Migrate your existing business to Membership.io

Learn how to move your content and people over to a Membership Hub

Step 1 - Configure your Membership.io account

Set yourself up for success by priming your account for the volume of content you're about to import. Be proactive in improving transcription accuracy by selecting the language your content is in and by adding niche terms into your custom vocabulary.

This simple step can save you hours and hours of work. 😎

Step 2 - Migrate your video and audio content over

Depending on where your video and audio content is stored, you'll want to pick the correct content migration process.

Be sure to select a subscription plan that meets your migration needs.

Content stored on your computer can be uploaded from your computer into your Membership.io account.

If you have existing content stored on Zoom, Vimeo, Wistia, Dropbox, Google Drive, OneDrive, Soundcloud, Apple Podcasts, or Facebook, you can bring a lot of content into your Membership.io account in a few simple clicks. Check out our articles on Importing and uploading media for more information on how to import content from any of these applications.

Any content from other sources should be downloaded to your computer and then uploaded into Membership.io.

Step 3 - Organize your content library

Creating and maintaining a centralized content library and one of the easiest ways to take total control of your existing and future content. Organize the content you've imported using Folders and Playlists.

You can also automate your Playlists using Folders and Content Tags. This move will instantly import any content in that folder currently and any content uploaded to the attached folder or content tags. This allows you to get content like your Zoom recordings straight to your audience as soon as your call is uploaded. 🤯

Step 4 - Build your Membership Hub

With your content organized, it's time to create your Hub (AKA your new content experience).

Head to the Hubs tab of your Membership.io account to create a new Hub.

Get started with building out your hub by heading to the Hub Editor to customize your site's overall appearance. Use your Hub Content to import content from your Library.

Add your content to your Hub using Hub Sections. You can also customize your Hub's appearance and settings.

Step 5 - Add your text elements and resources

Add in any text and copy that you want from your old site into your Membership Hub.

You can also add any resources or downloads (basically non-video deliverables) as attachments to your Hub Content.

Step 6 - Let your members know

You want to ensure your audience understands that an improved content experience is coming their way soon! 🎁

We would recommend that you film a sneak peek video of your work-in-progress Hub to introduce your members to the power of Membership.io. You can use the Chrome Extension to film this video.

Step 7 - Finalize your payment process

The payment process is one of the most important elements of migrating your existing business over to Membership.io.

Membership.io has a native integration with Stripe, which you can take advantage of if you're using Stripe to collect your payments. By connecting your Stripe payment gateway, you can import existing payment customers along with their Stripe profiles. As long as you attach the Stripe products and plans that your existing members are using, you'll be able to grant Hub access to them very easily.

If you're not using Stripe, don't worry! Lots of members keep their payment systems separate from their Membership Hubs. You can use some help from Zapier to set up any recurring processes like removing Hub access for anyone who cancels their recurring payments.

Next time you open a cart with your new Hub, you can use either Stripe or an external cart to start collecting new payments for your new members without disrupting your current members' Hub experience.

Step 8 - Invite your audience

With everything else in place, it's time to invite your audience into their new space!

The fastest and easiest way to bring in your members is to import their names and emails using a CSV file.

Be sure to check off ✅ Hub welcome email to make sure your audience can complete their onboarding (basically create their password) and access your Hub!