Play Training
Prepare for Migration
Number of Guide Steps: 4
This guide will ensure you've thought through your approach to migration from Vision 4.0 to VX.
- 1. Choose a Migration Date
- 2. Backup Vision 4.0 Analytics Data / Reports
- 3. Alert Your Sales Enablement Team
- 4. Follow The Migration Steps Outlined in This Course
Choose a Migration Date.
It's required that decide on a date in which the campaign will end in Vision 4.0 and begin in VX. This is typically in most cases, the 1st day of the month (not the first day of our billing period). Decide on a date and work towards it.
Backup Vision 4.0 Analytics Data / Reports.
When you migrate to Vision VX, all reporting will move into TapClicks and out of Vision Analytics. It's recommended to download a copy of all reporting from Vision Analytics as a backup.
Migrated PPC and Social campaigns will have their history removed from Vision Analytics. We can't control this, so you need to plan around it.
Display/Video/OTT/Streaming/Mobile will remain in Vision analytics for historical data (pre-migration only).
Alert Your Sales Enablement Team.
It's a good idea to let your Sales Enablement team know your migrating, as they can help you during the process.
Follow The Migration Steps Outlined in This Course.
Pay special attention to the instructions we've supplied in the following guides.
Please reach out to us if you have questions help@visionvx.com
