Complete Guide: Migrating from AccessAlly to Kajabi

Complete Guide: Migrating from AccessAlly to Kajabi

Why This Migration Is Complex

Migrating from AccessAlly to Kajabi is NOT a simple platform switch. This is a complete infrastructure change involving:

• Platform Change: Moving from WordPress-based solution (AccessAlly) to all-in-one SaaS platform (Kajabi)
• Infrastructure Simplification: Leaving behind WordPress hosting, CRM integrations, separate payment gateways
• Content Recreation: Manually rebuilding all courses, pages, and content in Kajabi’s system
• Member Data Migration: Moving member accounts, purchases, access levels, and potentially progress data
• CRM Consolidation: Moving from separate CRM (ActiveCampaign, Ontraport, etc.) to Kajabi’s built-in CRM
• Access Control Shift: Moving from CRM tag-based access to Kajabi’s product-based access
• Payment Consolidation: Moving from Stripe/PayPal integration to Kajabi’s payment processing
• Automation Rebuild: Recreating CRM automations in Kajabi’s simpler automation system

Why Migrate from AccessAlly to Kajabi?

Common reasons for migrating despite the complexity and cost increase:

• All-in-One Simplicity: Kajabi handles hosting, security, backups, updates, email – everything in one platform
• Zero Technical Maintenance: No WordPress updates, plugin conflicts, server management, or CRM troubleshooting
• Native Mobile Apps: Kajabi offers iOS/Android apps for members – AccessAlly requires third-party solutions
• Built-in Community: Kajabi’s community forums and member interaction features
• Kajabi Support: 24/7 platform support vs. managing WordPress site yourself
• Compliance Handling: Kajabi manages GDPR, PCI, security compliance automatically
• Kajabi University: Business training and support resources for growing your business
• Marketing Features: Landing pages, email sequences, sales pipelines built-in
• Reduced Technical Stress: Focus on content and members, not WordPress troubleshooting
• Professional Appearance: Polished, modern interface without WordPress technical debt

What You’ll Lose (AccessAlly Advantages)

Be realistic about what you’re giving up:

• Cost Savings: AccessAlly + hosting + CRM costs $50-$150/month. Kajabi costs $149-$399/month
• Ownership & Control: You own your WordPress site and data vs. being locked into Kajabi’s platform
• Unlimited Customization: WordPress + 60,000 plugins vs. Kajabi’s template limitations
• No Artificial Limits: Kajabi limits products, pipelines, emails by plan tier – AccessAlly doesn’t
• Advanced Course Logic: AccessAlly’s sophisticated access rules and prerequisites vs. Kajabi’s simpler system
• CRM Flexibility: Choose any CRM with AccessAlly vs. Kajabi’s built-in CRM only
• Theme Freedom: Any WordPress theme vs. Kajabi’s template system
• Integration Ecosystem: WordPress integrates with everything vs. Kajabi’s limited integrations
• Advanced Automations: Full CRM automation power (ActiveCampaign, Ontraport) vs. Kajabi’s basic automations
• Exit Strategy: WordPress data is portable – Kajabi export options are limited

What You’ll Need Before Starting

✅ Required Services & Accounts

1. Kajabi Account:
   • Choose plan: Basic ($149/mo), Growth ($199/mo), or Pro ($399/mo)
   • Consider 14-day free trial for testing migration before committing
   • Plan tier determines: # products, # pipelines, # active members
2. WordPress Admin Access:
   • Full access to your WordPress site
   • AccessAlly admin access
   • CRM admin access (ActiveCampaign, Ontraport, Keap, Kit, Drip, or AccessAlly Managed)
   • FTP/SFTP access for backups
3. Payment Gateway Access:
   • Stripe or PayPal account access for subscription data
   • Note: Kajabi uses its own payment processing (powered by Stripe)
   • Existing subscriptions cannot automatically transfer – see subscription migration section
4. Domain Name Control:
   • Access to DNS settings for domain transfer or pointing
   • Can use custom domain with Kajabi or use Kajabi subdomain

📋 Technical Requirements

• WordPress admin skills (exporting content, accessing database)
• Basic understanding of AccessAlly modules and access rules
• Familiarity with your CRM (for data export)
• Spreadsheet skills (for CSV data transformation)
• Understanding of DNS (for domain switching)

📋 Complete the Pre-Migration Checklist

Before proceeding, work through the complete Pre-Migration Checklist. Key items include:

• Full backup of WordPress site (files + database)
• Export of all AccessAlly module data and access rules
• Export of all CRM contacts with tags and custom fields
• Audit of current member count, products, and revenue
• Data mapping spreadsheet (AccessAlly products → Kajabi products)
• Content inventory (courses, pages, videos, downloads)
• Downtime plan and member communication strategy
• Backup plan in case migration fails

Phase 1: Planning & Infrastructure Setup (10-15 hours)

Step 1: Choose Your Kajabi Plan

Select the Kajabi plan that fits your business needs and current member count.

Kajabi Plan Comparison:

Plan Selection Guide:

• Basic ($149/mo): Solo creators with 1-3 courses, < 1,000 members, simple setup
• Growth ($199/mo): Most businesses – multiple courses, community, affiliate program, < 10,000 members
• Pro ($399/mo): Large businesses with many products, high member count, team access

Step 2: Export All Data from AccessAlly & CRM

Comprehensive data export is critical. You’ll need data from multiple sources.

Member Data Export from CRM:

1. Log into your CRM (ActiveCampaign, Ontraport, Keap, Kit, Drip, or AccessAlly Managed)
2. Export ALL contacts to CSV
3. Include all fields: Email, Name, Tags, Custom Fields, Join Date, Status
4. Export separately: Active members, cancelled members, free members
5. Document which tags correspond to which products/access levels

WordPress/AccessAlly Data Export:

1. Course Content:
   • Go to AccessAlly → Modules
   • Document each module structure (lessons, order, drip settings)
   • Export module access rules (which tags grant access)
   • Screenshot module navigation and layout
2. Course Lessons:
   • Export WordPress pages/posts used in modules
   • Tools → Export → Select “Posts” or “Pages”
   • Download all lesson content as XML
   • Manually copy content from each lesson (text, images, videos)
3. Video Content:
   • List all video URLs (Vimeo, Wistia, YouTube, or self-hosted)
   • You’ll re-embed these in Kajabi (videos stay on current host)
   • Download videos if you want to re-upload to Kajabi’s video hosting
4. Downloadable Resources:
   • Go to Media → Library
   • Download all PDFs, workbooks, resources
   • Note which resources belong to which courses

Product & Pricing Export:

1. Go to AccessAlly → Order Forms
2. Document each product:
   • Product name and description
   • Price and billing frequency
   • What tags are assigned on purchase
   • What content tags grant access to
   • Payment gateway settings
3. Create spreadsheet mapping AccessAlly products → Kajabi products

Subscription Data Export (CRITICAL for paid memberships):

1. Log into Stripe or PayPal dashboard
2. Export list of active subscriptions
3. Include: Customer email, subscription ID, product, billing cycle, status, next renewal date
4. Match subscription IDs to member emails
5. This data is critical for subscription migration strategy (see Step 13)

Step 3: Map AccessAlly Products to Kajabi Products

AccessAlly uses CRM tags for access control. Kajabi uses product-based access. You must map your access structure.

Create a product mapping spreadsheet:

Kajabi product types available:

• Course: Self-paced learning with modules and lessons
• Membership Site: Recurring access to content library
• Coaching: Group or 1-on-1 coaching with scheduling
• Community: Forum-based member interaction
• Bundle: Multiple products sold together

Step 4: Set Up Kajabi Account and Basic Configuration

1. Sign up for Kajabi account (use 14-day free trial)
2. Complete initial setup wizard:
   • Business name and industry
   • Choose starting template (can change later)
   • Connect custom domain OR use Kajabi subdomain (yourbrand.mykajabi.com)
3. Configure basic settings:
   • Settings → General → Company info
   • Settings → Email → Configure sender email (must verify domain)
   • Settings → Payments → Connect Kajabi Payments (powered by Stripe)
   • Settings → Site → Set timezone correctly
4. Brand customization:
   • Upload logo
   • Set brand colors
   • Choose fonts
   • Match your current branding
5. Test site functionality:
   • Create a test page
   • Create a test member account
   • Send a test email
   • Process a test payment (test mode)

Step 5: Configure Domain and Email Deliverability

Domain Setup (choose one option):

Option 1: Use Custom Domain (Recommended)

1. In Kajabi, go to Settings → Site → Domains
2. Click “Add Custom Domain”
3. Enter your domain (e.g., members.yourdomain.com)
4. Kajabi provides DNS records (CNAME or A record)
5. Add DNS records to your domain registrar
6. Wait for DNS propagation (1-48 hours)
7. Kajabi automatically provisions SSL certificate

Option 2: Use Kajabi Subdomain (Easier)

1. Use Kajabi-provided subdomain: yourbrand.mykajabi.com
2. No DNS configuration needed
3. SSL handled automatically
4. Can switch to custom domain later

Email Deliverability Setup (CRITICAL):

1. Go to Settings → Email
2. Verify sender email address
3. Add email authentication records to your domain DNS:
   • SPF record (provided by Kajabi)
   • DKIM record (provided by Kajabi)
   • DMARC record (recommended)
4. Test email sending (Settings → Email → Send Test Email)
5. Check spam score with Mail-Tester.com (aim for 9/10 or 10/10)
6. Send test email to multiple providers (Gmail, Outlook, Yahoo)

Step 6: Plan Content Recreation Strategy

You’ll manually recreate all courses and pages in Kajabi. Plan your approach:

Option 1: Recreate Everything from Scratch (Cleanest)

• Start with blank Kajabi site
• Recreate each course using Kajabi’s course builder
• Rebuild pages with Kajabi’s page builder
• Pros: Clean, optimized, takes advantage of Kajabi’s templates
• Cons: Most time-intensive (25-35 hours for content alone)

Option 2: Copy/Paste Approach (Faster)

• Create course structure in Kajabi
• Copy/paste lesson content from WordPress
• Re-embed videos (if using external host)
• Pros: Faster (15-25 hours)
• Cons: May not look as polished initially

Option 3: Hybrid Approach (Recommended)

• Recreate sales pages and homepage from scratch (best impression)
• Copy/paste course lesson content
• Improve design iteratively after launch
• Pros: Balance of speed and quality (20-30 hours)
• Cons: Requires good judgment on what to recreate vs. copy

Phase 2: Content Migration & Setup (20-30 hours)

Step 7: Recreate Course Structure in Kajabi

Build your course structure using Kajabi’s course builder before importing members.

1. Create a Kajabi Product for each course:
   • Go to Products → Get Started
   • Choose product type (Course, Membership Site, Coaching, etc.)
   • Name it matching your AccessAlly course/module
   • Choose a template or start from scratch
2. Build course outline:
   • Create modules (Kajabi calls them “Categories”)
   • Create lessons within each module
   • Match the structure from AccessAlly modules
3. Add lesson content:
   • Copy text from WordPress lessons
   • Paste into Kajabi lesson editor
   • Reformat using Kajabi’s editor (similar to WordPress but simpler)
   • Add images (re-upload from WordPress media library)
4. Add videos:
   • Option A: Upload videos directly to Kajabi (recommended – simplest)
   • Option B: Keep videos on Vimeo/Wistia and embed in Kajabi
   • Option C: Use YouTube (unlisted) – free but shows YouTube branding
5. Add downloadable resources:
   • Upload PDFs, workbooks, files to Kajabi lesson
   • Make available for download within lessons
6. Configure lesson progression:
   • Set completion requirements (video watched, button clicked)
   • Configure drip schedule (release dates or intervals)
   • Set prerequisites (optional – Lesson 2 requires Lesson 1 complete)
7. Preview course:
   • Use Kajabi’s preview mode
   • Navigate through course as member would
   • Check mobile responsiveness
   • Test video playback
8. Repeat for each course/product

Step 8: Recreate Sales Pages and Website Structure

1. Homepage:
   • Go to Website → Landing Pages → Create New
   • Choose a homepage template or build from scratch
   • Add sections: hero, benefits, testimonials, CTA
   • Match your current branding and messaging
2. Sales pages for each product:
   • Create landing page for each product
   • Use Kajabi’s sales page templates
   • Add sales copy from your current sales pages
   • Add order form (Kajabi’s checkout is built-in)
   • Add testimonials, FAQ, bonuses
3. About/Contact pages:
   • Create standard pages
   • Copy content from WordPress
   • Use Kajabi’s page builder
4. Member dashboard/library:
   • Kajabi auto-generates member dashboard
   • Customize in Library → Settings
   • Choose layout: Grid, List, or Custom
   • Add welcome message
5. Navigation menus:
   • Website → Settings → Navigation
   • Configure main navigation
   • Different menus for logged-in vs. logged-out visitors
   • Add links to courses, community, support
6. Footer & legal pages:
   • Settings → Legal → Add Terms of Service, Privacy Policy
   • Copy from your WordPress site
   • Update to reflect Kajabi’s data handling

Step 9: Create Offers for Each Product

Kajabi uses “Offers” to define pricing and what’s included in each product purchase.

1. For each product, create an Offer:
   • Go to Products → [Your Product] → Offers
   • Click “Create New Offer”
   • Name it (e.g., “Course 1 – Standard Price”)
2. Configure pricing:
   • One-time payment, subscription, or payment plan
   • Set price matching your current AccessAlly order form
   • Add trial period if applicable
   • Set billing frequency (monthly, annual, etc.)
3. Set what’s included:
   • Which product(s) this offer grants access to
   • Any bonuses or additional products
   • Community access (if applicable)
4. Configure post-purchase actions:
   • Welcome email (customize template)
   • Redirect URL (dashboard or course start page)
   • Tag member in Kajabi CRM (optional – for segmentation)
5. Create checkout page:
   • Kajabi auto-generates checkout
   • Customize: Add image, description, testimonials
   • Configure form fields (email, name, payment info)
   • Test checkout flow (use Kajabi test mode)
6. Repeat for each product/price point

Step 10: Set Up Email Sequences and Automations

Recreate your CRM automations in Kajabi’s email system.

Common automations to recreate:

To create email sequences in Kajabi:

1. Go to Marketing → Email → Sequences
2. Create New Sequence
3. Add emails to sequence (drag-and-drop builder)
4. Set timing between emails (days or immediate)
5. Customize email templates (match your branding)
6. Attach sequence to product or offer
7. Test with test member account

Step 11: Prepare Member Import CSV

Transform your CRM export into Kajabi import format.

Required columns for Kajabi import:

• email – Email address (required, primary key)
• first_name – First name
• last_name – Last name
• offers – Comma-separated list of offer names they should have access to
• opted_in – Whether they’re opted into email marketing (true/false)
• Any custom fields you want to import

CSV transformation steps:

1. Start with CRM export (all contacts with tags)
2. Map tags to Kajabi offers:
   • If member has AccessAlly tag “Course 1 Access” → add “Course 1 Offer” to offers column
   • If member has tag “Membership Active” → add “Membership Monthly” to offers column
   • If member has multiple product tags → add all corresponding offers (comma-separated)
3. Create formula to convert tags → offers:

   // Example Excel formula:
   =IF(ISNUMBER(SEARCH("Course 1 Access", D2)), "Course 1 Offer, ", "") &
    IF(ISNUMBER(SEARCH("Membership Active", D2)), "Membership Monthly, ", "") &
    IF(ISNUMBER(SEARCH("Coaching Program", D2)), "Coaching Offer, ", "")
   

4. Clean up data:
   • Remove expired/cancelled members (or import separately as email-only)
   • Validate email addresses (remove invalid/test emails)
   • Ensure offer names match EXACTLY what you created in Kajabi
   • Set opted_in = true for current members (they’re already subscribed)
5. Save as kajabi-import.csv

Step 12: Test EVERYTHING Before Importing Members

Complete testing checklist on Kajabi before importing real members:

✅ Content Testing

• Navigate through every course
• Test all video playback
• Download all resources (PDFs, files)
• Test on mobile device
• Check for broken links or missing images
• Test lesson progression and completion tracking

✅ Purchase Flow Testing

• Test purchase for each product (use Kajabi test mode)
• Verify payment processes
• Verify access granted immediately after purchase
• Verify welcome email sends
• Verify checkout page loads correctly
• Test payment failure handling

✅ Email Testing

• Test welcome sequences trigger correctly
• Test course drip emails send on schedule
• Test abandoned checkout emails
• Test broadcast email sending
• Check spam score (Mail-Tester.com)
• Verify unsubscribe links work

✅ Member Experience Testing

• Create test member account
• Grant access to a product
• Log in as member (test login flow)
• Navigate member dashboard/library
• Test password reset
• Test member profile editing

✅ Subscription Testing (If Applicable)

• Test subscription purchase (test mode)
• Verify recurring billing set up correctly
• Test subscription cancellation
• Verify access removed after cancellation
• Test failed payment handling (dunning)

Phase 3: Member Migration & Go-Live (8-12 hours)

Step 13: Handle Active Subscriptions

This is the most complex part of AccessAlly → Kajabi migration. Active subscriptions in Stripe/PayPal cannot automatically transfer to Kajabi’s payment system.

Strategy 1: Grandfather Existing Subscriptions (Recommended)

1. Keep AccessAlly site active temporarily
2. Existing subscribers stay on Stripe/PayPal billing through AccessAlly
3. Manually grant them access in Kajabi (import as members with offers)
4. Configure webhook sync (complex – may need Zapier/Make):
   • When subscription renews in Stripe → extend access in Kajabi
   • When subscription cancels in Stripe → remove access in Kajabi
5. New purchases happen on Kajabi site (Kajabi Payments)
6. Over time, existing subscribers naturally churn/cancel
7. Eventually migrate remaining subscribers manually or wait for churn
8. Shut down AccessAlly when last legacy subscriber cancels

Pros: No member disruption, no forced churn, smooth transition

Cons: Maintain AccessAlly + Kajabi simultaneously (6-24 months), webhook sync complexity, double management overhead

Strategy 2: Request Member Re-Subscription (Higher Risk)

1. Email all active subscribers announcing migration
2. Offer incentive to re-subscribe (e.g., “Cancel old subscription, get 2 free months on Kajabi”)
3. Provide clear instructions:
   • Cancel Stripe/PayPal subscription through AccessAlly
   • Sign up on new Kajabi site (use unique URL with coupon)
4. Risk: 20-40% may not complete re-subscription = churn loss
5. Mitigation: Generous incentive, excellent communication, personal outreach to high-value members

Pros: Clean break from AccessAlly, simplified system, all members on Kajabi Payments

Cons: High churn risk (20-40%), member frustration, revenue loss, support burden

Strategy 3: Manual Subscription Import (Only for Small Lists)

1. Export active subscriptions from Stripe
2. For each subscriber, create subscription in Kajabi manually
3. Match pricing and billing cycle
4. Members keep using old payment method (stored in Stripe)
5. Kajabi charges them through Kajabi Payments going forward
6. Only viable for < 50 active subscriptions (very tedious)

Step 14: Import Members to Kajabi

1. In Kajabi, go to People → Import
2. Upload your prepared CSV file (from Step 11)
3. Map CSV columns:
   • email → Email
   • first_name → First Name
   • last_name → Last Name
   • offers → Offers (grants product access)
   • opted_in → Email Opt-In Status
4. Choose import options:
   • Grant offers: Yes (this gives them access to products)
   • Send welcome email: NO (avoid confusion – send migration announcement instead)
   • Update existing: Yes (if re-importing)
5. Start import
6. Monitor progress (Kajabi processes ~50-100 per minute)
7. Review import summary
   • How many succeeded
   • How many failed (review errors)
   • Any duplicate emails (Kajabi flags these)

What happens during import:

• Kajabi member account created for each row
• Offers (product access) granted based on CSV data
• Members can log in immediately (must reset password)
• Email opt-in status set
• Members added to Kajabi CRM for future campaigns

Step 15: Verify Member Access

Test that imported members can access their purchased content.

1. Pick 10-20 test members across different product tiers
2. For each member:
   • Search for them in People section
   • Verify they have correct offers granted
   • Click “Login As Member” (Kajabi feature – test their view)
   • Verify they can see their products
   • Verify they can access course content
   • Verify they CANNOT see products they didn’t purchase
   • Test lesson navigation and video playback
3. If any issues:
   • Check offer names match exactly
   • Manually grant missing offers
   • Re-import if widespread issue

Step 16: Communicate with Members

Before going live, communicate the migration to your members.

Email your members 5-7 days before migration:

• Explain you’re moving to Kajabi for better experience
• Mention benefits: Mobile apps, better interface, improved support
• Note they’ll need to reset their password on new platform
• Provide specific date/time for the migration
• Include new login URL (Kajabi site URL)
• Provide support contact for issues
• Reassure: All their access will transfer, no action needed from them (unless re-subscription strategy)

Sample migration announcement email:

Subject: Important: We're Upgrading to a Better Platform!

Hi [First Name],

Great news! We're upgrading to Kajabi, a more powerful platform that will give you:

✅ Mobile apps (iOS & Android) - learn on the go
✅ Faster, more reliable access to your courses
✅ Better community features
✅ Improved user experience

WHAT THIS MEANS FOR YOU:
• All your courses will transfer automatically
• No action needed from you
• You'll need to reset your password on first login
• Migration happens: [DATE] at [TIME]
• New login URL: [KAJABI URL]

DURING MIGRATION:
• Site will be offline for 2-3 hours
• You'll receive a follow-up email when complete
• First time logging in, click "Forgot Password"

QUESTIONS?
Reply to this email or contact support: [SUPPORT EMAIL]

Thank you for your patience as we upgrade to serve you better!

[Your Name]

Day of migration:

• Put AccessAlly site in maintenance mode
• Display clear message: “We’re migrating to Kajabi. Be back in 2-3 hours.”
• Provide support contact for urgent issues

After migration:

• Send follow-up email with password reset instructions
• Provide quick-start guide for Kajabi platform
• Highlight new features (mobile app download links, community, etc.)
• Offer support for anyone having issues
• Monitor support email/tickets closely for 48 hours

Step 17: DNS Cutover and Go-Live

Switch your domain from AccessAlly/WordPress to Kajabi.

Option 1: Use New Domain/Subdomain (Safest – No Downtime)

1. Launch Kajabi site on new subdomain (e.g., members.yourdomain.com or new-platform.yourdomain.com)
2. Keep AccessAlly site running at old URL during transition
3. Email members with new login URL
4. After 30 days, redirect old domain to new domain
5. Eventually shut down AccessAlly site
6. Pros: No downtime, safe rollback option
7. Cons: Temporary URL confusion, SEO impact

Option 2: Switch Same Domain (More Downtime)

1. Schedule 2-3 hour downtime window
2. Put AccessAlly site in maintenance mode
3. Change DNS records to point to Kajabi:
   • Remove old A/CNAME records pointing to WordPress hosting
   • Add new CNAME record pointing to Kajabi (provided by Kajabi)
   • Lower TTL to 300 seconds beforehand for faster propagation
4. Wait for DNS propagation (15 minutes to 6 hours)
5. Monitor with whatsmydns.net
6. Once propagated, test Kajabi site at live domain
7. Announce migration complete

Step 18: Monitor Closely (First 48 Hours)

Don’t walk away after going live. Actively monitor for issues.

What to watch for:

• Support tickets about login problems
• Members not seeing their products
• Video playback issues
• Email deliverability problems (emails not arriving)
• Payment processing errors (if using Kajabi Payments)
• Mobile app access issues
• 404 errors or broken links

Monitoring checklist:

• First 2 hours: Stay at your computer, actively monitor support email
• First 24 hours: Check support every 2-3 hours
• Days 2-7: Check support 2-3 times daily
• Week 2: Return to normal monitoring

Step 19: Post-Migration Verification

✅ Member Data Integrity (First 24 Hours)

• Verify total member count matches CRM export
• Spot-check 20 random members for correct access
• Check for duplicate accounts (Kajabi flags by email)
• Verify all offers granted correctly

✅ Access & Content (First 48 Hours)

• Test login as multiple member types
• Verify access to all purchased content
• Test course navigation and progression
• Verify drip content releases on schedule
• Test video playback across devices
• Test downloadable resources

✅ Email Deliverability (First Week)

• Monitor email open rates (should match previous rates)
• Check spam complaints (should be < 0.1%)
• Verify welcome emails send for new members
• Verify automated sequences trigger correctly
• Test email across multiple providers

✅ Payments & Subscriptions (First Week)

• Monitor new purchases (are they processing?)
• Check Kajabi Payments dashboard
• Test new subscription purchase
• Verify subscription renewals work (wait for first renewal)
• Test subscription cancellation
• Monitor failed payment handling

Step 20: Handle Subscription Renewals

If you used Strategy 1 (Grandfathered subscriptions), monitor both systems:

1. AccessAlly/Stripe subscriptions:
   • Monitor renewals in Stripe dashboard
   • When renewal succeeds, manually extend access in Kajabi (or use Zapier sync)
   • When subscription cancels, remove access in Kajabi
   • Track which members are on legacy billing
2. Kajabi Payments subscriptions:
   • All new subscriptions use Kajabi Payments
   • Renewals handle automatically
   • Failed payments trigger Kajabi’s dunning system
3. Gradual migration:
   • As legacy subscriptions cancel, they’re gone from AccessAlly
   • If they re-subscribe, they use Kajabi Payments
   • Over 12-24 months, all subscriptions migrate to Kajabi
   • Eventually shut down AccessAlly/WordPress site

Step 21: Clean Up (After 30-60 Days)

Once migration is stable (30-60 days with no major issues):

1. If using new domain initially, switch to main domain
   • Update DNS to point main domain to Kajabi
   • Set up 301 redirects from old URLs (if possible)
2. Deactivate AccessAlly site (if all subscriptions migrated or using grandfather strategy)
   • Export final backup of WordPress site
   • Take site offline or put on minimal hosting plan
   • Keep WordPress backup for records
3. Cancel unnecessary services:
   • CRM subscription (if moving email to Kajabi)
   • WordPress hosting (if shutting down AccessAlly site)
   • Video hosting (if migrated videos to Kajabi)
   • Email delivery service (Kajabi handles this)
4. Update external links:
   • Update course links in email signatures
   • Update links on other websites
   • Update social media bios
   • Update affiliate links (if applicable)
5. Archive data:
   • Save AccessAlly exports for records
   • Save CRM exports
   • Document any custom automations or workflows
6. Celebrate! You’ve successfully migrated to an all-in-one platform

Troubleshooting Common Issues

Issue 1: Members Can’t Log In

Symptoms: Members report “Invalid email or password” errors on Kajabi

Causes:

• Members trying to use old WordPress password (passwords don’t transfer)
• Email address mismatch (typo in import CSV)
• Member not imported successfully
• Members going to old login URL instead of Kajabi URL

Solutions:

1. Check if member exists in Kajabi (People → Search)
2. If member doesn’t exist, re-import them
3. Have member use “Forgot Password” to set new password
4. Verify they’re using correct Kajabi login URL
5. Send mass password reset email to all members

Issue 2: Members Don’t See Their Products

Symptoms: Member logs in but library is empty or missing products

Causes:

• Offers not granted during import
• Offer names in CSV didn’t match Kajabi offer names
• Products not published in Kajabi
• Member imported as email-only (not granted offers)

Solutions:

1. Go to People → Find member
2. Click member → Offers tab
3. Check which offers they have
4. Manually grant missing offers
5. If widespread issue, check offer names in CSV vs. Kajabi (must match exactly)
6. Re-import with corrected CSV

Issue 3: Videos Won’t Play

Symptoms: Video player shows error or loading spinner forever

Causes:

• Video not uploaded to Kajabi
• External video (Vimeo/Wistia) privacy settings blocking embed
• Incorrect video embed code
• Video file corrupt
• Member’s internet connection or device issue

Solutions:

1. Test video playback yourself in same lesson
2. If using external video host, check privacy settings (must allow embed on Kajabi domain)
3. If video uploaded to Kajabi, check upload completed successfully
4. Try different browser/device
5. Re-upload video if corrupt
6. Check Kajabi system status (rare platform issues)

Issue 4: Emails Going to Spam

Symptoms: Members report not receiving emails (purchase confirmations, course emails, etc.)

Causes:

• Email authentication not configured (SPF, DKIM)
• Sending from unverified domain
• High spam complaint rate
• Email content triggering spam filters

Solutions:

1. Verify email authentication in Settings → Email
2. Check SPF and DKIM records are added to domain DNS
3. Test email with Mail-Tester.com (aim for 9/10 or 10/10 score)
4. Remove spam trigger words from email content
5. Ensure all emails have unsubscribe link
6. Check spam complaint rate in Kajabi dashboard (should be < 0.1%)

Issue 5: New Purchases Not Processing

Symptoms: Members complete checkout but payment fails or access not granted

Causes:

• Kajabi Payments not fully activated
• Offer not properly configured
• Payment declined by member’s bank
• Checkout page error or broken link

Solutions:

1. Check Kajabi Payments activation status (Settings → Payments)
2. Complete any pending verification steps
3. Test purchase flow in test mode
4. Check offer configuration (Products → Offer → Settings)
5. Review failed payment in Kajabi dashboard for error details
6. Contact Kajabi support if payments not processing

Issue 6: Subscription Renewals Not Working (Grandfathered Strategy)

Symptoms: Stripe subscription renews but member loses access in Kajabi

Causes:

• Webhook sync not configured (Stripe → Kajabi)
• Manual extension process not followed
• Member has expired offer in Kajabi

Solutions:

1. If using manual process, review recent Stripe renewals
2. Manually extend access for affected members
3. If using Zapier/Make sync, check automation logs for errors
4. Consider migrating affected members to Kajabi Payments
5. Document process and set reminders to check renewals weekly

Migration Timeline & Downtime

Total Time Estimate: 40-60 hours (professional help: 3-4 weeks)

Recommended Downtime Window: 2-4 hours for DNS cutover (if using same domain). Can avoid downtime entirely by using new domain initially.

AccessAlly vs Kajabi: What You’re Giving Up and Gaining

What You Lose (AccessAlly Advantages)

• Cost Savings: $1,200-$3,600/year more with Kajabi vs. AccessAlly + hosting + CRM
• Ownership & Control: You own WordPress site vs. renting Kajabi platform
• Unlimited Customization: WordPress + 60,000 plugins vs. Kajabi’s templates
• No Platform Limits: Kajabi limits products, pipelines, members by plan tier
• Advanced Course Logic: AccessAlly’s sophisticated prerequisites and access rules vs. Kajabi’s simpler system
• CRM Flexibility: Use any CRM (ActiveCampaign, Ontraport, Keap) vs. Kajabi CRM only
• Advanced Automations: Full CRM automation power vs. Kajabi’s basic automations
• Theme Freedom: Any WordPress theme vs. Kajabi templates
• Integration Ecosystem: WordPress integrates with everything vs. limited integrations
• Data Portability: WordPress data fully exportable vs. Kajabi’s limited export

What You Gain (Kajabi Advantages)

• All-in-One Simplicity: Hosting, email, CRM, courses, payments – all managed by Kajabi
• Zero Technical Maintenance: No WordPress updates, plugin conflicts, hosting issues, or CRM troubleshooting
• Native Mobile Apps: iOS and Android apps for members (major advantage)
• Built-in Community: Forum and member interaction features included
• 24/7 Kajabi Support: Professional support vs. managing WordPress yourself
• Automatic Compliance: GDPR, PCI, security handled by Kajabi
• Kajabi University: Business training and resources included
• Professional Templates: High-quality, modern templates out of the box
• Reduced Stress: Focus on content and members, not technical troubleshooting
• Scalability: Platform handles traffic spikes automatically
• Faster Setup: New products and pages faster without WordPress complexity

Should You Migrate? Decision Framework

Stay with AccessAlly if:

• Cost is primary concern (AccessAlly is significantly cheaper)
• You value ownership and control over your platform
• You need advanced CRM automation (ActiveCampaign, Ontraport power)
• You have complex course logic that Kajabi can’t handle
• You want unlimited customization with WordPress plugins
• You have WordPress skills and don’t mind technical management
• Your business is stable and migration risk outweighs benefits

Migrate to Kajabi if:

• You’re tired of WordPress maintenance and technical troubleshooting
• All-in-one simplicity is worth the higher cost to you
• You want native mobile apps for your members
• You lack technical skills and want professional support
• You want to focus on content/business, not platform management
• You value the “it just works” peace of mind
• Your members request better mobile experience
• You’re launching community features (Kajabi’s is built-in)

Frequently Asked Questions

Q: Can I keep both AccessAlly and Kajabi running simultaneously?

A: Yes, this is actually the recommended approach for subscription migration (Strategy 1 in Step 13). Keep AccessAlly active for existing subscriptions while new purchases happen on Kajabi. Use webhooks or Zapier to sync subscription status. Gradually phase out AccessAlly as legacy subscriptions churn. This minimizes disruption and churn risk.

Q: What happens to my CRM data (ActiveCampaign, Ontraport, etc.)?

A: You have options:

1. Keep CRM for marketing: Keep ActiveCampaign/Ontraport for email marketing, use Kajabi for course access only
2. Move to Kajabi CRM: Export contacts from CRM, import to Kajabi, cancel CRM subscription (saves money)
3. Sync both: Use Zapier to sync Kajabi members with CRM (if you need CRM features Kajabi lacks)

Most users moving to Kajabi consolidate to Kajabi CRM to simplify, but you can keep your CRM if you need its advanced features.

Q: Can I transfer member progress/completion data to Kajabi?

A: Partially. Kajabi doesn’t have a direct import for course progress. Options:

• Member progress starts fresh in Kajabi (most common approach)
• Manually mark courses as complete for returning members (tedious)
• Use Kajabi’s API to programmatically set progress (requires developer)

Communicate to members during migration that progress tracking starts fresh, but all content access transfers.

Q: What about my WordPress blog/website content?

A: If you have a WordPress blog/site separate from courses, you have options:

1. Keep WordPress site: Use WordPress for blog/marketing site, Kajabi for courses only
2. Migrate blog to Kajabi: Kajabi has blog features – migrate posts to Kajabi blog
3. Separate blog platform: Move blog to Ghost, Medium, Substack, or other blog platform

Many businesses keep WordPress for blog/marketing, use Kajabi for courses. Others consolidate everything to Kajabi for simplicity.

Q: Can I keep my custom domain?

A: Yes. You can point your custom domain (or subdomain) to Kajabi. Options:

• Main domain: yourdomain.com → Kajabi site
• Subdomain: members.yourdomain.com → Kajabi courses
• Separate domain: yournewdomain.com → Kajabi site

Kajabi provides DNS instructions and handles SSL automatically. Most users point their main domain or a subdomain to Kajabi.

Q: How do I handle affiliate programs?

A: Kajabi has built-in affiliate program features (Growth and Pro plans). Process:

1. Enable Kajabi affiliate program (Settings → Affiliates)
2. Export affiliate list from AccessAlly/WordPress
3. Invite affiliates to Kajabi affiliate program
4. They’ll get new tracking links (old links won’t work)
5. Grandfather any owed commissions from old system

Kajabi’s affiliate features are comparable to AccessAlly, though you lose some WordPress affiliate plugin flexibility.

Q: What if I have custom code/plugins in AccessAlly?

A: Kajabi allows custom code (Growth and Pro plans) but it’s more limited than WordPress. Options:

• Recreate with Kajabi features: Many custom WordPress features have Kajabi equivalents
• Use Kajabi’s code editor: Add custom CSS, JavaScript, or tracking codes
• Use Zapier/integrations: Replace custom workflows with no-code automation
• Simplify: Take this opportunity to remove unnecessary complexity

If you have heavily custom AccessAlly setup, evaluate if Kajabi can meet your needs before migrating.

Q: How long should I keep AccessAlly running after migration?

A: Recommended timeline:

• 30 days minimum: Ensure Kajabi migration is stable before shutting down AccessAlly
• 6-24 months if grandfathering subscriptions: Keep AccessAlly active for legacy subscription billing
• Forever if dual-platform: Some businesses keep WordPress for blog, use Kajabi for courses

Don’t rush to shut down AccessAlly. Keep it as safety net until you’re confident Kajabi is working flawlessly.

Q: Can I test Kajabi before committing?

A: Yes! Use Kajabi’s 14-day free trial:

1. Sign up for trial (no credit card required initially)
2. Build your entire site during trial
3. Import test members and test functionality
4. Evaluate if Kajabi meets your needs
5. Upgrade to paid plan only when ready to go live

This is the recommended approach – build everything on trial before migrating real members.

Need Help?

Professional Migration Services:

• Kajabi Migration Team: Contact Kajabi support for migration assistance – Contact Kajabi
• AccessAlly Referral: Contact AccessAlly for consultant referrals experienced in AccessAlly → Kajabi migrations
• Expected cost: $3,000-$8,000 depending on complexity (member count, products, custom features)
• Timeline: 3-4 weeks for professional migration
• What’s included: Complete setup, content migration, member import, testing, go-live support

DIY Migration Support:

• Kajabi has extensive documentation and video tutorials
• Kajabi support available 24/7 for technical questions
• Kajabi community forum for peer support
• Consider hiring Kajabi Expert for specific help

Related Resources:

• Kajabi Help Center
• Pre-Migration Checklist
• Post-Migration Verification
• Data Mapping Reference