This knowledge article provides step-by-step instructions on how to migrate from Zipwhip to Heymarket. By following these instructions, you can ensure a smooth and efficient transition while preserving important data and maintaining uninterrupted communication with your customers. Let's get started!
Before initiating the migration process, please gather the following information:
1. LOA (Letter of Authorization):
- Obtain the LOA document required to authorize the transfer of your phone number(s) from Zipwhip to Heymarket. Ensure the document is complete and accurate to avoid delays.
2. 10DLC Confirmation:
- Verify that you have completed your 10DLC registration. This can be done by logging onto your Heymarket account and going to the 10DLC tab in the administration center
3. Zipwhip Master Credentials:
- Collect your Zipwhip master credentials, including the username and password, to access your Zipwhip account. These credentials will be needed during the migration process.
4. Customer's Zipwhip Username and Password:
- Request the customer's Zipwhip username and password. You will need the username associated with the phone number, which can be found at the top right corner of the Zipwhip portal.
Step 1: Prepare for Migration
1. Familiarize yourself with the features and functionality of Heymarket by exploring the platform and reviewing the documentation provided.
Step 2: Set Up Heymarket Account
1. Visit the Heymarket website (https://app.heymarket.com) and sign up for an account if you haven't already done so.
2. Complete the necessary setup steps within Heymarket, such as verifying your email address and configuring your account settings.
Step 3: Contact Heymarket Team
1. Reach out to Heymarket's team to initiate the migration process. Provide them with the LOA document and any other required information.
2. While on a call with a Heymarket team member, provide your Zipwhip master credentials and the customer's Zipwhip username and password. This information will be used to access the necessary data for migration.
Step 4: Migration Execution
1. Once Heymarket support has gathered the required information, they will initiate the migration process on your behalf.
2. Heymarket will migrate your contacts, messaging history, lists, and templates from Zipwhip to the Heymarket platform. This process may take some time, depending on the amount of data being transferred.
Step 5: Verify Migration Completion
1. After the migration is complete, Heymarket support will notify you. It is essential to perform thorough testing to ensure all data has been successfully migrated.
2. Verify that your contacts, messaging history, lists, and templates have been transferred accurately in Heymarket.
3. Test messaging functionality to confirm that you can send and receive messages using Heymarket without any issues.
Step 6: Transition to Heymarket
1. Once you have confirmed the successful migration and tested Heymarket's functionality, inform your team and relevant stakeholders about the switch to Heymarket as your primary platform.
2. Communicate any necessary changes to your customers, informing them of the new platform and providing them with the relevant contact information.
Note: Data Retention in Zipwhip
Please be aware that once you cancel your Zipwhip account, you will not be able to access any information after 30 days. Therefore, it is crucial to ensure a smooth migration and thoroughly test Heymarket's functionality before canceling your Zipwhip account.
By following the steps outlined in this knowledge article, you can successfully migrate from Zipwhip to HeyMarket