Migration to the new Topics version

Migration to the new Topic version

We've updated the Topic management system and implemented some important changes, such as the following:
  1. Topic Management will be mandatory for all organizations.
  2. In the new version of topics, contacts are directly associated with topics, whereas,  in the old version lists were associated with topics.
  3. It is mandatory to select a topic to send an email campaign.
  4. Emails will be sent to contacts associated with the selected topic. The email will only be delivered to contacts associated with a topic
  5. A mailing list can contain contacts mapped to different topics.
  6. When contacts choose to unsubscribe, they will be unsubscribed from the organization. If they choose to receive certain email campaigns on certain topics, they can do so under Manage Preferences.  
For a better understanding of Topics and the changes associated with the update, please read this document.
Note: You need to migrate to the new Topics version before migrating to the new CRM sync setup.

How to migrate to the new Topics version

  1. Click Migrate Now from the Dashboard alert.
  2. Read through all the changes that will happen in the latest version carefully to be prepared. Click Proceed.
    migration popup

 During the migration,

Please note that once you begin the migration, the following things will be true:
  1. New Topics cannot be created during migration.
  2. Mailing lists involved in the migration will be locked during the migration, which means email campaigns can't be sent and bulk operations can't be performed.
  3. Consent Emails already configured will be stopped.
  4. All Topics will be enabled after migration by default.

 Best practices for topic creation   

  1. Classify topics under relevant products or brands. This will provide better clarity to your contacts while subscribing.
  2. The topic name should be simple and clear. You can come up with interesting ways to name them, but the names should not be misleading.
  3. Add a brief description for all of your topics. This helps your contacts understand exactly what the topic covers.
  4. You can create lists for internal use and classification of contacts. Avoid creating topics for such purposes.
  5. Maintain a minimum number of topics under each brand. It helps your contacts to manage their preferences easily.
  1. It's better not to have the same name for topics and mailing lists, for the following reasons:
    1. Lists are for internal use, whereas topics will be viewed by your contacts. The name of the topic should explain the purpose and context of emails that you will send.
    2. The same name for topic and a mailing list might confuse you.

Assign topics to existing contacts  

  1. From the Navigation toolbar, click Contacts.
  2. Click All Contacts.
    all contacts
  3. Select the necessary contacts.
  4. Click Assign Topics.
    Assign Topics.
  5. Select the topics to be associated with the selected contacts and click Save.Assign Topics popup
Click here to learn how to associate your contacts with suitable topics. 

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