Welcome to the APSIS One Migration Wizard.
We are thrilled to have you here.
Because you're an APSIS Pro user becoming an APSIS One user, we offer you the possibility of importing all the data gathered with our previous platform into APSIS One.
We have made it a priority to make the transition feel seamless. You will only have to complete the wizard once per APSIS Pro account. After that, the migration of data will be ongoing, periodically feeding into the APSIS One platform all the changes made in Pro for as long as the transition is not final. Once running, you may also pause the migration at any time and make adjustments to your migration set up. You may also choose to only migrate once or whenever you feel it’s needed by skipping the recurring sync step in the Migration Wizard.
Before you begin
There are a few things you should consider before moving your APSIS Pro data into APSIS One. You must perform a preliminary data inspection, and decide which data fields you wish to migrate. Are all your data fields relevant, like "name", "company" or "country"? Do all, or most, of your current subscribers contain a value for the data fields you’ve collected?
We recommend that you take a close look at your mailing lists and identify all inconsistent or irrelevant data. Before migrating, it would help you decide which demographic data fields are relevant and consistent. When you're in the Migration Wizard, you can simply skip migrating them in order to reduce clutter.
Another important step is to review your data formats. In order for your data to migrate effectively into APSIS One, your dates must be formatted according to the ISO-8601 format, and phone numbers must contain a country code. If you currently don’t use the SMS service in APSIS Pro, you will have to import phone numbers separately through our File Import Wizard.
Take a look at our Pre-Migration Checklist.
Migration Wizard Summary
Let's begin by going through each step of the Migration Wizard. There's only 9 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, head over to New Migration.
Migration Wizard: The Summary
Here's an overview of everything you will be doing in your migration, simplified.
- 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.
- Migration Wizard: 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.
- Migration Wizard: 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 don’t 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. Read more about Sections...
- Migration Wizard: 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. Read more about Attributes...
- Migration Wizard: 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. Read more about Profile Tags...
- Migration Wizard: Create a Consent list and Topics
In this step you will be creating and naming your Consent lists and Topics. You will be migrating your mailing lists as Topics in APSIS One. Topics exist inside a Consent list, and a Consent list is a group of Topics. In APSIS One, you may only send to one Consent list at a time, but may select multiple Topics within that Consent list.
Migrate your mailing lists into Topics that you may send communications simultaneously in one Consent list. Create separate Consent lists and Topics for those mailing lists that have a clear separation of content and relevance. Read more about Consent lists and Topics...
- Migration Wizard: Pro Mailing List Sync
Here you will select which mailing lists belong to which Topics you created in the previous step. Make sure that the right mailing list matches the right Topic inside a Consent list. This step will add the emails to the Profiles created in step 4, and place them inside their corresponding Consent list and Topic.
- Migration Wizard: 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. See Events in this article...
- Migration Wizard: 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.
Welcome to APSIS One!
Before you get started with the migration, you might want to know more details about APSIS One. Here's a few texts that will help you get acquainted with APSIS One's terminology and structure.
Click on an item below to expand:
Some Information About your APSIS One Account
Your APSIS One account is where you will move your subscriber data from APSIS Pro into. Moving forward, this is also where you will set up and invite your team, manage permissions, and configure how you will gather and structure your customer and Profile data. The data structure is different, organising your account into Sections, Consent lists and Topics.
A Section is a division of data, while a Consent list is a group of Topics; Topics are the level in which your subscribers provide consent in. Jump to From Pro to One below to read more about the differences between APSIS Pro and APSIS One.
Basic Information About Sections and domains
In Account Settings you manage your Sections and domains.Organising your data and users into Sections is important for your work in APSIS One. Smaller businesses may not need to have more than one or two Sections. However, it depends on the structure and permissions you wish to have in the account and your subscribers' consent. If you don’t 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 in a completely different way, we recommend that you reach out to us to discuss your Sections. In a nutshell, using Sections allows you to organise your data. It will also simplify the task of giving users access to different data. This is one of the big benefits of using Sections: giving users Section permissions helps ensure that the right data is always in the right hands. What is more, to enable tracking website data, you must add your domain(s) into a Section. This is not part of your migration, and is a step you can return to after you have set up your migration. Read more...
Basic Information About Audience Data
Audience is the APSIS One pillar where you will have the possibility of creating and managing Consent lists and Topics, visualising your Profiles and their growth, and performing GDPR-related tasks.
This is one of the biggest differences between the way APSIS Pro and APSIS One manage data: Consent lists and Topics. Before, you might have been used to gathering your subscribers in a list, like contacts, but Consent lists are really nothing like a traditional list: Consent lists are a group of Topics. The purpose of having a consent list with Topics is to be able to create specific groups of subscribers and have the ability to address some or all of them in the same SMS or Email activity.
Topics, on the other hand, are the level in which your subscribers provide their consent. The Topic reflects their specific interest in your brand, and the subject matter they opted to receive communications in. Following that logic, subscribers opt-in on a Topic to show their interest or participation, allowing you to categorise them and potentially message more than one type of subscriber at a time. Topics can reflect the frequency of the newsletters (weekly, monthly, etc.), a product category or even the names of the different business sectors you communicate with.
Profiles are the APSIS One equivalent of a subscriber in APSIS Pro, with a few exceptions. Essentially, a Profile represents an individual that has provided some type of consent. Profiles contain data from subscribers in the shape of Attributes. An Attribute can be a name, last name, mobile number, email, country, etc. Many things that you have in APSIS Pro today as demographic data can be transformed into Attributes in APSIS One in your migration.
A different data type linked to a Profile is Events, which reflect their activity in your domain and email or SMS campaigns (clicks, opens, etc.). In APSIS Pro, the equivalent is Campaign Response data. Attributes and Events will allow you to create Segments in order to target the right audience in your campaigns.
The number of Profiles your account may contain at once is also dependant on the APSIS One package you currently have. You will be able to create Segments, which allow you to group Profiles according to specific Segment conditions (Attributes and Events). Read more about Profiles..
The Process of Moving From Pro to One
Time to dig deeper into the transference of data from your existing APSIS Pro accounts into APSIS One. We strongly recommend that you read the text above to make sure you grasp every concept.
Here we will be speaking strictly about how the Migration Wizard migrates your subscriber, subscription and campaign response data into APSIS One's Consent lists, Topics and Profiles.
These are the equivalences:
|APSIS Pro||APSIS One|
|Subscriber data||Profiles and their Attributes|
|Subscription data||Channel Consent in Topic|
|Demographic data||Profiles and their Attributes|
|Campaign Response data||Profiles and their Events|
|Opt-out all||Section Opt-out|
The Migration Wizard first gathers your subscriber data and creates Profiles in APSIS One with their demographic data added as Attributes.
Then it allows you to create Consent lists and Topics where you will be matching your subscriptions so that your Profiles can have their consent registered as channel consent. If a subscriber has performed an opt-out or an opt-out all, their subscription status will be shown respectively in APSIS One: meaning that all Profiles will show their channel consent, including opt-outs. Read more about consent here...
Finally, the campaign response data is added to the Profiles that it corresponds with as Events.
It sounds simple, and it is, but there's much to understand about this process: it is your responsibility that the lists that you migrate into APSIS One are carefully matched with a relevant Topic in a Consent list. After all, you will be working with nothing more than your valuable subscribers' consent. It is preferable that you have in mind a structure for your APSIS One account before you migrate. Migrating into APSIS One requires that you grasp its concepts in order to optimise your data management.
The advantage of having a Migration Wizard is being able to migrate all your APSIS Pro data as you switch to APSIS One. This way, you will not have to do it manually. Once a day, it will continue to migrate data during this transition period (optional). By migrating gradually, you get to keep your current APSIS Pro subscription forms, API integrations, opt-out management, etc. for as long as you need them. Data migration is not a long-term solution, but a temporary transition solution. Not only do we encourage that you proceed to enjoy working with APSIS One, but also we recommend that you change and replace your data sources. It’s best to feed data directly into APSIS One and Eventually disable the Migration Wizard. As a part of our APSIS Solutions, we offer a special package for those who are interested in a seamless migration experience. Check out our Move package….