Migrating from Skool to CrocoClick

This article is a comprehensive guide to migrating your online communities, courses, and related content from Skool to CrocoClick. The goal is to achieve a smooth transition while leveraging CrocoClick's advanced CRM, marketing automation, and community building tools to improve member engagement and optimize your operations.

Good news! CrocoClick now has a skool importer in 1 click that greatly simplifies the migration of your community, members, and content. This guide will explain how to take advantage of this tool while configuring advanced elements such as training, automation, and offers.

1. Preparing for Migration

Step 1: Review Your Current Skool Configuration

Identify Key Assets: Catalog all the essential elements of your Skool ecosystem:

• Community: Members, discussion channels, posts, pinned content

• Training: Courses, modules, lessons, videos, downloadable resources

• Events: Calendar, recurring events, webinars

• Automations: Existing workflows, automated emails, notifications

• Offers and products: Subscriptions, paid products, sales funnels

Assess Data Volume: Determine the size and complexity of the data to be migrated:

• Number of active members and their level of engagement

• Number of courses and volume of content (videos, PDFs, etc.)

• Volume of posts in the community

• Complexity of existing automations

Step 2: Define Migration Objectives

Set Clear Goals: Define the main reasons for migrating to CrocoClick:

• Better CRM integration and contact management

• Advanced marketing automation (workflows, email/SMS campaigns)

• Unified platform combining community, training, and CRM

• More powerful sales and lead generation tools

• Complete customization and branding (white label)

Prioritize Features: Identify the elements that are crucial to your business:

• Community engagement and member retention

• Quality of the learning experience (LMS)

• Automations to reduce manual tasks

• Integrations with your existing tools (Stripe, Zapier, etc.)

Step 3: Prepare a Backup

Export Data from Skool: Even though the 1-click importer automates much of the process, it is recommended that you create a complete backup:

• Member list: Export to CSV format from the Members section

• Course content: Download all video files, PDFs, and resources

• Important publications: Capture or archive key discussions and announcements

• Event configuration: Note dates, recurrences, and settings

Backup documentation: Securely store all exported files and related documentation on an external hard drive or cloud service to ensure data security before beginning the migration process.

2. Migrate the Community in 1 Click

🎉 Use the CrocoClick Importer

CrocoClick now has an automatic import tool that radically simplifies the migration of your Skool community. This tool automatically manages:

✅ Automatic import of members with their complete information
✅ Recreation of discussion channels with the same structure
✅ Migration of community posts
and content ✅ Assignment of roles and permissions according to your Skool configuration

How to proceed?

To migrate your Skool community in just a few clicks, follow our detailed guide:

👉 Migrate your Skool group to a CrocoClick community in one click

This guide will explain step by step how to:

1. Connect your Skool group to CrocoClick

2. Generate and complete the member file (.CSV)

3. Automatically import all your members

4. Check and finalize your community settings

⏱ Estimated time: 10-15 minutes for a complete community migration.

3. Training migration

Migrating training courses requires special attention because it involves structured content (videos, resources, quizzes) that must be organized optimally in CrocoClick.

Step 1: Export Training Content from Skool

Download videos:

• If your videos are hosted on Skool: download them locally

• If they are hosted elsewhere (Vimeo, YouTube, Wistia): note all integration links

• Organize videos by course and module in clearly named folders

Export Teaching Resources:

• PDFs, documents, templates, workbooks

• Links to external resources

• Images and infographics used in lessons

Document the structure:

• Order of modules and lessons

• Descriptions of each course and module

• Access conditions (free, paid, by level)

• Drip content settings (progressive content)

Step 2: Recreate the Training Courses in CrocoClick

Access the Training section:

1. In CrocoClick, go to Training > Create a Training Course

2. Create a new course for each Skool training course

Configure the Training Structure:

• Create the modules: Organize your content into logical sections

• Add lessons: In each module, create individual lessons

• Upload content:

  • Videos: Upload directly to CrocoClick or embed from Vimeo/YouTube

  • Resources: Add PDFs and downloadable documents

  • Descriptions: Write or paste descriptions for each lesson

Advanced settings:

• Drip Content: Configure the gradual release of content (e.g., one module per week)

• Prerequisites: Define the mandatory order of lessons if necessary

• Quizzes and assessments: Recreate quizzes with questions and answers

• Certificates: Configure completion certificates if you use them

Step 3: Assign Access to Training Courses

Define Access Permissions:

• Configure who can access each training course (free members, premium subscribers, etc.)

• Use tags and contact segments to manage access

• Link courses to corresponding products/offers (see section 5)

Migrate Progress: If some members have already made progress in your Skool courses, you can:

• Export their progress from Skool (manually or via CSV export)

• Manually mark lessons as completed in CrocoClick for advanced members

• Or clearly communicate that progressions start from scratch (simpler option)

4. Rebuilding Events and Automations

Step 1: Recreate Events in CrocoClick

Set up the Event Calendar:

1. Go to Calendar > Create an Event

2. Recreate each recurring or one-time event from Skool:

   • Weekly webinars

   • Q&A sessions

   • Group coaching

   • Themed workshops

Event settings:

• Date and time: Set up one-time or recurring events

• Video conference link: Add Zoom, Google Meet, etc. links

• Registration: Define whether registration is required and create the form

• Participants: Select who can view and register (all members, specific segment, etc.)

Configure Event Notifications:

• Automatic reminders: Set up reminder emails/SMS 24 hours and 1 hour before the event

• Confirmation email: Customize the email sent upon registration

• Follow-up email: Create a workflow to send the replay or resources after the event

Step 2: Recreate Automation Workflows

Automations are crucial for maintaining engagement and reducing manual workload.

Access Automations:

1. In CrocoClick, go to Automations > Workflows

2. Click on Create a Workflow

Essential Automations to Recreate:

A. Welcome Sequence

• Trigger: New member joins the community

• Actions:

  • Welcome email introducing the community

  • Assign the "New Member" tag

  • Day 1 email: Quick start guide

  • Email on day 3: Introduction to key resources

  • Day 7 email: Invitation to participate in an event or ask a question

B. New Content Notifications

• Trigger: New post in the community or new lesson available

• Actions:

  • Email to relevant members

  • Push notification (if enabled)

  • SMS for important announcements (optional)

C. Engagement and Retention

• Trigger: Member inactive for X days

• Actions:

  • Re-engagement email with popular content

  • Offer of help or coaching

  • Satisfaction survey

D. Training completion

• Trigger: Member completes a course

• Actions:

  • Congratulatory email

  • Certificate sent (if applicable)

  • Proposal for next training course

  • Request for testimonial or review

E. Event reminders

• Trigger: Member registered for an event

• Actions:

  • Immediate confirmation email

  • Reminder 24 hours before (email)

  • Reminder 1 hour before (text message or email)

  • Post-event follow-up email with replay

Test Automations:

• Test each newly created workflow

• Use a test contact to simulate the entire journey

• Check that deadlines, conditions, and actions are working correctly

• Adjust texts, timings, and conditions based on test results

5. Configuring Offers and Products

If you monetize your Skool community or training courses, you will need to recreate your offers in CrocoClick.

Step 1: Identify Your Skool Offers

List all your current products and offers:

• Monthly/annual community subscriptions

• Access to premium training courses

• Individual or group coaching

• Digital products (templates, resources)

• Upsells and cross-sells

Step 2: Recreate the Products in CrocoClick

Go to the Payments section:

1. Go to Payments > Products

2. Click on Create a Product

Configure Each Product:

• Name and description: Write a catchy title and a detailed description

• Price: Set the price (one-time payment, recurring payment, payment plan)

• Access type: Link the product to the corresponding training courses, communities, or content

• Stripe Integration: Connect your Stripe account to manage payments

Types of Offers to Configure:

A. Recurring Subscriptions

• Configure monthly/annual subscriptions

• Set discounts for annual payments

• Set up cancellation options

B. One-Time Payments

• For lifetime access to training

• For digital products

• For paid events

C. Payment Plans

• Split a large payment into several monthly installments

• Example: Training course costing $997 payable in 3 installments of $349

D. Upsells and Order Bumps

• Create complementary offers to propose after the main purchase

• Set up order bumps (checkbox options) on your order pages

Step 3: Create Sales Funnels

Create Sales Pages:

1. Go to Sites > Funnels

2. Create a funnel for each main offer:

   • Sales page

   • Checkout page

   • Confirmation/Thank You Page

   • Upsell page (optional)

Post-purchase automations:

• Confirmation email with access to training/community

• Automatic assignment of tags and permissions

• Addition to specific onboarding sequences

• Notifications to your team (new customer, new revenue)

6. Testing and Validation

Step 1: Test the Community and Training

Full User Test:

• Create a test account (or use your own account)

• Simulate the journey of a new member:

  • Registration and login

  • Access to the community

  • Navigate channels

  • Creating a post

  • Accessing training courses

  • Progressing through a lesson

  • Registering for an event

Validate Data Integrity:

• Verify that all members have been imported correctly

• Confirm that email addresses and profile information are accurate

• Ensure that roles and permissions are assigned correctly

• Test access to training courses for different member levels

Step 2: Validate Events and Automations

Test Each Workflow:

• Manually trigger each automation

• Verify that emails are sent at the right time

• Test the conditions (tags, training steps, etc.)

• Ensure that links are working correctly

Test Events:

• Sign up for a test event

• Check that confirmation and reminder emails are received

• Test the videoconferencing links

• Confirm that the right members are receiving notifications

Step 3: Test Payments and Offers

Full Transaction Test:

• Use Stripe's test mode

• Complete a full purchase of each offer

• Verify that access is automatically granted

• Confirm receipt of confirmation emails

• Test upsells and order bumps

Check access:

• Confirm that paying members have access to the correct courses

• Test access restrictions for premium content

• Verify that drip content is working correctly

7. Team Training and Transition

Step 1: Train Team Members

CrocoClick Training Sessions:

• Organize training sessions for your team

• Cover the essential features:

  • Community management (moderation, posts)

  • Member and contact management

  • Creating and updating training courses

  • Automation management

  • Customer support via integrated messaging

  • Statistics analysis and reports

Documentation and Resources:

• Create an internal guide for your team

• Document processes specific to your organization

• Share links to official CrocoClick documentation

• Create tutorial videos for recurring tasks

Step 2: Communicate with Your Members

Announce the Migration: Send a series of communications to your Skool members:

Email 1 (7-10 days before): Migration announcement

• Explain why you are migrating to CrocoClick

• List the benefits for members (better experience, new features)

• Provide the migration date

• Reassure them that their data and progress will be preserved

Email 2 (2-3 days before): Reminder and preparation

• Remind them of the migration date and time

• Explain what will happen (short interruption or not)

• Provide preparatory instructions if necessary

Email 3 (D-Day): Access instructions

• Send the access links to CrocoClick

• Provide a quick start guide

• Offer a "Guided Tour" event of the new platform

• Include support contacts in case of problems

Email 4 (1 week later): Follow-up and support

• Ask for feedback on the new platform

• Answer frequently asked questions

• Offer individual support if needed

Step 3: Monitor and Optimize

Track key metrics:

• Member connection rate on CrocoClick

• Community engagement (posts, comments)

• Progress rate in training courses

• Email open rate

• Event participation

Adjust and optimize:

• Collect feedback from members

• Adjust workflows based on feedback

• Optimize the community structure if necessary

• Improve training content based on completion data

8. Decommissioning Skool

Step 1: Transition Period

Maintain Skool in Parallel:

• Keep your Skool account active for 2-4 weeks after migration

• Gradually redirect members to CrocoClick

• Post regular reminders in Skool to encourage latecomers to migrate

• Keep an eye on the last members active only on Skool

Step 2: Final Backup and Cancellation

Create a Final Backup:

• Export all Skool data one last time

• Download any content that has not yet been migrated

• Archive important discussions

• Store this backup securely (external hard drive, cloud)

Announce the closure of Skool:

• Send a final email to members still on Skool

• Set an access deadline

• Remind them of the instructions for migrating to CrocoClick

• Offer assistance to the last remaining members

Cancel the Skool subscription:

• Once all members have migrated and the transition period is over

• Follow the Skool cancellation process

• Confirm account closure

• Keep proof of cancellation

Step 3: Post-Migration Review

Evaluate the Success of the Migration:

• Compare before/after metrics (engagement, course completion, sales)

• Identify challenges encountered and solutions implemented

• Document lessons learned for future migrations or updates

• Celebrate the success with your team! 🎉

Continuous Monitoring:

• Continue to monitor CrocoClick's performance

• Explore advanced features that have not yet been used

• Regularly optimize your automations

• Stay informed about new CrocoClick features

Conclusion

By following this guide, you can efficiently migrate your community, training courses, and automations from Skool to CrocoClick. Thanks to the one-click importer, migrating your community and members is now quick and easy, allowing you to focus on the elements that require custom configuration: training courses, automations, and commercial offers.

CrocoClick offers you an all-in-one platform that combines:

• 🏘️ An engaging community with channels, posts, and events

• 🎓 Powerful LMS to create and sell your training courses

• 🤖 Advanced marketing automations to reduce manual work

• 💰 Sales tools and CRM to grow your business

• 🎨 Complete white-label customization

Need help? Our support team is available to assist you with your migration. Feel free to contact us via chat or visit our help center.