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:
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