Recommended Steps for Moving Your Course or Community Membership to FEA Create
If you are planning to move your existing course or community membership to FEA Create, following a structured approach makes the process smoother. These recommended steps can help you set up your course or community correctly, communicate with your members, and make sure everything works as expected.
Keeping your members informed throughout the migration is important. Let them know what to expect, any actions they may need to take, and the timeline for the transition. This helps avoid confusion and ensures a positive experience for everyone.
Step 1: Start with one course or community
Rather than moving everything at once, choose one course or community to set up first. This makes it easier to focus on getting everything right.
Step 2: Set up the Client Portal
In FEA Create, navigate to Create Your Offer > Client Portal > Settings to configure the Client Portal. This ensures members have a smooth login and access experience.
Step 3: Understand how membership access works
For recurring memberships, existing members will need to sign up again through FEA Create so payments are managed correctly.
For one-off payments, you can manually give access to your members without them paying again.
Step 4: Grant access through a workflow
You can also automate access by using a workflow. Add members to your Workflow in the Subscribers section and they’ll automatically gain entry to the course or community.
Step 5: Check integrations and notifications
Make sure any email sequences, payment providers, or other apps you use are connected and working correctly in FEA Create. Set up notifications for new members, course completions, and community posts so you don’t miss anything. If you are using the GoKollab app, check that everything displays correctly there as well.
Step 6: Organise content and backup data
Before importing, structure your course modules, lessons, and community categories. Back up your existing content including course files, posts, and member information in case you need it later.
Step 7: Test thoroughly
Go through the sign-up process as if you were a member. Check the layout, content, and any links to make sure everything looks and works as expected. Test across different devices like desktop, tablet, and mobile to ensure full accessibility. Invite one or two trusted users to try joining and gather their feedback before opening to everyone.
Step 8: Import contacts
Once you’ve tested and everything works as expected, import your contacts into FEA Create to give members access to the course or community.
Top Tips for a Smooth Migration
Move one course or community at a time
Test thoroughly yourself and with a small group
Communicate the move to your members in advance
Make sure payments, access, workflows, and the Client Portal are working
Keep a backup of your existing content
Check integrations, notifications, and the GoKollab app
Import contacts only after testing to ensure everything works correctly
Following these recommended steps will help your members have a seamless experience in FEA Create while giving you confidence that everything is working correctly.