What this guide covers
This guide walks you through how to move your content from CustomerHub Classic into the new CustomerHub platform.
Migration is not automatic. You will rebuild your content using your existing materials from Classic.
The good news is that you’re not starting from scratch.
You already have everything you need. This process is about reorganizing and improving how your content is delivered to users.
⚠️ Important
Content does not transfer automatically
Some setup will need to be recreated
You can migrate gradually — nothing needs to happen all at once
Want help instead?
If you’d prefer not to do this manually, you can use:
Multimedia-Only Transfer - we'll move your images, videos, audio, and downloadable files into the new platform for you. This includes media transfer only and does not include content setup.
Full Content Transfer - we'll transfer your core content structure into the new platform, including multimedia, members groups (as segments), action links, partials (as snippets), and pages mapped into products. Cleanup, automation, and edge-case fixes are not included.
Guided Migration - We handle the content transfer so you can focus on reviewing, refining, and completing your setup. Includes Full Content Transfer + Domain Forwarding.
Full Service Migration - We handle the full migration, cleanup, setup, and optimization. Your portal arrives ready to use. Includes Full Content Transfer + Domain Forwarding.
Before You Start
Before beginning your migration:
Make sure your new CustomerHub app is created
Log into your CustomerHub Classic app
Be ready to reference your existing content as you rebuild
💡 Pro Tip: Most users complete this process gradually — you do not need to migrate everything at once.
Migration Overview
You’ll move your content in this order:
Move your multimedia from Classic
Recreate your segments (from member groups)
Rebuild your products and pages
Recreate action links and automation
Rebuild snippets (from partials)
Connect payments and access
Test your setup
Migrate your users
Step 1: Move Your Multimedia from Classic
What this step does
Moves your images, videos, and files into the new platform so you can reuse them.
How to do it
Log into your CustomerHub Classic app
Locate your media (images, downloads, videos)
Open each file and download it
Then:
Log into your new CustomerHub app
Upload those files into your media library
⚠️ What to watch for
Some files must be downloaded individually
Large libraries may take time
Keep files organized as you upload
Want to skip this step?
Multimedia-Only Transfer - we'll move your images, videos, audio, and downloadable files into the new platform for you. This includes media transfer only and does not include content setup.
Step 2: Recreate Segments (Member Groups)
What this step does
In Classic, access was controlled by member groups. In the new platform, this is done using segments.
How to do it
Review your member groups in Classic
Create matching segments in the new platform
Use similar naming so everything stays clear
Step 3: Rebuild Your Products and Pages
What this step does
This is where you rebuild your course, program, or membership experience.
How to do it
Create a product for each course or program
Add sections to organize your content
Create pages inside each section
Then:
Copy content from your Classic pages
Paste it into your new pages
Adjust formatting and layout
⚠️ Important
Pages must be set to Live individually
Some formatting may need cleanup
Embedded media may need to be replaced
💡 Pro Tip - Many users use this step to simplify navigation, improve onboarding, and create a better experience for their users.
Want this done for you?
Full Content Transfer - we'll transfer your core content structure into the new platform, including multimedia, members groups (as segments), action links, partials (as snippets), and pages mapped into products. Cleanup, automation, and edge-case fixes are not included.
Step 4: Recreate Action Links and Automation
What this step does
Action links trigger automation, like tagging users or granting access.
How to do it
Review your action links in Classic
Recreate them in the new platform
Update URLs to point to your new pages
⚠️ Important
Automation must be rebuilt in Keep (Keap)
Links will not automatically update
Step 5: Rebuild Snippets (Partials)
What this step does
Partials from Classic are recreated as snippets.
How to do it
Review your partials in Classic
Recreate them as snippets
Paste in the content
⚠️ Important
Access rules must be set again
Snippets default to all users
Step 6: Connect Payments and Access
What this step does
Ensures users receive access to your content.
Options
Use Stripe (recommended)
Or continue using Keep (Keap) for access control
Step 7: Test Your Setup
Before migrating users:
Create a test user
Assign access
Log in as that user
Verify
Products display correctly
Pages are visible
Media works
Access is correct
⚠️ Important - This step ensures a smooth user experience and helps prevent support issues after launch.
Step 8: Migrate Your Users
How this works
Users are migrated using Keep (Keap) automation.
Process
Apply new product access tags
Map old tags to new ones
Grant access in the new platform
💡 Best practices
Turn OFF product access emails during migration
Turn ON a single “new user” notification
Final Notes
You are not starting over — you are upgrading your setup
You can migrate in phases
Starting early gives you more flexibility
Need Help?
Multimedia-Only Transfer - we'll move your images, videos, audio, and downloadable files into the new platform for you. This includes media transfer only and does not include content setup.
Full Content Transfer - we'll transfer your core content structure into the new platform, including multimedia, members groups (as segments), action links, partials (as snippets), and pages mapped into products. Cleanup, automation, and edge-case fixes are not included.
Guided Migration - We handle the content transfer so you can focus on reviewing, refining, and completing your setup. Includes Full Content Transfer + Domain Forwarding.
Full Service Migration - We handle the full migration, cleanup, setup, and optimization. Your portal arrives ready to use. Includes Full Content Transfer + Domain Forwarding.