Switching from ActiveMember360 is fairly straightforward. We have put together some best practices to ensure a smooth migration process.

The number one mistake we see is not scheduling enough time to inventory your current system and plan the migration including testing the end-result. Migrating your site is a rare event, don’t rush it, and give yourself time to document what you currently have and develop a plan for implementing the new system.

Prepping


  • Review this entire document before starting the upgrade process.
  • Review your ActiveMember360 site and the features you use and compare it to the Memberium documentation. There is a large overlap of shared functionality between the two plugins; however, it is intentionally not 100%.
  • Custom ActiveMember360 API calls in your themes or plugins will need to replace those with Memberium equivalents.
  • If you find a function you need in ActiveMember360 that is not included in Memberium please contact Support for assistance so we can guide you to another solution, or implement a replacement for you.

What Won’t Change


  • Your membership tags will port over with no changes. However, you will need to recreate your memberships in Memberium for ActiveCampaign based on the existing tags.
  • Your users will port over with no changes and use the same passwords.
  • Your content will come over unchanged.

Conversion Process Overview


  1. Go through your ActiveMember360 configuration screens and note down your settings. You don’t need to do this if you’ve set up a staging or development site as you can look back and forth throughout the process.
  2. Deactivate ActiveMember360. You can leave it active on the live site if you’ve set up a development/staging clone.
  3. Install Memberium for ActiveCampaign and connect it to your ActiveCampaign app.
  4. Recreate your Membership levels in Memberium for ActiveCampaign.
  5. Review any custom shortcodes, and recreate them in Memberium.
  6. Review your widgets. Any ActiveMember360 specific widgets will vanish when you uninstall ActiveMember360 and will need to be recreated in Memberium.
  7. Search your pages, posts and other content types for ActiveMember360 shortcodes. You can easily do this by searching for the text of “mbr_”.
  8. Review your pages, posts, and other content types, and mark their Memberium security settings to match your original ActiveMember360 settings.
  9. Review automations in ActiveCampaign for webhooks that use ActiveMember360 functions. Replace with Memberium equivalents.
  10. Review Email templates for ActiveMember360 AutoLogin links, replace with Memberium AutoLogin links.

Detailed Instructions

Steps 1 & 2 - Note Down Settings and Deactivate ActiveMember360


We highly recommend you set up a staging or development site. Usually, your web host can assist you in setting that up. If you’re able to set up a staging site, you’ll be able to switch back and forth between your live site with ActiveMember360 and the staging site with Memberium. This will make it easier as you don’t need to note down any settings since you can quickly go back and look. In addition, this will also provide a seamless transition for your users as they’ll experience minimal downtime.

Example of SiteGround hosting and their Staging Site service.

If you’re unable to get a staging site, you’ll need to manually note down your ActiveMember360 settings. You can take screenshots of the pages or physically write them down. Ensure that you have taken note of how your content is currently protected. You’ll need to know what tags are being used as membership tags and what membership levels are protecting which content. This is crucial as otherwise, you’ll not be able to correctly re-protect your content.

Step 3 - Connect Memberium to ActiveCampaign


Once you’ve deactivated ActiveMember360, you’ll want to activate the Memberium for ActiveCampaign plugin. Then, you’ll need to connect it to your ActiveCampaign app. In the screen above, you’ll need to enter your API URL and the Access Key. Both of these are in your ActiveCampaign account. Here’s a video showing you exactly where to find these.

Step 4 - Recreate Your Membership Levels Using the Existing Tags


Now that Memberium is activated and ready to go, it’s time to recreate your membership levels. Since you already have tags in ActiveCampaign (used by ActiveMember360), we will continue to use those same tags and associate them with new membership levels in Memberium. The screenshot below is of the ActiveMember360 membership list. You’ll want to note down the name of your membership, the Tag Name, and the Failed Payment Tag Name. In the example above, you’d note down: Name: Lifetime Membership Tag Name: MBR: Gold Mastermind (27) Failed Payment Tag Name: Membership1PAYF (6) Now in Memberium, you’ll go to Memberium>>Memberships and click Create New Membership Level: On the next page, enter in the information you previously noted down: Once that’s complete, you’ve now added that membership level to your site. We’ll show you how to protect your content with the new membership level. The important thing to note is that since you’ve used the existing tags, your users in ActiveCampaign don’t need to be retagged - they’ll automatically have this membership level when they login to your site.

Steps 5 & 6 - Recreate Custom Shortcodes and Widgets


Due to the nature of these being custom and specific to your site - we don’t have a clear cut method on helping you transfer these. However, if you find yourself stuck and need assistance from our support team, we’d gladly look over your site to help you understand what needs to be done to migrate these two items.

Step 7 - Replace Shortcodes


Just like ActiveMember360, Memberium for ActiveCampaign uses shortcodes for various functions including protecting content, displaying information, and more. All of ActiveMember’s shortcodes begin with “mbr_”. This means you can run a search in WordPress to find all the pages that have that string on them. You’ll want to do this for pages, posts, and any other content types you may have used shortcodes on. Then, manually go through the pages that appear in the search results and replace the shortcodes with Memberium for ActiveCampaign equivalents. You can find our list of shortcodes here. If you can’t find an equivalent shortcode, please contact our support team.

Step 8 - Reprotect Your Content


At this point, most of the time-consuming work is complete. The last major thing we need to do is reprotect your content. It’s beneficial to have a staging site that you can refer to for this step, but if not, make sure you have good notes on how you protected things. Go to your content pages/posts/lessons and you’ll see the Memberium Content Protection Metabox on the right-hand side. In that box, you’ll select the membership level you want to protect with. Click the checkbox for the desired membership and then click Publish to save: If you’re needing more advanced protection options, you’ll find them in that box. You can protect content with individual tags, contact IDs, logged in and logged out, etc. You’ll do this for all your content and then move to the next step.

Steps 9 & 10 - Webhooks and AutoLogin Links


Memberium for ActiveCampaign supports both webhooks for password generation and AutoLogin links. If you’re using these in ActiveMember360, follow these steps to get your Password Generation Webhook and your AutoLogin link. Both items can be found in Memberium>>Settings>>Web Hooks/Links: These are specific to your site and shouldn’t be shared. The Email AutoLogin link simply needs to be replaced in any emails in which you’re using AutoLogin functionality. Likewise, the Password Generation Webhook will need to be replaced in the automation you use for new members. Once replaced, you’ve completed the migration.

Conclusion


The migration, although potentially time-consuming depending on how much content you have, is a one-time event. Once you’re over this initial hump, you can begin using Memberium, it’s advanced features, and deep integration with other plugins to start creating a better experience for your members. We understand the migration process may seem daunting at first, but we hope that this guide along with our support team will be enough to make it as smooth and simple as possible.

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.

If you’re migrating from ActiveMember360, we have a more detailed guide found here.

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”


Now you’ll see your new membership level in the list above.

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:

  1. 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.
  2. 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.

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