Using a different CRM? Check out the full list of revoke access automation tutorials here.
Why would you need to revoke access?
Revoking access to site content is a natural part of doing business, and might include any of the following scenarios:
- A client cancels their membership subscription
- A client’s payment card expires and cannot be charged for the next month’s subscription
- A course student cancels and requests a refund
- A client “downgrades,” and loses partial access to the content
While you could manually apply the Revoke Access tag to a user inside AccessAlly, we recommend automating the process as a part of building out your releasenCRM automation.
How the Revoke Access tag works
When you create your site content with AccessAlly’s Course Wizard, you’ll notice that a “Revoke Access” tag is automatically created in Step 2:
When the Revoke Access tag is applied to any of your clients, the corresponding access is negated. So even if a user has a “Affiliate Revoke Access” AND an “Affiliate Access” tag, they will not have access to the content.
How to Add a Revoke Access Tag to Your ActiveCampaign Automation
Go to Automations in the main navigation menu. Click on “Create an automation”.
Choose “Start from Scratch”, and then click “Create”.
The trigger for the revoke sequence is when “Tag is Added”.
Select the Revoke Access tag.
Add a new action and select “Webhook” in the “Conditions and Workflow” section. Please use the webhook as indicated in the Integration tab of the Course Wizard.
Give the Automation a name and switch it from “Inactive” to “Active”.
To revoke a client’s access to the course, please add the Revoke Access tag to the contact.
IMPORTANT: Remove User From Release Automation
The last step in your automation should be to REMOVE the user from the release automation for the course you are revoking access to. This is important in scenarios where the release automation would otherwise continue to send them emails (which would confuse someone who requested a cancellation and can no longer access course content).