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ClickFunnels to Patient Copilot (Migration Guide)

This is a comprehensive guide for migrating your sales funnels, websites, courses, and other digital assets from ClickFunnels to Patient Copilot. The goal is to ensure a seamless transition, preserve functionality, and enhance your marketing capabilities with Patient Copilot’s advanced features. IMPORTANT: Make sure you migrate all of the following components when switching over from ClickFunnels to Patient Copilot. 1. Courses & Products 2. Payment Integrations 3. Forms 4. Websites & Funnels 5. Store Funnels 6. Email Marketing 7. Contacts * * * ## 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 Patient Copilot. ### Step 1: Document Course Structure - Log into ClickFunnels 2.0 and List Courses: Document each course in ClickFunnels, including the modules, lessons, and any associated content like quizzes or downloadable files.

  • Note Settings: Record settings such as course status (published, draft), member access, and customization options. ### Step 2: Recreate Courses in Patient Copilot - Click here to learn how to create courses in Patient Copilot ### Step 3: Post-Migration Check - Test Course Access: Ensure that users can access the course correctly, that content is displayed as intended, and that completion tracking works.!(https://assets.patientcopilot.ai/eaa3881d4cf9c427.png) * * * ## Migrate Products ### Step 1: Export Products from ClickFunnels as a CSV - Log into ClickFunnels 2.0: Navigate to Products and use the checkboxes to select the products in the export.
  • Export Products: 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 for safekeeping ### Step 2: Import Products into Patient Copilot - I**mport Products into Patient Copilot:**In Patient Copilot, go Payments > Products > Import as CSV in the top left.
  • Click here to learn more about importing products into Patient Copilot from Stripe!(https://assets.patientcopilot.ai/7e4a01e15f64f769.png) * * * ## 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 Patient Copilot Payments. ### Step 1: Access Payments AI - Document Payment Methods: 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 Patient Copilot to your Preferred Payment Method - Connect Stripe: - Log into the Patient Copilot sub-account. - Go to Payments > Integrations to connect Stripe, then follow the authorization process. - Click here to learn how to manage payment methods displayed with Stripe integration
  • Connect NMI: Click here to learn how to connect NMI to your Patient Copilot location.
  • Authorize.net: Click here to learn how to connect Authorize.net to your Patient Copilot location.!(https://assets.patientcopilot.ai/8db82d9850295a20.png) * * * ## 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 Patient Copilot. ### Step 1: Document Funnel & Website Details - List Funnels & Pages: In ClickFunnels, document each funnel and page, including the URL, structure, content, tracking codes, and any integrated forms or payment gateways.
  • Note Specific Settings: Record settings such as themes, style guides, custom CSS, and any additional configurations for each funnel or site. ### Step 2: Import Funnels from ClickFunnels - Click here to learn how to import funnels from ClickFunnels into your Patient Copilot location.!(https://assets.patientcopilot.ai/5701fe89cb64e3c0.jpg) * * * ## Rebuild Online Stores (E-commerce) Store Funnels in ClickFunnels manage product sales and checkout processes. These funnels need to be recreated in Patient Copilot to maintain e-commerce functionality. ### Step 1: Document Store Funnel Details - List Store Funnels: Document each store funnel in ClickFunnels, including product details, checkout pages, upsell/downsell pages, and payment integrations.
  • Record Product Settings: Ensure you have all product information, pricing, and any customizations recorded. ### Step 2: Recreate Store Funnels in Patient Copilot - Click here to learn how to setup Ecommerce stores in Patient Copilot ### Step 3: Post-Migration Check - Test Purchase Flow: Perform a test purchase to ensure the checkout process works smoothly and all upsells/downsells are functioning correctly.!(https://assets.patientcopilot.ai/12e3034b8e0ff45c.png) * * * ## Migrate Email Marketing ClickFunnels allows for basic email marketing through workflows and broadcasts. In Patient Copilot, these can be recreated with more advanced automation and multi-channel engagement options. ### Step 1: Document Email Workflows & Broadcasts - List Workflows & Broadcasts: Document all email workflows and broadcasts in ClickFunnels, including triggers, email content, and timing.
  • Capture Email Templates: Save copies of all email templates used in ClickFunnels. ### Step 2: Recreate Email Sequences in Patient Copilot - Click here to learn How to Use Email Template Builder in the Workflow Send Email Action
  • Click here to learn How to Send a Regular Email Campaign (Send Now or Schedule)?
  • Click here to learn more about Different Email Sending/ Delivery Method(s)
  • Click here to learn how to Preview And Test Your Email Campaign/Templates
  • Click here to learn more about Email Statistics!(https://assets.patientcopilot.ai/de2566c4f2926f40.png) * * * 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 - Access Contacts 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: 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 - Verify Data Integrity: Open the CSV files to ensure all necessary information has been captured accurately. ### Step 3: Bulk Import Contacts into Patient Copilot - Click here to learn how to bulk import contacts into Patient Copilot.
  • If you’re having trouble bulk importing contacts, click here to learn more about Troubleshooting Bulk Imports Via CSV.!(https://assets.patientcopilot.ai/84481520dec99ded.png) * * * ## Additional Considerations ### Step 1: Training and Support - Internal Training: Provide training sessions for team members on using Patient Copilot, focusing on new features and differences between ClickFunnels and Patient Copilot Funnels, Memberships and Online Stores.
  • **Access Patient Copilot Support:**Ensure your team knows how to access Patient Copilot’s support resources - Click here to learn more about Patient Copilot’s 24/7 Customer Support Options - Click here to learn more about Patient Copilot’s Priority Support Upgrade Overview ### Step 2: Ongoing Monitoring - Monitor Performance: Regularly review the performance of funnels, courses, and email campaigns in Patient Copilot to ensure they meet your business needs.
  • **Optimize Settings:**Use Patient Copilot’s analytics tools to identify areas for improvement post-migration. - Click here to learn more about using Funnel Statistics - Click here to learn more about using Email Statistics - Click here to learn How to Edit a Dashboard (Pro Plan Only) * * * ## Frequently Asked Questions How do I document and recreate my courses from ClickFunnels to Patient Copilot? 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 Patient Copilot. 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 Patient Copilot? You can either import existing products from Stripe or import products as a CSV file. For CSV import, go to Payments > Products in Patient Copilot, then click Import as CSV in the top left. How do I set up payment integrations in Patient Copilot to match my ClickFunnels setup? First, document your current payment methods in ClickFunnels by clicking on Payments and then Gateways. In Patient Copilot, connect your preferred payment method (NMI, Authorize.net, or Stripe). For Stripe, log into your Patient Copilot 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 Patient Copilot. How do I recreate my store funnels in Patient Copilot? Document each store funnel in ClickFunnels, including product details, checkout pages, upsell/downsell pages, and payment integrations. Record all product information, pricing, and customizations. Recreate these store funnels in Patient Copilot, and perform a test purchase to ensure the checkout process works smoothly and all upsells/downsells function correctly. How do I migrate my email marketing from ClickFunnels to Patient Copilot? 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 Patient Copilot 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 Patient Copilot? 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 Patient Copilot. 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 Patient Copilot, focusing on new features and differences between ClickFunnels and Patient Copilot Funnels, Memberships, and Online Stores. Ensure your team knows how to access Patient Copilot’s support resources, including 24/7 Customer Support Options and Priority Support Upgrade.