I have used Teachable for many years to build successful online courses. Over time, however, I found myself managing multiple Teachable accounts to host separate courses. As the number of accounts increased, I began to consider combining them into one Teachable account. In this article, I will provide an overview of the need to combine Teachable accounts and outline the benefits of consolidating multiple accounts into one.
Benefits of consolidating multiple accounts into one
By consolidating multiple Teachable accounts into one, I have been able to streamline my workflow and save time managing my courses. Here are some of the key benefits I have experienced since consolidating:
1. Easier course management:
By consolidating my courses into one account, I have been able to manage all of my courses in one place. This has made it much easier to access and edit course materials, view student progress, and respond to support emails.
2. Reduced time spent logging in and out of accounts:
With multiple Teachable accounts, I often found myself logging in and out of accounts to access the courses I needed. Consolidating these accounts has made it much easier to switch between courses without having to log in and out each time.
3. Simplified marketing:
By having all of my courses in one place, I have been able to easily promote them on social media and my website without having to worry about multiple Teachable accounts.
4. Enhanced course visibility:
Consolidating my accounts into one has also allowed me to make my courses more visible, as I can now feature all my courses on a single landing page.
5. Single billing system:
Lastly, consolidating multiple accounts into one has enabled me to manage my payments in one place and keep track of my Teachable subscriptions easily.
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Assessing Account Compatibility
Identifying the accounts to be combined
When it comes to combining Teachable accounts, the first step is to identify the accounts that you wish to combine. Teachable allows you to combine up to five accounts by using the Multi-School feature. This means that if you are an experienced Teachable user with several accounts, you can join them together under one master account. Before you begin the process, make sure to check the email addresses associated with each account, as well as the course content and data stored within each account.
Evaluating the compatibility of course content and data
In order to ensure a successful account combination, evaluate the compatibility of the course content and data in each account. Teachable provides users with the ability to combine multiple accounts, even if they contain different course content and data. However, it is important to remember that courses in different accounts cannot be combined directly and must first be migrated to a single account. Additionally, some account data may not be compatible, such as course sales history and student data, which would need to be evaluated separately. Once you have identified any incompatibilities, you can begin the process of combining your Teachable accounts.
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Backup and Data Preservation
Backing up course materials, student data, and analytics
It is essential to ensure that all course materials, student data, and analytics are properly backed up before merging multiple accounts. To do this, I highly recommend exporting all course data from each account. This will create a comprehensive backup of all the content, student information, and analytics from each account, which can be referenced if needed during the merger.
Ensuring the preservation of important information during the merge
When combining Teachable accounts, it is critical to ensure that all important information is preserved. I have found that the easiest way to ensure that all information is properly merged is to use the Teachable Migration Tool. This tool automates the process of merging accounts, providing a seamless migration of data from one account to another. Additionally, the tool also preserves important information, such as course structures, student enrollments, and analytics, ensuring that all data is securely transferred without loss.
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Course and Student Migration
Transferring course content from one account to another
Teachable offers an Account Migration Tool that allows you to move course content and student data from one account to another with ease. With this tool, you can select the courses you wish to transfer, specify the target account, and even choose to migrate course content without transferring the student data. Additionally, you can see a detailed preview of the migrated content before completing the transfer.
Migrating student data and enrollment information
In addition to transferring course content, you can also use the Account Migration Tool to migrate student data and enrollment information from one account to another. This is especially useful for teachers who wish to consolidate multiple accounts into a single one. With this tool, you can transfer students and their respective enrollments, courses, and progress from one account to another. Additionally, you can ensure that your students’ data is secure by manually verifying each student’s identity prior to migrating their information.
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Consolidating Payment and Pricing
Managing payment settings and account billing information
Combining multiple accounts makes it easier to manage all of your billing information in one centralized location, which can help streamline the process of processing payments and managing user subscriptions. In Teachable, you can access the payment settings by navigating to the “Account Settings” tab and selecting the “Payment Settings” sub-tab. From here, you can manage payment methods, payment providers, currency settings, and more.
Updating pricing structures and subscription plans
In addition to consolidating payment information, it is also important to update pricing structures and subscription plans when combining accounts. This ensures that the pricing and payment options for your courses are consistent across all accounts and offer an accurate representation of the products and services being offered. In Teachable, you can view and manage your pricing structure and subscription plans by navigating to the “Pricing” tab on your dashboard. Here, you can add or remove pricing plans, configure subscription settings, and more.
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Addressing Account Settings and Access
Configuring account settings for the merged account
Combining multiple accounts is a straightforward process with a few key considerations. First, go to the “Account Settings” page of the main Teachable account that will receive all of the other accounts. On this page, make sure to adjust the name, email, and billing details to the desired configuration. Additionally, make sure to select the appropriate plan and set the desired settings for future payments. After configuring the account settings, move on to the next step.
Granting appropriate access to team members, if applicable
If I am merging multiple accounts that have team members, I make sure to provide all team members with the appropriate level of access to the merged account. To do this, I navigate to the “Team Members” page and click on the “Add Team Member” button. Then, I enter the information for each team member and select the team member’s role. Once all team members have the current account settings properly configured and the appropriate access granted, the merging process is complete.
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Communicating with Students and Subscribers
Informing students about the account merge process
It is important to clearly communicate the account merge process to students. To ensure your students have all the information they need, it is best to send a message to them well before the account merge process begins. This message should include a brief explanation of the merge process, a timeline of when the process will take place, and a description of any changes the students may encounter once the accounts are merged. It is also important to include clear instructions on how to access the consolidated account after the merge is complete.
Providing clear instructions for accessing the consolidated account
Once the accounts have been merged, it is crucial to provide clear instructions to your students on how to access the consolidated account. To make this process as straightforward as possible, it is best to send an email with step-by-step instructions on how to log in to the new account. The instructions should include the URL for the new account, the username and password for the new account, and a link to reset a forgotten password. Additionally, it is helpful to provide a link to customer support in case the student has any other questions.
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Testing and Quality Assurance Testing and Quality Assurance
Reviewing the merged account for any issues or discrepancies
It is also important to run quality assurance checks to ensure the merged account is functioning correctly and that there are no errors or discrepancies. To review the merged account, I conduct a series of tests on each module, including viewing all course content, enrolling in test courses, and recording video playback. Furthermore, I compare the two accounts to each other, ensuring that the merged result is a faithful reflection of the original accounts.
Ensuring a seamless user experience for students
Once the account has been merged and reviewed, I make sure to leave no stone unturned in guaranteeing a smooth experience for students of the merged account. I check student enrollment in each course, test the checkout process for purchases, and review all relevant student emails, such as course completion and payment notifications. By running tests like these, I can be sure that the merged account provides an uninterrupted user experience for any student looking to purchase or access content.
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Post-Merge Cleanup and Optimization
It is also important to keep your accounts organized and efficient. After merging two Teachable accounts, there are a few additional steps you need to take in order to ensure your account is optimized for success.
Deleting or deactivating the redundant accounts:
Once you have combined two Teachable accounts, you should either delete or deactivate the redundant accounts in order to avoid any confusion or clutter. To delete an account, simply go to your profile settings and click the “Delete my account” option. If you don’t wish to delete the account, you can also deactivate it. To do this, go into the settings for each account and click the “Deactivate” button.
Optimizing the merged account’s settings, branding, and course structure:
The next step is to optimize the merged account’s settings, branding, and course structure. This includes making sure the profile settings are updated, the branding is consistent, and the course structure is organized. Additionally, you should double-check the payment settings and ensure that the payment information is up to date. With a few simple tweaks to your account settings, you can ensure your Teachable account is running as efficiently and effectively as possible.
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Finalizing the Merge
Verifying the integrity of the combined account
After completing the account merging process, it is important to verify that the combined account is functioning properly. To do this, I recommend logging in to the main account first and verifying that all the correct settings and features are in place. You should also double-check that all of the data from both accounts have been transferred correctly, including the course content, learner data, and payment information.
Closing and archiving the previously separate accounts
Once you have verified the integrity of the combined account, it is time to close and archive the previously separate accounts. To close an account, simply navigate to the account settings and click on the “Close Account” button. After closing the account, the data associated with it will be archived, ensuring that the information can be retrieved if needed.
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Conclusion
In this article, I have provided a step-by-step guide to help Teachable users combine their accounts. The process begins by logging into the account you wish to combine as the primary account and then adding the secondary account as an administrator. Next, you must add the secondary account as a student in the primary account’s courses and then transfer all assets from the secondary account to the primary account. Finally, the secondary account must be deleted, and the primary account must be reconfigured as the owner account.
It is important to follow the process carefully and thoroughly in order to ensure a successful account combination. If you encounter any problems during the process, you can reach out to the Teachable Support team for assistance. With that in mind, I hope this guide has helped you gain the necessary knowledge for combining your Teachable accounts with confidence.