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How to Update User Permission Tags Inside AccessAlly

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.

How to get to the users panel in WordPress

Step 2: Enter the email address you’d like to search for.

Search for a user in WordPress

Step 3: Edit the user.

Edit a user in WordPress

Step 4: Scroll to AccessAlly Membership Information > Contact Tags and add any tags you’d like one at a time in the Add New Tag spot.

Add new tag in AccessAlly

Step 5: Click the Update User button.

Click update user button image

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.

 

 

 

Updated on December 19, 2019

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