How To Move Your Membership To ResultsAiX

Moving a membership feels like a big job because your members are real people who paid you. They expect to log in tomorrow and find everything where they left it.

The good news: with a plan, a membership move is one of the most satisfying projects you will ever run. You end up with every level, every lesson and every member on your own WordPress site, in one plugin that protects your content, takes payments, drips your courses, talks to your email list and shows you exactly who is getting value.

This guide walks you through the whole move in order: planning, setting up ResultsAiX Membership, importing members and checking the import, payments and subscriptions, welcoming members to the new area, a moving-day checklist and an announcement email you can copy. Every screenshot is a real ResultsAiX screen, shown with our example business, Brightline Coaching.

Plan The Move

Every membership, whatever it runs on today, is made of the same six things. Write down what you have in each one before you change anything. This inventory becomes your checklist, and it is what lets you say with confidence that everything arrived.

Which Of The Two Paths Is Yours?

There are two ways to bring members across, and the right one depends on where your members live today.

The Setup Wizard tells you which path fits: it looks for another membership plugin’s data on your site and shows you the counts it found, or points you to the CSV route.

Three Example Moves

Most moves look like one of these. Find the one closest to yours and you already know the shape of your plan.

Map Old Levels To New Levels

Make a simple map. For Path A the importer creates the levels for you, so this map is your checklist. For Path B you create each level first, and the slug you choose is what the CSV’s level column uses.

Choose A Moving Day

Pick a quiet day of the week, away from a launch or a live call. Allow one day to set up, one to import and check, and one to switch over and welcome members. Successful moves are calm moves: you do everything on your new setup first, check it as a member, and only then switch.

Set Up ResultsAiX Membership

Install ResultsAiX Membership like any WordPress plugin and paste your licence key. The Setup Wizard opens by itself on a new install. It asks one question first: are you starting from scratch, or moving from another membership plugin?

Nothing is charged and nothing is emailed to anybody while you use it, and you can stop at any point. You can open it again at any time from the Settings tab, and running it twice never duplicates a page or a level.

• Starting from scratch builds your first level, the four member pages and your first protected content in about five minutes. Use this for Path B.
• Moving from another membership plugin shows the counts of levels, memberships and protection rules it found and takes you to the import buttons. Use this for Path A.

The Four Member Pages

Every members area needs four pages. The wizard makes them for you, or you can make them yourself with a shortcode each.

Create Your Levels

A level is a named access group. Content is protected for levels, and members hold levels. There is no limit on how many you create. For Path A the importer creates them for you; for Path B, add each level from your map on the Levels tab.

Put A Price On A Level

Once Stripe is connected (Part 6), every level gains a Charge for this level block. Leave the price at 0 and the level stays free.

Set the price, the currency, how often (one off payment, every month or every year) and, on recurring levels, a free trial in days. Saving the level creates the price in Stripe for you.

Bundles And Level Actions

If you sell products separately and together, you have two tools. A bundle level opens everything its included levels open: tick them under This level also opens, and the moment the bundle ends, every door it opened closes by itself. A level action is a one-sentence rule, “when a member is added to X, add them to A and B”, which hands out real memberships and also handles trials that end and upgrades.

Level actions never fire during an import, so bringing across thousands of members never sets off thousands of rules.

Protect Your Content

For Path A, your protection rules come across with the import. For Path B, or for anything new, there are three ways to protect content, and most sites use all three.

Tick Protect this content, choose the levels that can see it and, for a course, set Drip: unlock after N days. The drip clock starts on each member’s own join date, which is why bringing join dates across matters so much: long-standing members keep seeing everything they already had.

The same box has No access? Send them to, where you can choose a page that explains that product and how to get it. Somebody who just found a locked door is the most likely person on your site to buy.

Protect Your Files And Folders

Upload downloads to the file library on the Files & Folders tab and they live in a sealed folder that only opens through a checked link. Use the raxm_file shortcode with the file id to show a download button. You can also protect a whole folder under your site, such as a folder of course videos or the download folders your previous membership plugin was guarding.

How Deep The Protection Goes

ResultsAiX Membership protects the page itself, the same content through the WordPress REST API, excerpts in archives and search results, RSS feeds and comments. Your settings decide what a visitor without access sees: your protection message, a teaser excerpt, or a redirect to your join or sales page.

Import Your Members

Now the main event. Open the Import / Export tab. Choose the path you picked in Part 1.

Path A: Your Current Plugin Is On The Same Site

If your current membership plugin is one the importer supports, its data is still in your WordPress database, and the Import / Export tab shows a migration section with what it found. The import reads that data without changing it, so your old plugin’s tables are left exactly as they were. Work through the buttons in order:

Your members are already WordPress users, so every password keeps working and nobody has to log in again. Every step can be run again, and nothing doubles up.

Compatibility Mode Keeps Old Pages Working

Pages you built years ago often contain your old plugin’s shortcodes, and other tools may talk to its API. Turn on compatibility mode in Settings after your import is checked. It waits until the old plugin is deactivated, then answers your old shortcodes and integrations on the next page load, so your existing pages carry on working. Rolling back is simply reactivating the old plugin and unticking the box.

Path B: Import From A CSV File

Export your members from your current platform as a CSV file. The importer needs one column, email, and reads these optional columns too:

If your old platform’s export uses different column names, rename them in your spreadsheet before you upload: user_email, e-mail, membership and expiry are also understood, and so are a few other common names.

Check The Import

A move is finished when the numbers say so. This is the step successful movers never skip.

Path A: Run Verification

The migration section ends with a Verify step. Press Run verification and you get your old plugin’s counts next to the new counts: levels, levels keeping their original id, membership grants, cancelled grants, protected pages and posts, protected folders and the API key, each marked MATCH, plus a check that every level’s grant count matches.

When every row matches, you switch over on evidence, not on hope.

Path B: Compare Your Counts

For a CSV import, your inventory from Part 1 is the check. The importer reports how many rows it imported, how many accounts it created and how many it skipped. Then compare level by level: the Dashboard chart Active members by level and the Members tab filtered by level show the counts on the new side.

Then Check As A Member

Payment Gateways

ResultsAiX Membership takes payment in two ways, and you can use both at once.

Connect Stripe

If you also run ResultsAiX Funnels on the same site, both plugins share this one Stripe connection, so you connect once.

Connect A Marketplace

Every notification is checked the way the marketplace itself documents, so a forged one can never grant access. Want to watch it work before launch? Turn on Let Test Purchases Enrol Members (Sandbox), send a test purchase from Warrior Plus, and you see the account created, the level granted and the login email sent, with nothing counted as revenue.

See Every Paid Level At A Glance

The Payments tab lists each level with its price, whether Stripe has it (Ready) and how many members hold it, then every order, net of refunds.

Keep Subscriptions Billing Correctly

This is the part that keeps people up at night, and it does not need to. The principle is simple: existing subscribers keep paying exactly where they pay today, and their access follows their payments. Nothing in an import charges anyone or moves a subscription.

What Keeps Billing Healthy From Here

• Access comes from Stripe’s confirmation, never from a page visit, so closing the tab after paying never loses anyone their membership.
• Members keep their access while a card is updated. The order is flagged Card Failing, Access Kept, the member gets an email with a link to update their card, and Stripe keeps retrying the renewal for them.
• Members manage their own billing. Their account page shows a link to their own Stripe billing page to update a card, read invoices or cancel.
• A daily check keeps levels and Stripe in step. Once a day it compares the two, fixes access in both directions and writes down every change under What The Daily Check Changed.
• Changing a price applies to new members only. Everyone already paying keeps the price they signed up at.

Welcome Members To Their New Home

A move is a chance to give members a better experience than before. Three things make the difference: the right emails, a members home that shows them everything at a glance, and you being able to see the site through their eyes.

Connect Your Email List

With ResultsAiX Mailer active on the same site there is nothing to connect. On the Integrations tab, every level gets a tag while someone is a member and a tag when they cancel, for example member-content-club and cancelled-content-club.

Then press Send all active members to AI Mailer. It adds every current member to their level’s list with their level tag, silently: no welcome emails and no sequences, because they did not just join. It is safe to run again. From then on, every real new member is a real opt-in and your welcome sequence runs for them.

Each level can also name its own Mailer list and extra tags on its edit screen.

Your Mailer is on a different site? Create a write key in ResultsAiX Mailer’s Settings and paste it on the Integrations tab under Other Sites, and it works exactly the same.

Give Members A Home They Will Love

Put the raxm_profile shortcode on your members home page and every member gets their own page: a welcome, the pages they were last reading, and everything they can open, grouped by membership. Money never appears on it. Add a Quick Poll with raxm_poll and you can ask members a one-click question, with every answer tagged in the Mailer.

After a move, the Everything you can open list is a lovely surprise for long-standing members: every lesson, download and replay they own, in one searchable place, with “New to you” on the pages they have not opened yet.

Menus That Change With Who Is Looking

In Appearance, then Menus, every menu item has a Show This Item To choice: everyone, visitors only, logged-in members, members of chosen levels, or everyone except chosen levels. Show Join to visitors, Members Home to members, and an upgrade link that disappears once someone upgrades. The ResultsAiX Membership box on the Menus screen adds a Log in or out link that changes by itself.

See Every Member’s Whole Story

Click any member’s name and their record slides in: the levels they hold, their orders, their last login, what they have been reading and a timeline of everything that has happened to them. With the Mailer active, their opens and clicks are in the same timeline.

Your Moving-Day Checklist

Print this and tick it off. Everything above leads to this list.

The Day Before

Moving Day

The Week After

The Member Announcement Email

Members love a move when it is explained well. Send this from ResultsAiX Mailer to your members on moving day, edited in your own voice. Use the subscriber’s first name and keep it short.

For Path A, where passwords keep working, replace the login paragraph with: “Log in exactly as you always have, with the same email and password.”

A Second Email, Three Days Later

Send the second email only to members who have not logged in yet. The Dashboard’s logins figure and each member’s last login tell you who they are.

Your First 30 Days After The Move

The Dashboard is built from your real membership records, so a site that imported years of history shows years of history from day one.

Questions People Ask

What To Read Next

This is Guide 9 of 15 free AiX Training Guides, each with its own free PDF. To sell your membership with a full funnel and checkout, read Guide 8. To move your email list across too, read Guide 5.

Your First Step, Today

Do one thing today: write your inventory from Part 1, every level, what it opens, how many members it has and how they pay. That one page turns a big, vague job into a checklist you can finish.