[…] hit save. If you do not see your form hover over AccessAlly in the top bar and click “Refresh CRM info”. CONVERTKIT First choose “Landing pages and forms” from the top bar. Choose “Create New”. On the next screen, choose Form. Select the Inline option. Next, you can choose any […]

[…] objectives on the first base module of your offering (nothing to track!) The shortcode is not being used or hasn’t been added to your dashboard page. I've selected a progress overlay, but it doesn't look right? Go to ProgressAlly > General Settings > Styling and review or add your desired […]

Initial Menu Options When creating an offering in AccessAlly you will be presented with three initial options for the menu area. These options are shown in the Settings tab of your offering. Do not create a menu for this offering – no menu will be created for this offering upon […]

Tags allow for creating unique experiences for members logged into your AccessAlly site. In this article we’ll cover each tag that is automatically created by AccessAlly and as a bonus you’ll learn how to display content on a page based on tags! Conditional Display by Tag With AccessAlly’s conditional display […]

When you create a User Directory with AccessAlly, you can choose to make each profile “clickable”. In other words: clicking on a result in the user directory takes you to a page with more information on that particular user. This user page can contain a large variety of elements; you […]

AccessAlly’s page permission settings are available on any post or page inside your WordPress site. This area controls whether a page is publicly visible (anyone online can see it), or whether it is only visible to logged-in clients. When To Use The Page Permission Settings Any time you want to […]

[…] like to create a visual roadmap of the steps on a member journey. This article narrows the steps to a single member moving through your AccessAlly site to the result you would like that member to achieve. Version: The steps outlined in this article are available for AccessAlly Pro or […]

In this article, you’ll explore ways to engage longer with your members by creating an Accountability Partner Program. AccessAlly is a robust tool with many different ways you could create your Accountability Partner Program. Use this article as a guide and season this to taste. Need help with anything covered […]

Do you have the same email address in your CRM system or AccessAlly site multiple times? Learn how to merge contacts in this article. When Merging Contacts May Be Necessary If you have: duplicate contacts in your CRM the same person with two or more email addresses (for example a […]

Skill Level: Advanced There are many different ways that you can create a team with levels 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: You’ve been approached by a school with a principal […]