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Team Interaction: Allowing Child Users to Contact Parents

When you set up your Teams in AccessAlly, you can also pre-build interactions for team members to take advantage of, like adding a button so a child/team member can flag down their team leader when they need help or would like to move onto the next level.

How an Interaction Can Help Team Members Connect With Leaders

Each team has a default leader, who can add users to the team. Depending on your particular use case, you might find it helpful to provide the team with a preset “contact team leader” button, so that they can easily get the help they need when they need it.

1. Create New Team Interaction

Go to AccessAlly > Teams. Open up the team you’d like to add the interaction to. Under Interactions, create a new Interact with Team Parent operation.

In the example below, we created an interaction that triggers an already-creted custom operation. The custom operation will add 200 credits to the user’s account.

In addition to triggering a custom operation, you can also set the team interaction to add a tag to the user’s account. This is a very open-ended option, which you might use to trigger a CRM automation, for example.

2. Create a New Custom Operation

Go to AccessAlly > Custom Operations. Create a new operation to run team interaction. Select the team and operation ID #.

With the custom operation created, use the AccessAlly shortcode adder to add the operation to the page you’d like it to appear on.

3. Test Operation

Finally, test the operation to make sure it works as you’ve envisioned.

In our example, we signed on as a child account and clicked on the button. As expected, the team leader account received 200 more credits.

Updated on March 18, 2020

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