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Migration from Member Portal Classic to the new Member Portal

Tyra Earl Updated by Tyra Earl

Migrating from Member Portal Classic to the new Member Portal is very easy, but it's important to know what to expect when migrating to the new portal as well as the features that will and won't be available with the new version.

Once you migrate to the Member Portal, all of your existing member's dashboards will be transferred to the new member experience. The great news is, you can preview and edit the new portal before making the switch!

Below, we have a quick how-to guide, as well as a checklist, to ensure you are ready for migration. We do not recommend switching to the new portal until you have read through this article in it's entirety.

Member Portal Features

  • A clean, modern dashboard that makes sharing and referral management a breeze
  • Full language customization
  • Separate tabs for Rewards and Referrals
  • Easy to style to your brand
  • Simple sharing experience
  • Mobile and tablet responsive
  • Ability to embed your program's Share Block on your website through an iFrame or widget

See a preview of the portal in this short video:

Migrating to the new Member Portal

How to Preview the Member Portal

When viewing your Member Page inside of the Program Editor, you will see the option to "Check it Out" to preview Member Portal. This will not change your live program settings.

After selecting "Check it out", you will be brought to the new Member Portal experience. From here, we recommend familiarizing yourself with the new layout and editing options.

Your settings, images, and text will only automatically sync to the Member Portal if the Program existed prior to the release of the Member Portal. Newly created Programs will default to the Member Portal, but you can always switch back to Classic if needed.

Migration Checklist

Before you select "Switch to Member Portal 2.0", to make the transition to the new experience, make sure that you have done the following in Preview mode:

  1. Confirmed your brand/accent color and logo under Branding
  2. Edited the copy and image under the "Share" section
  3. Turned on/off your desired settings for each of the portal pages
  4. Added your Terms & Conditions (if applicable)
  5. Read through the list below of feature parity from Member Page Classic (reminder: not all features are available in 2.0!)

Switching to Live Member Portal

Once the Member Portal is built out to your liking, select "Switch to Member Portal 2.0" to immediately change the member experience to the new portal for all existing members. All member referral codes and login information will remain the same.

Do Not Select "Switch to Member Portal 2.0" until you are ready to make the new portal live for your members.

Features Not Available in the new Member Portal

  • Toggleable SSO (SSO is always enabled on Member Portal 2.0)
  • SSO position changes (SSO is always placed below the Registration/Login form for Member Portal 2.0)
  • Customizable social sharing icons
  • Built-in Email Form
  • Advanced HTML/CSS/JavaScript inject

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