Affected iMEMBER360 Features, Shortcodes, and Settings

About this list

This page lists iMEMBER360 features, shortcodes, and settings that are either:

not expected to migrate 1:1 from Keap XML-RPC to Keap REST API v2
expected to require customer-side changes
expected to continue with changed behavior
or should be reviewed before upgrading to iMEMBER360 6.0.0

This page is intended as a living reference and may be updated as the migration progresses.

Status Definitions

Status	Meaning
Replace	The existing feature should be replaced with a modern Keap workflow.
Review	The feature may continue, but behavior or available data may change.
Rebuild	The feature requires a new implementation rather than a direct API swap.
Expected to continue	The feature is expected to remain available after migration.

Features That Should Be Replaced

Action Sets

Legacy Action Sets cannot be migrated 1:1 to Keap REST API v2.

Recommended replacement: tag-triggered Keap automations.

Affected areas include:

login Action Sets
logout Action Sets
comment/content Action Sets
WooCommerce Action Sets
LearnDash Action Sets
cPortal Action Sets
widget Action Sets
shortcode-triggered Action Sets

Affected shortcodes or shortcode behavior:

Shortcode	Status	Notes
`i4w_runas`	Replace	Runs Action Sets directly.
`i4w_actionset`	Review / partial replace	Tag behavior can continue; Action Set behavior should be replaced.
`i4w_survey`	Review / partial replace	Contact updates can continue; Action Set actions should be replaced.
`i4w_email_change`	Review / partial replace	Email update can continue; optional Action Set should be replaced.
`i4w_product_order`	Replace / rebuild	Includes Action Set success/failure behavior.
`i4w_subscription_order`	Replace / rebuild	Includes Action Set success behavior.

Affected settings:

Setting / Area	Status
Login Action Sets	Replace
Logout Action Sets	Replace
Comment/content Action Sets	Replace
cPortal credit card add/update/delete Action Sets	Replace
cPortal payment success Action Sets	Replace
cPortal subscription Action Set settings	Replace
cPortal product Action Set settings	Replace
WooCommerce product Action Set settings	Replace
WooCommerce coupon Action Set settings	Replace
WooCommerce subscription status Action Set settings	Replace
LearnDash Action Set settings	Replace
Lead Capture Widget Action Set IDs	Replace
Upsell Widget Action Set IDs	Replace

Legacy Follow-Up Sequences

Legacy Follow-Up Sequences will not be supported in the same way after the XML-RPC shutdown.

Recommended replacement: modern Keap automations triggered by tags.

Affected shortcodes or behavior:

Shortcode	Status	Notes
`i4w_fupset`	Replace	Adds/removes contacts from legacy Follow-Up Sequences.
`i4w_actionset`	Review / partial replace	Campaign/FUP behavior should be replaced.
`i4w_survey`	Review / partial replace	Campaign/FUP actions should be replaced.

Keap FileBox Features

Keap FileBox upload and download features rely on legacy XML-RPC behavior and are not expected to migrate cleanly to REST API v2.

Recommended replacement: WordPress protected downloads, private media storage, S3/private storage, or another supported file delivery solution.

Affected shortcodes:

Shortcode	Status	Notes
`i4w_uploadfile`	Replace	Uploads files to Keap FileBox.
`i4w_userfiles`	Replace	Lists Keap FileBox files.
`i4w_getfile`	Replace	Links/downloads files from Keap FileBox.

Password Field

Keap’s standard password field will not be supported in the same way through REST API v2.

Recommended replacement: use a dedicated Keap custom field for iMEMBER360 passwords.

Affected areas:

Area	Status	Notes
Standard Keap password field	Replace	Move to a custom field.
iMEMBER360 password field configuration	Review	Confirm that the correct custom field is selected.
Password-related login/reset flows	Review	Should continue once configured to use a supported custom field.
`[i4w_db_password]` usage	Review	Should resolve to the configured password field.

If your setup already uses a custom field for passwords, this step can be skipped.

Legacy Order and Subscription Shortcodes

Some older order and subscription shortcodes depend on legacy Keap ecommerce behavior. These should not be treated as simple REST API swaps.

Affected shortcodes:

Shortcode	Status	Notes
`i4w_product_order`	Rebuild / replace	Legacy direct product order and charge flow.
`i4w_subscription_order`	Rebuild / replace	Legacy direct recurring order and charge flow.

Recommended replacement:

Keap checkout
WooCommerce
a new REST/payment based checkout flow
tag-based post-purchase automation

cPortal Invoice and Billing Features

Some cPortal billing features can likely be migrated, but not all behavior should be assumed to remain identical.

Affected shortcodes:

Shortcode	Status	Notes
`i4w_user_invoices`	Review	Invoice display may continue; payment behavior needs review.
`i4w_list_invoices`	Review	Alias for invoice display/payment behavior.

Affected feature areas:

Feature	Status	Notes
Invoice display	Expected to continue / review	Depends on available REST v2 invoice/order data.
Invoice payment	Review / rebuild	Should be migrated carefully to REST v2 payment/order payment APIs.
PayPal/manual payment recording	Review / rebuild	Must be verified against REST v2 payment support.
Payment success automations	Review	Action Sets should be replaced with tags.

Credit Card and Payment Method Features

The credit-card add flow already uses Keap’s newer Payment Method API.

Expected to continue:

Shortcode / Feature	Status	Notes
`i4w_user_add_creditcard`	Expected to continue	Already uses Keap Payment Method Configs.
`i4w_ccard_add`	Expected to continue	Alias for add-card flow.
`i4w_user_creditcards`	Expected to continue / review	Can be migrated to REST v2 Payment Methods.
`i4w_list_ccards`	Expected to continue / review	Alias for credit-card list.
Card delete/deactivate	Expected to continue / review	REST v2 supports deleting/deactivating payment methods.
`i4w_has_ccard`	Expected to continue	Can be calculated from Payment Methods.
`i4w_has_no_ccard`	Expected to continue	Can be calculated from Payment Methods.
`i4w_has_valid_ccard`	Expected to continue	Can be calculated from card status/expiration.
`i4w_has_no_valid_ccard`	Expected to continue	Can be calculated from card status/expiration.
`i4w_ccard_expires_in`	Expected to continue	REST v2 exposes expiration month/year.
`i4w_ccard_exp15`	Expected to continue	Depends on expiration data.
`i4w_ccard_exp30`	Expected to continue	Depends on expiration data.
`i4w_ccard_exp45`	Expected to continue	Depends on expiration data.
`i4w_ccard_exp60`	Expected to continue	Depends on expiration data.

Requires review:

Shortcode / Field	Status	Notes
`i4w_ccard_update`	Rebuild / review	Existing-card update may need to become “add new payment method, then remove old one.”
`[i4w_db_ccard_billname]`	Review	Billing name may not be available in REST v2 Payment Method data.
`[i4w_db_ccard_billaddress1]`	Review	Billing address may not be available.
`[i4w_db_ccard_billaddress2]`	Review	Billing address may not be available.
`[i4w_db_ccard_billcity]`	Review	Billing city may not be available.
`[i4w_db_ccard_billstate]`	Review	Billing state may not be available.
`[i4w_db_ccard_billzip]`	Review	Billing ZIP/postal code may not be available.
`[i4w_db_ccard_billcountry]`	Review	Billing country may not be available.
`[i4w_db_ccard_nameoncard]`	Review	Name on card may not be available.
`[i4w_db_ccard_email]`	Review	Card-level email may not be available.
`[i4w_db_ccard_phonenumber]`	Review	Card-level phone number may not be available.
`[i4w_db_ccard_shipaddress*]`	Review	Shipping fields may not be available from Payment Method data.

Expected to remain available:

Field	Status
`[i4w_db_ccard_last4]`	Expected to continue
`[i4w_db_ccard_cardtype]`	Expected to continue, though naming/brand mapping may change
`[i4w_db_ccard_expirationmonth]`	Expected to continue
`[i4w_db_ccard_expirationyear]`	Expected to continue

cPortal Subscription Features

Keap REST API v2 includes subscription endpoints, but existing cPortal behavior should still be reviewed because the old implementation used legacy recurring order fields.

Affected shortcodes:

Shortcode	Status	Notes
`i4w_user_subscriptions`	Review	Subscription display/update behavior needs validation.
`i4w_list_subs`	Review	Alias.
`i4w_list_subscriptions`	Review	Alias.

Affected behavior:

Feature	Status	Notes
Subscription listing	Expected to continue / review	REST v2 has subscription listing.
Subscription cancellation	Expected to continue / review	REST v2 has cancel/deactivate behavior.
Subscription reactivation	Review	Must be verified against REST v2 behavior.
Subscription card change	Expected to continue / review	REST v2 subscriptions include `payment_method_id`, but behavior must be tested.
Subscription automation after changes	Review	Action Sets should be replaced with tags.

WooCommerce Features

WooCommerce contact and tag sync is expected to continue.

The area requiring review is Keap order/invoice/payment synchronization.

Affected areas:

Feature	Status	Notes
WooCommerce contact sync	Expected to continue	Contact API migration.
WooCommerce tag sync	Expected to continue	Tag API migration.
WooCommerce Action Sets	Replace	Use tag-triggered automations.
WooCommerce Keap order/invoice sync	Review / rebuild	Should not be assumed to migrate 1:1.
WooCommerce manual payment sync	Review / rebuild	Must be validated against REST v2 payment/order APIs.

Affected settings:

Setting / Area	Status
WooCommerce product Action Sets	Replace
WooCommerce refund Action Sets	Replace
WooCommerce subscription status Action Sets	Replace
WooCommerce coupon Action Sets	Replace
WooCommerce order-level Action Sets	Replace
WooCommerce Keap order/invoice sync options	Review

LearnDash Features

LearnDash contact/tag behavior should continue, but Action Set usage should be replaced.

Affected areas:

Feature	Status
Course completion Action Sets	Replace
Lesson completion Action Sets	Replace
Topic completion Action Sets	Replace
Quiz Action Sets	Replace
Tag-based LearnDash automation	Expected to continue
Contact-field updates	Expected to continue / review

Widgets

Affected widgets:

Widget	Status	Notes
Lead Capture Widget Action Set IDs	Replace	Use tags instead.
Upsell Widget Action Set IDs	Replace	Use tags instead.

Custom Code and Direct Database Queries

Custom code may be affected by the migration.

This includes code that:

makes direct XML-RPC calls to Keap
directly uses older iMEMBER360 API methods
directly queries iMEMBER360 database tables
depends on internal iMEMBER360 session or cache structures
reads stored card data directly from iMEMBER360 tables

Compatibility for this type of customization cannot be guaranteed. Sites using custom code should involve their developer before installing updates.

Summary Table

Area	Status
Contacts	Expected to continue
Tags	Expected to continue
Tag-based content protection	Expected to continue
Action Sets	Replace
Legacy Follow-Up Sequences	Replace
FileBox	Replace
Standard Keap password field	Replace with custom field
Credit-card add flow	Expected to continue
Credit-card list/delete/deactivate	Expected to continue / review
Detailed stored-card billing fields	Review
Legacy product/subscription order shortcodes	Rebuild / replace
cPortal invoices/payments	Review / rebuild where needed
cPortal subscriptions	Review
WooCommerce contact/tag sync	Expected to continue
WooCommerce Keap order/invoice sync	Review / rebuild
Custom code/direct DB queries	Review with developer

Keap REST API v2 Compatibility List

About this list

Status Definitions

Features That Should Be Replaced

Action Sets

Legacy Follow-Up Sequences

Keap FileBox Features

Password Field

Legacy Order and Subscription Shortcodes

cPortal Invoice and Billing Features

Credit Card and Payment Method Features

cPortal Subscription Features

WooCommerce Features

LearnDash Features

Widgets

Custom Code and Direct Database Queries

Summary Table