[…] on the Customer that matches by email address. Delete Credit Card Scroll to payment methods, click “… ” on right, click “Delete” and click “ Remove” to delete the credit card. Review Customer The Stripe log will show no default payment method for this customer. The previous credit card has […]

[…] are not included with your resume button. Upon clicking the trash icon the page will be removed from the offering, but not deleted from your site so you will still be able to use the page. Resume Offering shortcode Course Navigation Styling Styling Preview Remove public pages Delete page from offering

[…] your WordPress Admin account Go to WordPress > Users > Your Profile, and select the AccessAlly Tab. In the Permissions -> Tags area add or remove any tags you want or do not want. How to Change Admin Permission to “All Access” Since AccessAlly only allows users to view a […]

[…] your participants to start on a specific date you can release the offering quickly from the Members Tab with a few tweaks to your offering. Remove release from the order form. This prevents participants from getting access to the offering before your desired start date. Add thank you page after […]

[…] changes. Step 2: Create Your Automation Next, go ahead an log into your CRM to create the following automation (detailed steps below): Trigger tag: Logged_into_site Remove tag: Logged_into_site Wait time: 2 weeks Send email #1 Wait time: 2 days Send email #2 Goal (Repeat) To keep things simple, you might […]

[…] Downgrade Infusionsoft If you do not wish to require your subscribers to re-purchase, you can downgrade Infusionsoft, but keep your account active. In this case, remove all of the unnecessary contacts in your Infusionsoft account. Keep contacts who have active subscriptions in Infusionsoft. Downgrade your Infsionsoft account to the lowest […]

[…] the start trigger. 2. Add the webhook link you copied from your custom operation in Step 1. 3. At the end of your automation, you’ll remove the tag you used to start this automation. 4. Save, publish or activate your automation. Step 5: Test Your Setup Using a test user […]

[…] the link to this page if you need to use the URL for buttons or in your marketing emails. Delete icon if you want to remove the page from this offering. How to Design a Public Page Clicking the brush icon opens the page in WordPress. This page opens in […]

[…] to simply create a free product (or opt in) that gives users access. In your CRM automation, you would automatically apply the appropriate PAYF ( remove access) tags after a 30 day wait period. If users are logged in with the PAYF tag, they are redirected to a page that […]

[…] AccessAlly order form to your next steps sales page. Free Online Course Template Screenshot of content area Free Forms Form View Permissions Tags Custom Operation Remove Tag Four videos custom operations Visits Day 2 Screenshot All ProgressAlly Events Next steps module Page Post Goals Tagging Next Steps Expire Last Video […]