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How to Migrate from ZippyCourse to AccessAlly By Using The ZippyCourse Migration Tool

When you’re migrating from ZippyCourse to AccessAlly, it’s important to use our conversion tool. This is because ZippyCourse creates content as custom posts inside WordPress. Once ZippyCourse is deactivated, the content on those custom posts become inaccessible.

How The ZippyCourse Conversion Tool Works

Our conversion tool changes the custom posts created by ZippyCourse to regular, standard WordPress pages. Then, when ZippyCourse is deactivated, you will still have access to the content.

Optionally, the conversion tool can also replicate the ZippyCourse structure as a AccessAlly Course Wizard course – so you can easily manage, edit, and view the course in your new AccessAlly-built membership site.

How to Get the ZippyCourse Conversion Tool

Download the ZippyCourse conversion tool here:

How to Use It:

Step 1: Open up the AccessAlly Zippy Course Conversion Tool

You can find this on the left sidebar of your WordPress website dashboard.zippy course conversion to accessally pro

Step 2: Decide Which Courses You’d Like to Convert

When you open up the ZippyCourse Conversion tool, you can see a list of all the courses you’ve created with ZippyCourse, along with the content associated with it.

zippy course conversion to accessally

Under “Conversion Option”, you can choose how you’d like to convert the each ZIppyCourse, using the following options:

  • Stage-Release Course – this type of course is drip-fed, and can be released over time.
  • Standalone Course – this type of course is not drip-fed, but is released as an entire course, all at once.
  • Convert to Regular WordPress Pages (Advanced)

 

Step 4: Convert and Edit the Course

Once you select the corresponding conversion option from the dropdown, a yellow “Convert” button will appear.

Once you’ve clicked the yellow Convert button, the course will appear on the page under the “Converted Courses” section. You have the option to complete the conversion process by editing it, or reverting it to its original ZippyCourse format.

Clicking the yellow Edit button will allow you to edit the converted course inside the AccessAlly Course Wizard.

Step 5: Complete the Conversion With the AccessAlly Course Wizard

Click on the dropdown options below to see how each type of course is edited inside the AccessAlly Course Creation Wizard:

Standalone Course Conversion

As mentioned in Step 4, once you’ve converted the course, it’s time to edit it in the AccessAlly Course Wizard.  This step will:

  • Create the Course Name
  • Assign the Active/Inactive Icons required for your Course Dashboard
  • Create a course menu
  • Assign (or create) the permission tags
  • Edit/Confirm course content

Step A: Course Identity

The first section of the AccessAlly Course Creation Wizard allows you to confirm (or edit) the course name, assign enabled/disable icons, create a sales page redirect, and create a custom course menu.

Step B: Assign Automation Tags

Here, you can either create a new set of permission tags for your converted course, or simply select a tag that already exists inside your CRM.

Step C: Edit & Confirm Your Course Content

Because this is a standalone course, the Conversion tool does not retain the hierarchy that existed in the original course. ZippyCourse “Units” are simply created as pages alongside the rest of your content.
(See the Stage-Release conversion if you prefer the hierarchy).

Clicking on the course page arrows will reveal additional options.  You can either leave the settings as-is for a clean transfer, or you can re-organize your course by creating a new page or deleting the transferred page.

In any case, you must click on the yellow SAVE button for each page to confirm the settings before continuing.

 

Step D: Create Your Standalone Course Automation inside Your CRM

This final area inside the course creation wizard illustrates the next steps you should take to fully automate your new AccessAlly Course.

To configure the corresponding course automation inside your CRM, please see the corresponding tutorial for your CRM.

Stage-Release Course Conversion

As mentioned in Step 4, once you’ve converted the course, it’s time to edit it in the AccessAlly Course Wizard.  This step will:

  • Create the Course Name
  • Assign the Active/Inactive Icons required for your Course Dashboard
  • Create a course menu
  • Assign (or create) the permission tags
  • Edit/Confirm course content

Step A: Course Identity

The first section of the AccessAlly Course Creation Wizard allows you to confirm (or edit) the course name, assign enabled/disable icons, create a sales page redirect, and create a custom course menu.

Step B: Assign Automation Tags

Here, you can either create a new set of permission tags for your converted course, or simply select a tag that already exists inside your CRM.

Step C: Configure Your Modules

In AccessAlly Stage-release courses, modules correspond to the Zippy Course “Unit”. Each module includes its own access tag. This access tag allows you to release one module at a time to your students.

You can add as many modules as you’d like in this step, and assign permission tags to each. The next step will allow you to assign WordPress pages to each module.

Step D: Configure Your Course Content

After you’ve configured the modules and permission tags, it’s time to make sure the individual course pages are set up the way you’d like them to be.

In the example below, you’ll see how the course transfers when the first 3 lessons are standalone items, and the second three were created as part of a ZippyCourse “Unit”.

Simply click the toggle arrow to reveal additional settings.

If you leave the “Select Module” blank, the page will remain as a base-level piece of content in your course.

However, you can select any created module from the dropdown to assign each page to a module.

We do recommend creating modules for your base-level course content in a stage release course, since it will make it easier to manage your permission tags. If you prefer not to use modules, you might consider using the Standalone course format in the AccessAlly Course Wizard.

h3>Step D: Create Your Standalone Course Automation inside Your CRM

This final area inside the course creation wizard illustrates the next steps you should take to fully automate your new AccessAlly Course.

To configure the corresponding course automation inside your CRM, please see the corresponding tutorial for your CRM.

Regular WordPress Pages (Advanced)

This option will only convert your ZippyCourse content to regular WordPress pages.

If you opt to convert the ZippyCourse as “Regular WordPress Pages”, the converted course will appear as follows:

There is no option to edit the course inside AccessAlly’s Course Creation Wizard.

All permission tagging, content editing, and menu creation (if you want to do this) must be done manually by searching for the WordPress pages and editing them one-by-one.

Remember: If you accidentally choose one mode of conversion (e.g. “Standalone Course”), but wish to change it to another type (e.g. “Stage-Release Course”), simply click on the REVERT option inside the ZippyCourse Conversion tool.
Updated on November 27, 2017

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