Classic ClickFunnels Menu
ClickFunnels 2.0 Menu
By default, only Funnels, Products, Customers, and Marketing are available. Users can add more apps like Opportunities, Sites, Automation, Courses, and Store.
Migrate Courses
The Courses dashboard displays your existing courses, shows extra information about each course, and lets you make new courses. We will recreate course products in the software.
Step 1: Document Course Structure
Log into your account and List Courses: Document each course, including the modules, lessons, and any associated content like quizzes or downloadable files.
Note Settings: Record settings such as course status (published, draft), member access, and customization options.
Step 2: Recreate Courses in the software
Step 3: Post-Migration Check
Test Course Access: Ensure that users can access the course correctly, that content is displayed as intended, and that completion tracking works.
Migrate Products
Step 1: Export Products as a CSV
Log into your account: Navigate to Products and use the checkboxes to select the products in the export.
Export Products: Click Actions or Bulk actions and select Export from the drop-down menu. Schedule the export in your timezone and click Export Products. Store this for safekeeping.
Step 2: Import Products into the software
Import Products into the software: In the software, go to Payments > Products > Import as CSV in the top left.
Migrate Payment Integrations
Payments in your previous system handle payments through multiple gateways, such as Stripe, PayPal, Klarna, and others. The integration needs to be created in the software's Payments system.
Step 1: Access Payment Integrations
Document Payment Methods: Click on Payments on the bottom left side. In the top navigation bar, click Gateways to open the payment gateway management area.
Step 2: Connect the software to your Preferred Payment Method
Connect Stripe:
Log into the sub-account.
Go to Payments > Integrations to connect Stripe, then follow the authorization process.
Click here to learn how to manage payment methods displayed with Stripe integration.
Connect NMI: Click here to learn how to connect NMI to your location.
Authorize.net: Click here to learn how to connect Authorize.net to your location.
Migrate Websites & Funnels
In your previous system, you build and manage sales funnels and websites using the Page Editor and Site Overview. These funnels and websites can be recreated in the software.
Step 1: Document Funnel & Website Details
List Funnels & Pages: In your previous system, document each funnel and page, including the URL, structure, content, tracking codes, and any integrated forms or payment gateways.
Note Specific Settings: Record settings such as themes, style guides, custom CSS, and any additional configurations for each funnel or site.
Step 2: Import Funnels from your previous system
Rebuild Online Stores (E-commerce)
Store funnels in your previous system manage product sales and checkout processes. These funnels need to be recreated in the software to maintain e-commerce functionality.
Step 1: Document Store Funnel Details
List Store Funnels: Document each store funnel in your previous system, including product details, checkout pages, upsell/downsell pages, and payment integrations.
Record Product Settings: Ensure you have all product information, pricing, and any customizations recorded.
Step 2: Recreate Store Funnels in the software
Click here to learn how to set up e-commerce stores in the software.
Step 3: Post-Migration Check
Test Purchase Flow: Perform a test purchase to ensure the checkout process works smoothly and all upsells/downsells are functioning correctly.
Migrate Email Marketing
Your previous system allows for basic email marketing through workflows and broadcasts. In the software, these can be recreated with more advanced automation and multi-channel engagement options.
Step 1: Document Email Workflows & Broadcasts
List Workflows & Broadcasts: Document all email workflows and broadcasts, including triggers, email content, and timing.
Capture Email Templates: Save copies of all email templates used in the previous system.
Step 2: Recreate Email Sequences in the software
Click here to learn How to Use Email Template Builder in the Workflow Send Email Action.
Click here to learn How to Send a Regular Email Campaign (Send Now or Schedule).
Click here to learn more about Different Email Sending/Delivery Methods.
Click here to learn How to Preview and Test Your Email Campaign/Templates.
Click here to learn more about Email Statistics.
Migrate Contacts
Your previous system's Contact Profiles provide a view of each lead’s information, including their email address, tags, custom attributes, and actions within your funnels. Custom attributes in the previous system are custom fields. Contact Filtering in your previous system allows users to filter contacts by applying various conditions, such as tags or product purchases.
Step 1: Export Contacts
Access Contacts: Click Customers from the left-hand main menu. Filter Contacts or check the box at the top of the table to select all Contacts on the current page.
Export to CSV: Check the box next to each field for the data you wish to export.
Tip: Start with Email, Phone, Name, and Timezone.
Step 2: Review Exported Data
Verify Data Integrity: Open the CSV files to ensure all necessary information has been captured accurately.
Step 3: Bulk Import Contacts into the software
Click here to learn how to bulk import contacts into the software.
If you're having trouble bulk importing contacts, click here to learn more about Troubleshooting Bulk Imports Via CSV.
Additional Considerations
Step 1: Training and Support
Internal Training: Provide training sessions for team members on using the software, focusing on new features and differences between your previous system and the software’s Funnels, Memberships, and Online Stores.
Access Support: Ensure your team knows how to access the software’s support resources.
Click here to learn more about the software’s 24/7 Customer Support Options.
Click here to learn more about the software’s Priority Support Upgrade Overview.
Step 2: Ongoing Monitoring
Monitor Performance: Regularly review the performance of funnels, courses, and email campaigns in the software to ensure they meet your business needs.
Optimize Settings: Use the software’s analytics tools to identify areas for improvement post-migration.
Click here to learn more about using Funnel Statistics.
Click here to learn more about using Email Statistics.
Click here to learn How to Edit a Dashboard (Pro Plan Only).
Frequently Asked Questions
How do I document and recreate my courses?
Log into your previous system, document each course's structure (including modules, lessons, and associated content like quizzes or downloadable files), note all settings (status, member access, customization options), and then recreate these courses in the software. After migration, test course access to ensure users can access content correctly and completion tracking works properly.How do I export my products?
Log into your previous system, navigate to Products, use the checkboxes to select the products you want to export, click Actions or Bulk actions, and select Export from the drop-down menu. Schedule the export in your timezone and click Export Products. Store this export file for safekeeping.How do I import my products into the software?
You can either import existing products from Stripe or import products as a CSV file. For CSV import, go to Payments > Products in the software, then click Import as CSV in the top left.How do I set up payment integrations in the software to match my previous setup?
First, document your current payment methods by clicking on Payments and then Gateways. In the software, connect your preferred payment method (NMI, Authorize.net, or Stripe). For Stripe, log into your sub-account, go to Payments > Integrations, and follow the authorization process. You can then manage which payment methods are displayed with your Stripe integration.How do I migrate my websites and funnels?
Document each funnel and page, including URLs, structure, content, tracking codes, and integrated forms or payment gateways. Note specific settings such as themes, style guides, custom CSS, and any additional configurations. Then import your funnels from your previous system to the software.How do I recreate my store funnels?
Document each store funnel, including product details, checkout pages, upsell/downsell pages, and payment integrations. Record all product information, pricing, and customizations. Recreate these store funnels in the software, and perform a test purchase to ensure the checkout process works smoothly and all upsells/downsells function correctly.How do I migrate my email marketing?
Document all email workflows and broadcasts, including triggers, email content, and timing. Save copies of all email templates used. Recreate these email sequences in the software using the Email Template Builder in the Workflow Send Email Action. You can send regular email campaigns, choose different email delivery methods, preview and test your campaigns, and view email statistics.How do I export contacts and import them into the software?
In your previous system, click Customers from the left-hand main menu. Filter contacts or check the box at the top of the table to select all contacts on the current page. Export to CSV by checking the box next to each field for the data you wish to export (start with Email, Phone, Name, and Timezone). Review the exported data to ensure all necessary information has been captured accurately. Then bulk import the contacts into the software.What should I do if I encounter issues with the bulk import of contacts?
Refer to the "Troubleshooting Bulk Imports Via CSV" section in the SOP. Common issues include formatting problems in the CSV file, duplicate records, or missing required fields. Ensure your CSV is properly formatted and contains all necessary data before attempting the import.What training and support resources are available for my team during the migration process?
Provide internal training sessions for team members on using the software, focusing on new features and differences between your previous system and the software’s Funnels, Memberships, and Online Stores. Ensure your team knows how to access the software's support resources, including 24/7 Customer Support Options and Priority Support Upgrade.
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