How to Configure Tagging Automation for AccessAlly Pro’s LMS / Gamification Features

Want to add a tag when someone completes a quiz or a checklist? AccessAlly Pro needs an extra level of configuration to make this happen.

Step 1: Connect ProgressAlly With Your CRM

If you have AccessAlly installed on your site, the easiest way to configure your global LMS tagging settings is by simply connecting the two plugins.

If you purchased ProgressAlly as a standalone plugin and do not have AccessAlly, please see the tutorial that corresponds to your CRM.

Step 2: Configure Your Tagging Preferences on Each Page

After you’ve set up the integration, it’s time to go into the individual pages to determine where you’d like the tagging to take place.

Note: You can tag users based on quiz results, objective completion, and social sharing.

Step 3: (Optional) Automate an Email When a Tag Has Been Applied

A last an final step is to automate a “congratulations” email in your CRM when a user receives a tag from completing a quiz or checklist in AccessAlly Pro.

Updated on January 10, 2018

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