It is possible to allow users to update personal information on a “My Account” page. Any information updated in this way WILL be reflected in the CRM.You’ll use this functionality to have members update passwords on their own account while they are logged in. They can also update other basic details like their name, email, phone number, and company.
This functionality is NOT related to the User Directory feature, this is private account information for each member.
If you’re trying to create profile pages for a User Directory, you can find the setup information here.
The tutorials on this page will show you how to allow membership site users to update their own profile information so that their contact information in the CRM is always up to date and accurate.
Please note that a basic understanding of coding IS REQUIRED for this feature. If you have any questions, don’t hesitate to reach out to your developer or our support team.
How To Update Profile and Address Information
Use the AccessAlly shortcode adder to insert the Update Account Details option:
You can check off the “Allow update password” checkbox to let people change their passwords.
If you’re not storing passwords in your CRM, this functionality is especially important because you’ll want to give members a chance to update their password to something more memorable or more complex to improve security.
Updating Basic Member Information
Once you’ve inserted the shortcode onto a page, the account information will look similar to this:
Updating the Email Address of a Member
The easiest way for a member to update their email address is through this member profile field. Please note that if they do change their email address here, a few things will happen:
- Their “username” will be reset to the new email address
- They will be logged out and asked to login again with their new email address as their username (with the same password, unless they also changed it)
- The associated email in your CRM will also be updated
It’s the safest way to make sure this member remains in all of the correct email campaigns and sequences, and keeps all of the appropriate tags associated with their account. (Click here for more ways to update member email addresses.)
Updating Only One Field
If you are looking for a breakdown of specific elements, click on the toggle below to see the corresponding shortcodes.
The most basic use of the profile shortcodes is to show the user’s basic information (read-only mode):
- Full Name:
- First Name:
- Last Name:
By default, the individual profile shortcodes are in Read Only mode, so they will only display the current information. If you’d like the users to be able to edit the content, the shortcodes can be set to Edit mode. Turn on Edit mode by setting the “readonly” parameter to “no”. This will reveal an edit icon, allowing the user to update the attribute.
[accessally_inline_profile attr="name" readonly="no"]
Profile Image (Coding Required)
The shortcode for showing the profile image is:
By default, the profile image is the image on Gravatar.
[accessally_inline_profile], you can set the “readonly” attribute to “no” which will allow the user to update the profile image.
You can use the “label_text” and “button_text” to customize the text on the update button.
An example code snippet is as follows:
Profile image [accessally_profile_image readonly="no" label_text="Upload a new image" button_text="Browse"]
Additional customizations for profile display (Coding Required)
Editing Button Text
You can control the text on the edit button through the “button” parameter. This is only an option when you have the editable inline profile enabled.
[accessally_inline_profile attr="name" readonly="no" button="Update"]
For profile attributes with a lot of text (such as “Bio”), the “multi” parameter can be set to “yes”. This can only be used with editable inline profiles.
[accessally_inline_profile attr="name" readonly="no" multi="yes"]
When the edit button is clicked, a text area (instead of a one-line text box) is shown for the user to enter the necessary information.
The “ORDER” parameter controls whether the edit button appears before or after the attribute display. By default, it is set to “normal”, where the button appears after the attribute value. When set to “reverse”, the button appears before the attribute value. This is useful when you have multi-line editable profile attributes.
[accessally_inline_profile attr="description" readonly="no" multi="yes" order="reverse"]
Additional Information (Coding required)
[accessally_inline_profile] shortcode can be used to show/update any user-specific text in addition to the basic examples included above.
For example, you can show/update a user’s favorite movie by using the following shortcode:
Your favorite movie is [accessally_inline_profile attr="favorite_movie" readonly="no"]
All you need to do is to pick an appropriate “attr” name for the quantity (doesn’t conflict with existing values).
There are certain attributes that are reserved for system use, and they cannot be used as an editable inline profile “attr”:
It’s important to know how the My Account page works with your CRM system for updating email addresses. You always want to direct your customers to use the My Account page on your site if they email in requesting to change their email address.
Updating email addresses works from inside the My Account page (AccessAlly to your CRM), but not the other way around – from your CRM to AccessAlly!
Updating the email address for a contact (by you as the admin or members of your team) inside your CRM system will not automatically update the email address inside an AccessAlly site! It only works as intended when the email address is changed from inside the AccessAlly site using the My Account page.
If you need help troubleshooting a contact that is missing tags or has an incorrect email address as a site admin review the troubleshooting article.