ClickFunnels to Adaptive AI (Migration Guide)

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

IMPORTANT: Make sure you migrate all of the following components when switching over from

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

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 Adaptive AI.

Step 1: Document Course Structure

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

Step 2: Recreate Courses in Adaptive AI

Step 3: Post-Migration Check

• 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

• Navigate to Products and use the checkboxes to select the products in the export.
• Click or and select from the drop-down menu. Schedule the export in your timezone and click Export Products. Store this for safekeeping

Step 2: Import Products into Adaptive AI

• In Adaptive AI, go in the top left.

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 Adaptive AI Payments.

Step 1: Access Payments AI

• 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 Adaptive AI to your Preferred Payment Method

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 Adaptive AI.

Step 1: Document Funnel & Website Details

• In ClickFunnels, document each funnel and page, including the URL, structure, content, tracking codes, and any integrated forms or payment gateways.
• 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 Adaptive AI to maintain e-commerce functionality.

Step 1: Document Store Funnel Details

• Document each store funnel in ClickFunnels, including product details, checkout pages, upsell/downsell pages, and payment integrations.

Step 2: Recreate Store Funnels in Adaptive AI

Step 3: Post-Migration Check

• 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 Adaptive AI, these can be recreated with more advanced automation and multi-channel engagement options.

Step 1: Document Email Workflows & Broadcasts

• Document all email workflows and broadcasts in ClickFunnels, including triggers, email content, and timing.
• Save copies of all email templates used in ClickFunnels.

Step 2: Recreate Email Sequences in Adaptive AI

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

• 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.
• 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

• Open the CSV files to ensure all necessary information has been captured accurately.

Step 3: Bulk Import Contacts into Adaptive AI

• If you're having trouble bulk importing contacts,

Additional Considerations

Step 1: Training and Support

• Provide training sessions for team members on using Adaptive AI, focusing on new features and differences between ClickFunnels and Adaptive AI Funnels, Memberships and Online Stores.
• Ensure your team knows how to access Adaptive AI’s support resources

Step 2: Ongoing Monitoring

• Regularly review the performance of funnels, courses, and email campaigns in Adaptive AI to ensure they meet your business needs.
• Use Adaptive AI’s analytics tools to identify areas for improvement post-migration.

Frequently Asked Questions

How do I document and recreate my courses from ClickFunnels to Adaptive AI?

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 Adaptive AI. After migration, test course access to ensure users can access content correctly and completion tracking works properly.

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.

How do I import my ClickFunnels products into Adaptive AI?

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

How do I set up payment integrations in Adaptive AI to match my ClickFunnels setup?

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

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 Adaptive AI.

How do I recreate my store funnels in Adaptive AI?

How do I migrate my email marketing from ClickFunnels to Adaptive AI?

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 Adaptive AI 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.

How do I export contacts from ClickFunnels and import them into Adaptive AI?

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 Adaptive AI.

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.

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

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