Migration Checklist | All Free Members

Article author
Duncan Hamra
  • Updated

Ready to migrate your site from Memberstack 1.0 to 2.0? This article will guide you through what's needed. If you have any paying members, please see this article instead. 

To be 100% upfront, this is not a "quick" process and there is a risk of things breaking along the way. You'll want to sit down with your team and a calendar to map out your migration from start to finish. 

Along those same lines, if your current site is working well and you don't need any of the functionality 2.0 provides you are welcome to stay on Memberstack 1.0 (if it ain't broke don't fix it, and all that).

Before Migration

Create a new account with Memberstack 2.0. (1.0 and 2.0 accounts are 100% independent of each other.)

  1. Follow these instructions to manage 1.0 and 2.0 header scripts. This will let you set up 2.0 on your 1.0 site.
  2. Manually recreate your free memberships as free plans in 2.0.
  3. Once your plans are in, you’ll need to configure your redirects, gated content, and other plan settings.
  4. We recommend migrating your site 1:1 and then adding additional functionality like email verification, multiple memberships, social logins (coming soon), etc. 
  5. Next, you'll want to recreate your custom fields in 2.0. Custom fields have not changed. As long as your 2.0 IDs match your 1.0 IDs you won't need to update your site. 
  6. Add or update the following elements. Most attributes are the same, but some have changed:
    • Login modal → data-ms-modal=”login”
    • Signup modal → data-ms-modal=”signup”
    • Forgot Password modal → data-ms-modal=”forgot-password”
    • Profile modal → data-ms-modal=”profile”
  7. If you have any custom code, you’ll need to update a few things to get it working with 2.0. Convert 1.0 front-end API code to 2.0 DOM code.
  8. Upgrade your Memberstack account. If you already have a 1.0 plan then you can follow this guide to transfer over your subscription
  9. Set up your live mode and test mode domains. Your live mode domain should be the same domain members will use after migration. Probably your 1.0 domain.
  10. Schedule downtime on your website & turn your password protection page into a “scheduled maintenance” page. Here's a cloneable to start from. 
  11.  (Strongly recommended) Schedule a call with our team to help with the actual migration. Use this link to book a 1-hour call. If you don’t see a time that works well for you, please contact support. 

During Migration

Only start this section after your site has been thoroughly tested.

  1. Join the call from the previous step. 
  2. Password-protect your signup, login, and profile pages. Its important members cannot create or access their accounts during this time.
  3. Export members from 1.0 and Import your free members into 2.0.
  4. Comment out the big header script from part 1, step 1 and add your new Memberstack 2.0 header script. Publish your site (with password protection still enabled).
  5. Test, test, and test.
    1. If everything works as expected →  Remove password protection and proceed to the next section.
    2. If you need to roll back → Remove the 2.0 script and uncomment the big header script from step 1. 
    3. If you can’t resolve the issue, remove password protection (so members can use 1.0 again) & contact Memberstack support.

After Migration

  1. Cancel your subscription with Memberstack 1.0. You can ignore any mention of 10%. 

You’re done!

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