Video Summary
Migrating your existing courses or memberships into HighLevel (affiliate link -> I get a commission and you get my affiliate bonuses) can feel overwhelming, but with the right process, it’s straightforward and safe. In this tutorial, I walk through exactly how I import users from another platform and grant them access to the right offers in HighLevel.
The process begins with a CSV import—I use email addresses and temporary tags to identify who should get access to each course or community. These tags are only used for the import, then removed during automation to keep your CRM clean.
From there, I build a dedicated workflow for each product. Each workflow grants access to the appropriate course or community, removes the import tag, and adds a permanent product tag. This ensures that members are organized and easy to contact later.
To avoid overwhelming users with multiple emails, I temporarily disable HighLevel’s built-in course/community welcome notifications. Instead, I create a single custom welcome email that includes a magic login link. Using conditions inside the workflow, members only receive this email once, even if they’re imported into multiple products.
Finally, I run the import in batches if the list is large, protecting email deliverability and keeping the migration process smooth. The result is a clean, safe migration where members gain instant access to their products in HighLevel—without you worrying about duplicates, errors, or inbox chaos.
Key Takeaways
- CSV Import with Tags: Use temporary tags (e.g.,
Course A Import) to identify members during migration. - Safe Import First: Import data before running automations—this gives you a chance to verify the data.
- One Workflow Per Product: Each workflow grants access to one course/community and cleans up import tags.
- Add Permanent Tags: Replace import tags with product tags for easier management later.
- Disable Default Emails: Turn off built-in HighLevel welcome emails during migration to avoid inbox overload.
- Send a Custom Email: Use a single personalized welcome email with a magic login link so members can set their password and access everything.
- Conditional Logic: Prevent duplicate welcome emails by checking if a “welcome email sent” tag exists.
- Batch Imports: For large lists, drip contacts into workflows in smaller groups to avoid deliverability issues.
- Repeat for All Products: Duplicate workflows, adjust tags and offers, and repeat for each course or community you’re migrating.