Migrating From AccessAlly to Memberium for ActiveCampaign

Memberium — 

This guide is intended for people porting from AccessAlly to Memberium for ActiveCampaign. We’ll assume you’re currently using AccessAlly with ActiveCampaign. If you’re using AccessAlly with Infusionsoft, check our other guide here. If you’re using a different CRM, you’ll need to migrate to either ActiveCampaign or Infusionsoft in order to use Memberium.

The Memberium for ActiveCampaign migration process has 3 steps:

  1. Migrate Contacts
  2. Migrate Content
  3. Migrate Billing

With AccessAlly, all of your contacts and content should already be in ActiveCampaign. Passwords, by default, are stored in ActiveCampaign and in WordPress meaning your users can keep logging in with the same password after the migration. You shouldn’t need to change anything in order for the passwords to work seamlessly.

Before you Start

Before starting the migration, we typically recommend noting down all your membership settings and disabling the old plugin. However, AccessAlly has a “Development Mode” feature that will allow you to run both so you can easily reference what you had setup in AccessAlly while also having Memberium installed.

To enable it, navigate to General Settings > Developer Tools

Then scroll down to the bottom and click the checkbox for “Development Mode”

Step 1 – Migrating Contacts

Since you’re already using ActiveCampaign, all your contact data is already there. You shouldn’t need to do anything

Users passwords are also stored in WordPress, by default, and Memberium can use those existing passwords. This means your users won’t notice any difference when logging in and you won’t have to force a password reset.

Memberium for ActiveCampaign does not store the password in ActiveCampaign. If you use Memberium to generate passwords, we will store the password in ActiveCampaign so you can send it to the user in an email, but when the user logs into the site, the password field will be cleared out for increased security.

You can setup your password field by going to Memberium > Settings > Login:

 

Step 2 – Migrating Content

Luckily, this step is very simple since all your content is already in WordPress. You won’t need to port over any content into WordPress, but you will need to re-protect your content. With AccessAlly, you were protecting your content with Membership levels and Tags.

Memberium works the same way. Membership levels are comprised of tags in ActiveCampaign. This means by having the “Gold” tag in ActiveCampaign you would have the Gold Membership on the site. You can also protect content with just tags leaving out membership levels which is better in certain cases.

Since you already have tags in ActiveCampaign, you’ll want to create membership levels from those existing tags. Check out the bottom of this linked guide to see how to create membership levels from your existing tags.

After you’ve created your membership levels, go through your existing content and protect it with the newly created membership levels.

For a detailed video showing you how to protect your content, see this video.

After you’ve gone through and protected all of your content, you’re done with this step.

Step 3 – Migrating Billing

Now that you’ve got all your contacts and content moved over, it’s time to see if you can move the billing to Memberium. First thing first, Memberium itself does not process payments. We integrate with ActiveCampaign which doesn’t currently offer any sort of payments or checkout system. Instead, you’ll use a cart or checkout system that integrates with ActiveCampaign. When a user makes a purchase, the system will create that user in ActiveCampaign and apply a purchase tag to their record. Memberium will be able to take over from there as covered in our getting started videos. AccessAlly offers two ways of handling billing. They offer direct integration with Infusionsoft (like Memberium) and they also offer their own solution that uses PayPal and Stripe.

Already Using a 3rd Party Cart (Not AccessAlly)

If you’re using a cart system that integrates with ActiveCampaign, then there is nothing you need to change since all the billing is actually happening in that system and not in AccessAlly. In other words, you can drop AccessAlly without needing to do anything to the billing side of things.

An example cart system could be ThriveCart, WooCommerce, or Spiffy for example. Most users won’t be using a third party system and instead they’d be using AccessAlly for managing billing via Stripe or PayPal.

Already Using AccessAlly for Billing

However, if you’re using AccessAlly’s billing system, you’ll unfortunately have to have your members resubscribe using a payment system that integrates with ActiveCampaign. We have several guides and recommendations including ThriveCart, WooCommerce, and Spiffy. Any cart or checkout system that integrates with ActiveCampaign will work with Memberium.

There is no automated way to migrate a subscription payment out of AccessAlly and into the new system. However, you can navigate to:

AccessAlly > Purchase Logs > Subscriptions. From there, you can export a list of all active subscriptions.

This will allow you to email these paid subscribers to have them register for a subscription in the cart/checkout system of your choice.

Alternatively, if you have too many subscribers and you worry that they won’t sign up again (which is a valid concern) – you can keep AccessAlly running in development mode until they cancel or you can get them to move to the new platform.

Scroll Down to the bottom and click

Final Thoughts & Tips

After migrating your contacts, content, and billing, you’re almost to the point of having a fully working Memberium powered membership site. We’d suggest you watch our getting started videos which will cover the basics of Memberium, how to setup your onboarding and delivery automations, and go over some of the more advanced features we offer.

Every migration is slightly different since everyone has a unique site running different plugins. Our guide won’t and can’t cover every single scenario imaginable, but we hope it’s enough to help you connect the dots of your own migration. If you’re still stuck, reach out to our support team at memberium.com/support.

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