prevent Multiple Charges This tutorial will walk you through the process of migrating new users and ongoing orders from a live site to […]

There are many reasons you might be looking to switch website hosts: slow load times, bad neighbors on your existing server, poor customer support, or other technical limitations that you encounter. Should you change your site hosting? This workshop with Scott, Technical Support Engineer at AccessAlly, will help you spot […]

As you set up your new AccessAlly site, you’ll want to make sure each piece is working properly before going live. Why It’s Important To Test Your Setup Before Going Live AccessAlly works hand-in-hand with your CRM, giving you the opportunity to create a fully automated online course and membership...

Before anything on your membership site or course area goes “live”, you’ll want to test (and re-test) everything. This tutorial shows you how to test your order forms, so you know for sure that the products (and subscriptions) you set up will work as planned. Enabling Stripe Test Mode If […]

This article covers restoring a backup of an AccessAlly site and how to prevent tech hiccups during the process by using a staging site. Part 1: When should you restore a backup on a live AccessAlly site? Restoring on a live site AccessAlly site should only be used as a […]

Have you created a free offering, but now you’re wondering how your new participants get the content? In this article we’ll explore two ways. Using an AccessAlly opt-in form Using a CRM opt-in form (legacy option) Option 1: (Simple) AccessAlly Form Created in an Offering The preferred way to give […]

In this guide we’ll cover the steps to switching from an integrated CRM system to using AccessAlly Managed Contacts. Remember with this “switch” AccessAlly will no longer be connected to or use a CRM system. Recommendations Staging site – this allows you to “switch” and make all needed changes and […]

In all scenarios, we highly recommend that you create multiple test users to make sure each of your automations runs properly inside your AccessAlly site (from free opt ins to order forms and team license setup). You can delete a test user from AccessAlly after you’ve tested your opt-ins, order […]

Skill Level: Advanced Our advanced articles are created using multiple AccessAlly features in creative ways along with cus tom coding and/or the use of conditional shortcodes to create unique experiences for your participants. Scenario You would like to create one team leader administration portal where each leader chooses what items […]