AccessAlly 2.2.7 Release Notes

Released May 2018

New Features

On-demand login

  • This feature allows clients to gain immediate access to course content after submitting a free opt-in form. (The auto-login feature is already available when using the AccessAlly order form).
  • The login information is created immediately, so it eliminates the need for a HTTP Post / Webhook (aal_genpass). It also doesn't require a password to be stored in the CRM for GDPR-compliance.
  • This can be used with free opt-in forms in Infusionsoft, Ontraport, ActiveCampaign and Drip. It doesn't work with ConvertKit (yet) due to limitations in the ConvertKit system.
  • This feature can also be used with Infusionsoft and Ontraport order forms.
  • The on-demand login link can be used in emails, which is ideal when linking to login-protected content in an email re-engagement campaign.

Integrate Offer creation inside the Course Wizard

  • Automatically create the corresponding product and offer when setting up a new course in the Course Wizard.
  • The payment success, access, and revoke tags are automatically configured.
  • If the product has recurring payments, the Course Wizard can create the recurring payment success and failure tags as well.

Run custom operation on successful order

  • Select a custom operation be run on a successful order.
  • This is ideal for triggering a custom operation that adds credits on a successful order. Or, use it to initiate a contact as an AccessAlly team “parent”. (No more setting up an HTTP Post / Webhook in the CRM welcome automation!)
  • You can create a “compound” operation to run multiple custom operations on purchase.

Upgrade / downgrade existing subscriptions

  • Allow clients to make a purchase that replaces an existing subscription. The replaced subscription will not have future charges.
  • You can optionally pro-rate the payment based on previous payments.
  • For payment plans, you can configured an one-time payoff pro-rated based on how many payments have already been processed.

Improvements

  • New option for AccessAlly course icon shortcode to hide the icon completely when disabled.
  • Auto-fill order form name and email for logged in users.
  • Added option to make custom attribute / field in User Directory and User Profile into clickable links.
  • New custom operation to initiate a contact as an AccessAlly team “parent”.
  • Auto-charge any outstanding subscription payments on credit card update.
  • Added option to include duplicate search / filter controls at the bottom of a User Directory listing.
  • Sort User Directory listing alphabetically for users with the same filter score.
  • Allow multiple tags to be added when the Decrease Custom Operation is successful.
  • Added optional team-child-only tag setting, which can be used to trigger automation that are specific to team children and not the team parent.
  • Added warning message to the PayPal payment section bringing attention to the fact that clients will need to come back to the page to finalize the order.
  • Allow built-in CRM Contact fields to be displayed in User Directory / Profile.

Bugfixes

  • Added ConvertKit webhook creation button for initiating a client as an AccessAlly team parent.
  • Added error message that will display when users try to update password using the “accessally_profile_update” shortcode but do not enter the existing password.

Changelog

  • Introduced On-demand Login feature that can be used to immediately login a user on free opt-in.
  • Course Wizard can now automatically create Product and Offer with the corresponding automation tags.
  • Added option to run a custom operation on order success.
  • Allow upgrade / downgrade of existing subscriptions.
  • Added new option for AccessAlly course icon shortcode to hide the icon completely when disabled.
  • Auto-fill order form name and email for logged in users.
  • Added option to make custom attribute / field in User Directory and User Profile into clickable links.
  • Added custom operation to initiate a contact as an AccessAlly team “parent”.
  • Auto-charge any outstanding subscription payments on credit card update.
  • Added option to include duplicate search / filter controls at the bottom of a User Directory listing.
  • Sort User Directory listing alphabetically for users with the same filter score.
  • Allow multiple tags to be added when the Decrease Custom Operation is successful.
  • Added optional team-child-only tag setting, which can be used to trigger automation that are specific to team children and not the team parent.
  • Added warning message to the PayPal payment section bringing attention to the fact that clients will need to come back to the page to finalize the order.
  • Allow built-in CRM Contact fields to be displayed in User Directory / Profile.
  • Added ConvertKit webhook creation button for initiating a client as an AccessAlly team parent.
  • Added error message when users try to update password using the “accessally_profile_update” shortcode but doesn't enter the existing password.
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