New Migration

Choosing a Pro Account

You can only migrate one account at a time.

1. Click Select account to open the drop-down menu. All your APSIS Pro accounts that have been connected to APSIS One will be shown.

 

2. Select the account you wish to migrate from the drop-down menu.

It is only possible to migrate one account into one section. You will be able to repeat this process if you have multiple accounts or if you would like to migrate into multiple sections.

 

3. Click SAVE.

 


 

Creating a Section

APSIS One divides its data into Data Sections. Create data sections in this step to ensure that all the information will be handled properly. You can only migrate data into one section at a time.

 About Data Sections

From About Migration:

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 data 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...

 

1. Click on the Select section drop-down menu. If you have created sections in your APSIS One account before, they will appear here.
 
 
2. To select a section, click on the section you wish to migrate to in the list.
 
 
If you have many sections, enter the name of the section on search sections to find the one you wish to migrate to.
 
 
3. To add a new section, click Create a New Section.
It is only possible to migrate one account into one section. You can repeat this process later and migrate more accounts into sections.
 
 
4. Enter your section's name in the pop-up and click Save.
 
 
Make sure to click on the drop down menu and select the new section you created.
 
 
5. When you're finished, click SAVE.
 
 

 

Map your data fields

Demographic data is a thing of the past. In APSIS One we have attributes, tags and events.

By completing this step, you will be successfully creating APSIS One profiles where all your subscriber data will be stored. To achieve this, you will be mapping the import of the demographic data from your APSIS Pro mailing lists into your standard APSIS One profile attributes.

Did you take a look at your mailing lists? In this step, you will be matching demographic data fields with APSIS One attributes; you may skip mapping irrelevant fields that you wish to leave out of the migration.

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.

Attributes are the essential information belonging to an individual that has interacted with your brand, like a name, location, phone number, Email address, customer status, etc. Once attributes have been added to a profile, they can be used for segmentation and personalisation purposes (e.g. a segment containing profiles of only those who live in Australia; an SMS including the value of an attribute: "Hi ##firstname##" = "Hi Anita!").  Read more about attributes...

 

On the left side, you will see all of your existing Pro DD fields, and on the right APSIS One attributes.

Use the drop-down menus to choose an APSIS One attribute that matches your subscriber data. The Migration Wizard will gather your subscriber data and create profiles in APSIS One with their demographic data added as attributes.

 

1. Start by mapping the Mandatory fields. Do your subscriber lists include mobile numbers? If yes, click on the drop-down menu and choose the Mobile attribute. Otherwise, you may leave it as Do not map. The email attribute will be mapped automatically, since it's mandatory.

 

2. Move onto the Custom data fields. Your subscriber data, or demographic fields, will show on the left. Click on each drop-down menu and select an APSIS One attribute that matches.

 

3. Does your demographic data field not match any of the shown APSIS One attributes? Click Create New Attribute to create a custom attribute.

 

4. Enter a title for your new custom attribute.

 

5. What type of attribute is this? Choose between text, boolean, number, number with decimals or date.

Text: A text value. It has a 100-character limit. For example: female, non-binary, male.

Boolean: A true or false attribute. For example, downloaded the app = true/false.

Number: A field for numbers, like an age or a phone number.

Number w/decimals: Same as the number field, yet this one has the ability to track numbers with decimals. Like a person's height.

Date: A date of birth, for example.

 

6. Add a description for your new attribute in the Add a description field. This will help you keep track of your attributes in the future.

 

6. When you're finished creating your new attribute, click Save and map it as shown above in step number four.

 

If you change your mind about creating this attribute, click Cancel.

 

7. Done with your attributes? Click SAVE.

 

 

Tagging Profiles

Tag the profiles created in APSIS One in case you need to identify them in the future. This is optional.

 

1. Start by writing the tag text.

 

2. Once you write the text, click Add.

 

3. That's it!

 


 

Create a Consent list and Topics

The APSIS Pro mailing lists will be imported to APSIS One, but the way the two platforms are structured is different. This is one of the biggest differences between the way APSIS Pro and APSIS One manage data: Consent lists and TopicsIn this step you're going 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 (Topics or opt-out all). 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.

 About Consent lists & Topics

From About Migration:

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.

 

1. Click Add New Consent list.

 

2. A pop-up will be displayed. Write a name for your Consent list under List name.

 

3. Under Topics, click Add New.

 

4. Under Topic name, write the name of your Topic.

 

5. Repeat the previous two steps until you've added all your Topics.

 

6. When you're ready, click Save.

 

To edit a list or a Topic inside of it, click on the pencil icon next to the list's name. The popup will reappear.

To edit a Topic in a list, click the pencil icon in the Topic container.

 

7. To add another Consent list, click Add New List and follow the previous steps.

 

8. Ready to continue? Click SAVE.

 


 

Pro Mailing List Sync

In this step, you will be connecting the Consent lists & Topics you created with your existing mailing lists in APSIS Pro. In other words, you will be merging your subscriber data with your subscription data into APSIS One profiles.

Match your subscriptions so that your profiles can have their consent registered as channel consent (Topics or opt-out all).

 

1. Choose which lists to include, and tick the corresponding boxes next to Standard lists and Proofreading lists.

 

On the left side, you will see all of your existing mailing lists from APSIS Pro. You want to match them with their corresponding Consent list and Topic.

 

2. Under Consent lists & Topics, choose a Topic from a consent list:

Start by opening the drop-down menu and clicking Ignore to toggle off the ignore option.

Then, find the Consent list you wish to associate with your Pro mailing list, hover over it with your cursor and click on the desired Topic.

You may choose multiple Topics by clicking on an additional Topic. To deselect a Topic, click on it again.

 

3. Repeat the process described in all the previous steps until you've matched all your old mailing lists to your new Consent lists and Topics.

 

4. Don't forget about the opt-out! Check the boxes that apply to what you want to do with your opt-outs: Include opt-out mailing list and/or include opt-out all.

Profiles that have opted out from a specific list, or all communications, will show an icon that signals they have opted out.

 

5.  Once you're completely done with this part of the wizard, click SAVE.

 


 

Email Event Data

You have created profiles, added their data into attributes and mapped their consent. What's left now is to add the campaign response data into the profiles as events:

Events are visitors' behavioural data. This data can be recorded from an online action like completing an online purchase, logging in, a page view, etc. or from an offline action like completing a purchase in a physical store and using their member's card or attending a seminar where they are required to check-in.

Same as with attributes, you may use event data to create segments in order to target profiles who have engaged with your brand via Pro sendings in the past.

 

1. Start by choosing the start date of the data you're migrating into APSIS One. By default, the Migration Wizard will migrate data that has been in your Pro account since 12 months back, up until 72 hours before your migration.

If you choose to have a recurring migration, your latest data will be updated in your next migration. This is part of the next step of the Wizard.

Click the checkbox next to Specify from date to define a different start date for your data transfer.

 

2. By default, the Wizard will migrate all your campaign response data into events. Click on Show advanced options to change this setting.

 

3. Check the boxes that apply to the sort of data you want to add or leave out of the migration:

Opens: The times the profiles opened an email you sent them.

Clicks: The times the profiles clicked a link on an email you sent them.

Sent, delivered and bounced: The delivery details of the profiles you sent an email to.

Migrate list opt-out: The moment the profiles opted out from your communications.

 

4. Done? Click SAVE.

 


 

Recurring Sync

Since your APSIS Pro account may still gather important data and may still be used simultaneously with your APSIS One account during your transition period, you may allow the Migration Wizard to migrate data periodically.

You will be able to pause and activate any migrations from your Account Settings.

 

1. Would you like to update subscriber data? Check the update mapped profile attributes box. Only attributes that you mapped in an earlier step of this wizard will be migrated.

 

2. Which subscriptions would you like to periodically update? Check the boxes that apply:

Opt-in mailing lists: As profiles opt-in, update their channel consent in APSIS One.

Opt-out mailing lists: If profiles opt-out, update their channel consent in APSIS One.

Opt-out all: If profiles opt-out from all communications, update their channel consent in APSIS One.

 

3. Should the Migration Wizard update profile events based on campaign response data? If yes, check the boxes that correspond with the type of data you want to migrate periodically:

Opens: The times the profiles opened an email you sent them.

Clicks: The times the profiles clicked a link on an email you sent them.

Sent, delivered and bounced: The delivery details of the profiles you sent an email to.

Migrate list opt-out: The moment the profiles opted out from your communications.

 

4. Done? Click SAVE.

 


 

Congratulations on completing your migration!

If you wish to migrate another Pro account, click Next Pro Account.

Otherwise, you may continue discovering APSIS One.

 


 

 

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