Giving Access After Closing Sales Calls

For: AccessAlly Managed sites

This article is designed to assist you if you close sales calls and take payments outside of AccessAlly.

This process has manual steps and is not fully automated.

Add a Free Opt-in Form

Inside the offering, add a free opt-in form.

Release Offering

AccessAlly Managed needs an offering to be released, in order to send a welcome email and create a new user on your site.

Password Protect Opt-in Form Page

This opt-in form is open to the public, anyone with the link can fill out the form. We recommend adding a password to the page.

Admin steps to password protect opt-in form page.

Front-end view of opt-in form password protected page.

After Payment is Received

We recommend having the client fill out the form.

Upon receiving payment, send the link to your opt-in form & the password.