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ProgressAlly Events: Add tag upon button click to track Protected Content Downloads

In this article you’ll learn how to use a button in WordPress with protected content to apply a tag upon click using a ProgressAlly event. This is a great option if you love the design look and feel of your WordPress theme buttons and want to apply tags in AccessAlly upon button click.

1. Review Protected Content File

Visit Protected Content > All Protected Content > Click “Edit” to view your desired file.

Make sure this is set with a check by “Visitors must login to view this page” otherwise this file will not be tracked. You can also add access permission tags (if needed.)

Visitors must login to view this file

Next you will need two items, related to this file:

  • Page URL for this file
  • Number of this post in WordPress

2. Page URL for Protected Content File

The page URL is shown here, you can copy this link. You will need this link for your button in WordPress.

Page URL Protected Content File

3. WordPress Post Number

Next, you’ll need the number of this post in WordPress to use with your ProgressAlly Event.

Note number of protected content post in WordPress

4. Create a Unique Tag

If you would like to tag a user based on downloading the protected content file, you can add a unique tag.

AccessAlly > Settings > Tags and create a new tag. This tag is automatically added to your CRM if created in AccessAlly.

Add new tag example in AccessAlly

5. ProgressAlly Event

We’ll use a ProgressAlly Event to determine when someone downloads the file. This option is great if you’d like to use buttons in your WordPress Theme and tag someone upon download of your file.

Go to: ProgressAlly > Events > Create a new event

  1. Name event
  2. Select “when user visits a page”
  3. Type in WordPress post ID number (from step 3 above)
  4. Select how often the tag can be applied
  5. Select “add tag(s)’
  6. Add tag (from step 4 above)
  7. Save your changes

6. Add Button to WordPress Page

Now you can go to the page where the user will download the protected content file. Create a button on this page using your WordPress page builder. You can add as many protected content files via buttons as you would like. You’ll need one ProgressAlly event for each button.

While shown in Gutenberg for this example. You can use a button in any WordPress page builder to achieve the same result.

  1. Add the protected content URL from step 2 above as the button link
  2. Set to open in a new tab
  3. Save your changes

7. Save page changes, test button.

Remember to save your WordPress page changes, click “Publish” in top right corner.

To test your new button, click on it, then review your profile tags at User > Profile > AccessAlly tab. You will see the tag from step 4 has been applied upon clicking the button.

Tag successfully applied from ProgressAlly Event
Updated on April 26, 2024
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