In the Subscription Management area, you have the option to pause a subscription on AccessAlly. To the admin, this looks like: What Happens When You Pause a Subscription The PAUSE tag is added to the member. Tip: Use the PAUSE tag in your CRM automations, so that the user will...

This article shows you how to remove affiliate commissions on a per product basis. Go to Affiliates > Ledger, click into the detail for the specific commission, and use the “delete record” button at the bottom of the page. Delete Commission Record

You can easily add points, remove points, or do other simple operations right inside of AccessAlly. This is great if you want people to be able to redeem their points by clicking a button, or if you want to automate other actions. Resources on Custom Field Operations How to Create […]

In the Subscription Management area, a site admin has the option to revoke a subscription immediately and remove access to the content in an offering at the same time. To revoke access click the “Revoke Immediately” button in AccessAlly > Sales > Subscriptions. What Happens When You Revoke Access The […]

[…] Kept contact – the email address for the contact you will keep Merged contact – the email address for the contact you will merge then remove Step 1: Contact Review Create a spreadsheet to keep the data for all contacts that you’d like to merge. This is helpful as a […]

Important Notice: As of August 2023, we no longer recommend Drip as an integration for new accounts. Drip has recently removed the HTML form code functionality that AccessAlly uses for order form syncing. This tutorial will remain for any Drip users with legacy functionality. We’ve also opened a feature request...

In the Subscription Management area, you have the option to cancel a subscription on AccessAlly by using the “revoke” feature. Please note: this is different than a revoke action. With a regular revoke, the user’s permissions are immediately removed. When the subscription is canceled, on the other hand, the user’s...

The Grant Course Permission custom operation allows you to grant course permission on AccessAlly by applying course access tags for an entire course or specific modules. This action also removes all corresponding revoke (and Legacy PAYF) tags for the user. This allows you to accomplish things like: Run the custom...

[…] requirements that appear for new users creating a password to ensure safety for your site. The coding used to display the user password do not remove or alter this coding! What this option looks like in the back end of an order form for an admin or tech team member […]

[…] replay automatically. Go to AccessAlly > Sales > Order Form Setup and open your workshop order form. Under the Automation tab > Payment Success settings remove your Pre Event Workshop tag and replace it with the Post Event Workshop tag.   Workshop Base Page Paid Workshop Forms Tab Workshop Settings […]