When using AccessAlly Managed Contacts the Module Release Timer feature can be used to instantly remove access to an offering after a set number of days has passed.
Not using AccessAlly Managed Contacts? See our CRM automation articles.
ARTICLE CONTENT:
Offering Setup
AccessAlly > Offerings
You can add this to an existing offering or create a new one. Add all modules that are a part of the offering. And set your module release timers to the desired number of days for each module release.
Add a Module to Remove Access
Add a new module to the end of your offering. When asked for how many pages to add to the module set this to “0” pages.
Count up the days in all of your modules. In the image below this course has 29 days. If someone has access for 90 days, there are 61 days remaining.
Set Timer & Add Custom Operation
In your remove module set the module release timer to the number of days left before access is removed. In the custom operation section add the Revoke Access operation, this is most often named “Revoke Offering Name.”
Module Release Emails
This is an optional step, which is helpful to prevent a module release email from going out upon removal.
AccessAlly > Emails > Module Release
Create a new email template, select your offering, check all modules – leaving the last module unchecked. Set this to send customized emails.
