If you offer coaching or consulting alongside your courses or membership, it makes sense to bring everything under one roof (and one login!) for your clients. You can create create a place for 1-on-1 coaching calls, pre-session workbooks, and more using AccessAlly Pro. You’ll be providing a personalized experience for […]

[…] Protected Content > All Protected Content > Click “Edit” to view your desired file. Make sure this is set with a check by “Visitors must login to view this page” otherwise this file will not be tracked. You can also add access permission tags (if needed.) Next you will need […]

1. Customize the appearance of AccessAlly You can customize AccessAlly’s order forms, buttons, profile edit, and login widget through the backend settings. Go to: AccessAlly > Settings >General Setup > Styling Option 1: Choose your primary colors (recommended) Slect Primary colors. Choose your button and accent colors. AccessAlly will do […]

[…] old host and your new site will have a funky URL like “https://sitename.wpengine.com”. Navigate to this new version of your site: Make sure you can login as an admin (same username and password as before) Click around the pages and make sure that themes and pages look right Make sure […]

[…] message {}: client’s first name {}: client’s last name {}: client’s email {}: total payment amount {}: credit card / PayPal payment confirmation # {}: login username (always the email for new users) {}: login password (only shown for new users) Under Order Form Setup: Sending People to a Custom […]

[…] CAMPAIGN starting condition. Choose the GO TO item under the Filters tab. Connect the GO TO item to the first CHANGE TAGS item. 4. Send login information (optional) You can send welcome emails directly in AccessAlly, but you could also send them here through Ontraport. Add “SEND AN EMAIL” item […]

[…] – and are totally synced with your new CRM. Once you’ve run the Migration Wizard, make sure to send them a welcome email with new login details, if necessary. Screenshot from AccessAlly showing where to change your CRM setup Screenshot from AccessAlly showing where to enter your ActiveCampaign API keys […]

[…] Name Last Name Email Bio Website URL Custom Attribute Custom Field Custom Code Custom Text All Team Member Interactions Add as Team Leader Remove Member Login as Member – see how here. Display Team Member Email-less Login Link – see how here. Team Interaction (ProgressAlly) Show quiz result (ProgressAlly) Progress […]

[…] redirected to an insufficient permissions page They’re logged in and click to another page, and instead of seeing this page they get redirected to the Login Page again Inconsistent access issues, where they should be able to see the content because they have the right tags but it’s just not […]

[…] to help you modify the internal AccessAlly data: https://access.accessally.com/accessally/accessally-add-ons/modify-contact-id-for-existing-order-subscription/ Once you’ve run the Migration Wizard, make sure to send them a welcome email with new login details, if necessary. Step 6: (Optional) E-Commerce & Order Form Setup If you already use AccessAlly’s order form system, you won’t need to make […]