The setup includes many moving pieces, but can be easily set up with AccessAlly.
1. Create an Opt-In Form For Your Waitlist
If you have a waitlist or want to create one, create a new opt-in form. Make sure that it will apply a unique tag to whomever signs up. (Example tag name: 2019_Membership_Waitlist)
This tag can be used to segment the subscribers, so that you can send them presell emails, or simply a “launch is live” notification.
2. Create an Order Form With a Trial Period
With your opt-in form actively collecting emails for your launch waitlist, it’s time to set up the order form itself. Set this up however you’d like, with one change: in most cases, you’ll add the “has access” tag to the order form, giving users instant permission to access course material.
However, if you want everyone to receive access on the same day no matter what date they purchased, you may wish to simply use the “Made_Purchase” tag to trigger an automation inside your CRM. This automation starts as soon as the Made_Purchase tag is added, BUT includes a wait timer, so that subsequent permission tags are not given to users until the date of your choice.
3. When Launch is Live, Add Order Form to Page
When your launch/presell period is live and you’re ready for people to start buying, you might do any (or all) of the following:
- Add the order form to a page and run a test order to make sure it’s working properly
- Let your waitlist know it’s time to order (send an email to everyone with the “2019_Membership_Waitlist” tag).
4. When Launch Closes…
When it’s time for the launch to close, simply remove the order form from the page (or make it otherwise inaccessible by un-publishing the page).
Have questions about your unique presell scenario? Our support team is only an email away!