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 Passwords Are Saved in WordPress: If your members’ passwords are saved in WordPress, which is the case for most entry level membership plugins… then unfortunately, there is no way for AccessAlly to keep these existing passwords. You’ll need to follow along with this tutorial to see how you can generate and send new passwords to your existing members.
- Your Member Passwords Are Saved in Your CRM: If you’re using a WordPress membership site plugin that stores member passwords into a “Custom Field” in your CRM, then you’re in luck! AccessAlly will be able to keep these existing passwords, and you won’t need to resend new passwords to your existing members.
How do you know if passwords are stored in a Custom Field in your CRM? If you’re using a plugin like iMember360, ActiveMember, or Memberium then you’ll have selected which field your passwords are stored in. Simply select the same field and AccessAlly can take it from there!
Selecting Your Password Custom Field
AccessAlly stores all your members’ information in their contact record, in your CRM platform. You’ll need to create a new or choose an existing Custom Field to store passwords.
Then select the field from your CRM in the dropdown for the System Integrations settings in AccessAlly.
Generating New Passwords For Existing Members
Once again, if your user passwords were stored inside WordPress, you’ll have to generate new passwords for existing members inside your CRM.
To generate a new password for existing members, you’ll use the AccessAlly user migration tool to sync your user list inside the CRM with your AccessAlly site. In the process, this will automatically create passwords for your members.
Please review the tutorial video for your CRM platform below.
Sending An Email With New Passwords To Existing Members
Once you’ve successfully finished generating passwords, it’s time to send an email to your existing members, letting them know what their new password is.
To do this, head over to your CRM and either create or edit the email that you’d like to use.
Inside your Infusionsoft campaign, you’ll want to create an email Since this email will communicate the username and password to the new user, you’ll want to include two merge fields: email & password. After you’ve finished drafting the email, toggle the element from “draft” to “ready.”
The email is now ready to send to your existing users.
When you’re in the edit mode for the email, you can add your welcome message. In this message you can thank the contact for opting into your course. You also want to send them their username and password.
To do this, use the “Merge Fields” dropdown to add the login information to the email.
Username: the email address. It is listed under CONTACT INFORMATION > EMAIL
Password: the custom field configured in your Ontraport Settings
If you added it the same as indicated in our tutorial, it should be listed under CONTACT INFORMATION. Click the “Save” button to save the email and go back to the sequence editing mode.
You can customize the welcome email just as for any other Active Campaign emails.
To add the login information to the email, click on “Personalize”.
Username: by default, the username is the email address. If AccessAlly been configured to save the username to a custom field, then select the custom field configured AccessAlly in AccessAlly -> General Settings -> Initial Setup -> System Integration -> Username Field.
Password: Select the custom field configured AccessAlly in AccessAlly -> General Settings -> Initial Setup -> System Integration -> Password Field.
Finish editing the email and return to the Automation section.