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AccessAlly Plugin Initial Setup

The installation and initial setup of AccessAlly can be completed in a few short, simple steps when using AccessAlly’s Onboarding Wizard.

Whether you are extremely familiar with your WordPress site or not, you can have your membership site up and running in no time.

What you’ll need:

When you’re ready to install AccessAlly on your site, you’ll need 3 specific items to get it ready to go:

  1. The .zip file of AccessAlly, along with the user email and serial key (located here)
  2. Login information to your WordPress site
  3. Login information to your CRM account (Infusionsoft, Ontraport, Drip, ConvertKit, or ActiveCampaign

Step 1: Download the plugin .zip file to your computer

Download the .zip file of AccessAlly and save it to your computer. Make sure to save it to an easily-accessed location, such as your Downloads folder or desktop.

Step 2: Log into your WordPress site & install the plugin

The AccessAlly plugin can be installed the same way as any other WordPress plugin. Haven’t installed a plugin before? Here’s how:

Log into your WordPress site: YOUR-SITE-URL/wp-admin

After the login is complete, go to Plugins > Add New > Upload Plugin
Screen Shot 2016-02-22 at 10.46.15 AM

Browse for the AccessAlly .zip file that was downloaded to your computer, then click the Install Now button. After the file has been uploaded to your WordPress site, you may activate it.

Once activated, you must add your unique serial key information by going to: AccessAlly (on the left navigation menu) > General Settings > License.

Here you will be able to insert your unique user email and serial key. Hit “Save Changes” to finish this step.

Step 3: Use the Onboarding Wizard

AccessAlly’s Onboarding Wizard walks you throw CRM integration, payment options, key pages, and color schemes. Watch this video tutorial to learn how it works (or read through the written steps below).

Written Tutorial for Onboarding Wizard

The next part of the setup requires you to connect AccessAlly with your CRM: Infusionsoft, Ontraport, ConvertKit, Drip, or ActiveCampaign.

Go to: AccessAlly > Get Started

This will take you to the easy setup wizard, which walks you through the basic setup process. First watch the video, then follow the “click to get started” button.

Onboarding Step 1: CRM Integration

Select whether you will be integrating with Infusionsoft, Ontraport, ActiveCampaign, ConvertKit, or Drip from the dropdown.

Then, fill out the Application ID and API key.

Note: If you have trouble locating your Application ID and API Key, click on the link to follow a step-by-step tutorial.

Any additional settings required for each CRM will be revealed once you click the “connect to CRM” button.

Video Walkthrough for Integrating with Your CRM System

 

Please Note: If the site is hosted on WPEngine (or other platforms with similar symptom), the campaign action [Send HTTP Post] will fail with an error message “Unexpected HTTP response code: 301”. You need to contact WPEngine support and ask them to “Disable the redirect bot for Jakarta Commons-HttpClient/3.1” to the install.

 

Infusionsoft

Note: If the site is hosted on WPEngine (or other platforms with similar symptom), the campaign action [Send HTTP Post] will fail with an error message “Unexpected HTTP response code: 301”. You need to contact WPEngine support and ask them to “Disable the redirect bot for Jakarta Commons-HttpClient/3.1” to the install.

Ontraport

ActiveCampaign

ConvertKit

Drip

Note: Certain security / anti-spam plugins might cause communication issue between the CRM and AccessAlly. Please deactivate those plugins (in particular “WP-SpamShield”) if you are noticing communication issues.

Onboarding Step 2: Payment Options

If you are planning on using AccessAlly to create order forms and take payments, select the option: Use AccessAlly to take payments through Stripe or PayPal, and to create order forms.

Once selected, additional options will be revealed. Each dropdown includes a full description plus a link to a tutorial in case you get stuck!

Note: If you are not planning on using AccessAlly to take payments, simply skip this step and move onto the next.

Onboarding Step 3: Customize Common Pages in Membership Site

When you go through the initial setup, AccessAlly auto-generates 6 key pages for your membership site:

  • Login
  • Dashboard
  • My Account
  • Payments
  • FAQ
  • Contact

Each page contains generic content that you’ll want to edit before the site goes “live”. Simply click the yellow “edit” button to be taken to the individual pages. As you go in to edit each page, you’ll notice that these pages also contain instructions on how to configure any related settings/controls.

Onboarding Step 4: Select Your Color Scheme

In this next step of the AccessAlly onboarding wizard, you can select a color scheme. This will affect the appearance of certain AccessAlly features such as the login widget, order form, custom operations, and the profile edit.

Please note that you have three different options here:

  1. Recommended: Selecting a pre-designed color scheme
  2. If you wish, you can opt to add your color and styling preferences inside the custom CSS section, which will override AccessAlly’s default CSS code.
  3. NOT Recommended: There is also an “Advanced” option. DO NOT use this option unless you absolutely must (developer). If you do add code in this section, you are responsible for maintaining the CSS for all future AccessAlly releases.

Note: After purchasing AccessAlly, you will receive access to additional (optional) design tools that will help to shape the overall appearance of your website, based on the theme you have installed. Our design tools currently include:

Initial Setup – Completed

After the changes are saved, your new AccessAlly plugin is fully installed on your WordPress site and is ready for you to begin designing the courses.

Updated on February 9, 2018

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