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SOFTSWISS’ Checklist for Smooth Affiliate Marketing Platform Migration

SOFTSWISS’ Checklist for Smooth Affiliate Marketing Platform Migration
SOFTSWISS’ Checklist for Smooth Affiliate Marketing Platform Migration

Enhanced features, improved security, and reduced costs are driving factors for switching affiliate marketing platforms. Affilka by SOFTSWISS, a prominent affiliate tracking software provider, offers insights for a seamless migration process.

Affilka by SOFTSWISS has crafted a checklist to simplify and secure the migration process, ensuring smooth collaboration with a new software provider.

Pre-Migration

During this phase, setting goals, selecting data, and addressing communication are crucial. The Affilka by SOFTSWISS team advises operators to begin by:

  • Defining the objectives and desired outcomes of the migration, along with key metrics to monitor throughout the process.
  • Identifying specific data to be transferred, such as player and partner histories.
  • Designating a team member to facilitate communication with the platform provider's specialists.

Migration

Key tasks during migration include keeping all stakeholders informed, preparing mapping files, and configuring the system. The steps to follow are:

  • Notifying all stakeholders about the migration timeline, schedule, and any potential downtime.
  • Gathering and formatting all necessary mapping files to meet the new platform’s requirements, ensuring data is clean, accurate, and current.
  • Setting up the new platform, including commission plans and referral links, to ensure proper integration with other systems.

Post-Migration

Post-migration activities focus on effective communication with affiliates, organizing training, and monitoring the system. Affilka by SOFTSWISS recommends:

  • Informing affiliates about the migration so they can update their referral links promptly, reducing the need for additional player migrations.
  • Conducting training sessions for affiliates and operators, and providing comprehensive guides and resources to support ongoing operations.
  • Monitoring the new system for any issues and gathering feedback from affiliates and staff to identify areas for improvement.

Following these steps will help ensure a successful migration, minimizing disruptions and maximizing the benefits of the new platform.

Anastasia Borovaya, Head of Affilka by SOFTSWISS, explains:

“The migration timeframe depends on how quickly the client prepares the mapping files. More data means a longer process, but it typically takes a few weeks for preparation and a few hours for migration to the production environment. Quick and clear communication with the client's team is essential for a successful migration. When the client responds promptly and clearly, the migration progresses smoothly as planned.”

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