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How do I move from 3.0 to 4.0?
How do I move from 3.0 to 4.0?
Hannah avatar
Written by Hannah
Updated over a week ago

3.0 is the legacy version of our software. Here is a start to finish guide to walk you through the process to upgrade to 4.0 

Step One: Create a 4.0 account 

You can create your account in RegFox for free, no card on file required for sign up. 

You will have access to RegFox, TicketSpice, RedPodium, and GivingFuel with one login. Once you sign up, you can toggle between the products just like you could in 3.0. 

Step Two: Add your team 

Select Users from your main menu to invite your team. You can customize their settings now or update them later. 

Step Three: Create your first page

4.0 has an intuitive, real time builder that makes creating pages super fast and easy. But if you're feeling stuck, message our support with the chat bubble in the right corner of your screen. Our team will help build out your first page to get you started.

Step Four: Set up your payment gateway 

4.0 is compatible with Webconnex Payments (WePay), Sage (Cornerstone),, Stripe, Secure Net (Worldpay), Payflow Pro, and CyberSource. 

To use the same gateway as your 3.0 account, select Payment Gateways from your main menu and enter your credentials. 

Step Five: Waive the billing in 3.0

Rest assured, you won't be paying for both accounts! Our team will waive the billing in 3.0 so you're only paying for your new account. Send us a message when you're ready to switch. 

Your 4.0 account has no monthly fees. Only $0.99/registrant + 2.99% (with WePay) 

Step Six: Change (or redirect) your links

Wherever applicable, you'll want to swap out your 3.0 links with the 4.0 links. If you've got a really popular link to a 3.0 page, you might want to redirect it so you don't miss out on a sale. 

Step Seven: Pat yourself on the back, you crushed it! 

FAQs - 

Is there a way to automatically move my 3.0 pages over without rebuilding them? 

4.0 is a totally separate system. It allows for all the awesome new features, but not for a direct transfer. However, our team is available to assist with building your first page (or template) and you'll find that building a page in 4.0 is much faster and easier with our real time builder. 

Will I lose any data in the switch? 

No! You will still have full access to your 3.0 account and all the data you've collected there. You can sign in to view or download that information anytime. 

Can I see RegFox 4.0 in action before switching? 

Sure can! We offer two live tours of RegFox each week.


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