Kajabi to Stack

Welcome to your comprehensive guide for transitioning from Kajabi to Stack! This guide will walk you through the steps needed to migrate your online courses, automations, offers, and other digital assets. You’ll be able to fully leverage Stack’s robust marketing automation and CRM features.

Preparation for Migration

Step 1: Review Current Kajabi Setup

• Identify Key Assets: List all courses, offers, automations, and other digital assets in Kajabi.
• Document Workflows: Record details of Kajabi automations, email campaigns, and integrations critical to your operations.
• Assess Data Volume: Evaluate the amount of content (e.g., videos, attachments) and data (e.g., contacts, orders) to be migrated.

Step 2: Define Migration Goals

• Set Clear Objectives: Determine what you aim to achieve by migrating to Stack, such as enhanced CRM capabilities or integrated marketing automation.
• Prioritize Features: Decide which content and workflows are most critical to migrate first.

Step 3: Prepare Backup

• Backup Data: Ensure all data is securely backed up before beginning the migration process.

Migrate Courses

Step 1: Setup for Success

• Create a Backup: Make a backup of your Kajabi themes and course content.
• Plan the Migration: Start the migration during off-hours to minimize disruption for learners.

Step 2: Migrate Courses to Stack

• Use the Kajabi Course Importer: Navigate to Sites > Memberships in Stack and select Import from Kajabi.
• Authenticate Your Kajabi Account: Securely connect your Kajabi account.
• Select Courses to Import: Choose which courses to transfer. Only published lessons will be imported, so ensure all content is live.
• Start the Import: Click Import Course and wait for the process to complete.

Step 3: Recreate Assignments and Quizzes in Stack

• Choose a Product: Go to Sites > Memberships > Products in Stack.
• Create an Assessment: Add assessments to your courses, set passing grades, and customize messages for pass/fail outcomes.

Migrate Contacts

Step 1: Export Contact List from Kajabi

• Export Contacts: Navigate to the Contacts tab in Kajabi and export your contacts as a CSV file.

Step 2: Prepare CSV for Stack Import

• Check Date Formats: Ensure all date fields are in the YYYY-MM-DD format.
• Encode Special Characters: Use UTF-8 character encoding.
• Clean Up Data: Remove unnecessary characters and line breaks.
• Recreate Custom Fields: Add custom fields in Stack to store contact data similarly to Kajabi.

Step 3: Import Contacts into Stack

• Start Import Process: Go to the Contacts section in Stack and click Import Contacts.
• Upload CSV File: Select and upload your prepared CSV file.
• Map Fields: Ensure all required fields are correctly mapped.
• Assign Tags and Lists: Apply tags or lists to organize your contacts.

Migrate Calendars

Step 1: Review Calendars Connected to Kajabi

• Calendar Integrations: Document your current calendar setups, including their purposes and uses.

Step 2: Recreate Kajabi Calendars in Stack

• Create Stack Calendars: Set up calendars to match those in Kajabi, adjusting settings as needed.
• Add Calendar Integrations: Sync your Google or Outlook calendars with Stack.

Step 3: Customize Your Stack Calendars

• Create Round Robin Calendars: Distribute appointments among team members.
• Set Up Class Schedules: Configure calendars for group sessions or classes.

Migrate Offers & Automation

Step 1: Review Existing Kajabi Offers and Automations

• List Active Offers: Identify all offers, including associated products and pricing.
• Document Automations: Note all automations, including email sequences and triggers.

Step 2: Import Email Templates from Kajabi

• Create New Email Template in Stack: Use the Email Marketing > Templates section to import your templates from Kajabi.

Step 3: Recreate Offers in Stack

• Create the Offer: Enter the title, choose products, set the price, and publish the offer.

Step 4: Recreate Automations in Stack

• Build New Workflows: Use Stack’s workflows to replicate Kajabi automations, setting up triggers and actions as needed.

Step 5: Test Workflows

• Verify Functionality: Ensure all workflows function as expected, making adjustments as necessary.

Migrate Website and Funnels

Step 1: Recreate Website Pages and Funnels in Stack

• Access the Site Builder: Use Sites > Funnels & Websites in Stack to start building.
• Use the Template Library: Choose templates that match your Kajabi pages for a cohesive design.

Step 2: Save, Draft, and Publish Your Pages

• Save and Publish: Regularly save your work, preview changes, and publish when ready.

Step 3: Set up DNS Records

• Add an A Record: Use 162.159.140.166 for root domains or subdomains.
• Add a CNAME Record: Use sites.ludicrous.cloud for subdomains.

Step 4: Add the Domain to Stack

• Add Domain: Go to Settings > Domains and add your domain or subdomain.

Step 5: Link the Domain to a Funnel or Website

• Link Domain: After verification, associate your domain with the desired funnel or website.

Final Checks and Training

Step 1: Perform Final Data Validation

• Cross-Check Data: Ensure all data has been successfully migrated.
• Validate Workflows: Confirm that all workflows are operational.

Step 2: Train Team Members

• Stack Training: Provide training on using Stack’s CRM and automation tools.

Step 3: Monitor and Optimize

• Monitor Performance: Track the performance of your setup in Stack.
• Continuous Improvement: Regularly refine your Stack setup to meet business goals.

Cancel Kajabi Subscription

Step 1: Transition Period

• Run in Parallel: Consider running both platforms during the transition phase.

Step 2: Cancel Kajabi Subscription

• Final Data Backup: Ensure all data is backed up before canceling.
• Official Cancellation: Follow Kajabi’s process to cancel your subscription.

Step 3: Post-Migration Review

• Review Success: Evaluate the success of the migration and document any lessons learned.
• Continuous Monitoring: Keep an eye on the system post-migration for any issues.