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The AccessAlly Setup Wizard

AccessAlly Setup Wizard Mockup
AccessAlly’s Setup Wizard provides an easy-to-follow, step-by-step process to activate your plugin license, integrate with your CRM, and start taking payments with Stripe and/or PayPal.

Why Use the Setup Wizard

Running the Setup Wizard from start to finish ensures that the fundamental setup & integrations of your site work properly. This can alleviate a large portion of common setup errors that could otherwise occur if you are not fully trained in the software and try to do the setup manually.

Note that the Setup Wizard can be accessed at any time. Plus each of the individual settings can be found in various tabs inside AccessAlly’s Settings.

Please make sure you’ve installed the AccessAlly .zip file, first!

How to Use the Setup Wizard

START HERE

Before running the AccessAlly Setup Wizard, please make sure you have reviewed the AccessAlly Onboarding steps which cover important information about:

  1. Setting up WordPress hosting
  2. Creating a subdomain
  3. Securing your website with an SSL certificate
  4. Choosing your WordPress theme and page builder
  5. Selecting a Video Hosting provider
  6. Taking payments via Stripe and/or PayPal
  7. Understanding how AccessAlly works with your CRM and getting your CRM API Information

If you didn’t receive a welcome email or can not access the steps above? Just contact us and we’ll get you sorted right away!

STEP 1: REGISTER THE PLUGIN

Your license keys can be found here. If you can not access this page contact us.

  1. Add your registered email. This is the email address you used when you purchased AccessAlly.
  2. Your AccessAlly license key goes here.
  3. Optional: If you’re an AccessAlly Pro user you’ll add the license key for ProgressAlly here.

Register the AccessAlly plugin

STEP 2: INTEGRATE CRM

Choose the CRM system you would like to integrate with from the dropdown. AccessAlly requires a supported CRM to install the plugin.

Integrate CRM

Now it’s time to Integrate AccessAlly with your CRM. The steps will vary based on the CRM system you are using. Follow the prompts for your CRM and click the NEXT button to continue.

ActiveCampaign is shown in the example below.

CRM API Keys

Optional: Would you like to store passwords in your CRM? Follow the steps to store passwords or mark the checkbox if you do not want to store passwords. Note this important information if you are choosing not to store passwords.

Storing Passwords in the CRM

STEP 3: PAYMENT PROCESSING

Now it’s time to choose your Payment Processor.

  1. Select YES if you would like to process payments using Stripe and/or PayPal with AccessAlly order forms (highly recommended).
  2. Select NO if you would like to use a 3rd party tool to process payments (note some features may not work as advertised!)

Payment Processor

Additional Options: If you selected YES in the previous step you will be taken to Stripe, PayPal, or Both? to select which options you would like to use to process payments.

  • You can use test keys for Stripe if you’d like to test the payment process before launching your site. Remember to switch testing keys to LIVE keys (via Settings > Payments) before launching your site.

Stripe or PayPal integration Screenshot

Now it’s time to select your default Payment Currency. You can process payments in more than one currency, but this option sets your preferred site currency.

Currency Settings

Congratulations, you have successfully installed AccessAlly!

AccessAlly Key Pages

After completing the steps under Get Started in the AccessAlly Onboarding Wizard Key Pages will be created for your site. You can hit Edit by each Key Page to see it in action.

List of Key Pages Created by AccessAlly

Key pages are powerful pages that help your users move through the site. These pages are pre-populated with shortcodes used by AccessAlly, but you can apply additional styling to them to match your brand.

WHAT ARE KEY PAGES

To preview your key pages visit AccessAlly > Get Started click the Edit button by each page to view the default settings.

  1. Login to your account – this page is where your users log in. All AccessAlly sites have ONE login page.
  2. Please login first before accessing the site – this page is shown when an existing user is detected at the time of purchase or opt-in. This page is shown for security reasons and displays a message letting the user know to log in with their existing password (for verification purposes.)
  3. Dashboard – shows offerings on your site
  4. My Account/Profile – allows a user to change their password (optional) and email address this also changes the information in your CRM
  5. My Orders – shows a user’s orders and subscription payments
  6. Insufficient Permissions – shown when a sales page redirect has not been set and a user is visiting a page they are not tagged with access to see.

Key Page Redirects

Key page redirects are automatically created when you set your site up with the AccessAlly Setup Wizard. These are existing pages on your site. If you need to review these visit AccessAlly > Settings > General Setup > Key Pages.

The Login Page

The login page should be set to the Login to your account page.

Login Page AccessAlly

The Existing Member Login Page

Existing Member Login
Page after logging in

This page should be set to the Dashboard page

Page after logging in

Insufficient Permissions Page

Insufficient Permissions Page

Logout Page

Logout Page in AccessAlly

Updated on May 5, 2021

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