[…] you can use unique tags and conditional content shortcodes to limit the viewing of this video to new members. Part 1: How To Reveal The Welcome Message Step 1: Create a “Welcome Message” Tag In Your CRM First, you need to create a new tag in your CRM. This tag will […]

What is an Offering Welcome page? When you create a new offering in AccessAlly the first page of your offering is very important. This page is referred to by many different names: Welcome page First page of your course Home page of your offering This page is designed to assist […]

You can use AccessAlly Emails to send a welcome email upon purchase or opt-in. Welcome Email Templates There are two types of welcome email templates to choose from. default welcome email custom welcome email Default Welcome Email This option is quick and easy to set up and uses the same […]

[…] member welcome page (the method will vary depending on your WordPress theme.) Example admin view of the Team Member Welcome Page remember to add a welcome message or other important details to the page. Team Member View When Logging In It’s important to account for what the team member sees when […]

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...

[…] AccessAlly order form. Go to AccessAlly > Sales > Order Form Setup > Choose the order form > view Payment Success tab. Show templated success message on the same page – this is the only option that allows for a new user to create their own password. A note about […]

[…] to CommunityAlly? You can create a start from scratch offering with a community only – that’s not linked to any specific course or membership content! Welcome page example – great for community guidelines. Offering content tab example – shows the welcome base page + community group.  Offering forms tab example. […]

Once you’ve set your content in the AccessAlly Offering wizard, it’s time to head into Ontraport to create an automation to go with it. This automation is optional if you’re using AccessAlly’s order forms and drip automation, but it is a great way to control exactly when new content is...

Skill Level: Intermediate There are many different ways that you can use a points system to deliver your certification program inside an AccessAlly site. This is one example. If you have questions about anything in this article join our next Tune Up Call or Contact Support. Scenario: Members in your Continuing Education...

[…] in confirmation. This is the recommended option for order forms and taking payments through AccessAlly. This way people won’t need to confirm to receive their welcome email and access. You can also keep the incentive email, but enable the checkbox to Auto-confirm subscribers, which will also help with getting people […]