AccessAlly Emails Guide: Automate Your Communication

AccessAlly’s built-in email system automates essential communications like invoice notifications, welcome messages, payment failure alerts, and module release announcements.

1. Prerequisites

Before configuring emails, ensure:

• AccessAlly plugin is installed and activated
• WordPress can send emails (test with a basic contact form)
• SMTP service: is configured for reliable delivery (recommended)

2. Quick Setup Guide

For immediate setup:

1. Navigate to AccessAlly > Settings > Emails
2. Enable Admin Notifications
3. Configure SMTP settings for deliverability
4. Choose which email types to activate
5. Click Save Changes

3. Available Email Types

Transactional Emails

Invoice Emails: Automatic receipts sent after purchases or recurring charges

• When sent: After successful payment processing
• Configuration guide: Invoice Email Setup

Payment Failed Emails: Notifications for declined recurring payments

• When sent: When automatic billing fails
• Configuration guide: Payment Failed Email Setup

Renewal Reminder Emails: Pre-billing notifications for subscribers

• When sent: Before subscription renewal (customizable timing)
• Configuration guide: Renewal Reminder Setup

Member Communication

Welcome Emails: Onboarding messages with login details and expectations

• When sent: After successful registration or purchase
• Configuration guide: Welcome Email Setup

Module Release Emails: Notifications when dripped content becomes available

• When sent: Based on your drip schedule settings
• Configuration guide: Module Release Setup

Affiliate Communications

Affiliate Sale Emails: Commission notifications for affiliate partners

• When sent: After affiliate-referred sales or recurring payments
• Configuration guide: Affiliate Email Setup

4. Admin Notifications

Enable notifications for important events:

Go to AccessAlly > Emails > Advanced

• New Sales
• Failed Payments
• Cancellations
• Invoice Generation

1. Enter admin email addresses (to receive notification emails)
2. Save Changes

Configuration guide: Admin Notifications Setup

5. Email Templates and Branding

Create Branded Templates

Use Email Templates with Shared Blocks for consistent branding:

1. Company Details: Company Name, Signature, From Sender Name, From Sender Email Address
2. Header Block: Logo, company name, contact info
3. Footer Block: Contact details, company details

Template guide: Email Templates Setup

Best Practices

• Include your company logo and branding
• Use consistent colors and fonts
• Add contact information
• Test templates across email clients

6. Troubleshooting

AccessAlly Emails Not Being Delivered

Symptoms: Users report not receiving emails; emails go to spam
Solutions:

1. Configure SMTP service
2. Verify domain authentication
3. Check email templates for spam triggers
4. Test with multiple email providers

Module Release Emails Not Sending

Symptoms: Module release emails don’t trigger automatically
Solutions:

1. Verify webhook is properly configured
2. Check that the order form includes the Release Custom Operation
3. Confirm email template is activated
4. Review Offering Module Release Timers

Admin Notifications Missing

Symptoms: No notifications for sales or failed payments
Solutions:

1. Enable admin notifications in settings
2. Verify admin email addresses are correct
3. Check spam folder for notifications
4. Test with a manual transaction