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Waitlists and Offering Enrollment Limits

If you would like to limit the purchase of an offering by the number of people (10 spots) or by selecting calendar dates (cohorts) you can do that using AccessAlly version 4.0 and above.

This feature has two parts the waitlist and the enrollment limit. Both are shown in this article.

Add a Waitlist

The waitlist option redirects someone when there are no more available spots or the dates for enrollment have passed. This option has a form that applies a waitlist tag so you’ll know who wants in on your next round.

See How to Add a Waitlist

Go to AccessAlly > Offerings > Select Offering > Forms > “+ADD” > Waitlist

Choose and name for your waitlist tag and select create a new public thank-you page.

Create Waitlist

Your waitlist will appear as NEW. Save the offering to save the new waitlist.

New Waitlist

Click the view icon to see the thank you page with your waitlist form. The page will open in a new tab in your browser.

View Icon

Here’s the default view of the thank-you page. This page will open in a new tab in your broswer.

Default Thank You Page

In the waitlists tab (still open in your browser) click the brush icon to view the form and make changes.

Save Waitlist

Here’s the view of the default form inside AccessAlly. This is the form that is shown on the thank you page. You can design the form, view the settings, and choose display options. Once you’re happy with the form click SAVE.

Waitlist Form

Adding an Enrollment Limit

AccessAlly > Offerings > Click Offering > Forms > “+ ADD”

Add Enrollment Limit

Select Enrollment Limit

Enrollment Limit 1

Enrollment Limit Settings Tab

The following options are available under the settings tab. Review these options and make choices about what you would like to cap under enrollment.

  1. Enrollment limit name: what you would like to call the enrollment limit
  2. Enrollment time window checkbox: allows you to set open enrollment periods
  3. Enrollment time window: allows you to choose the dates for open enrollment
  4. Limit spots checkbox: allows you to set enrollment capacity
  5. Enrollment capacity: number of times this offering can be purchased
  6. Redirect to a waitlist: Allows you to select if you would or would not like the offering redirected to a waitlist when the limit or time has expired.

Enrollment Limit 2

Order Form Message Tab

Create the wording that is displayed under the countdown timer and before your order form.

  1. Dynamic placeholder options: Add your desired wording and items like total capacity, current enrollment count, remaining capacity, and the countdown timer.
  2. Preview: See the dynamic placeholder options like they will appear on your site.
  3. Once you’re happy with the Order form message SAVE your changes.

Enrollment Limit 3 Version 2

View Enrollment Limits

If you need to get back to these settings again in the future you can click the brush icon under the enrollment limits section. The green indicators show if the offering is open for enrollment and how many spots have been filled.

Enrollment Limits Section

Edit Order Form Template

You’ll need to add the enrollment limit to your order form design to ensure it shows when you preview the order form.

  • Go to AccessAlly > Sales > Order Form Setup > Open the form > Order Form tab
  • Click the Save and Preview to open the order form design template

Enrollment Limit 5

Tried-and-True Order Form Template

Under the Enrollment Limit Display add a checkmark by “Enable enrollment scarcity message display” and save your changes. That is the only change you need to make with this order form design style.

Enrollment Limit 6

All Other Order Form Templates

If you are using the order form design styles below, add a widget to your existing order form to display the enrollment limit options.

  • Flex: two-columns (right)
  • Flex: two-columns (left)
  • Flex: full-width
  • Flex: one-page accordion

Click “+” in the panel that you would like to add the enrollment limit message.

Enrollment Limit 7

Select Enrollment Limit Message and click ADD.

Enrollment Limit 8

Your enrollment limit message will appear in the pane of your order form design. Save your changes.

Enrollment Limit 9

View Your Order Form

Open an incognito window in your browser and visit your order form to ensure that the enrollment limit is displayed.

Example: Tried and True Order Form Design

Example Tried and True

Example: Flex: two-columns right order form design

Example flex-two-columns right

FAQs About This Article

Q: Does the limit enrollment feature work with toggle order forms?

A: Yes it does. The timer and custom messaging for enrollment will appear above the toggle options. When customers make purchases each toggle option counts towards total enrollment limit.

Toggle Enrollment Limit

Updated on October 30, 2023
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