In this guide we’ll cover the steps to switching from an integrated CRM system to using AccessAlly Managed Contacts. While this option is available, using AccessAlly Managed works differently from using an integrated CRM system. If you have questions about switching, contact us. We’re happy to help. Recommendations CRM Information…
When using AccessAlly Managed Contacts you can use the Module Release Timer to determine the number of days a user has access to an offering on your site. You’ll then apply a new module release tag to remove access after your desired timeline has been reached. Example: Upon purchase of…
In this article we’ll explore delivering a paid workshop with AccessAlly. Our scenario articles show everything needed from start to finish and are designed to help you see what’s possible with AccessAlly. You can watch the workshop and make tweaks or changes to fit your needs! Version needed: AccessAlly Pro…
In this article we’ll explore what the module release is and how it’s used inside an offering. What is the module release? The module release offers you the ability to drip offering content quickly and easily from inside your AccessAlly site. How does the module release work? The module release…
In this article you’ll find out how to deliver a flip pages style monthly magazine subscription using AccessAlly. Workshop Video Watch the workshop video which shows this scenario from start to finish. Recommendations for Magazine Subscription Canva Pro for creating your PDF magazine file DearFlip PDF FlipBook plugin for WordPress…
The coupon list tab allows you to see all coupons created in one place. With the dropdown filter you can see active, used, and canceled coupons. Click the “+ADD” button allows adding of CRM activated coupon codes, and you can even batch import CRM activated codes if you would like….
You can follow this article like a checklist of best practices for offerings that were created in the past that you’d like to make changes to before relaunching. Offering Audit What worked great (or not so great) during your last launch of this offering? What changes or tweaks would you…
In this article you’ll create a tiered approach for employees at different levels within a company. Each level oversees the level below, while the top-most level sees progress of employees in all levels. Overview of Tiers Want to know if this article is right for your business? Watch the video…
Find out how to use AccessAlly Emails to send welcome emails and module release emails based on being in a team. Works for: CRM managed contacts and AccessAlly Managed Contacts
Here is an overview of the options you’ll find under AccessAlly > Settings > General Setup. CRM Integration This tab shows your options for integrating AccessAlly with a CRM system or using AccessAlly Managed Contacts. Key Pages Lists the key pages that are in use on your site. These pages…