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Can I switch a member from one program to another?
Can I switch a member from one program to another?
Updated over 7 months ago

Yes, it is possible to move members from one program to another.

How it Works

When a member is migrated to another program, all their referrals and rewards will be moved to the new program. This can take several minutes to complete.

Warning - Existing share & portal URLs will not work after migration. You should send the member their new portal and share links after migrating

Instructions: Moving a Single Member

To move a member from one program to another:

  1. Navigate to the Member's profile in the Referral Rock Admin site

  2. Select the Actions drop-down in the top right corner of the profile

  3. Select Program Migration

  4. Confirm the program you wish to move the member to under the Destination Program. This must be an active program.

  5. Confirm everything looks okay and select Migrate

Once the migration is complete, we recommend sending the member their new portal and share links.

Instructions: Bulk Member Migration via CSV

To bulk move Members from one program to another:

  1. Select Actions on the top right

  2. Select Bulk Import

  3. Select Migrate Members

You only need one column in your import. The "memberkey_email" column is the most common but any column will work. Delete any columns you don't use.

  1. Download the Member Migration Template

  2. Edit and save the template to include information about the Members you wish to migrate (delete any columns you don't need)

  3. Select Choose File to choose your edited CSV

  4. Select the Destination Program. This must be an active program.

  5. Select Migrate

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