Managed Member Migration helps you move your existing members from another platform to GroupApp. Our team creates their accounts, assigns them to the specified segments and subscription plans, and prepares them to join your community.
Members receive an email invitation to join, set up their passwords, and complete your community's onboarding process. Their segment assignments determine which content, resources, and channels they can access.
What Information Do You Need to Provide?
To prepare for migration, you'll need to share a CSV sheet containing the following details for each member:
First Name
Last Name
Email
Segment
Subscription Plan
Click here to access the CSV template here to prepare your member list.
Make a copy of the template and fill it in with the required information. Make sure the segment and subscription plan names match the ones in your GroupApp community.
How to Start the Migration Process
Contact GroupApp Support. Email [email protected] to start the process.
Share your migration details. Send us your completed member CSV sheet and preferred migration timeline.
If you're migrating more than 100 members, we strongly recommend splitting the migration into phases. Prepare a separate sheet for each phase.
Receive your migration schedule. Our team will email you to confirm the migration start date and planned completion date based on your timeline.
Receive completion confirmation. Once the migration is complete, our team will notify you.
What Happens During Migration?
Once the migration begins, our team will create the member accounts in your GroupApp community and assign each member to the segments and subscription plans specified in your sheet.
After the accounts are created, members receive email invitations to join your community. They'll need to set up their passwords and complete the onboarding process you've configured.
Once members are assigned to their specified segments, they can access the content, resources, and channels available to those segments.
How to Prepare Your Members
Before the migration, make sure your members know what to expect and how to join your GroupApp community.
Inform members in advance. Let them know you're moving to GroupApp and when the migration is planned.
Explain how they'll join. Tell them to look out for the invitation email, set up their passwords, and complete the onboarding process.
Help members get familiar with GroupApp. Prepare instructions or resources to help them navigate the platform and understand how to access your community's content, resources, and channels.
Preparing your members ahead of time helps them understand the transition and get started on GroupApp with fewer questions.