At ShopBase Creator, we understand that moving your customer data from one platform to another can be a daunting task. That's why we've created this guide to help make the process as seamless as possible.
You can easily migrate your customer data to ShopBase Creator with just a few simple steps. Here's a summary of the process:
We understand that migrating customer data can be a complex process, but we're here to help. If you have any questions or need assistance, please don't hesitate to reach out to our customer success team. We're always happy to help!
Please reach out to our customer success team for assistance if you need any help. We will do our best to help you migrate your customer data to ShopBase Creator and make the process as smooth as possible.
Export customers data from your current platform in the form of a CSV file
We have few articles will help you on specific platform. Feel free to check articles below
Don't see the platform you need? Ping us at [email protected]
Format & Upload the CSV file
If you use any of above platforms (Kajabi, Teachable, Gumroad, SamCart, Circle), you can skip this step and upload the CSV file directly to ShopBase Creator. We'll handle the formating part and pick the correct fields.
Otherwise, please format your CSV file following the ShopBase Creator's CSV template before upload.
You can check this article for more detail
Notify customers of the migration and provide instructions on how to access their accounts on ShopBase Creator
The next step is to notify your customers how to access their accounts on ShopBase Creator
During import, you also have the option to "Send welcome emails to new customers". If checked, we will send your customers a warm welcome email on your behalf and they can access their accounts in one click through that email.
Don't worry if you left that option unchecked. We provide passwordless login method. Meaning, when your customers try to access their accounts, they will simply need to enter their email address. ShopBase Creator will then send a magic link to their inbox. By clicking on that link, your customers will be logged in automatically, without the need to remember their old passwords. This makes it more convenient for both you and your customers.
Update any integration or settings that were used in the previous platform to ShopBase Creator
At the moment, ShopBase Creator has integration for Klaviyo. This integration allow you to send email marketing campaigns to your customers directly from ShopBase Creator. If you're interested in using Klaviyo, here are the help doc link to guide you through the integration process:
With Klaviyo integration, you can easily create and send email campaigns to your customers, segment and target specific groups of customers, and track the performance of your campaigns. Plus, with ShopBase Creator, you can easily access and manage your customer data in one place.