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Your Guide To AccessAlly’s Custom Operations Feature

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.

Create a 1-Click Upsell (Infusionsoft users ONLY)

If you’re using Infusionsoft as your integrated CRM, it is possible to create a 1-click upsell using AccessAlly’s custom operations feature. This is advanced functionality, so please take the time to watch the tutorial.

Updated on December 4, 2017

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