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.
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.
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