This tutorial walks you through the basic steps when you’re migrating away from Infusionsoft (now Keap Max Classic) to ActiveCampaign. Pro-tip: If you have a big import list, contact ActiveCampaign directly. They have a migration service and they will import your existing contacts and even re-build your workflows & automations […]

If you need to migrate to AccessAlly from Memberium or iMember360, it’s likely that you already have your tags set up in Infusionsoft. This tutorial will walk you through each step of the transition process. Pro Tip: If you’re installing AccessAlly on your existing membership site, find out how to […]

[…] you’ll export your contacts – from your course or membership plugin or platform so you can import them into your CRM. You can tag these contacts with tag(s) you’d like them to have for offering(s) on your AccessAlly site. Ready to Migrate Existing Users? Download the AccessAlly User Migration Wizard plugin.

[…] that you already have your tags set up in Infusionsoft. This tutorial will walk you through each step of the transition process. Important! Trying to Migrate Payments from CustomerHub? When you’re moving to AccessAlly order forms from a different payment system it’s not possible to migrate payment information or migrate […]

If you’re migrating existing members from your WordPress-based membership site, you may or may not be able to keep users’ passwords intact. So how do you know if you need to generate new passwords for your existing members when you’re moving over to AccessAlly? There are two possibilities: Your Member […]

If you have existing contacts that need to see offerings in your AccessAlly site. You’ll need to migrate your contacts. We have a plugin you can download to help you with this step. Video Tutorial for AccessAlly Migration Wizard Plugin Infusionsoft Ontraport ActiveCampaign ConvertKit Step 1: Export List of ConvertKit Contacts […]

A webhook is one method that allows communication between web applications. It allows you to send data from your CRM to AccessAlly when certain events occur. This allows your two systems to stay synchronized with each other. Webhooks are not used with AccessAlly Managed Contacts. Instead, you can use Zapier to […]

[…] popular ways you could give access to your members without using AccessAlly order forms. Option 1: Use Your CRM as a Bridge This option goes from purchase in your ecommerce system, to your CRM, to AccessAlly via an automation. This option is allows for delivering date based dripped course content. […]