Skool to HighLevel (Migration Guide)

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Skool to HighLevel (Migration Guide)

1. Why should I consider migrating from Skool to HighLevel?

Migrating to HighLevel offers several benefits, including advanced CRM integration, comprehensive marketing automation capabilities, and a unified platform for community building and course management. HighLevel streamlines operations and enhances member engagement by centralizing various functionalities.

2. What steps are involved in preparing for the migration?

Preparation involves several critical steps. First, review your current Skool setup by identifying key assets like community members, courses, content, events, and automation workflows, and assess the volume of data to be migrated. Next, define clear migration objectives, prioritizing essential features such as community engagement, course content, and member management. Finally, prepare a complete backup of your Skool data, exporting all relevant information (member lists, course content, community posts) into CSV or other suitable formats and securely store all exported files and documentation.

3. How do I export my data from Skool?

To export your data from Skool, navigate to the "Members" section and use the export function to download the member list as a CSV file, including names, emails, and custom fields. Download course content, including video links, descriptions, and resources, ensuring all course materials are saved. Manually copy or export important community posts, discussions, and pinned content that you want to recreate in HighLevel.

4. How do I import data into HighLevel and recreate my community and courses?

In HighLevel, import your member list by going to Contacts > Import Contacts and uploading the CSV file exported from Skool, ensuring proper field mapping during the import process. Recreate courses in the Courses section by uploading previously exported content, including videos, descriptions, and resources. Use HighLevel’s community tools to recreate discussions and posts, using the Featured Posts feature to pin important announcements. Set up community channels in HighLevel for each discussion group, invite members via email, structure courses with sections and modules, and assign course access permissions to mimic Skool's settings.

5. How do I rebuild events and automation workflows in HighLevel?

To rebuild events, use HighLevel’s calendar feature to recreate events previously scheduled in Skool. Set up recurring events and configure automated email and SMS reminders to ensure high member participation. For automation workflows, navigate to Automations > Workflows to recreate Skool’s automation processes, such as welcome messages, course completion notifications, and event reminders. Thoroughly test these automations to ensure they function correctly.

6. What kind of testing and validation should I perform after migrating?

After migration, perform end-to-end testing by simulating member interactions to ensure everything functions as intended, including joining channels, accessing courses, and participating in discussions. Validate data integrity by cross-checking imported data like member lists, course content, and community posts to confirm accuracy and accessibility. Run test scenarios for each event and automation workflow to verify triggers and actions, and ensure all communication actions, including emails and SMS, execute properly within the workflows.

7. What kind of team training is necessary for this transition?

Conduct comprehensive training sessions to familiarize team members with HighLevel’s interface, focusing on community management, course setup, and automation tools. Provide user guides and Standard Operating Procedures (SOPs) tailored to HighLevel’s functionalities to support team members during the transition.

8. What is involved in decommissioning Skool after the migration?