The point of this guide is to provide you with a high-level overview of how to migrate from another membership platform to Memberium for ActiveCampaign.
There are 3 basic steps to any migration, and we’ll cover each in as much detail as we can without being specific to any single platform you might be migrating from. Our support team is available 7 days a week to assist with any questions you might have about migrating from another membership plugin or platform.
1. Protecting Your Content with Memberium for ActiveCampaign
The first thing you’ll need to do is create your membership tags in ActiveCampaign if you haven’t already and then protect your content with Memberium. The basic idea is that you’ll use the Memberium Content Protection Box in conjunction with your newly created tags/memberships to protect your pages.
If You are New to ActiveCampaign and Don’t have Membership Tags
If you don’t have any tags or memberships already created (this means you’re NOT already using ActiveCampaign), you’ll want to create your membership levels. You can do this by clicking Memberium >> Memberships and then scroll down to the Tag Builder Pro box.
Enter the name of the tag and membership you’d like and check the box “Include PAYF/SUSP/CANC” (we’ll cover what those are later). Then press “Create”
If You Already Have Membership Tags in ActiveCampaign
If you’re already using a tag based system, you will need to create your membership levels using your existing tags. This can be done by going to Memberium >> Memberships and clicking “Create New Membership Level”
From here, you will enter the name of the membership level and in the “Access Tag” box you’ll select the tag that already exists in ActiveCampaign for your Membership level:
Then you can scroll down and finalize the membership level. Once done, you’ll see that your new membership level is in the list.
Protect Your Content with the Memberships
Now that you’ve created your membership levels in Memberium, you can protect your content and pages with the memberships. Open a WordPress page, post, LearnDash course/lesson, etc. and scroll down on the right-hand side until you see the content protection box. Then press the checkbox next to the membership level you want to use to protect the page:
Once you’ve checked a membership level and updated the page, that membership level will be required access the page.
Once your content is protected, the users you’ll import in the next step should be able to login to the site and access the content associated with their membership level.
2. Ensure Your Customers are in ActiveCampaign as Contacts
If you’re moving from a platform that already stored your customer data in ActiveCampaign, more than likely you can move to the next step. The important thing is that each member/user has a record in ActiveCampaign and that they are tagged with a tag corresponding to their Membership Level.
Memberium works by granting access to users based on tags. If the user has a tag for Membership A then they will be able to access all the content that you’ve protected with Membership A.
If you’re importing users into ActiveCampaign, the good news is that ActiveCampaign will actually assist you in migrating your contacts and tags from another CRM or platform for free. Click here for more information on that.
During the migration, you’ll want to make sure that your members are tagged with the memberships they have. If you’re not coming from a tag-based system, the easiest way to handle this is to export is segments. For instance, export all Membership A users and during the import into ActiveCampaign, tag them with a tag called “Membership A.” Then do the same for Membership B, C, D, etc. until you’ve moved everyone over.
Once your users are in ActiveCampaign with their corresponding membership tags, you’re almost done with this step. The last thing to consider is passwords. Memberium for ActiveCampaign does not store the password in ActiveCampaign. We only store the password in the WordPress database where it’s hashed (not plain-text/readable).
In order for you to allow users to keep their passwords, the users would already need to be in WordPress. If you’re coming from a system where everyone already has a WordPress record, you should be all set. If you’re coming from a system that’s not WordPress based then you may have to generate new passwords for everyone. Contact our support team if you need specific help with understanding where your users’ passwords are stored.
3. Migrating Subscriptions/Payments
Migrating your subscriptions and payments will vary widely depending on what platform you’re coming from. If you’re already using something that integrates with ActiveCampaign, then you probably don’t need to make any changes other than configuring the ActiveCampaign integration.
Since ActiveCampaign doesn’t have any built-in eCommerce features (order forms, credit card processing, etc), it relies on integration with other platforms such as ThriveCart, WooCommerce, and Spiffy. If you’re already using one of these platforms, you’ll just want to configure an automation in ActiveCampaign to be run when a user makes a purchase of your specific membership(s). Those automations will apply tags to the user so they can access content, generate a password for the user so they can log in, and email the user with the login details so they’re all set.
Unfortunately, if you’re migrating from a platform that has it’s own built-in payment system and there’s not a simple way to export that data you have two options:
- Try to work with your old platform to see if they can help you migrate your customer payment details to the new system. In most cases, you’ll need to be in contact with both the old and new platform.
- If they’re not willing to help or it’s not possible, the last resort option is to have your current members resubscribe. Using one of the platforms above that integrate with many CRMs, you won’t be locked in should you decide to move to another membership platform later down the line. In most cases, you can market the resubscription process as a facelift of your site or a v2.0/3.0 rebranding of your membership program. Of course, it’s important to note that you may lose some stagnant members who have been meaning to cancel but simply haven’t gotten around to it.
Hopefully, your old payment processor/platform will work with you in migrating to a new system that integrates with ActiveCampaign. Our support team is here to offer advice/assistance in determining what options you have.
These three steps are the base of any migration to Memberium for ActiveCampaign. After you’ve finished migrating these 3 points of data, you may need to tweak a few things and follow our getting started videos, but the hard work is complete.
We’ll update this guide periodically as we add platform-specific migration guides. If you need assistance in understanding the steps to migrate from your platform, please contact our support team. We don’t offer migration services, but we’re always open to helping you find someone who can migrate you and discussing your specific needs.