Creating a Monthly Membership with Points

Build a recurring membership where members earn points monthly and can redeem points for additional content while retaining purchased items after cancellation.

Before You Begin

• Create a points system in AccessAlly
• Ensure your CRM integration is active for points automation

Step 1: Create the Monthly Membership Offering

1. Navigate to AccessAlly > Offerings
2. Click + New Offering
3. Select Start from Scratch template
4. Complete the wizard with your membership details
5. Configure the following tabs:

Content Tab

1. Create one page for monthly members
2. Add member news, available rewards, and announcements
3. Click Publish

Forms Tab

1. Click + Add Form
2. Select Subscription form type
3. Set your monthly price
4. Click Save

Note: Both the offering page and forms must be published to function properly.

Step 2: Create Points-Redeemable Offerings

Create separate offerings for items members can purchase with points. These offerings use different access tags, allowing members to retain access after membership cancellation.

1. Navigate to AccessAlly > Offerings
2. Click + New Offering
3. Select Start from Scratch template
4. Configure the offering:

Content Tab

1. Use the Base Module & create additional modules (if needed)
2. Click Publish

Forms Tab

1. Click + Add Form
2. Select One-time Payment form type
3. Set the regular price (for non-members)
4. Click Save

Tip: Create at least 3 points-redeemable offerings to provide variety for members.

Step 3: Set Up Points Custom Operations

Increase Points Operation

1. Navigate to AccessAlly > Settings > Custom Operations
2. Click + NEW OPERATION
3. Select Increase the field value
4. Configure the operation:

• Field: Select your points field
• Amount: Enter monthly points earned
• Name: “Monthly Points Increase”

1. Click Save

Decrease Points Operations

Create one decrease operation for each points-redeemable offering.

1. Click + NEW OPERATION
2. Select Decrease the field value
3. Configure the operation:

• Field: Select your points field
• Amount: Points required for this offering
• Apply Tags: Select the Base Access tag for the corresponding offering

1. Enable member triggering:

• Check Enable members to trigger this operation by clicking a button
• Button Text: “Unlock with Points”
• Confirmation Message: “Ready to unlock this program?”

1. Set redirect URL to the offering’s content page
2. Click Save

Repeat for each point-redeemable offering.

Step 4: Connect Points to Membership Purchase

1. Navigate to AccessAlly > Offerings > [Your Membership]
2. Click the Forms tab
3. Click the edit icon on your membership form
4. Go to the Automations tab
5. In the Payment Success section:

• Add your “Monthly Points Increase” operation

1. Click Save

Important: Set up recurring points delivery in your CRM for ongoing monthly payments.

Step 5: Configure Member Dashboard

Locate Your Dashboard Page

1. Navigate to AccessAlly > Settings > General Setup > Key Pages
2. Find the Page After Logging In setting
3. Click Edit to access your dashboard page

Dashboard Types and Setup

AccessAlly Offering Dashboard

Uses a single shortcode: [accessally_course_dashboard] or an AccessAlly Offering block.

Individual Icon Offerings

Shows individual shortcodes for each offering with custom layout.

Blended Dashboard

Combines the course dashboard with individual offering icons.

Add Your Offerings to Dashboard

1. Edit your dashboard page
2. Add your membership offering (automatically appears in offering dashboards)
3. For point-redeemable offerings:

• Add offering shortcode or block
• Add the corresponding “Decrease Points” operation button below each offering

1. Click Update

Advanced Configuration

Points Display

Add this shortcode to show member points: [accessally_user_meta field="points_field_name"]

CRM Automation Setup

Configure your CRM to:

1. Award points on recurring payments
2. Track point redemptions
3. Handle membership renewals

Frequently Asked Questions

Q: Can members keep purchased content after canceling their membership?
A: Yes, if items are created as separate offerings with different access tags. Items purchased with points use different revoke tags than the main membership.

Q: What happens to a member’s points when they cancel?
A: Points are retained in their profile and can be used if they rejoin the membership.

Q: Can I drip content in point-purchased offerings?
A: Content dripping in point-purchased offerings requires CRM automation. AccessAlly’s built-in dripping doesn’t work with point-purchased content.

Q: How do I test this setup?
A: Create a test user (not admin) and use the Switch User plugin. The test user must be connected to your CRM to see points functionality.

Q: What if a member doesn’t have enough points?
A: The “Unlock with Points” button will be hidden automatically when insufficient points are available.

Need Help? This advanced setup has multiple components. Join our Tune Up Call or contact support for assistance.