[Guide] How to Use Custom Operations

AccessAlly includes a set of capabilities known as “Custom Field Operations”. This is a unique, flexible feature based on the “custom fields” of your CRM.

What Can the Custom Field Operations Feature Do?

Currently, there are a few different action sets you can create with AccessAlly’s Custom Field Operations. For each type, you can choose to trigger it from inside your membership site (with a button), or trigger it from inside your CRM (as part of an automation).

Click on the dropdown below each feature to learn more and see the corresponding tutorials:

Create a Credit System (Increase/Decrease Field Value)

This feature allows you to increase or decrease a numerical value from a custom field in a contact’s account. With this capability, you can built out a credit system or reward points tally.

Apply Tags To Any Logged-In User

This functionality is useful if you want customers to be able to start or stop their own subscriptions, purchase additional courses, or otherwise be more in control of what they’re seeing inside the membership site. This capability is powerful, and easy to use and customize.

Set Up Split Tests for Your Content

Split testing your content is a quick and easy way to make sure you’re presenting your members with the most effective, helpful material. AccessAlly allows you to split test different content using your CRM’s tags.

Create a Countdown Timer

If you want to display a countdown timer that is specific to each member, based on when they took a certain action – it’s totally possible. This can come in handy if you’re doing an evergreen promotion with a timed special offer that expires after a set amount of time for each visitor.

Initiate Team Parent

This custom operation type will create a Team and designate a user as the Team Parent. It can only be triggered when used with an order form.

Run a Series of Custom Operations

Do you want to run multiple custom operations simultaneously? Use this type to “group” the various operations together so you’re only working with one trigger (versus multiple).


Create an On-Demand Login

The on demand login creation feature for AccessAlly is a powerful tool when you want to give immediate access to your free courses as soon as a subscriber submits an opt-in form.The on demand login feature is also indispensable when you are not storing your users’ passwords in your CRM, since it logs the user in without revealing or storing their password.

Updated on October 23, 2018

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