Here's a summary of our recommended steps, click on any step to go to that section:


I. Create a Membership Level (or Levels, as needed)


II. Import Your Members using the Import Wizard

A. Prep your .csv file(s).

B. Upload your .csv file(s).


III. Transfer Billing

A. Create a push notification.

B. Create an email to send to your customer.

C. How to look up a purchase link for your email.

D. Billing is re-established.




I. Create a Membership Level (or Levels, as needed)


Before you import, create a new membership level, which is going to be a legacy version of your active levels. Call it ‘Legacy’ or whatever you like, and since it is just for the import, you will not even need a product. It should have the same content access, etc, as your existing level, but this ‘Legacy’ membership level will be set to expire. The expiration period is the length of your billing cycle (i.e. 1 week, 1 month).


If you have different membership levels with different access, then create one Legacy level for each (Legacy A, Legacy B, etc.)


  1. In the MemberMouse menu, go to Product Settings and click on the Membership Levels tab.  

  2. Click ‘Create Membership Level’.

  3. A dialog box will pop up containing all of the options available for configuring the membership level. The following steps will show you what to choose for each available option. However, if you’d like to learn more, you can consult the Membership Level Options table.

  4. Set the name of the Membership Level as “Legacy [name of original membership level]”. For example, Legacy Bronze Membership.

  5. Set the Status as ‘Active’.

  6. For WordPress role, keep it as ‘Don’t Set or Change Role’.

  7. Set the Membership Type as ‘Free’. Even if this is usually a paid membership level, you will not be using this legacy level for billing purposes.

  8. Click the checkbox next to ‘Membership Level Expires’. Choose the length of time that’s equivalent to one of your billing cycles. For this example, choose ‘1 month’.

  9. The ‘Send a Welcome Email to New Members’ is checked by default. A sample email is already filled out for you, and you can customize this however you’d like. This article provides more details about creating a welcome email. If you do not wish to send an email upon import, you can uncheck this box.
    Note: You are also given the option to bypass the welcome email in the Import Wizard settings.

  10. If you have created bundles, choose any bundles that you’d like these legacy members to have access to while on this expiring membership level.

  11. Click on ‘Save Membership Level’.



Here’s what your Membership Level configuration will look like…



PRO TIP: Do you want to hide the WordPress admin bar from your members?


To instruct MemberMouse to hide the WordPress admin bar from new members, go to General Settings > Other Settings. In the WordPress User Options section, check the check box next to ‘Hide the admin bar for new members’.


If you leave the box unchecked whether or not the admin bar will be shown to new members will be based on settings in WordPress or another plugin.




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II. Import Your Members using the Import Wizard


The Import Wizard will import all of your members, their account information and their appropriate access rights into MemberMouse.




Are you a visual learner? Watch the Video.



MemberMouse integrates seamlessly with WordPress’ user system. This means that when a MemberMouse member is created, a WordPress user is automatically created as well. At that time, WordPress will send out a Change Password Email to those new users. If you import members with an email address that matches an existing WordPress user, then the import wizard will automatically convert them to MemberMouse members while keeping their original WordPress user account intact.


CAUTION: Make sure that the email address(es) you have linked to your administrator account(s) and any additional employee accounts are not present in the import .csv file. If these are included, a member account will be created and admin/ employee rights will be revoked. Therefore you won’t be able to log into your WordPress admin area with that account anymore.



A. Prep your .csv file(s). 

  1. In the MemberMouse menu go to Manage Members and click on the ‘Import Members’ button. This will take you to the Import Wizard page.

  2. Next, click the ‘Download Import Template’ button. This will prompt a .csv file download onto your computer titled: mm_import_template.csv . See what fields are included in the template.

  3. Download a new .csv file for each membership level and rename the file as the membership level to help stay organized.

  4. Open the file and add a row for each member you want to import. The column headers represent the fields that MemberMouse will recognize when importing your member’s information. All columns must be present and in the order they appear in the template for the Import Wizard to process the data correctly. Make sure not to delete any of the columns or rearrange them.

  5. Imports are done one membership level at a time so create a .csv file for each membership level you want to import members for and populate it with the appropriate member data.




PRO TIP: If you want to add additional member data not included in one of the column headers, create a Custom Field. Then add the additional columns to the .csv file after the Bundle Expiration Dates column.



B. Upload your .csv file(s). 


  1. Go back to the Import Wizard page in MemberMouse and upload the .csv import file by clicking the ‘Browse’ button and navigating to the appropriate .csv file. You can also optionally specify a URL where the .csv file is hosted.

  2. Select the membership level from the drop down menu that corresponds to the member data contain in the .csv file you selected.

  3. You can optionally choose to send a welcome email to all new members being imported by checking the box next to ‘Send welcome email to new members’. If you do choose this option, it will send the welcome email that you configured while creating the membership level.
    EXTRA: If you’re having MemberMouse automatically generate passwords, you can configure the welcome email to deliver the passwords to your members. If you want to do this, be sure to configure the welcome email template for the appropriate membership levels prior to doing an import.

  4. Click the ‘Import Members’ button.

  5. Following the import, MemberMouse will display the results of the import including what members were imported, what bundles were applied to their account and if any errors were encountered.




  6. Click the ‘Import More Members’ button to repeat the process and import additional members.




WORDPRESS TIP #1: MemberMouse integrates seamlessly with WordPress’ user system. This means that when a MemberMouse member is created, a WordPress user is automatically created as well. At that time, WordPress will send out a Change Password Email to those new users.


WORDPRESS TIP #2: If you import members with an email address that matches an existing WordPress user, then the import wizard will automatically convert them to MemberMouse members while keeping their original WordPress user account intact.





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III. Transfer Billing


A. Create a push notification.


Create a push notification that triggers an email to be sent to the customer when the Legacy membership expires.


  1. From the WordPress Dashboard, go to MemberMouse > Developer Tools and then click on the Push Notifications tab.

  2. Click the ‘Create Push Notifications’ button and a dialog will pop up where you’ll configure the email notification.

  3. Make sure that Status is set to ‘Active’.

  4. Under the When the following event occurs… heading, select ‘Membership Status Changed’ from the drop down.

  5. After selecting this another section will show up. Under the When membership level is… heading, you can select your Legacy level to indicate that this notification should be triggered only by that membership level.

  6. Under the When membership status is… heading, you can select ‘Expired’.


B. Create an email to send to your customer.


  1. Under the Perform the following action… heading, select ‘Send Email’ from the drop down.

  2. Select ‘Current Member’ next to the To: label indicating that the notification email should be sent to the customer.

  3. Choose who the email is sent from by selecting an employee from the dropdown next to the From: label. This dropdown contains all of the employee accounts currently created in the MemberMouse system. Learn more about Employee Accounts.

    If you would like additional recipients to be notified, you can add them next to the cc: label by adding the email addresses, using commas to separate multiple email addresses.

  4. In the email, you will let your customer know that the level expired and ask them to re-sign up by including a purchase link for their equivalent, non-expiring membership level in MemberMouse. You can even put in some special copy explaining your site migration. The customer can choose to use their existing username and password (Recommended) or create a new username and password. You can find a sample version of this email, in the FAQs section of this guide.

  5. Click the ‘Save Push Notification’ button.


C. How to look up a purchase link for your email.


  1. In the MemberMouse menu go to Product Settings, and click on the ‘Products’ tab.

  2. In the Purchase Links column, click on the   button next to the item you would like to generate a purchase link for.

  3. The following Purchase Links dialog box will pop up:

                   

  4. The Purchase Link SmartTag is one of several SmartTags that can be included in an email created as part of a push notification. Copy and paste the Purchase Link SmartTag.


D. Billing is Re-established.


Once your members click on the Purchase Link in the email, they will be taken to the dynamic Checkout core page on your site. Here they’ll fill out billing information and re-purchase their membership via MemberMouse. The connection between MemberMouse and the payment gateway is established, and MemberMouse will take care of recurring billing.


You will need to manually cancel any active subscription for the customer that you have in your current billing system at this point.



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