Upgrade from MemberPress to Memberium for ActiveCampaign: Migration Guide

Memberium — 


This guide is intended for people moving from MemberPress to Memberium for ActiveCampaign.

The process of any migration to Memberium is 3 steps

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

With MemberPress, all of your contacts are stored in WordPress, and we will be able to preserve members’ passwords so nobody will need to change their password.

All of your content should already be in WordPress, so all you’ll need to do is re-protect said content with Memberium.

Lastly, all billing is typically handled in the MemberPress plugin. We’ll cover some of the options available to you in terms of switching billing to an ActiveCampaign compatible platform.

Have questions? Need a hand?

We understand migrating can be challenging, but we’re here to guide you through the whole process.

If you have any questions or would like to get 1-on-1 help with anything related to switching to Memberium, join one of our support agents, Memberium’s Developer, and myself every Tuesday and Thursday on Office Hours.
Register Now

Step 1 – Migrating Contacts

The first step is getting all of your members into ActiveCampaign.

Free ActiveCampaign Migration Service

If you’re don’t already have your contacts in ActiveCampaign, the good thing is that ActiveCampaign will help you import them for free.

As you can see in the screenshot above, they will import contacts, recreate email templates, and more.

Go to activecampaign.com/migrate/ to redeem that offer.

Get a CSV of Your Contacts

Go to MemberPress > Members and export a list of your members.

You can use that CSV to let ActiveCampaign import your contacts.

Password Migration

Since MemberPress stores your members passwords normally in WordPress, Memberium is able to use the same passwords without any setup on your part.

Members can continue to login as if nothing changed.

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 protect your content with Memberium. With MemberPress you were protecting your content with the Rules you setup.

In Memberium, it’s slightly different. Membership levels are made up of tags in ActiveCampaign. This means by having the “Gold Membership” tag in ActiveCampaign – you can configure it so that tag corresponds to the Gold membership level.

Creating New Membership Levels

If you don’t already have tags created in ActiveCampaign, the easiest way to create a membership level is to go to Memberium > Memberships:

At the bottom, you’ll type in the name of your membership level, check the box to create the PAYF/SUSP/CANC tags, and then click the “Create” button.

This will create a new membership level in Memberium and it will create a tag in ActiveCampaign with the name you’ve typed in.

Creating Membership Levels if You Already Have Tags in ActiveCampaign

If we already have tags in ActiveCampaign, we’ll want to create membership levels from those existing tags. The first step is to go to Memberium > Memberships

On this screen, you’ll type in a membership level name and then in the “Access Tag” dropdown, you’ll select the tag that you’ve already created in ActiveCampaign.

You’ll repeat these steps for each of your desired membership levels.

Protecting Content with Membership Levels

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

The main difference in protection between MemberPress and Memberium is that with Memberium – you set the protections on each page rather than a separate rules page. By default, child/sub pages will inherit the protections set on the parent page.

As shown in the screenshot above, protecting pages with Memberships is simple. All you need to do is check the box for the desired membership level. At that point, members without the level won’t be able to access the page.

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

After you’ve gone through and protected 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 protect content based on tags in ActiveCampaign. This means you can use any payment processor / orderform system that integrates with ActiveCampaign.

On the other hand, MemberPress integrates directly with Stripe and PayPal to process your payments. Due to PCI compliance regulations, it’s unlikely Stripe or PayPal will be able to hand over and credit card information from your customers.

Without that payment information information, there isn’t any method to move the existing subscriptions from MemberPress into another billing system.

Are you using WooCommerce?

If you’re using WooCommerce with MemberPress, you do not need to migrate billing. WooCommerce works with ActiveCampaign and Memberium out of the box. Follow this guide for more steps on how to setup the integration.

Here’s what we recommend:
First, choose a billing system that integrates with ActiveCampaign. This could be Spiffy, ThriveCart, WooCommerce, or any other system that can create contacts and apply tags in ActiveCampaign after a purchase is made.

At that point, you’ll send an email to your members through ActiveCampaign with a link that goes to one of two things:

  1. A Zero Dollar Order Form
  2. A Full Price Order Form

Zero Dollar Order Form

If you opt to go this route, you’ll simply create an order form that has no cost. The point is to collect your member’s credit card details so you can then go in and recreate their subscription.

The benefit of this route is that you can manually recreate the subscription meaning manually set the starting date, billing amount, etc. The downside is that you’ll have to recreate them manually.

Have questions? Need a hand?

We understand migrating can be challenging, but we’re here to guide you through the whole process.

If you have any questions or would like to get 1-on-1 help with anything related to switching to Memberium, join one of our support agents, Memberium’s Developer, and myself every Tuesday and Thursday on Office Hours.
Register Now

Full Price Order Form

Using this method, you’ll use the order form to capture member’s credit cards and create their subscription in the new system. The only downside to this method is that if a member was charged for a monthly subscription on the old system 5 days ago, they’d effectively be losing 25 days since they have to pay again.

You can solve for that by offering a free 30/45/60 days “trial” so that members actually get free days before they’re charged. This may also incentivize members to resubscribe.

It’s important to understand that regardless of the method you choose – you’ll potentially lose some people, but you’ll be better equipped to scale your membership site going forward.

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 for ActiveCampaign.

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

We’d be glad to discuss your site specifically and how the migration might work on our twice weekly Office Hours call. Register to attend by clicking here. If you need immediate help, reach out to our support team at memberium.com/support.


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