You can update AccessAlly user permission tags from directly inside the WordPress website admin interface.
There are some occasions where you may want to add an AccessAlly tag to a contact from inside your WordPress site and have it sync back to your CRM.
For example, you have a single contact that is missing a tag due to an error in a CRM campaign.
Step 1: From inside your AccessAlly site go to WordPress > Users > All Users.
Step 2: Enter the email address you’d like to search for.
Step 3: Edit the user.
Step 4: Click on the AccessAlly tab.
Then under Permissions, look for Tags and add any tags you’d like one at a time in the Add New Tag spot.
Step 5: Click the Update User button.
Optional: Visit your CRM platform and confirm the tag has been added to this contact inside your CRM.
Reminder! Any CRM campaigns or automations that start with a tag that you’ve added to a user inside WordPress will be sent to this contact.
