Creating a Gift Center with AccessAlly Managed

This article will walk you through the steps to create a Gift Center. If you would like to sell an Offering for holiday gift giving, try this option!

Created for: AccessAlly Managed with AccessAlly Emails

With this option, the Gift Giver will add in each Gift Recipient. Gift Recipients will receive an email letting them know a gift was purchased and who sent the gift.

1. Offerings on Site

Here’s how the Gift Center works, in relationship to all Offerings on your site.

1. Gift Offering – select the Offering you’ll give as a gift
2. Gift Center Offering – connect Gift Giver & Gift Recipient (send & deliver the Gift Offering.)
3. Any Offerings (outside of 1 & 2) = Cross-selling dashboard. Offerings available for purchase or free opt-in.

2. Create a Gift Center (Team Center Offering)

Go to AccessAlly > Offering > “+ CREATE” > Team Center Offering

Below you’ll see the steps for each part, these are screenshots of the same pieces from the video above.

3. Gift Program Settings (Team Program Settings)

Location: AccessAlly > Teams > Name of your Gift Center (dropdown)

4. Gift Giver Pattern Page Design (Leader Content Base Module Page)

The page pattern below, will give you an import file of the page built in the video. Patterns are imported into the Gutenberg editor in WordPress.

Not using Gutenberg?

Here’s the code used for each part. These are added using the Custom HTML option in your WordPress Theme (or page builder.) You can copy/paste these in, then watch the video to customize.

<center>[accessally_icon post_id='#' target='same' hide_disable='always' width="200px"]</center>

<h2><center>Gift Delivery</center></h2>

[accessally_team_add_new_child team_id='1']

<h2><center>Gifts You've Sent</center></h2>

[accessally_team_child_list team_id='1']

<script>
document.addEventListener('DOMContentLoaded', function() {
    var searchInputs = document.querySelectorAll('.accessally-filter-input');
    searchInputs.forEach(function(input) {
        if (input.placeholder === 'Find team member') {
            input.placeholder = 'Search recipients';
        }
    });
});
</script>

<script>
document.addEventListener('DOMContentLoaded', function() {
    var noMemberMsg = document.querySelector('.accessally-team-no-member-message');
    if (noMemberMsg) {
        noMemberMsg.textContent = 'No gifts have been sent yet.';
    }
});
</script>

5. Gift Recipient Page Pattern (Member Content Base Module)

The page pattern below, will give you an import file of the page built in the video. Patterns are imported into the Gutenberg editor in WordPress.

Not using Gutenberg?

Here’s the code used for each part. These are added using the Custom HTML option in your WordPress Theme (or page builder.) You can copy/paste these in, then watch the video to customize.

<center>[accessally_icon post_id='#' target='same' hide_disable='always' width="200px" ]</center>

<h2><center>Your gift has arrived, [accessally_user_firstname]!</center></h2>

Add a button with a link to the Offering that was purchased!

6. Order Form

Now, it’s time to customize your order form. This is in your Gift Center Offering.

AccessAlly > Offerings > Your Gift Center Offering > Forms Tab

Here are the recommend settings for the Order Form Pricing tab.

Next, select the “Payment Success” tab.

The Gift Giver will see this message & then add each Gift Recipient. Customize the numbered items below to your liking.

7. Coupon Code

Now, it’s time to customize your order form. For ease in testing, add a 100% off promo coupon.

AccessAlly > Offerings > Gift Center Offering > Forms tab > “+ ADD” > Coupon Code

The coupon code will be for your internal company order form testing.

Next, you will “Save” the Forms tab, then edit the Coupon Code.

Your Gift Center order form will be checked and the discount is 100% (for all payments.)

In the coupon code section, remove SAVENOW and click Generate to create a promo code. After changing the coupon code, press “SAVE” to save your coupon code changes.

8. AccessAlly Welcome Email

This is a personalized email, sent to the Gift Recipient, upon being added by the Gift Giver.

To ensure the Gift Recipient receives the Welcome Email, you’ll need an SMTP plugin and Email Delivery Service. Details in this article.

AccessAlly > Emails > Welcome Email

1. Select “+ NEW”
2. Edit with pencil to name the Welcome Email
3. Select “+ ADD NEW TRIGGER” > this is when a Team Member is added by a Team Leader to your Gift Center Team
4. Send customized email (dropdown)
5. Email subject – use Personalize to add Team Leader First & Last Name
6. Select the body copy, and personalize, to add details
7. Select “SAVE” to save changes.

Example of email copy used, with personalization.

Hi {{[firstname]}},

{{[team-leader-firstname]}} {{[team-leader-lastname]}} has sent you Happy Course as a gift!

{{[reset-password-link:Click here to reset your password.]}}

And, reach out to {{[team-leader-firstname]}}, if you'd like to confirm this is a real gift. 

-{{[signature]}}

9. Test Your Gift Center

For testing purposes, you will need:

1. Gift Giver Email Address (different from your admin email)
2. Two Gift Recipient Email Addresses (different from your admin email)
3. Link to Gift Order Form
4. User Switching plugin (switch view from Gift Giver to Gift Recipients)

Frequently Asked Questions

Q: How do I expire a gifted month of a membership?
A: Inside your Gift Center, add a module with a timer set with a delay. There’s an option to run a custom operation when the module is released. Add the “Revoke Membership Offering” custom operation.

Here’s a video example: