How to Migrate Contacts from Another Platform to WithMe
Switching to WithMe from another platform like Kajabi, Teachable or Skool? One of the first things you will want to do is bring your existing contacts with you. Here is what you need to know about moving your people over.
What transfers (and what doesn't)
What transfers:
Contact name and email address
Product ownership: which products they purchased, set up so they can access the same content on WithMe
What doesn't transfer:
Card details and running subscriptions. Your old platform's payment system holds them, so they cannot be moved. See "Paying members" below.
Login credentials. Your contacts create fresh WithMe logins.
Course progress or completion data
Paying members
If some of your contacts pay you on a subscription, this is how to move them without anyone paying twice:
We import their names and emails and give them access to the same courses on WithMe.
We keep their access free until their next billing date.
You send them one link to restart their subscription on WithMe before their old platform charges them again. We give you the email to send.
Keep your old platform running until your members have moved.
How to import your contacts
Follow these steps to get your contacts into WithMe:
Export your contact list from your current platform as a CSV file. Most platforms (Kajabi, Teachable, Skool and others) have an export option in their contacts or audience settings.
You can upload your contacts yourself from the Add Customer modal: choose Upload CSV, then Check file and Import. Each upload takes up to 5,000 email addresses when you add them to a lead list, or 1,000 when you add them to a product (up to 2,000 product customers a day). For a bigger list, split it into several files, or message us through the help desk and we will do the bulk upload for you.
Segmenting your contacts: If you want to split your imported contacts into sub-groups, segmentation is based on product access via lead captures, not tags. Before we upload your CSV, create a named lead capture for each segment and leave it unpublished, then let us know which contacts should be attributed to which lead capture. Decide on your segment names and contact mapping ahead of time, because we need this information before uploading.
Moving your whole library as well? The yearly subscription includes a free migration of your courses and files, up to 10 GB. See Free migration with the yearly subscription.
Tips for a smooth transition
Clean up your list first. Before importing, remove any inactive or bounced emails from your CSV. Starting on WithMe with an engaged list is the way to go. See also Why some imported contacts can't be emailed yet.
Give your contacts a heads-up. A quick email or social media post letting them know about the switch goes a long way in keeping everyone in the loop.
Update your links. If you have links pointing to your old platform, update them to your new WithMe hub URL.
Once your contacts are in, the next step is to tell them where to find you. See How to Onboard Imported Contacts. If you run into any hiccups, our support team is always here to help.