If you’re porting over your membership site 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.
ARTICLE CONTENT:
Important! Trying to Migrate Payments?
When you’re moving to AccessAlly order forms from a different payment system it’s not possible to migrate payment information or migrate payment plans. We currently have a feature request for this functionality.
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!
PART 1: COURSE CREATION
When you’re creating your new courses in the AccessAlly Workflow Wizard, there’s an option that will enable you to choose an already-created page as a part of your course.
This will save you time if you do not wish to re-create each of your course pages.
PART 2: INFUSIONSOFT TAGS
There’s an easy way to ensure that your members have the same permissions in the AccessAlly site as they did in your Memberium/iMember360 site. Here’s a 3-step process you can use to keep everything streamlined:
Step 1: Create a Spreadsheet for Memberium & AccessAlly Courses and Tags
Make a spreadsheet of the Memberium Courses and the AccessAlly courses alongside each other. This is where you can keep track of which tags belong to the respective courses.
The tags from Memberium will remain as-is, and as you create the new courses in AccessAlly you can put the new tags (automatically created in the AccessAlly Workflow Wizard) into the spreadsheet.
Step 2: Course & Tag Creation
Once the site setup has been completed, make sure that all of the members in Infusionsoft with tags for Course A in Memberium also receive the tags for the corresponding Course A in AccessAlly.
Step 3: Allow the User Migration Wizard to Do Its Work
Finally, it’s time to take advantage of AccessAlly’s easy user-migration wizard to port your users over to your AccessAlly site.
Learn how with this tutorial: How to migrate to AccessAlly from another plugin or CRM with the AccessAlly Migration Wizard
Will Memberium Members Need New Passwords on AccessAlly?
A common question that comes up when migrating from Memberium to AccessAlly, is whether you’ll need to have members re-generate or reset their passwords.
The short answer is no: if you have Memberium set up to store passwords in the default Infusionsoft by Keap field “Password (Additional info)”, then AccessAlly will be able to read and start using these passwords for your members once you complete the migration steps above.
So you’ll be able to offer a smooth transition to existing members, and not force a password reset! Just make sure that your Password field settings under AccessAlly’s General Settings are set to “Password (Additional info)”.
