Migrating Existing Users

If you’re already monetizing your Toolsets outside of FormWise but want to transition to FormWise’s built-in monetization, you can seamlessly migrate your existing users without forcing them to pay.

How to Migrate Your Users

1️⃣ Create Matching Subscription Plans in FormWise

• Set up identical pricing tiers inside your Toolset.

2️⃣ Generate 100% Discount Codes in Stripe

• In your Stripe portal, create forever-valid 100% off coupon codes for each plan.

Using Coupon Codes

3️⃣ Distribute Coupon Codes to Existing Users

• Send your users a signup link with their unique discount code, allowing them to switch without additional charges.

What Happens Next?

✅ Existing users can seamlessly switch to FormWise billing without canceling their old subscription. ✅ New users must pay the standard subscription price—they won’t receive a discount. ✅ If a migrated user cancels their plan, they lose access to your gated Toolset and will need to re-subscribe at the full price.

🚨 Important: We do NOT recommend creating a Free Plan for migrations, as anyone could sign up—making it difficult to restrict access. All public plans are visible unless archived.