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Transition of exising memberships onto a new website.
- RobGG
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6 years 7 months ago #297354
by RobGG
Transition of exising memberships onto a new website. was created by RobGG
Hi,
We have CB and CB Subs installed.
We have added 2000+ member registrations to CB with fields identifying a number of membership categories and CB Subs plans along with membership expiry dates and general member information etc.
We are setting up CB Auto Actions to recognize expiry dates and generate renewal notices, downgrades etc. Membership will then be renewed using CB Subs. Once recognized in the CB Subs component a user can be mostly managed within the Plans area (including Integration > CB Fields etc) and in the CB Subs Mailer.
In the documentation we have not found any guidelines on the "best practice" for transitioning from an externally managed membership system to CB Subs - is there any documented advice available?
Some questions that I would like to get answered:
Does the CB Subs Mailer work effectively for CB users (not yet with a CB Subs subscription) based only on the values in CB fields?
Is there any particular advantage of locating all Mailer generation in the CB Subs Mailer?
Where a particular task can be done in either Auto Actions or in CB Subs (e.g. Plans, incl Integration) is there any particular advantage of one over the other?
Regards, Robert
anq
We have CB and CB Subs installed.
We have added 2000+ member registrations to CB with fields identifying a number of membership categories and CB Subs plans along with membership expiry dates and general member information etc.
We are setting up CB Auto Actions to recognize expiry dates and generate renewal notices, downgrades etc. Membership will then be renewed using CB Subs. Once recognized in the CB Subs component a user can be mostly managed within the Plans area (including Integration > CB Fields etc) and in the CB Subs Mailer.
In the documentation we have not found any guidelines on the "best practice" for transitioning from an externally managed membership system to CB Subs - is there any documented advice available?
Some questions that I would like to get answered:
Does the CB Subs Mailer work effectively for CB users (not yet with a CB Subs subscription) based only on the values in CB fields?
Is there any particular advantage of locating all Mailer generation in the CB Subs Mailer?
Where a particular task can be done in either Auto Actions or in CB Subs (e.g. Plans, incl Integration) is there any particular advantage of one over the other?
Regards, Robert
anq
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krileon
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6 years 7 months ago #297384
by krileon
Kyle (Krileon)
Community Builder Team Member
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If you are a Professional, Developer, or CB Paid Subscriptions subscriber and have a support issue please always post in your respective support forums for best results!
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Replied by krileon on topic Transition of exising memberships onto a new website.
The best way to handle that is using the Import functionality. See CBSubs > Import as you can import by several different means. This would be a one time import and you'll be done. The CBSubs manual covers the import functionality as well.In the documentation we have not found any guidelines on the "best practice" for transitioning from an externally managed membership system to CB Subs - is there any documented advice available?
Yes, it can be used to send emails off other conditions other than just subscription information.Does the CB Subs Mailer work effectively for CB users (not yet with a CB Subs subscription) based only on the values in CB fields?
Yes, all your mailings would be managed and triggered from a single location.Is there any particular advantage of locating all Mailer generation in the CB Subs Mailer?
Depends on your usecase. CB Auto Actions provides a lot more control at the cost of simplicity. CBSubs integrations like SQL Actions of CBSubs Fields is simpler as you don't need to be concerned with triggers or conditions, but you lost the options of adding additional conditions or using format functions for example. So it really just depends on your needs.Where a particular task can be done in either Auto Actions or in CB Subs (e.g. Plans, incl Integration) is there any particular advantage of one over the other?
Kyle (Krileon)
Community Builder Team Member
Before posting on forums: Read FAQ thoroughly + Read our Documentation + Search the forums
CB links: Documentation - Localization - CB Quickstart - CB Paid Subscriptions - Add-Ons - Forge
--
If you are a Professional, Developer, or CB Paid Subscriptions subscriber and have a support issue please always post in your respective support forums for best results!
--
If I've missed your support post with a delay of 3 days or greater and are a Professional, Developer, or CBSubs subscriber please send me a private message with your thread and will reply when possible!
--
Please note I am available Monday - Friday from 8:00 AM CST to 4:00 PM CST. I am away on weekends (Saturday and Sunday) and if I've missed your post on or before a weekend after business hours please wait for the next following business day (Monday) and will get to your issue as soon as possible, thank you.
--
My role here is to provide guidance and assistance. I cannot provide custom code for each custom requirement. Please do not inquire me about custom development.
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