Migration Checklist for Affiliate Marketing Platforms

Migrating to a new affiliate marketing platform can offer enhanced features, stronger security, and lower costs. To ensure a seamless transition, Affilka shares a comprehensive checklist for a smooth migration process.

Pre-Migration Stage

Setting clear goals, selecting the right data, and establishing effective communication are critical at this stage. Affilka’s team recommends the following steps:

• Define Objectives and Metrics: Clarify the desired outcomes and identify key metrics to track before, during, and after the migration.
  
• Determine Data to Migrate: Decide which specific data, such as player and partner history, needs to be migrated.
• Assign a Point of Contact: Designate a dedicated person within your team to facilitate communication with the new platform provider.

Migration Stage

During the migration, it is essential to keep all stakeholders informed and ensure data accuracy. Key actions include:

• Inform Stakeholders: Communicate the migration schedule, timeline, and any potential downtime to all stakeholders.
• Prepare Mapping Files: Collect and format necessary mapping files according to the new platform’s requirements, ensuring data cleanliness and accuracy.
• Configure Platform Settings: Set up the new platform, including commission plans and referral links, to ensure proper integration with other systems.

Post-Migration Stage

Effective communication, training, and monitoring are crucial for post-migration success. Affilka advises the following steps:

• Notify Affiliates: Inform affiliates about the migration to allow them to update their referral links, minimising the need for additional player migrations.
• Offer Training: Provide training sessions for affiliates and operator personnel, along with comprehensive guides and resources to facilitate operations on the new platform.
• Monitor and Gather Feedback: Keep an eye on the system for any post-migration issues and collect feedback from affiliates and staff to identify areas for improvement.

Implementing these steps helps ensure a successful migration, minimising disruptions and maximising the benefits of the new system.

Anastasia Borovaya, Head of Affilka, notes: “The duration of the migration largely depends on the speed at which the client prepares the mapping files. The more data there is, the longer the preparation phase, which typically spans a few weeks. However, the actual migration to the production environment usually takes just a few hours. Effective and clear communication with the client’s team is crucial. When the client responds promptly and clearly, the migration process proceeds smoothly and as scheduled.”