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AccessAlly Troubleshooting Guide

In this guide, you’ll learn how to test and troubleshoot your setup before you launch your courses and memberships to ensure your users will not experience hiccups when joining.

Why It’s Important To Test Your Setup Before Going Live

AccessAlly works hand-in-hand with your CRM, giving you the opportunity to create a fully automated online course and membership area.

However, both systems are incredibly robust, and a single misstep during the setup process can cause frustrating errors for you and your clients.

Because of this, it’s very important to test (and re-test) each portion of your site as you set it up, so all errors can be caught before they affect your paying customers.

Your Admin User

Logged in as the admin user, As you create your AccessAlly site, you’ll want to test to make sure that each page has the proper permission tags so that the only people who can access your content are the ones who purchased it.

Method 1: Check to Ensure Your Admin User has “All Access” mode

This method gives admins the ability to view all pages of the site, regardless of what tags are needed to view content.

To do this, follow these steps:

  1. Log in as your WordPress Admin account
  2. Go to WordPress – Users and search for your admin user.
  3. Edit the user. Towards the end, there is a checkbox to give the user All-Access. Check this box and click “save”.

Method 2: Create a test user

This is best for testing your completed course automations, tags, and emails being sent out. The video below will show you how to create a test user.

How to Test A Free Opt-In

You’ve set up your course and opt-in, but how do you make sure it works?

  1. Open your opt-in form in an incognito window
  2. Submit the form using a brand new email address (that’s not an existing user on your AccessAlly site already!)
  3. Check to make sure the new user is added to the CRM
  4. Make sure you can complete your login to the membership site

How to Test An Order Form

Now it’s time to test your order form. To do this, please follow this tutorial: How to Test Your Order Forms with Stripe or PayPal

Test Your Online Courses and Automations

This phase of testing should happen naturally, as you test the opt-ins and order forms. Some main things to look for include:

Free Course

  • Did you submit the opt-in form?
  • Is the email address saved in the CRM?
  • Were the right permission tags added?
  • Was this information synced with AccessAlly (via a webhook)?
  • Did the email confirmation go through successfully?

Paid Course

  • Did you make a test purchase with your order form?
  • Is the email address saved in the CRM?
  • Were the right permission tags added?
  • Was this information synced with AccessAlly (via a webhook)?
  • Did the email confirmation go through successfully?

What to do if you’ve launched and you’re receiving help emails!

First, take a deep breath. Mistakes in the setup can happen. The article below will show you how to manually add users to the site and get them into your courses!

 

Updated on November 20, 2019

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