[…] to send data from your CRM to AccessAlly when certain events occur. This allows your two systems to stay synchronized with each other. 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? A webhook can […]

You can create a points or credit system in AccessAlly using custom field operations where logged in users can earn (and spend!) points. It’s a great way to keep your members engaged and excited about your membership site or online course area. This functionality is often used to create a...

[…] refund). Step 2: Calculation Time Period Next, you can determine what the time period is that you wish to display the affiliate numbers for: Use data from the last days – If you would like to provide “up to date” stats that go back for the past 30 days, for […]

[…] “Run Custom Operation” from the dropdown, and then start typing the name of your offering and choose the “Release Offering” option. And set the “Post data” to contactId= This will create a new member account and generate a password for the member, if they don’t already have one. It will […]

[…] add your content, select “Yes, I’m ready to add my content” and you will be taken to the content editor for your affiliate program. If you’re not ready to add your content and want to continue setting up later, choose the second option: “That’s ok, I’ll finish setting up later”. If […]

[…] to new content, we send an accompanying email too. With this CRM email click detection in AccessAlly it will automatically update and refresh a member’s data when they click on an email link through ConvertKit, Drip, Infusionsoft, or Keap. For Ontraport and ActiveCampaign there’s a way to force this same […]

[…] Go to: AccessAlly > Settings > Tags Review all the tags here to make sure they match up with your new CRM. 5. Update Purchase Data Purchase data. If you have clients with active subscriptions, you will need to manually update their contact ID to the new one. This can […]

[…] with one from https://requestb.in. https://requestb.in is a helpful resource to have when you are testing your links. It is a great reference point to see more data on what is happening. Here’s how it works. Simply go to RequestBin, and click the “Create a RequestBin” button. On the next page, you’ll […]

If you’re looking for a way to track affiliates promoting your free challenges or free webinars that lead into your paid programs, with AccessAlly there are two ways to track affiliate links from your free opt-ins! Using an AccessAlly Form – click here to see how Using the On Demand...

The billing credit card for recurring subscriptions can be rejected for a number of reasons. Fortunately, AccessAlly can apply a tag to trigger a CRM automation to follow up with clients and get their subscriptions back on track. What happens when AccessAlly can’t collect a subscription payment? Payment Statuses Go...