Start From Scratch Template

The Start From Scratch template is the easiest way to create your next offer in AccessAlly. This template is flexible and customizable.

Step 1: Create a Start From Scratch Offer

AccessAlly > Offerings > “+ CREATE” and select Start From Scratch

Step 2: Name Your Offer

When prompted name your offer.

Displays a decorative image of the offering name field

Step 3: Select “Yes, I’m ready to add my content”

This is a decorative image showing to select the Yes, I'm ready to add my content option.

Step 4: Save Your New Offer

Save your offer using the save button in the top right corner

Step 5: Review Tabs

Now that you’ve created your Start From Scratch Offer you can visit the following tabs to customize your offer:

  • Content tab (add and edit pages)
  • Forms tab (free and paid forms)
  • Settings tab (add branded icons, review menu settings)
  • Permissions tab (displays tags used for this offer)
  • Automations tab (displayed when integrated with ActiveCampaign, Keap, Kit, or Ontraport) showing steps to create your CRM automations.
Updated on October 14, 2024
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