Migration Wizard Summary
Let's begin by going through each step of the Migration Wizard. There's only 8 steps, and after you've become familiar with them you'll be able to get started in no time.
This is a summary of the Migration Wizard. If you would like us to hold your hand through the process, go to New Migration.
First things first...
Prepare to Migrate
Start by taking a look at your current APSIS Pro mailing lists and choosing which ones you wish to migrate. The rule of thumb is that you select only the lists you use today and plan to use with APSIS One.
Then, inspect the lists. Look at the demographic data and see which fields are the most consistent and valuable for your email campaigns. After, decide on a time period for your campaign response data. Later on you will need to know these things to complete the Migration Wizard.
1. Choosing a Pro Account
Choose the APSIS Pro account you wish to migrate first. You may repeat this process with every account you have, but you may only migrate one at a time. You will be able to repeat this process if you have multiple APSIS Pro accounts. We don't support migrations from one APSIS Pro account into multiple Sections.
2. Creating a Section
APSIS One divides its data into Sections. Sections allow you to divide your data and give your users different permissions so that the right data is always in the right hands. If you dont have a master and a sub-account set up in APSIS Pro, it is likely that you will only need one Section. If you plan on using APSIS One differently, we recommend that you reach out to us to discuss your Sections.
3. Map your data fields
Your demographic data fields will migrate into APSIS One in the shape of Attributes. Attributes in APSIS One contain the essential information about your Profiles. Instead of subscribers you will be working with Profiles, where all their data is contained and readily accessible (like gender, country, etc.). This step will actually create the Profiles in APSIS One and add their Attributes. You may later create Segments to target Profiles according to their Attributes. If you decided not to migrate certain demographic data, simply do not map the data you wish to skip.
4. Tagging Profiles
In APSIS One, there's a type of data called Profile Tags. Tags are internal labels that identify Profiles, like "VIP", "Internal", etc. You may migrate some of your demographic data fields as Tags, if you wish.
5. Create a Folder and Subscriptions
In this step you will be creating and naming your Folders and Subscriptions. You will be migrating your mailing lists as Subscriptions in APSIS One. Subscriptions exist inside a Folder, and a Folder is a group of Subscriptions. In APSIS One, you may only send to one Folder at a time, but may select multiple Subscriptions within that Folder.
Migrate your mailing lists into Subscriptions that you may send communications to simultaneously in one Folder. Create separate Folder and Subscriptions for those mailing lists that have a clear separation of content and relevance.
6. Pro Mailing List Sync
Here you will select which mailing lists belong to which Subscriptions you created in the previous step. Make sure that the right mailing list matches the right Subscription inside a Folder. This step will add the emails to the Profiles created in step 4, and place them inside their corresponding Folder and Subscription.
7. Email Event Data
As you did before with your demographic data, you'll migrate your campaign response data as Events in a Profile. Remember that instead of addresses, you will be working with Profiles where all their data is contained and readily accessible (clicks, opens, bounces, etc.).
You may later create Segments to target Profiles according to their Event data.
8. Recurring Sync
That's it! Now that you have finished matching your APSIS Pro data with APSIS One, you get to choose if you want to periodically sync your data. Select the types of data that you would like to sync, or skip this part altogether if you would only like to sync once. If you choose to have a recurring migration, your APSIS One account will be updated with your APSIS Pro account's latest data in your next migration. Recurring migrations will occur every 24 hours. If you choose to do it periodically, it will happen once a day.