If you’re not using the AccessAlly order forms because you have a different shopping cart, you can still create teams through your CRM, here’s how.
How to Set Up The Order Form (& Automation)
Step 1: Decide What Needs To Happen
First, plan out the sequence of events that you want to be automated. Have each step planned out – and make sure to include when the team should be created (#2 in the example below).
A sample workflow would be:
- Start/Trigger: User Purchases a Team License
- (Team is Created)
- User Receives Login Information Via Email
Step 2: Set up Your Team
Step 3: Set up a Custom Operation
Go to AccessAlly > Custom Operations > Add New.
- Choose what this operation will do: Initiate team parent
- Select a team to initiate: [select your team from the dropdown]
Step 4: Set Up Your Order Form
Set up a product & order form for your team license. (Need a refresher on how to do that? Follow the Guide to AccessAlly’s E-Commerce feature.)
4.1 – Create Your Product
A team product is fairly straightforward: simply choose the product name and amount to be charged (and whether it is a one-time purchase vs. a recurring subscription).
4.2 – Create Your Offer
Next, add the team “product” to an offer.
- A new team will be automatically created
- The client who placed the order will receive the “Team Leader” tag and any welcome tags that you designated when first setting up the team.
Step 5: Set Up Your “Parent” Automation
At this point, all of the essential actions of creating a new team will happen automatically as soon as the client submits the order form.
However, you may wish to send the new team leader a welcome email. If this is the case, please create a new CRM automation to make it happen with the following elements:
- Trigger: When the “Team Parent” tag is added
- Send Email
Since team members are added manually by the team leader, no further actions need to be taken on your part to ensure the team runs smoothly.
Step 6: Set Up Your “Child” Automation
In Step 4 of this tutorial, you designated a “child” tag that will be applied to a user as soon as the team leader adds them to the team.
You can use this tag to trigger an automation that is almost identical to the Parent automation: a quick email that welcomes the new team member and tells them how to log in.