Solution

ClickFunnels to Pinnacle Ai Migration Guide

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

IMPORTANT: Make sure you migrate all of the following components when switching over from ClickFunnels to Pinnacle Ai:

  • Courses & Products
  • Payment Integrations
  • Forms
  • Websites & Funnels
  • Store Funnels
  • Email Marketing
  • Contacts

TABLE OF CONTENTS

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 Pinnacle Ai.

Step 1: Document Course Structure

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

Step 2: Recreate Courses in Pinnacle Ai

Recreate your courses in Pinnacle Ai by creating the course structure, uploading the content, and setting up membership options.

Step 3: Post-Migration Check

  1. 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

  1. Log into ClickFunnels 2.0: Navigate to Products and use the checkboxes to select the products to export.
  2. Export Products: Click Actions or Bulk actions and select Export. Schedule the export in your timezone and click Export Products. Store this CSV for safekeeping.

Step 2: Import Products into Pinnacle Ai

Import your exported products into Pinnacle Ai by using the import function in the Payments section. Be sure to map your product data correctly during the import process.

Migrate Payment Integrations

Step 1: Access Payments AI

  1. Document Payment Methods: Click on Payments in ClickFunnels, then click Gateways to open the payment gateway management area.

Step 2: Connect Pinnacle Ai to Your Preferred Payment Method

  • Connect Stripe: Use the Payments integration feature in Pinnacle Ai to connect Stripe and follow the authorization process.
  • Connect NMI: Navigate to Payments > Integrations in Pinnacle Ai to connect NMI.
  • Authorize.net: Authorize.net can be integrated into Pinnacle Ai by following the steps in the Payments section.

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 Pinnacle Ai.

Step 1: Document Funnel & Website Details

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

Step 2: Import Funnels into Pinnacle Ai

Manually recreate your funnels in Pinnacle Ai using the funnel builder. You can replicate the page designs, content, and workflows to ensure consistent functionality.

Rebuild Online Stores (E-commerce)

Step 1: Document Store Funnel Details

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

Step 2: Recreate Store Funnels in Pinnacle Ai

Recreate your e-commerce store in Pinnacle Ai using the e-commerce builder. Add products, checkout flows, and upsell/downsell pages as needed.

Step 3: Post-Migration Check

  1. 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 Pinnacle Ai, these can be recreated with more advanced automation and multi-channel engagement options.

Step 1: Document Email Workflows & Broadcasts

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

Step 2: Recreate Email Sequences in Pinnacle Ai

Use Pinnacle Ai's email automation feature to recreate your email sequences. Set up triggers, add email actions, and configure the content to match your existing workflows.

Migrate Contacts

Step 1: Export Contacts

  1. Access Contacts in ClickFunnels 2.0: Click Customers from the main menu. Filter Contacts or check the box to select all Contacts on the current page.
  2. Export to CSV: Select the fields you want to export (e.g., Email, Phone, Name, Timezone).

Step 2: Review Exported Data

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

Step 3: Bulk Import Contacts into Pinnacle Ai

Use the bulk import feature in Pinnacle Ai to import your contacts. Ensure that fields are mapped correctly, and verify the import once complete.

Additional Considerations

Step 1: Training and Support

  • Internal Training: Provide training sessions for team members on using Pinnacle Ai, focusing on new features and differences from ClickFunnels.
  • Access Pinnacle Ai Support: Ensure your team knows how to access Pinnacle Ai’s support resources for troubleshooting and assistance.

Step 2: Ongoing Monitoring

  • Monitor Performance: Regularly review the performance of funnels, courses, and email campaigns to ensure they meet your business needs.
  • Optimize Settings: Use Pinnacle Ai’s analytics tools to identify areas for improvement post-migration.

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