Migrating to Reteno
The main challenge when changing a marketing platform is to make the migration process easy, safe, and headache-free. You must ensure accurate data transfer while maintaining its integrity and minimizing disruption.
We provide you with the solution with a minimum of your involvement. Our dedicated integration team takes all the hard work out of developing a migration plan and transferring data from any platform to Reteno.
Do you want us to manage your migration?
Email us at [email protected] and we’ll transfer you from any vendor in a snap!
Let’s look at what the process looks like.
Preliminary Migration Stages
| Migration Stages | Description | Responsible |
|---|---|---|
| 1. Initial system check | Analyzing your marketing processes. | Carried out by Reteno |
| 2. Developing a migration plan | Ensuring a smooth transition with minimal disruption to ongoing marketing activities. | Carried out by Reteno |
| 3. Reteno's SDK installation | Integrating SDK into your app. | Carried out by the client |
Main Migration Stages
| Migration Stages | Description | Responsible |
|---|---|---|
| 1. General account settings transfer | General account settings could include information about your time zone and language, a list of organization managers, and so on. | Carried out by Reteno with the client's assistance |
| 2. Contact base transfer | We import your current users and their activity data into Reteno as a file or by API. | Carried out by Reteno |
| 3. Moving segments | Based on transferred users’ data , we create the same segments in Reteno that you have on your current platform. | Carried out by Reteno |
| 4. Channels settings transfer | Channel settings could include Firebase integration (for pushes), digital domain signatures (for emails), sender name (for SMS), etc. | Carried out by Reteno with the client's assistance |
| 5. Event transfer | We help you to import a history of any events you want to use for advanced segmentation. | Carried out by the client with Reteno's assistance |
| 6. Workflow transfer | Our specialists reconstruct in Reteno workflows you have used before . | Carried out by Reteno |
| 7. Templates & messages transfer | We transfer messages as HTML code where it is possible or create their copies from scratch where it is needed. | Carried out by Reteno |
| 8. Testing | In the final step, we test the correctness of integrations together and fix all found issues so you can start to form users’ addiction to your app with Reteno. | Done on both the client and Reteno sides |
Updated 4 months ago