When you’re ready to upgrade from Teachable and build your online courses with AccessAlly on your own website, the migration process is fairly straightforward. This guide will show you the recommended migration steps.
Essentially, you’ll want to migrate three main items:
- Course content
- Students and their Permissions
- Emails
ARTICLE CONTENT:
Important! Trying to Migrate Payments from Teachable?
When you’re moving from Teachable to AccessAlly (even if you’re currently using Stripe or PayPal for payments) it’s not possible to migrate payment information or migrate payment plans. You always need to get the express permission and consent from your customers when handling payment information.
We’re sharing four of our favorite tips to help you transition your payments from your current system to AccessAlly order forms while creating an amazing experience for everyone!
Phase 1: Set Up Your AccessAlly Site
First, make sure your new AccessAlly website is all set up, integrated, and ready to go by using the Onboarding Wizard.
Phase 2: Create Your Courses With AccessAlly’s Offering Wizard
Each course will need to be created from scratch using Offerings in AccessAlly. This will create your course pages, order forms, and permission tags.
(Keep those permission tags handy! You’ll need to add them to your course students later.)
Then, add the course materials (written, PDFs, videos, etc.) from Teachable to your newly-created course pages and hit “publish”.
Yes, this may involve some copy and pasting, but it’ll be well worth the move to open up new growth opportunities for your business.
Phase 3: Create Your Emails & Automations in Your CRM
Next, it’s time to create your custom automations inside your CRM. If you created any emails in Teachable that you would like to continue using, you must manually copy/paste the email content to your CRM system.
Phase 4: Add your Teachable students to your CRM
Finally, it’s time to make sure all your current students are added to your CRM system and have the proper permission tags applied to their account so that they can easily access the same course content they paid for in Teachable… but on your new AccessAlly membership site.
AccessAlly comes with a User Migration Wizard plugin you’ll use for this process. The Migration Wizard creates WordPress users, syncs the Contact ID number, and syncs tags, all of which are necessary step before existing students get access to your offering. Find the tutorial here.
It’s also a good idea to announce that the offering location has changed by sending out an email letting them know how to log into the new site.
