[…] No affiliate. Then, click the navy Update Order Affiliate button. Step 4: Recalculate Order Commission Click on the yellow Recalculate affiliate commission button. This will remove all past affiliate commissions and re-calculate based on existing payments. Step 5: Confirm Change Has Been Successful Once the change is successful, you will […]

[…] Go to AccessAlly > Settings > Custom Operations and create a new operation. For each different type, you’ll add the tags the user needs and remove the other tags. This way a member has only one of these custom operation tags in use at a time. Below is the Needs […]

[…] the revoke access steps When you create any release automation, it’s always a good idea to create the corresponding revoke automation, so you can easily remove a user’s access to site content if needed. The refund / revoke sequence will automatically remove the access to the course modules when triggered, […]

[…] click brush to edit form. Add release custom operation. Review CRM Automations If you added the release custom operation to your order form, you can remove the initial base tag add, and create user webhook steps from your CRM automation… and move right into the Welcome email. Example shown in […]

[…] payments instead. What a member sees when their subscription has been resumed. What does NOT Happen When You Resume Subscription NO tags are removed. (Please remove your PAUSE or REVOKE tags manually, if there are any on the member’s account.) NO tags are added. This does NOT charge past missed […]

[…] Administration Dashboard. A Team Interaction (custom operation) allows the Principal (Team Leader) to give points to a single Teacher(s). Click here to see how! A Remove button option that allows the Principal (Team Leader) to remove a Teacher (Team Member) if they are no longer with the school. A ProgressAlly […]

[…] and switch it from “Inactive” to “Active”. To revoke a client’s access to the course, please add the Revoke Access tag to the contact. IMPORTANT: Remove User From Release Automation The last step in your automation should be to REMOVE the user from the release automation for the course you […]

[…] 4 Customize Your Team Now it’s time to customize the options your Team Leader sees on their administration page. This allows the Leader to add, remove, or promote Members – track progress and more! See How Here 5 Adding Leaders & Members to Your Team Now that you’ve created a […]

[…] Kit automation, you can now use the aa_updateuser tag instead of the generate user tag that you configured in AccessAlly’s General Settings area. Step 6: Remove the UpdateUser tag Finally, remove the aa_updateuser tag in your automation so that it can be run again whenever needed. Generate Kit GenPass Webhook […]

After the backend setup is ready to go for your affiliate program, it’s time to create a “hub” that your affiliates can log into. This will be their one-stop to grab affiliate links, view stats and commissions, and even snag some swipe copy to help them promote your products. Step...