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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.
You’re not starting from scratch — you’re reorganizing and improving your existing setup.
✅ Migration Checklist
⚠️ Important
Content does not transfer automatically
Some setup will need to be recreated
You can migrate gradually — nothing needs to happen all at once
⚙️ Need some power-ups?
We offer the following add-ons for DIY migrations:
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.
Domain Forwarding - we'll configure your Classic domain to automatically forward to your new application so your users are seamlessly redirected after migration.
We also offer Guided and Full Service migration options if you need more help.
How long does migration take?
Simple portals: 4–8 hours
More complex setups: 1–2 weeks
Most users complete this step-by-step over time.
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.
Step 1: Move Your Multimedia from Classic
⏱️ Estimated time: 1–5 hours depending on library size
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)
Download each file
Then:
Log into your new CustomerHub app
⚠️ 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)
⏱️ Estimated time: 15–30 minutes
What this step does
In Classic, membership 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
💡 Tip
You don’t need to complete the full migration in one sitting. Most users work through this step-by-step over time.
Step 3: Rebuild Your Products and Pages
⏱️ Estimated time: 2–12+ hours (longest step)
What this step does
This is where you rebuild your courses, programs, and membership content.
How to do it
Create a product for each course or program
Add sections to organize your content (optional, but recommended for products with more than 10 pages or lessons)
Create pages for each lesson or module
Then:
Copy content from your Classic pages
Paste it into your new pages
⚠️ Important
Each page is set to Draft initially and must be set to Live individually
Some formatting may need cleanup
Embedded media will need to be replaced
💡 Pro Tip - Many users use this step to simplify navigation, improve onboarding, and create a better experience for their users. For example, many users simplify their content into clear modules or create a structured onboarding flow for new users.
⚙️ Want to fast-track this step?
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
⏱️ Estimated time: 30 minutes–3 hours
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 Keap using the user button clicked activity trigger and does not automatically transfer.
Step 5: Rebuild Snippets (Partials)
⏱️ Estimated time: 30 minutes–3 hours
What this step does
Partials from Classic are recreated as snippets in the new platform.
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 access by default
Step 6: Configure Payments & Access
⏱️ Estimated time: 30–60 minutes
What this step does
Ensures users receive access to your content.
You have two options:
Option 1: Use Stripe (recommended)
Connect Stripe in Settings → Connectors
Create products in Stripe
-or-
Option 2: Continue using Keap
Connect Keap in Settings → Workspace → Connectors
Maintain your existing billing setup
⚠️ If you're currently using Keap for billing
Your existing subscriptions will continue running in Keap
You do not need to move them immediately
You can keep using Keap for access while you transition
Step 7: Test Your Setup
⏱️ Estimated time: 30 minutes–2 hours
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
⏱️ Estimated time: 2–8 hours
How this works
Users are migrated using Keap automation.
Process
Create a new automation in Keap
Set up a 1:1 product access tag mapping (mapping Classic tags to Next tags)
Recommended for migration (doing this will ensure that your migrating users only receive one email from new platform rather than potentially multiple):
Turn OFF all product access emails in the new CustomerHub
Keep the new user notification email toggled ON
Communicate the change to your users.
Once you have completed this step, your users will begin accessing content through your new platform.What typically changes:
Login experience may be updated
URLs may change
Content layout may improve
Best practiceSend a simple email explaining:
Why you're upgrading
What to expect
Where to log in
Email exampleSubject: We're upgrading your experience
Hi [First Name],
We wanted to let you know about an important update to your [membership/online course, etc] experience.
We’re upgrading to a new platform designed to deliver a better, more guided experience — so you can move through the content more easily and get better results.
WHAT'S CHANGING
Over the coming [timeframe], we’ll be transitioning from our current platform to a new and improved experience.
The new platform is built to:
* Guide you step-by-step through the content
* Make everything easier to navigate
* Help you stay engaged and make consistent progress
WHAT THIS MEANS FOR YOUR
* You’ll receive access to the new platform soon
* Your content will still be available, just in a more structured format
* Your login experience may look slightly different
We’ll make sure you have everything you need to access your content without interruption.
DO YOU NEED TO TO ANYTHING?
Not right now.
When your access is ready, we’ll send you a follow-up email with clear instructions on how to log in and get started.
OUR GOAL
This upgrade is all about helping you get more value from the content — not just access it.
We’re excited for you to experience the new platform.
If you have any questions, feel free to reply to this email — we’re happy to help.
Thanks for allowing us to continue to serve you.
— [Your Business Name]
🚨 Important: This email template is intended to be used as a guide rather than a copy/paste swipe template. Please personalize the email to your specific audience and business. Please ensure that you replace merge codes with those from Keap or whatever other email system you use to send communications.
Publish the Keap automation and select Yes to import users with the existing tags
⚠️ Important - Once the automation is published, your users will automatically be added to the new CustomerHub app and will begin receiving access emails to log in for the first time. Please make sure that you have communicated in advance and are fully prepare to go live before you publish this automation in Keap.
💡 Best practices
After the migration is complete, we recommend that you:
Turn back ON all product access emails in the new CustomerHub
Turn the new user notification email OFF
⚙️ Want to forward your Classic links?
You can use Domain Forwarding to automatically redirect users to your new platform.
Common Questions
Why does my content look different?
Some formatting from Classic may not carry over and may need adjustment.
Will my users lose access?
No. As long as access is configured correctly, your users will retain access to your content.
Will my links change?
Yes. The new platform URLs are different. Domain forwarding can help redirect users.
Why do I need to migrate?
CustomerHub Classic depends on the Keap XML-RPC API, which is being sunset. Because of that, CustomerHub Classic will reach end-of-life on December 31, 2026.
What happens if I don't migrate?
If you do not migrate before CustomerHub Classic reaches end-of-life, your Classic portal will no longer be supported and members will not be able to log in after December 31, 2026.
⚙️ Need help?
If you’re feeling stuck or short on time, you don’t have to do this alone. Please check out our Guided and Full Service migration options here.