Introduction
Recently one of our customers asked us for advice and help on migrating away from the Wishlist Member membership plugin.
Since she uses InfusionSoft for her email marketing and CRM, the first suggestion that came to our mind was iMember360.
iMember360 is a very powerful WordPress membership plugin that protects content based on a member’s tags inside of InfusionSoft.
This gives you immense flexibility as a membership site owner.
But it also makes the migration process somewhat different (and in a way, easier) than with standard non-tag based plugins.
In this article you’ll learn the process that we used to complete the migration.
Requirements
1 – An active iMember360 subscription
2 – An active InfusionSoft account (now InfusionSoft is called Keap)
3 – A staging site
The initial user-base
In our use-case, the customer was already using InfusionSoft for their marketing.
That’s why we suggested iMember360.
But note that if you want to use IM360 for your membership, you HAVE to use InfusionSoft as well.
(Alternatively, if you use ActiveCampaign for your email marketing like we do here at MemberFix, iMember360 has an excellent sister plugin that we use on one of our sites called ActiveMember360 which uses ActiveCampaign as the central app.
In terms of functionality it’s very similar to IM360 but for ActiveCampaign users.)
The idea with IM360 is that your members get access to content in your WordPress membership site based on that tags they have in their contact record in InfusionSoft.
So if you’re already using InfusionSoft, it means you probably already have most of your members in there, along with some tags relating to their purchases and subscriptions.
Just this fact alone simplifies the migration process.
Importing users from Wishlist to InfusionSoft
1 – Go to WishList Member -> Members:
2 – We need to export certain levels of members.
For this go to the Export Tab and Select Membership Levels.
Make sure to tick all of the checkboxes:
3 – Once you’ve done this, click the button Export Members at the top of the screen.
This will generate a CSV file that you can download which contains member data for the members currently listed:
4 – Save the CSV files, you will need them in the next steps.
5 – Login to your InfusionSoft dashboard and click “Import Data”
6 – Select “Contacts” and press “Go”
7 – Click “Browse” and select the CSV file that you exported from Wishlist
8 – Click “Next”
9 – Match the fields from the CSV file with your InfusionSoft fields
The fields depend on what fields you have in Wishlist and InfusionSoft.
Match these as closely as you can.
10 – Select whether or not you have the right to send promotional emails (the answer is almost always “yes”) and click “Next”.
11 – Check if everything is how it should be and click “Done”
Connecting a Shopping Cart to iMember360
Accepting payment for your new iMember360 site is similar to WishList Member because the default iMember360 cart is also pretty basic.
While you’re free to use the built in e-commerce functionality in InfusionSoft, there’s another option that gives us WAY more flexibility and works with iMember360 right out of the box!
Here are some useful links on how to get it done with InfusionSoft products:
Create Digital Products In Infusionsoft
Payment Options (Merchant Accounts) In Infusionsoft).
What I recommend instead—and what we used for this particular customer—is WooCommerce.
Let’s go through the process of connecting WooCommerce with Infusionsoft and iMember360.
Configuring WooCommerce
First of all, you will have to install WooCommerce and enter your details in their configuration Wizard.
That should do all the initial configurations for you.
After that, you will have to install WooCommerce Subscriptions to handle the monthly recurring subscriptions.
Now you have all the plugins that you need to start creating the products in WooCommerce.
Creating the WooCommerce products
1 – In your dashboard, you have to add a new product
2 – Add your product name and description
3 – Configure the pricing options for the subscription
4 – Click on “iMember360” in the product options menu
5 – Set what tag gets assigned when the product is purchased
6 – Set the tag that needs to be assigned when a subscription gets cancelled. This should be the PAYF tag.
If you don’t know what a PAYF tag is please check iMember’s guide on creating membership levels.
7 – Add the same PAYF tag to the refunded field
8 – Now hit “Publish” and that should be it for this part
Handling active subscriptions
To migrate your members’ active subscriptions from Wishlist you have two main choices:
1- Cancel all of the subscriptions and email your users to start a new one.
Not ideal…
2 – OR, you can keep the existing subscriptions active in PayPal and when the users cancel their payments you manually add the PAYF tag to their contacts.
A bit of a pain but better than potentially losing a bunch of members.
We will have an automated solution for this soon.
If you want to get updated when it is up, please make sure to subscribe to our mailing list.
Conclusion
Now you should have your membership site running on iMember and should also have the payment processing in place for your present and future customers.
All done! ?
What kind of membership sites are you migrating?
Tell us in the comments section below!
