AccessAlly Managed allows AccessAlly to work directly with the contacts inside your site without the need for an external CRM system.
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Select AccessAlly Managed at Setup
This option is available in the AccessAlly Setup Wizard in Step 2: Integrate CRM.
Creates everything you need from start to finish to deliver courses, memberships, challenges, affiliate programs and more!
Send welcome emails, affiliate sale emails, module release emails, and more.
Custom Fields Tab
Add custom fields to your site.
Add new tags to your site.
Connect AccessAlly to your favorite apps.
We’re working on a plugin that will help you convert from a CRM to AccessAlly Managed. We’ll let you know as soon as this option is available. For now existing users will see this grayed out.
Webhooks sent via API are not able to be connected to AccessAlly Managed contacts as webhooks from other 3rd party tools do not communicate contact details like name and email address to AccessAlly.
We recommend using AccessAlly opt-in forms and AccessAlly order forms as the starting point for new contacts that are added to your AccessAlly offerings. From there you can use our Zapier integration to send information to 3rd party tools.