• For the Actionera Marketing Portal 
  • Not for the Creator Portal


This is a comprehensive guide for migrating your sales funnels, websites, courses, and other digital assets from ClickFunnels to Actionera Marketing Portal. The goal is to ensure a seamless transition, preserve functionality, and enhance your marketing capabilities with Actionera Marketing Portal’s advanced features.


IMPORTANT: Make sure you migrate all of the following components when switching over from ClickFunnels to Actionera Marketing Portal.

1. Courses & Products
2. Payment Integrations
3. Forms
4. Websites & Funnels
5. Store Funnels
6. Email Marketing
7. Contacts



TABLE OF CONTENTS

  • Migrate Courses
  • Migrate Products
  • Migrate Payment Integrations
  • Migrate Websites & Funnels
  • Rebuild Online Stores (E-commerce)
  • Migrate Email Marketing
  • Migrate Contacts
  • Additional Considerations





Classic ClickFunnels Menu



ClickFunnels 2.0 Menu

By default, only Funnels, Products, Customers, and Marketing are available. Users can add more apps like Opportunities, Sites, Automation, Courses, and Store.




Migrate Courses

The Courses dashboard displays your existing courses, shows extra information about each course, and lets you make new courses. We will recreate course products in Actionera Marketing Portal.



Step 1: Document Course Structure

  • Log into ClickFunnels 2.0 and List Courses: Document each course in ClickFunnels, including the modules, lessons, and any associated content like quizzes or downloadable files.
  • Note Settings: Record settings such as course status (published, draft), member access, and customization options.


Step 2: Recreate Courses in Actionera Marketing Portal


Step 3: Post-Migration Check

Test Course Access: Ensure that users can access the course correctly, that content is displayed as intended, and that completion tracking works.




Migrate Products



Step 1: Export Products from ClickFunnels as a CSV

  • Log into ClickFunnels 2.0: Navigate to Products and use the checkboxes to select the products in the export.
  • Export Products: Click Actions or Bulk actions and select Export from the drop-down menu. Schedule the export in your timezone and click Export Products. Store this for safekeeping


Step 2: Import Products into Actionera Marketing Portal




Migrate Payment Integrations

Payments AI in ClickFunnels 2.0 is an integrated system that handles payments through multiple gateways, such as Stripe, PayPal, Klarna, and others. The integration needs to be created in Actionera Marketing Portal Payments.



Step 1: Access Payments AI

Document Payment Methods: Click on Payments on the bottom left side. In the top navigation bar, click Gateways to open the payment gateway management area.


Step 2: Connect Actionera Marketing Portal to your Preferred Payment Method

  • Connect Stripe:




Migrate Websites & Funnels

In ClickFunnels, you build and manage sales funnels and websites using the Page Editor and Site Overview. These funnels and websites can be recreated in Actionera Marketing Portal. 



Step 1: Document Funnel & Website Details

  • List Funnels & Pages: In ClickFunnels, document each funnel and page, including the URL, structure, content, tracking codes, and any integrated forms or payment gateways.
  • Note Specific Settings: Record settings such as themes, style guides, custom CSS, and any additional configurations for each funnel or site.


Step 2:  Import Funnels from ClickFunnels




Rebuild Online Stores (E-commerce)

Store Funnels in ClickFunnels manage product sales and checkout processes. These funnels need to be recreated in Actionera Marketing Portal to maintain e-commerce functionality.



Step 1: Document Store Funnel Details

  • List Store Funnels: Document each store funnel in ClickFunnels, including product details, checkout pages, upsell/downsell pages, and payment integrations.
  • Record Product Settings: Ensure you have all product information, pricing, and any customizations recorded.


Step 2: Recreate Store Funnels in Actionera Marketing Portal


Step 3: Post-Migration Check

  • Test Purchase Flow: Perform a test purchase to ensure the checkout process works smoothly and all upsells/downsells are functioning correctly.




Migrate Email Marketing

ClickFunnels allows for basic email marketing through workflows and broadcasts. In Actionera Marketing Portal, these can be recreated with more advanced automation and multi-channel engagement options.



Step 1: Document Email Workflows & Broadcasts

  • List Workflows & Broadcasts: Document all email workflows and broadcasts in ClickFunnels, including triggers, email content, and timing.
  • Capture Email Templates: Save copies of all email templates used in ClickFunnels.


Step 2: Recreate Email Sequences in Actionera Marketing Portal




Migrate Contacts

ClickFunnels' Contact Profiles provide a view of each lead’s information, including their email address, tags, custom attributes, and actions within your funnels. Custom attiributes in ClickFunnels 2.0 are custom fields. ClickFunnels Contact Filtering allows users to filter contacts by applying various conditions, such as tags or product purchases.



Step 1: Export Contacts

  • Access Contacts in ClickFunnels 2.0: Click Customers from the left-hand main menu. Filter Contacts or check the box at the top of the table to select all Contacts on the current page.
  • Export to CSV: Check the box next to each field for the data you wish to export. Tip: Start with Email, Phone, Name, and Timezone


Step 2: Review Exported Data

  • Verify Data Integrity: Open the CSV files to ensure all necessary information has been captured accurately.


Step 3: Bulk Import Contacts into Actionera Marketing Portal





Additional Considerations


Step 1: Training and Support


Step 2: Ongoing Monitoring




Frequently Asked Questions


Q: How do I document and recreate my courses from ClickFunnels to HighLevel?

Log into ClickFunnels 2.0, document each course's structure (including modules, lessons, and associated content like quizzes or downloadable files), note all settings (status, member access, customization options), and then recreate these courses in HighLevel. After migration, test course access to ensure users can access content correctly and completion tracking works properly.


Q: How do I export my products from ClickFunnels?

Log into ClickFunnels 2.0, navigate to Products, use the checkboxes to select the products you want to export, click Actions or Bulk actions, and select Export from the drop-down menu. Schedule the export in your timezone and click Export Products. Store this export file for safekeeping.


Q: How do I import my ClickFunnels products into HighLevel?

You can either import existing products from Stripe or import products as a CSV file. For CSV import, go to Payments > Products in HighLevel, then click Import as CSV in the top left.


Q: How do I set up payment integrations in HighLevel to match my ClickFunnels setup?

First, document your current payment methods in ClickFunnels by clicking on Payments and then Gateways. In HighLevel, connect your preferred payment method (NMI, Authorize.net, or Stripe). For Stripe, log into your HighLevel sub-account, go to Payments > Integrations, and follow the authorization process. You can then manage which payment methods are displayed with your Stripe integration.


Q: How do I migrate my websites and funnels from ClickFunnels?

Document each funnel and page in ClickFunnels, including URLs, structure, content, tracking codes, and integrated forms or payment gateways. Note specific settings such as themes, style guides, custom CSS, and any additional configurations. Then import your funnels from ClickFunnels to HighLevel.


Q: How do I recreate my store funnels in HighLevel?

Document each store funnel in ClickFunnels, including product details, checkout pages, upsell/downsell pages, and payment integrations. Record all product information, pricing, and customizations. Recreate these store funnels in HighLevel, and perform a test purchase to ensure the checkout process works smoothly and all upsells/downsells function correctly.


Q: How do I migrate my email marketing from ClickFunnels to HighLevel?

Document all email workflows and broadcasts in ClickFunnels, including triggers, email content, and timing. Save copies of all email templates used. Recreate these email sequences in HighLevel using the Email Template Builder in the Workflow Send Email Action. You can send regular email campaigns, choose different email delivery methods, preview and test your campaigns, and view email statistics.


Q: How do I export contacts from ClickFunnels and import them into HighLevel?

In ClickFunnels 2.0, click Customers from the left-hand main menu. Filter contacts or check the box at the top of the table to select all contacts on the current page. Export to CSV by checking the box next to each field for the data you wish to export (start with Email, Phone, Name, and Timezone). Review the exported data to ensure all necessary information has been captured accurately. Then bulk import the contacts into HighLevel.


Q: What should I do if I encounter issues with the bulk import of contacts?

Refer to the "Troubleshooting Bulk Imports Via CSV" section in the SOP. Common issues include formatting problems in the CSV file, duplicate records, or missing required fields. Ensure your CSV is properly formatted and contains all necessary data before attempting the import.


Q: What training and support resources are available for my team during the migration process?

Provide internal training sessions for team members on using HighLevel, focusing on new features and differences between ClickFunnels and HighLevel Funnels, Memberships, and Online Stores. Ensure your team knows how to access HighLevel's support resources, including 24/7 Customer Support Options and Priority Support Upgrade.