Change my migration request

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How do I change my migration request?

Introduction

The ability to change your migration request in ActiveCampaign is vital for ensuring that your transition to the platform meets your specific needs. This feature allows users to make necessary adjustments after a migration request has been submitted, thereby tailoring the process to better suit their business requirements. Understanding how to effectively change your migration request can streamline your onboarding experience and help you work more closely with ActiveCampaign’s specialists.

How to Access This Feature

To change your migration request, you will need to follow a specific set of steps which may involve submitting a form or collaborating directly with a Migration Specialist. These options will provide you with the necessary pathways to communicate your desired changes effectively.

Step-by-Step Instructions

Here are the steps required to change your migration request:

1. **Submit your changes to the Next Steps form**:

  - After submitting your initial migration request, you will receive the **Next Steps** form within 24-48 hours. 
  - Use this form to indicate the specific changes you would like to make regarding your migration request.
  - Once submitted, a Migration Specialist will review your changes and collaborate with you to implement them.

2. **Work with your assigned Migration Specialist**:

  - After receiving your completed **Next Steps** form, ActiveCampaign will assign you a Migration Specialist. 
  - This specialist will reach out to you to discuss your requests and ensure that your migration process aligns with your needs.

Configuration Options and Settings

While changing your migration request primarily involves communication through forms and specialists, the following options will be applicable during this process:

- Next Steps form: This form is crucial for submitting your change requests. - Migration Specialist: A dedicated professional will help you navigate your specific changes and facilitate the adjustment process.

Best Practices and Tips

To make the process of changing your migration request as smooth as possible, consider the following best practices:

- Be Clear and Concise: When filling out the **Next Steps** form, provide detailed yet straightforward descriptions of the changes you wish to make. This helps your Migration Specialist understand your requests quickly. - Follow Up Promptly: After submitting your changes, keep an eye out for communication from your Migration Specialist. Prompt responses can help avoid delays in your migration process. - Document Your Needs: Before submitting changes, take the time to document your objectives and desired outcomes from the migration. This can provide a clear reference for both you and your Migration Specialist.

Common Use Cases with Examples

Understanding practical scenarios where you may need to change your migration request can be helpful:

- **Updating Contact Lists**: If you realize that your original migration request did not include certain customer segments or contact lists, you can specify these additions through the **Next Steps** form. - **Adjusting Settings for User Groups**: If the roles or permissions for your user groups need to be revised based on your evolving business needs, communicate these changes through the change request process.

By anticipating these changes and using the outlined processes, you can effectively manage your migration experience.

Troubleshooting

If you encounter any issues while trying to change your migration request, consider the following troubleshooting tips:

- **Not Receiving the Next Steps Form**: If it has been more than 48 hours since your initial request and you have not received the **Next Steps** form, check your spam or junk email folders. If it's still missing, reach out to support for assistance. - **No Response from Migration Specialist**: If your assigned Migration Specialist isn't responding, ensure you have provided correct contact information in your forms. If problems persist, contact ActiveCampaign support.

FAQ

1. How long does it take to receive the Next Steps form?

You should receive the **Next Steps** form within 24-48 hours after your initial migration request has been submitted.

2. What should I do if I realize I need to make changes after the migration is complete?

If the migration is complete, contact your Migration Specialist to discuss any necessary adjustments.

3. Can I submit multiple changes at once?

Yes, you can indicate multiple changes on the **Next Steps** form; just ensure they are clearly detailed.

4. Are there limits to the types of changes I can request?

While most changes can be accommodated, specific limits may apply depending on your original request and the migration complexity.

5. How do I know who my assigned Migration Specialist is?

Your Migration Specialist will reach out to you after you submit your **Next Steps** form.

6. What if I don't have any changes to make?

If you have no changes to request, simply inform your Migration Specialist that the original plan stands.

7. Can I chat with my Migration Specialist?

Yes, your Migration Specialist can communicate with you via email or set up a call, based on your preference.

By following these guidelines on how to change your migration request, you will be in a better position to facilitate a smoother migration experience with ActiveCampaign. ```