Here’s a hypothetical flow of how things work
- A user will go to your website and they will opt-in/purchase using an order form or opt-in form.
- That form will then create a contact record in CRM, and apply a tag (trigger tag).
- The tag application then will trigger an automation.
- The automation then is configured with specific steps to add tags, and run an http post/webhook (the communication), send the welcome email, etc.
This http post/webhook is vital, as it tells WordPress to create a user/update a user, and lets the CRM know all changes that were made, so the contact record is up to date for that user. This is the only way to create a user in AccessAlly and the only way to update an existing user.
Adding a tag manually in the CRM must trigger an automation so that the http post/webhook can take place. Without that triggering something, an update will not occur. The use of a trigger tag helps make it easier for manual updates.
What a campaign or automation typically contains
Step 1 – A trigger tag – this tag can be applied to start the campaign
Step 2 – Course/page access tags – these are the tags that control the page access
Step 3 – HTTP post/webhook- this tells WordPress to update the user and allows the communication
Step 4 – A wait period – This allows the systems to update as CRMs often have a queue of commands to go through, so your requests may be in the queue
Step 5 – Welcome email – An email you write to the user to let them know what’s to come! (Optional)
Once you have all areas of the automation published, you can then create a contact and apply the tag that triggers the needed tag application.
Here’s more information about how to create automations in the Automation Guide.