Skool to MarketingPlex (Migration Guide)

Modified on Fri, 13 Sep at 11:41 AM

This is a comprehensive guide for migrating online communities, courses, and related content from Skool to MarketingPlex. The goal is to transition seamlessly while leveraging MarketingPlex’s advanced CRM, marketing automation, and community-building tools to enhance member engagement and streamline operations.

Preparation for Migration

Step 1: Review Current Skool Setup

Identify Key Assets: Catalog all essential elements, including community members, courses, content, events, and automation workflows currently used within Skool.
Assess Data Volume: Determine the size and complexity of the data to be migrated, including the number of courses, members, and community posts.

Step 2: Define Migration Objectives

Set Clear Goals: Define the primary reasons for migrating to MarketingPlex, such as better CRM integration, advanced marketing automation, or a more unified platform.
Prioritize Features: Identify the critical components for migration, focusing on community engagement, course content, and member management.

Step 3: Prepare Backup

Export Data from Skool: Export all relevant data (members list, courses, community content) from Skool as CSV files or other applicable formats.
Backup Documentation: Securely store all exported files and related documentation to ensure data safety before starting the migration process.

Data Migration

Step 1: Export Data from Skool

Export Members: In Skool, navigate to the Members section and use the export function to download the member list as a CSV file, including names, emails, and any custom fields.
Export Courses: Download course content, including video links, descriptions, and resources, ensuring all course materials are saved for re-upload to MarketingPlex.
Export Community Content: Manually copy or export important community posts, discussions, and pinned content that needs to be recreated in MarketingPlex.

Step 2: Import Data into MarketingPlex

Import Members: In MarketingPlex, go to Contacts > Import Contacts and upload the CSV file exported from Skool. Ensure all fields are correctly mapped during the import process.
Recreate Courses: Navigate to the Courses section in MarketingPlex, and create new courses by uploading the previously exported content, including videos, descriptions, and resources.
Rebuild Community Content: Use MarketingPlex’s community tools to recreate important discussions, posts, and other content. Pin essential posts or announcements using the Featured Posts feature.

Rebuilding Community and Courses

Step 1: Set Up Community Channels in MarketingPlex

Create Channels: In MarketingPlex, create new channels for each community or discussion group that was present in Skool. Customize the channel settings, including privacy options and access levels.
Invite Members: Send out invitations to all community members via email or unique invite links. Use the Contacts > Send Email feature in MarketingPlex to streamline this process.

Step 2: Recreate and Organize Courses

Set Up Course Structure: Use MarketingPlex’s course creation tools to structure courses similarly to how they were organized in Skool. Create sections and modules as needed, and upload all relevant content.
Assign Course Access: Set access permissions for each course, ensuring that only the appropriate members can access specific content, mimicking the access controls previously set in Skool.

Step 3: Manage Member Roles and Permissions

Assign Roles: Assign roles such as Admin, Moderator, or Contributor to members in MarketingPlex, ensuring that the community hierarchy and permissions are preserved.
Set Up Member Permissions: Configure member permissions to control access to specific channels, courses, and community features based on the roles assigned.

Rebuilding Events and Automations

Step 1: Recreate Events in MarketingPlex

Set Up Event Calendar: Use MarketingPlex’s calendar feature to recreate events that were scheduled in Skool. Set up recurring events and ensure that all relevant members are invited.
Configure Event Notifications: Set up automated email and SMS reminders for events to ensure high member participation, leveraging MarketingPlex’s communication tools.

Step 2: Rebuild Automation Workflows

Create Automation Flows: In MarketingPlex, navigate to Automations > Workflows to recreate Skool’s automation processes, such as welcome messages, course completion notifications, and event reminders.
Test Automations: Run tests on the newly created automation workflows to ensure they function correctly, making adjustments as necessary.

Testing and Validation

Step 1: Test Community and Course Functionality

Perform End-to-End Testing: Simulate member interactions, such as joining channels, accessing courses, and participating in discussions, to ensure everything functions as intended.
Validate Data Integrity: Cross-check imported data, such as member lists, course content, and community posts, to confirm that everything is accurate and accessible.

Step 2: Validate Event and Automation Setups

Run Test Scenarios: Test each event and automation workflow to verify that triggers and actions work correctly, ensuring a smooth experience for all members.
Verify Communication Channels: Ensure that all communication actions, including emails and SMS, execute properly within the workflows.

Team Training and Transition

Step 1: Train Team Members

MarketingPlex Training: Conduct training sessions to familiarize team members with MarketingPlex’s interface, especially focusing on community management, course setup, and automation tools.
Provide Documentation: Distribute user guides and SOPs tailored to MarketingPlex’s functionalities to support team members during the transition.

Step 2: Monitor and Optimize

Monitor System Performance: Regularly review the performance of community engagement, course completion rates, and automation effectiveness post-migration.
Optimize Workflows: Adjust workflows and community structures based on team feedback and operational needs.

Decommissioning Skool

Step 1: Transition Period

Run Systems in Parallel: Consider running Skool and MarketingPlex in parallel for a brief period to ensure a smooth transition for members and administrators.
Phase Out Skool: Gradually reduce reliance on Skool as confidence in MarketingPlex grows and all members have successfully transitioned.

Step 2: Cancel Skool Subscription

Final Backup: Ensure all necessary data is backed up before canceling the Skool subscription.
Official Cancellation: Follow Skool’s process to cancel your subscription and terminate any associated services.

Step 3: Post-Migration Review

Review Success: Assess the success of the migration, documenting any challenges and resolutions for future reference.
Ongoing Monitoring: Continue to monitor MarketingPlex’s performance, making necessary adjustments to optimize community and course management.