Website transition is the process of moving a website to a new platform or updating its core functionalities to ensure everything continues to work seamlessly. This process ensures that all Insider One integrations on your website, such as payment methods, add-to-cart functionality, and purchase confirmation tracking, remain fully operational after the transition.
Key areas covered during transition include:
Insider One script integration
Purchase tracking (Revenue)
Multi-domain, language, and currency settings
Add-to-cart functionality
The transition process consists of five phases:
Phase 1: Initial communication
This phase begins when you create a transition ticket. The Insider One team will reach out to collect the following information:
Planned transition date
Whether a UAT (test) environment is available (if required)
Details on any frontend (UI) and backend (if any) changes
Whether there is a domain change
Whether campaign transition support is needed
Phase 2: Integration and technical verification
This phase ensures that all Insider One integrations are correctly implemented on your new website.
Unless your setup requires otherwise, integrations should be done using the Web SDK. The Insider One team will advise on the best approach for your specific case.
Integrations to complete
The following integrations need to be in place on your new website:
Insider Tag integration
Web SDK integration
Product Catalog integration (if your product catalog is changing)
Web Push Service Worker integration (if you have the Web Push product)
Platform Note:
Integration steps may vary depending on your platform. For example, if you are using a platform like Shopify, the Insider One team will provide you the platform-specific documentation after you create the transition ticket.
Verification
UAT environment available (if required): The support team verifies integrations on your test environment before go-live.
No UAT environment: Integrations are verified directly on the live site after the transition.
Integrations verified: The process moves to Phase 3.
Issues found: The support team provides detailed feedback and guides you through resolving any errors using official documentation. The process continues once all integrations are confirmed.
Phase 3: Site mapping
Once integrations are verified, the Insider One team maps your new website structure so the Insider One platform can correctly identify your key pages, such as product pages, category pages, cart, and order confirmation. The Insider One team will ask you to fill out a spreadsheet via ticket.
Campaign transition can begin only after website mapping is fully completed and deployed.
Phase 4: Campaign transition
Once Phase 3 is complete, the Insider One team will work with you to transition your existing campaigns to the new site.
Why are campaigns affected?
When your website structure changes, existing Insider One campaigns may break because they reference your previous website's structure. Since this is caused by changes on your end rather than the Insider One platform, the transition effort is calculated under PSL (Partner Service Level) terms. If you want, you can check your campaigns on your side without using PSL limits.
The campaign transition steps are:
1. Campaign List
The Insider One team will ask you to fill in a spreadsheet with all the campaigns you want to transition.
2. Effort Analysis
The Insider One team reviews each campaign and calculates the estimated effort and any associated costs. Then, it is shared with your account director.
3. Approval
Your Account Director shares the scope, costs, and campaign transition timeline for approval before any work begins.
4. Transition
If the decision is
Approved, the Insider One team transitions your campaigns within the agreed timeline.
Not approved, you can open a separate support ticket to request any other campaign adjustments as needed, independent of the transition process. Or you can check campaigns on your side without using PSL limits.
Phase 5: Finalization
Once all parties confirm that the transition is complete, the Insider One team will notify you and close the ticket.
Process summary:
Ticket Opened
↓
Phase 1: Initial communication
→ Insider One team collects transition details
↓
Phase 2: Integration verification
→ website verification
→ If issues: feedback and resolution
↓
Phase 3: Site mapping
→ Key pages mapped on the new site
↓
Phase 4: Campaign transition
→ Campaign list → Effort analysis → Approval → Transition
↓
Phase 5: Finalization
→ Confirmation and ticket closure
For the IP whitelisting details to allow Insider One to verify and test integrations on your site, reach out to the Insider One team.
FAQs
Q: Do product IDs need to change during transition?
A: If your product IDs remain the same, no changes to the XML or Catalog integration are needed. If any issues arise, the Insider One team will handle them in collaboration with you.
Q: Why is the payment method check important?
A: Verifying the payment method ensures that purchase-related rules continue to work correctly after the transition. This may involve coupon codes or account-based authorization.
Q: When is additional support required for site mapping?
A: For more complex website architectures or custom setups, the Insider One team may bring in additional technical resources to ensure the mapping is completed accurately.
Q: What if my campaigns are not transitioned by Insider One?
A: You can open a separate support ticket to request any campaign adjustments as needed, independent of the overall transition process. These tickets will use PSL limits.