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How to Give Access To Your Course or Membership Content

Opt-Ins vs Order Forms
With AccessAlly, you can choose whether you want to sell access to the content on your website (like paid courses, memberships, etc.) or if you’d like to simply give it away for free (like the 30 Day List Building Challenge).

For both methods, you’ll need to follow the initial plugin and content setup process outlined in the AccessAlly User Guide.

When you are finished setting up the opt-in or order form, we recommend returning to the User Guide to follow the recommended setup and testing steps.

Free vs. Paid Access to Content

With both methods, a user will indicate that they would like to access the content by either:

  • Submitting an opt-in form (free content)
  • Submitted an order form (paid content)

This action should then initiate the process of creating a new user (inside the AccessAlly site and your CRM, since the two systems must be synced with each other), giving the new user the proper permission tags, and initiating any appropriate follow-up automations inside your CRM.

Free Content via Opt Ins

Follow the tutorial here to offer a free course to your students – Tutorial

  • Step 1: Create a Product (AccessAlly can auto-create this inside the Course Wizard) – Tutorial
  • Step 2: Create Your Order Form Offers – Tutorial
  • Step 3: Create your order page, using the shortcode
  • Optional: To customize the appearance of your order forms, you can follow these steps – Tutorial
  • Step 1: Create a Product – Tutorial
  • Step 2: Create Your Order Form Offers – Tutorial
  • Step 3: Create your order page, using the shortcode
  • Optional: To customize the appearance of your order forms, you can follow these steps – Tutorial
  • Want to offer a payment plan or subscriptions? Check out this tutorial – Tutorial
Please note that the resources on this page are identical to that found inside the AccessAlly User Guide.
Updated on October 28, 2019

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