- 1 Things to Consider Before Migrating
- 2 Coming From Another Membership Solution
- 3 Importing existing WordPress users
- 4 Frequently Asked Questions
Things to Consider Before Migrating
After deciding on making MemberMouse your new membership solution, there are still some things to consider. Though this may not offer a complete list of ideas for your specific needs, this section of the guide includes some important steps that will help you as you move forward with your migration.
Coming From Another Membership Solution
Importing existing WordPress users
If you already have a WordPress site but haven’t been using a membership solution prior to MemberMouse, then your current members may already exist as WordPress users in the database. If this is the case, you can easily migrate these users into MemberMouse by using the Import Wizard. Just create an import file that contains the email addresses of the users to migrate and run the import wizard. Importing is done on a per membership level basis. Users will not be able to access the member pages until imported to MemberMouse.
The Import Wizard acts as an updater. Any information already in WordPress will be used for the new member, so to import an existing user, all that is needed is an email address. If you do enter a password into the import file for an existing user, it will be ignored.
Frequently Asked Questions
1. Is there a way to transfer the billing automatically for the customer?
No. There are two possible ways to get your legacy customers switched over from your current billing system to having MemberMouse be in charge of billing. One is described in detail in the “Coming From Another Membership Solution” section of this guide under the Transfer Billing heading. A second method is to set up a system of watching these accounts, whether manually or automatically via a custom script or push notification, and keep a lookout for natural billing events (i.e. upcoming rebills, card declines, etc). When these events arise you can reach out to the customer, provide them with a MemberMouse purchase link and suggest that they use that link to update their subscription.
Once they start billing on MemberMouse, you’ll need to manually cancel any active subscription they have in your current billing system.
2. Can I migrate the payment vendor accounts from my old membership plugin to MemberMouse?
Yes. If you are using another membership plugin and you have existing accounts with payment vendors, you can use those same accounts with MemberMouse. However… you will need to be aware of the way that an integration with a payment vendor works, because while you can use the same account, your members’ billing information cannot be transferred.
When you configure your MemberMouse site to work with a payment vendor, you are establishing a two way connection between your site and that vendor. The key to that connection is a transaction ID that is created by MemberMouse for every transaction. It is this unique transaction ID that MemberMouse transmits to your payment vendor along with the member’s payment details and billing instructions. Inversely, when a successful payment is received to the vendor, it transmits back to MemberMouse that confirmation, using the transaction ID to specific what the payment was for.
When you migrate your users over from another membership plugin, the one thing that MemberMouse cannot do is capture the transaction IDs used by your previous plugin. In the Import Wizard template, you are setting each member up with specific settings; what products they have, what membership level they have, etc. But because those purchased did not originate within MemberMouse, there is no transaction ID associated with them.
The only time this is relevant is when a member, who has a recurring billing product, attempts to cancel their account or subscription, or if a payment is missed. If a customer cancels their account in MemberMouse on a product that was purchased initially via MemberMouse, MemberMouse will transmit to your payment vendor a request to cancel any recurring billing for that member associated with that specific transaction ID. Because that ID exists within the payment vendor, then the billing is canceled. But for imported members, there is no transaction ID, and thus no way for MemberMouse to tell your vendor to cancel. The same is true in reverse order, if a member cancels any billing via their payment account (usually this happens only in PayPal), then the payment vendor will transmit back to MemberMouse a request to cancel and a transaction ID, which does not exist in MemberMouse, and thus no action is taken. The same action takes place on missed payment (say if a member cancels their PayPal account, or there are insufficient funds).
3. How can I change the URL associated with my license?
This information applies if the only thing that’s changing is your URL. If you’re looking to migrate your current MemberMouse site to another server in addition to changing the URL then refer to our article: Migrating MemberMouse to a New Server.
In order to change the authorized URL associated with your MemberMouse license, we recommend following these steps below:
1. Put your site into maintenance mode.
2. Deactivate the MemberMouse plugin.
3. Log into membermouse.com and go to the Member Dashboard. Click on ‘My Account’ in the menu sidebar on the left side of the page.
4. Once on the My Account page you’ll see the License Management section. Click on the ‘Edit’ button. This will make the URL field editable.
5. In the ‘Authorized URL’ field, enter the URL for your new WordPress site. It’s important that the URL you enter matches the URL of your WordPress site exactly. The best way to ensure that you’re entering in the URL correctly is to log into your WordPress site, go to the General Settings page and copy the ‘WordPress Address (URL)’.
6. Once you’ve entered in your URL, click on the ‘Save’ button to save it. You should see a message informing you that the license was updated successfully. At this point you’ll be able to activate the MemberMouse plugin on your WordPress site.
7. Reactivate the MemberMouse plugin.
8. Take your site out of maintenance mode.
There are additional considerations for changing the URL in WordPress and/or if you have PayPal configured on your site.
4. Do you offer staging or development licenses?
Yes. Professional web developers often use staging environments when creating and updating websites. Staging environments allow multiple developers to work together, and project managers to proof changes and finalize a project before rolling it out to a production server. A staging environment is sometimes called a sandbox and is the preferred method of streamlining workflow for most web professionals.
All MemberMouse accounts come with a complimentary staging license. Our staging licenses cannot be used for commercial purposes and are limited to 100 members. There is no ability for recurring billing. Other than that, they have no restrictions. Just let us know what the WordPress Site URL is on your staging site and we’ll set up the license for that URL. If you’re developing locally, make sure it’s not just http://localhost. It should be something that will be unique across all customers like http://localhost/yoursitename.
Steps to request a staging license:
1. Submit a ticket to the MemberMouse Customer Success Team and select ‘Staging License Request’ from the dropdown menu “What is this about?”.
2. In the body of your request please provide:
- the email address associated with your account on membermouse.com
- whether the staging license is for a local development environment or a publicly accessible one
- the URL of the WordPress site you’re using as your staging environment
5. Can you provide a sample of the expiring level email to send to customers?
Here is a sample of what the email could contain including the appropriate MemberMouse SmartTags. Note that the you have to replace the purchase link in this sample with the one for your own product.
Subject: Action Required: Your Account
Hi [MM_Member_Data name=’firstName’],
Your subscription has expired. And since we have recently migrated our site, we also have a new billing provider. You must purchase a new subscription to keep your subscription active.
Once you enter your information with our new, improved billing provider, your account will be automatically renewed next time, conveniently. You’ll also be able to more easily manage your subscription.
<a href=”[MM_Purchase_Link productId=’8’]”>Buy Now</a>
If you have any questions, feel free to contact us at
<a href=”mailto:[MM_Employee_Data name=’email’]”>
6. Can MemberMouse migrate my site?
Yes, we can! We offer a Migration Quick Start package that includes a migration assessment and member import as well as full MemberMouse configuration. For more information and details, take a look at the full range of implementation services that we offer.