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What are AccessAlly Managed Contacts?

AccessAlly Managed allows AccessAlly to work directly with the contacts inside your site without the need for an integrated CRM system.

AccessAlly Managed sends transactional emails. When selecting this option you will need a CRM system to send marketing emails to contacts on your email list.

Select AccessAlly Managed at Setup

This option is available in the AccessAlly Setup Wizard in Step 2: Integrate CRM.

AccessAlly Managed Screenshot

Offerings Wizard

Creates everything you need from start to finish to deliver courses, memberships, challenges, affiliate programs and more!

Offerings Guide

AccessAlly Emails

Send welcome emails, affiliate sale emails, module release emails, and more.

AccessAlly Emails

Custom Fields Tab

Add custom fields to your site.

Custom Fields Tab

Tags Tab

Add new tags to your site.

Tags Tab

Zapier Integration

Connect AccessAlly to your favorite apps.

Zapier Integration

FAQs

HOW DO I SWITCH FROM A CRM TO ACCESSALLY MANAGED?

We recommend reviewing our Switching to AccessAlly Managed Contacts guide.

CAN I CONNECT API WEBHOOKS TO ACCESSALLY MANAGED CONTACTS?

Webhooks sent via API are not able to be connected to AccessAlly Managed contacts as webhooks from other 3rd party tools do not communicate contact details like name and email address to AccessAlly.

We recommend using AccessAlly opt-in forms and AccessAlly order forms as the starting point for new contacts that are added to your AccessAlly offerings. From there you can use our Zapier integration to send information to 3rd party tools.

Updated on June 4, 2024
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