[…] information from the CRM. Many times in a CRM campaign when we apply a tag and send a webhook to give members access 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 […]

[…] asked all the time is how to make it easy to get your participants from your AccessAlly site to your Facebook Groups while keeping your content organized! Update This article was written before we created CommunityAlly a WordPress plugin that works with AccessAlly to create engaging communities inside your AccessAlly […]

[…] inside AccessAlly and inside your CRM. However, they will have all the necessary revoke tags added to their account and will be unable to access content on your membership site. This setup allows you to retain client records in your CRM. NOTE: Simply “deleting” a team leader account will NOT […]

If you have a lot of content on your membership site, you might want to enable WordPress’ default search functionality to help people find what they’re looking for. By default, the search results will pull up all the pages and posts on your site However, you may decide to hide […]

[…] is created in the Offering Wizard as a forbidden tag. Users with both access tags and the forbidden tag are not able to see the content. This tag allows for access to be removed and granted again based on tags. How to Create The Course Revoke Operation Go to AccessAlly […]

[…] for you. How to Set Up Course-Wide Progress Tracking On the frontend of your site, users will see a checklist of all of the course content pages. You can also choose not to display the objective list, and only use this objective to track progress and display it in a […]

[…] a calendar inside your membership site? Having a membership site calendar lets your students and members know what’s coming up, whether it’s live calls, new content, or webinars. In this quick tutorial, you’ll see how you can use the Simple Calendar plugin to integrate with an existing Google Calendar and […]

[…] allows you to accomplish things like: Run the custom operation when an order is placed, so the user immediately gains all appropriate access to the content they purchased. (AccessAlly Pro Users) Run the custom operation when a checklist is completed, so the user can immediately gain access to a subsequent […]

[…] that will break your site? Well, by following this quick tutorial you’ll see how you can prevent any plugin conflicts and do all of the content updates and AccessAlly set up you need before finishing your plugin migration. Setting Up AccessAlly Alongside Another Membership Plugin Temporarily Navigate to AccessAlly -> […]

AccessAlly’s order forms are flexible in design and content, and include a long list of customization elements. If you want a video walkthrough, click here. There are many different order form customization elements that you can add to the default order form style for design, clarity, and functionality purposes: Note: […]