Below you will find a comparison of what’s possible when using AccessAlly Managed and/or a CRM system to send emails.
We created this overview to guide you in selecting the options that fit your needs best.
AccessAlly Managed sends transactional emails. With this option an opt-in form or order form gives access to the content in an offering.
When selecting this option, you will need an external CRM system, if you would like to send marketing emails and have contacts on an email list.
AccessAlly Managed is not a CRM system.
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FAQs
Are tag based emails possible with AccessAlly Managed?
We recommend a CRM integration if you would like to send tag based emails. This workflow is often used for items like sending emails based on progress, quiz result emails, and sending visit the website reminder emails.
Are CRM activated coupon codes available in AccessAlly Managed?
CRM activated coupon codes are available for CRM integrated sites only.
Are failed payment reminders available in AccessAlly Managed?
With AccessAlly Managed a single failed payment reminder email is sent out and you’ll need to remove access manually if a payment is not made in your desired timeline.
Does AccessAlly Managed integrate with an external CRM system?
AccessAlly Managed runs independent of a CRM.
If using an external CRM system with AccessAlly Managed, you can use our Zapier integration to send data collected from AccessAlly Managed to 3rd party tools.
There is no direct integration with CRM systems outside of ActiveCampaign, Keap, Kit, and Ontraport.
If using an external CRM system with AccessAlly Managed, you can use our Zapier integration to send data collected from AccessAlly Managed to 3rd party tools.
There is no direct integration with CRM systems outside of ActiveCampaign, Keap, Kit, and Ontraport.
I’ve used a CRM integration and am thinking of using AccessAlly Managed, what is this process like?
There are some key differences between how a CRM system uses AccessAlly and how AccessAlly Managed does.
“Tags” are an important consideration with CRM integrated sites. Tags move people into CRM automations, webhooks relay this data back to AccessAlly.
“Offerings” are used in AccessAlly Managed.
A free opt-in form or order form starts a user in an Offering.
Module release timers in your offering drip release content. “Tags” are used to identify users on your site, but do not send AccessAlly Emails (for example.)
We recommend this article if you’re thinking about making a switch.
“Tags” are an important consideration with CRM integrated sites. Tags move people into CRM automations, webhooks relay this data back to AccessAlly.
“Offerings” are used in AccessAlly Managed.
A free opt-in form or order form starts a user in an Offering.
Module release timers in your offering drip release content. “Tags” are used to identify users on your site, but do not send AccessAlly Emails (for example.)
We recommend this article if you’re thinking about making a switch.
