In this tutorial, you’ll see how to undertake your Zippy Courses Migration project to make sure that all of your content and permissions get imported properly into AccessAlly.
When you’re migrating from Zippy Courses to AccessAlly, it’s important to use our free conversion tool. This is because Zippy Courses creates content as custom posts inside WordPress. Once Zippy Courses is deactivated, the content on those custom posts become inaccessible.
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!
How The Zippy Courses Conversion Tool Works
Our conversion tool changes the custom posts created by Zippy Courses to regular, standard WordPress pages. Then, when Zippy Courses is deactivated, you will still have access to the content.
Optionally, the conversion tool can also replicate the Zippy Courses structure as a AccessAlly Course Wizard course – so you can easily manage, edit, and view the course in your new AccessAlly-built membership site.
How to Download and Use the Conversion Tool
Download the Zippy Courses conversion tool here:
Step 1: Open up the AccessAlly Zippy Course Conversion Tool
You can find this on the left sidebar of your WordPress website dashboard.
Step 2: Decide Which Courses You’d Like to Convert
When you open up the Zippy Courses Conversion tool, you can see a list of all the courses you’ve created with Zippy Courses, along with the content associated with it.
Step 3: Choose the Type of Course You’ll Convert to in AccessAlly
Under “Conversion Option”, you can choose how you’d like to convert each Zippy Course, using the following options:
- Stage-Release Course – this type of course is drip-fed, and can be released over time.
- Standalone Course – this type of course is not drip-fed, but is released as an entire course, all at once.
- Convert to Regular WordPress Pages (Advanced)
Step 4: Convert and Edit the Course
Once you select the corresponding conversion option from the dropdown, a yellow “Convert” button will appear.
Once you’ve clicked the yellow Convert button, the course will appear on the page under the “Converted Courses” section. You have the option to complete the conversion process by editing it, or reverting it to its original Zippy Courses format.
Clicking the yellow Edit button will allow you to edit the converted course inside the AccessAlly Course Wizard.
Step 5: Complete the Conversion With the AccessAlly Course Wizard
Click on the dropdown options below to see how each type of course is edited inside the AccessAlly Course Creation Wizard:
Standalone Course Conversion
As mentioned in Step 4, once you’ve converted the course, it’s time to edit it in the AccessAlly Course Wizard. This step will:
- Create the Course Name
- Assign the Active/Inactive Icons required for your Course Dashboard
- Create a course menu
- Assign (or create) the permission tags
- Edit/Confirm course content
Step A: Course Identity
The first section of the AccessAlly Course Creation Wizard allows you to confirm (or edit) the course name, assign enabled/disable icons, create a sales page redirect, and create a custom course menu.
Step B: Assign Automation Tags
Here, you can either create a new set of permission tags for your converted course, or simply select a tag that already exists inside your CRM.
Step C: Edit & Confirm Your Course Content
Because this is a standalone course, the Conversion tool does not retain the hierarchy that existed in the original course. Zippy Courses “Units” are simply created as pages alongside the rest of your content.
(See the Stage-Release conversion if you prefer the hierarchy).
Clicking on the course page arrows will reveal additional options. You can either leave the settings as-is for a clean transfer, or you can re-organize your course by creating a new page or deleting the transferred page.
Step D: Create Your Standalone Course Automation inside Your CRM
This final area inside the course creation wizard illustrates the next steps you should take to fully automate your new AccessAlly Course.
To configure the corresponding course automation inside your CRM, please see the corresponding tutorial for your CRM.
Stage-Release Course Conversion
As mentioned in Step 4, once you’ve converted the course, it’s time to edit it in the AccessAlly Course Wizard. This step will:
- Create the Course Name
- Assign the Active/Inactive Icons required for your Course Dashboard
- Create a course menu
- Assign (or create) the permission tags
- Edit/Confirm course content
Step A: Course Identity
The first section of the AccessAlly Course Creation Wizard allows you to confirm (or edit) the course name, assign enabled/disable icons, create a sales page redirect, and create a custom course menu.
Step B: Assign Automation Tags
Here, you can either create a new set of permission tags for your converted course, or simply select a tag that already exists inside your CRM.
Step C: Configure Your Modules
In AccessAlly Stage-release courses, modules correspond to the Zippy Course “Unit”. Each module includes its own access tag. This access tag allows you to release one module at a time to your students.
You can add as many modules as you’d like in this step, and assign permission tags to each. The next step will allow you to assign WordPress pages to each module.
Step D: Configure Your Course Content
After you’ve configured the modules and permission tags, it’s time to make sure the individual course pages are set up the way you’d like them to be when you import the course from Zippy Courses.
In the example below, you’ll see how the course transfers when the first 3 lessons are standalone items, and the second three were created as part of a Zippy Courses “Unit”.
Simply click the toggle arrow to reveal additional settings.
If you leave the “Select Module” blank, the page will remain as a base-level piece of content in your course.
However, you can select any created module from the dropdown to assign each page to a module.
Step D: Create Your Standalone Course Automation inside Your CRM
This final area inside the course creation wizard illustrates the next steps you should take to fully automate your new AccessAlly Course.
To configure the corresponding course automation inside your CRM, please see the corresponding tutorial for your CRM.
Regular WordPress Pages (Advanced)
This option will only convert your Zippy Courses content to regular WordPress pages.
If you opt to convert the course from Zippy Courses as “Regular WordPress Pages”, the imported content, otherwise known as converted course will appear as follows:
There is no option to edit the course inside AccessAlly’s Course Creation Wizard.
All permission tagging, content editing, and menu creation (if you want to do this) must be done manually by searching for the WordPress pages and editing them one-by-one.
Zippy Courses Migration is Complete… Now Make Sure to Import Members
The Zippy Courses Migration tool helps you convert your Zippy Courses content into AccessAlly pages, but it doesn’t handle the importing/converting of your course participants.
To handle that you’ll want to follow our Member Migration tutorial here.
