Board first
Invite and orient key officers before the wider member rollout, then reconcile their contacts when the roster is imported.
MOVING TO SORRELSITES
We'll move you
in for free.
Your SorrelSites consultant helps you move your members, website, events, plans and communications, with hands-on support along the way.
A real plan for the move
Your move, mapped out.
Your SorrelSites consultant is here to help at every stage. This example plan brings your board in first and gives members a clear path to their new home.
Your board & staffYour team + SorrelSitesMembersTiming is an example, not a promised duration.
| Activity | Who leads | Week 1Get ready | Week 2Build & check | Week 3Prepare people | Week 4Go live |
|---|---|---|---|---|---|
| Start with your board | |||||
| Plan your moveTell us about your current tools, the records you need and your preferred timing. | Your team + SorrelSites | Week 1: scheduled | Week 2: not scheduled | Week 3: not scheduled | Week 4: not scheduled |
| Invite key officers individuallySet up their positions and permissions, then help them sign in. | Your team + SorrelSites | Week 1: scheduled | Week 2: not scheduled | Week 3: not scheduled | Week 4: not scheduled |
| Orient the boardWe introduce your board to the new workspace and help with its review. | Your team + SorrelSites | Week 1: scheduled | Week 2: scheduled | Week 3: not scheduled | Week 4: not scheduled |
| Move and verify your organization | |||||
| Coordinate exports and accessCoordinate the member, plan, event, website and board files and any access needed from your team. | Your team + SorrelSites | Week 1: scheduled | Week 2: scheduled | Week 3: not scheduled | Week 4: not scheduled |
| Set up membership plansPrepare your levels and dues before matching people to plans. | Your team + SorrelSites | Week 1: scheduled | Week 2: scheduled | Week 3: not scheduled | Week 4: not scheduled |
| Check import-triggered emailsReview messages that could send when members arrive before importing the roster. | Your team + SorrelSites | Week 1: scheduled | Week 2: not scheduled | Week 3: not scheduled | Week 4: not scheduled |
| Import and reconcile your peopleCheck mappings, renewal dates and existing board contacts with our help. | Your team + SorrelSites | Week 1: not scheduled | Week 2: scheduled | Week 3: scheduled | Week 4: not scheduled |
| Bring over locations and eventsCoordinate the spreadsheet imports, adding locations first when they are in a separate file. | Your team + SorrelSites | Week 1: not scheduled | Week 2: scheduled | Week 3: scheduled | Week 4: not scheduled |
| Bring over eligible event sign-upsImport eligible free sign-ups after people and events are in place. Paid registrations need a separate plan; this import does not create tickets, charge anyone or send emails. | Your team + SorrelSites | Week 1: not scheduled | Week 2: not scheduled | Week 3: scheduled | Week 4: not scheduled |
| Prepare your websitePrepare and test site drafts with your preferred design and pages. | Your team + SorrelSites | Week 1: scheduled | Week 2: scheduled | Week 3: scheduled | Week 4: not scheduled |
| Review board historyCoordinate a separate import of minutes and related documents, with your board's review. | Your team + SorrelSites | Week 1: not scheduled | Week 2: scheduled | Week 3: scheduled | Week 4: not scheduled |
| Plan payment continuityCoordinate provider arrangements, renewal dates and any action members need to take. | Your team + SorrelSites | Week 1: not scheduled | Week 2: scheduled | Week 3: scheduled | Week 4: not scheduled |
| Bring your members along | |||||
| Announce the changeCoordinate the announcement, timing and what members should expect using your existing channels. | Your team + SorrelSites | Week 1: scheduled | Week 2: scheduled | Week 3: not scheduled | Week 4: not scheduled |
| Design the member welcome journeyCoordinate first steps, useful links, audiences and a contact for member questions. | Your team + SorrelSites | Week 1: scheduled | Week 2: scheduled | Week 3: not scheduled | Week 4: not scheduled |
| Create the new-member welcome seriesPrepare the audience, messages and timing for your review. | Your team + SorrelSites | Week 1: not scheduled | Week 2: scheduled | Week 3: scheduled | Week 4: not scheduled |
| Review welcome emails and triggersPreview messages and check audiences, timing and the separate automatic Welcome email to avoid duplicates. | Your team + SorrelSites | Week 1: not scheduled | Week 2: not scheduled | Week 3: scheduled | Week 4: not scheduled |
| Prepare the move-in welcomePrepare a separate message for existing members, including their sign-in link and help contact. | Your team + SorrelSites | Week 1: not scheduled | Week 2: not scheduled | Week 3: scheduled | Week 4: not scheduled |
| Test the member experienceYour board can check member records, dues, events, website and sign-in before the wider rollout. | Your team + SorrelSites | Week 1: not scheduled | Week 2: scheduled | Week 3: scheduled | Week 4: not scheduled |
| Send a launch reminderCoordinate the date, what members need to do and where to get help. | Your team + SorrelSites | Week 1: not scheduled | Week 2: not scheduled | Week 3: scheduled | Week 4: not scheduled |
| Turn on the new-member seriesAfter approval, activate the series before enrollment when you want eligible new members to receive it from the start. | Your team + SorrelSites | Week 1: not scheduled | Week 2: not scheduled | Week 3: scheduled | Week 4: scheduled |
| Send existing members their move-in welcomeAfter launch and approval, coordinate recipients, the working sign-in link and a contact for help. | Your team + SorrelSites | Week 1: not scheduled | Week 2: not scheduled | Week 3: not scheduled | Week 4: scheduled |
| Members sign in and check their detailsUse the email already on file; review profile, membership and upcoming events. | Members | Week 1: not scheduled | Week 2: not scheduled | Week 3: not scheduled | Week 4: scheduled |
| Launch and follow through | |||||
| Test the site at its SorrelSites addressTest published pages and sign-in; your old domain stays on the old site until its DNS is changed. | Your team + SorrelSites | Week 1: not scheduled | Week 2: not scheduled | Week 3: scheduled | Week 4: not scheduled |
| Review and approve the switchConfirm the website, records, member help and payment plan are ready. | Board + SorrelSites | Week 1: not scheduled | Week 2: not scheduled | Week 3: scheduled | Week 4: not scheduled |
| Connect your domainCoordinate the DNS change with your domain contact and test the website and sign-in afterward. | Your team + SorrelSites | Week 1: not scheduled | Week 2: not scheduled | Week 3: not scheduled | Week 4: scheduled |
| Follow up and resolve gapsHelp members, check welcome messages and reconcile records; follow-up may continue after launch. | Your team + SorrelSites | Week 1: not scheduled | Week 2: not scheduled | Week 3: not scheduled | Week 4: scheduled |
No surprise emails
Check import-triggered messages before the roster arrives and coordinate your announcement and welcome separately.
Review before launch
Review the people, events, payment arrangements and website. You decide when to switch.
Membership onboarding
A thoughtful welcome, from the start.
Your consultant helps you plan a warm welcome and prepare messages for your members.
Members moving with you
Prepare a one-time move-in welcome for your existing members, separate from the new-member series.
- Explain what moved and how to sign in with the email on file.
- Point people to their membership, events and a real contact for help.
- Preview the message and confirm the audience before sending.
Members who join later
Set up an ongoing welcome series for eligible people whose first membership starts after the series is turned on.
- Coordinate the audience and when each email should go out.
- Prepare and preview each email, with help from Sprout when useful.
- Check the separate automatic Welcome email and activate the series after your approval.
One possible welcome series
Tailor the messages and timing to your organization.
- Day 0A warm hello, where to start and who can help.
- Day 7Invite members to explore upcoming events.
- Day 14Share ways to meet people and get involved.
Prepare a separate welcome for imported members. The new-member series does not restart for a renewal or plan change, and delivery follows audience and email preferences.
For your members
What will members need to do?
We help you prepare the announcement and sign-in guidance and support your members along the way.
- Look for your organization’s announcement.It explains what is changing and when; your launch welcome will include sign-in instructions.
- Sign in using the email the organization has on file.Members can use the available sign-in or account setup option.
- Check their details and membership.They can review their profile, dues and upcoming events in the member portal.
- Update payment details only if needed.Your payment-provider plan determines whether an individual needs to take action.
Coordinate sign-in invitations and any import-triggered emails separately; importing records alone does not create passwords or invite every member.
We work through the details together.
Your consultant is here to help with the practical details of your transition, from moving records to welcoming members.
Payment credentials and renewals
We help you work with your payment provider on saved credentials and recurring renewals, which need a separate plan from the member export.
Past events and board history
We help you plan the records you want to retain, including event imports and the separate import of past minutes and documents. Meetings and motions appear in Board History; historical records are reviewed rather than automatically recreated. We help plan what to keep in your original archives.
Event sign-ups
After members and events are in place, we can help import eligible free sign-ups. Paid registrations and payment records need a separate plan; the sign-up import does not create tickets, charge anyone or send emails.
Changes during preparation
Your existing website is not changed by the import. In SorrelSites, mapping can create empty custom fields before the final member import, and applying an imported logo can update your current organization identity before the site is published.
If you import again
We review matching people and website drafts before another import. Depending on the options chosen, an import can update existing records or replace drafts.
No setup or moving fee.
Your SorrelSites consultant works with your team on the move with no setup or moving fee. Your subscription and payment processing are separate; publishing your website and using membership plans require a paid plan.
A little more
to know.
Do you charge a moving or setup fee?
No. Your SorrelSites consultant works with your team on the move at no moving or setup fee.
Can we keep our own web address?
Yes. Review the new website first, then connect your domain when you are ready to switch.
Will every existing recurring payment automatically transfer?
We'll work with you and your payment provider on saved credentials and recurring payments; they do not automatically transfer with member records.
Does the import change our current website?
The import does not change your existing website. Some preparation can update your SorrelSites account before publishing, such as creating empty custom fields or applying an imported logo to the current organization identity.
What happens if we import again?
Matching existing people are skipped unless you choose Force, which updates their records from the file. Another website import may create new drafts or replace existing drafts depending on the choices you make; review the options before continuing.
Ready to move in?
Talk with our team about your current setup and what your organization needs.