The AccessAlly Client Guide

The first step in your membership site and online course setup is the WordPress site itself. The quality of this foundation will determine how well your site can grow and expand with your business.

Note:
Designing a website requires an entirely separate skillset, and can cause frustrations and confusion unrelated to the functionality of your courses.

While you should install your WordPress theme in this step, we highly recommend NOT implementing page-specific designs until the appropriate step (indicated further down the list).

Ideally, you would already have your course or membership content planned, prepared, and ready to go before you invest in the tools needed to implement it. Content creation is the longest part of any website, membership, or online course build.

Don't set an aggressive launch date if your content isn't ready to go yet!

Now it's time to install the AccessAlly plugin on your WordPress website.

AccessAlly’s Setup Wizard provides an easy-to-follow, 3-step process that activates your plugin license, integrates with your CRM, and integrates with your payment processor (Stripe and/or PayPal).

The Setup Wizard will also create key pages and make sure they’re set up properly.

Review the Setup Wizard tutorial here.

Note: You may wish to use a different payment processor instead of using AccessAlly's order forms.

If you opt for an alternative system, PLEASE BE CERTAIN THAT IT INTEGRATES WITH YOUR CRM. The integration must be able to create users and issue tags in the CRM itself if you want it to work with your AccessAlly membership site. We do not provide support for alternative options.

If you're moving to AccessAlly from another plugin or hosted platform, you'll want to take advantage of our "Migration Wizard".

The Offering Wizard takes care of creating the pages, permission tags, opt-in and order forms. You can use the templates to quickly create:

• Free or paid courses
• Drip-released courses
• Membership programs
• Affiliate systems
• Team programs for bulk enrollment

In the previous stage, you created the structure of your offering. Now, it's time to add the content to these pages.

The Offering wizard automatically creates opt-in form and order forms for you. Now it's time to customize these, and add any additional entry points into your content.

Using AccessAlly Pro? Once your pages are published, it's time to configure the LMS features:

After you have content mapped out and created, it's time to implement the design (look & feel) through your WordPress theme.

Design Resources:

• Guide to Membership Website Design
• Get our free theme templates here
• Plan your course template look and feel
• Design your course icons: Download our Icon Templates or use the built-in icons from the Offering Wizard

Not sure what theme to use? We recommend both Elementor and Beaver Builder. We offer a suite of free templates that you can use on your AccessAlly site. These are affiliate links and we will earn a commission if you decide to purchase one of these options.

Emails and automation can be handled natively within AccessAlly, or through your email marketing or CRM platform.

To set up built-in AccessAlly emails, follow the email guide.

To set up emails and automation in your CRM, please read this tutorial for more information: Your Guide To Creating CRM Automations

Start with our pre-built automations, to shortcut the process.

We currently have free automation templates available for:

• Ontraport
• ActiveCampaign
• ConvertKit

Don't invite people to your site until you're sure everything is working. Click here to test your setup before you go live.

As a final check, please make sure you've run through a thorough testing sequence so that you don't run into any issues as your site goes live. Make sure: