Learn best practices for moving from Heartbeat to Kajabi Communities.
In this article:
Migrating from Heartbeat to Kajabi Communities
Create engaging communities and provide a space for your customers to learn, connect, and collaborate with Kajabi Communities.
By migrating from Heartbeat to Kajabi Communities, you can build a more robust, seamless experience that you control. Gamify your member experience with challenges, build in-house pay gates, and design curated campaigns for your community members.
Own your audience with Kajabi Communities.
Best practices when moving from Heartbeat
Moving community platforms will require you to understand the terms used and the layout of both Kajabi Communities and the platform you are moving from.
The terms
On Heartbeat, you may be familiar with "Groups," where you can create Posts, Live Rooms, Chats, and Courses in a "Group."
With Kajabi Communities, you can create Access Groups and Circles to interact with your community members.
When migrating from Heartbeat, your Groups will be Access Groups on Kajabi.
Heartbeat terms vs. Kajabi Communities terms
| Heartbeat terms | Kajabi Communities terms |
| Category | Access Groups |
| Channels | Circles |
| Voice Rooms | Live Rooms |
| Events | Meetups |
| Threads and Chats | Feeds and Chats in a Circle |
The layout
Kajabi Communities is designed to meet the needs of your business.
Looking to create tiers only accessible with certain price plans? Want to connect your existing Products with your community? Getting started with a general community space?
With Kajabi Communities, you are in control.
With Heartbeat, your community may include a general group accessible to everyone and tiered groups that require monetized or exclusive access. You may have created direct messaging groups, added courses, uploaded resources, or created events for your community.
Replicate the structure of your community within Kajabi Communities by using Feeds, or a custom page in your Circles for resources, Chats to create direct messaging circles, and Live Rooms or Meetups for your upcoming events.
How to migrate your community members
Step 1. Identify your community structure
You may use Heartbeat as a large public group that acts as a lead generator, or you may have a private group that is part of your paid subscription/membership offerings on Kajabi. Your migration steps will depend on the type of structure you want to move into Kajabi Communities.
Step 2a. You have a large public group
If you have a free, public group, you can use Kajabi Pages and Forms to help your members move to your new community.
- First, create an Access Group in your Kajabi Community. Learn to create an Access Group.
Note: When creating your Access Group, you will be prompted to create the Offer connected to your Access Group. Be sure to create a Free Offer when prompted.
- After creating your Access Group, create a Form with Automation. Learn to create a Form.
Your Automation should be set up as follows:
WHEN Form is submitted.
THEN Grant an Offer.
- Now, create a Landing Page with your newly created Form. Learn to create a landing page with a Form.
- Share your Landing Page URL to your social platforms and your community. This will give your members the ability to opt-in and be granted access to your new Kajabi Community.
Learn to copy your page link to share.
Example Landing Page with Form:
Step 2b. You have a private group
If you have a private group that is part of a paid subscription/membership Offer on Kajabi, you will want to communicate your move often and early.
- First, create an Access Group in your Kajabi Community. Learn to create an Access Group.
Note: If you have an existing Offer that you wish to bundle your community into, skip the step to create an Offer when creating your Access Group.
- Then, be sure to communicate with your community members your plan for migration and provide as much information as you can to help your members feel comfortable with the move.
Tip: Use a Landing Page and include a recording of walking through your new community to display how it will look and function in your communications. Learn to copy your page link to share. - Lastly, when your migration date arrives, simply add the Access Group to your existing Offer on Kajabi. Learn to Connect Additional Products to Your Offer.
Note: Be sure to select "Give this product to existing offer members" when prompted.
And that’s how you can migrate to Kajabi Communities! Please vote below and let us know if you found this article helpful. We value your feedback. Thanks for being the best part of Kajabi!
