[…] of points this item is. If the item is an offering on your AccessAlly site you can add the access tags to release the course content. There are two ways to trigger the points decrease! Option 1 (Admin-initiated): Trigger this operation in your CRM. If you would like to send […]

[…] ‘Admin-initiated comment’ for the type. Give your note some context and placeholder text. Step 2: Add the note to the page Scroll up to the content editing area in WordPress. Click on the AccessAlly shortcode adder button and select Private Note, then select your newly created note, and click on […]

[…] to help you transition your payments from your current system to AccessAlly order forms while creating an amazing experience for everyone! Step 1: Port Your Content Over First, make sure you port your existing content from your CustomerHub site into your new WordPress site with AccessAlly installed on it. Upload […]

[…] two different products entirely: your software reads it as two separate subscription products. But on the front end, the client only sees the price (and content) difference. Step 3: Create Your Order Form Use the AccessAlly drag-and-drop order form builder to design the layout and content of your order form. […]

[…] interaction are shown in the image below. This step creates the Download Certificate button your member clicks on to get their certificate. Step 6: Add Content to the Certificate Offering Page Display the Download Certificate Button Add the certificate download button to the Certificate Offering page using the AccessAlly Shortcode […]

[…] credit cards, a new “update” button will appear. Example of Custom Coding .accessally-credit-card-view-section { margin:10px 0; border:1px solid #e4e4e4; } .accessally-credit-card-view-id-section { display:none; } .accessally-credit-card-view- content-section { display:inline-block; width:90%; } .accessally-credit-card-view-label-column { display:inline-block; width:150px; text-align:right; padding-right:20px; } .accessally-credit-card-view-content-column { display:inline-block; } input.accessally-credit-card-edit-button, a.accessally-credit-card-edit-button { background-color: #00a5b3; border: none; padding: 10px […]

[…] added as users to your site – with tags for access. Emails can be sent directly through AccessAlly’s email section with links back to the content or you can email from your CRM system. Content can be unlocked using module release timers or via your CRM system You can embed […]

[…] their profile page. This option does NOT change anything in the corresponding CRM contact for this user. Custom Field in CRM Here, you can display content from a specific custom field set up in your CRM. Please note that, if you allow users to edit this field, any changes they […]

[…] every page in the offering counts towards total completion) Track only specific pages in this offering (great for certifications – track completion of all course content pages and then unlock a certificate page) Option #1: Track this page only The following ProgressAlly objective types work great for the base module […]

[…] can customize your template to add the users name, sizing, and alignment amongst other offerings. With a simple drag and drop, you can place the content into your template into your preferred location. The certificates can be issued on the full completion of the course (all objectives completed). The certificate […]