program migration

Navigate customer platform changes with confidence.

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we know.

migrating engagement platforms is a pain in the @$$!

A platform change is an opportunity to reenergize your program and audience. But do it poorly, and you’ll have exactly the opposite effect. 

Captivate helps organizations create a seamless experience for customers as you make tricky platform changes. Our expertise, methods and planning resources help ensure a successful and (almost) painless migration - for customers and for you. 
Switching CMA platforms the Captivate way

Whether you're looking to make a vendor change or sunsetting your program entirely, our CMA platform experts will make sure it's done right.

Discovery

We'll dive right into learning the ins and outs of your current program strategy, setup, and membership.
What's included:
  • Our comprehensive questionnaire to jumpstart the planning process
  • Your personalized discovery Session to help us understand where you are, where you're going, and key migration decisions

Strategy

You'll receive a customized Program Migration Plan that covers all the moving parts of a successful platform shutdown.
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What's included:
  • Your member strategy and segments
  • Key migration messaging
  • Decisions for handling legacy status and rewards
  • Full comms plan for getting the word out

Enablement

Next, you'll receive your Operational Plan—a step-by-step checklist of every action necessary for migrating or sunsetting your program.

What's included:
  • Your detailed task list for moving off your current platform
  • Project overview including dynamic progress tracker
  • Easily updated project timeline, due dates and task owners
"Thanks to their expertise, guidance, and support, I felt confident migrating off of Influitive to offer an overall better advocacy experience for our customers going forward.”

Jenni Adair

Head of Customer Advocacy
Commvault

need to move, but don't know where to start?

If you aren’t ready for a Program Migration Plan because you haven’t decided your next platform partner, don’t worry. We’ve got you.

Platform Selection Recommendations
Platform Selection Management
Why organizations rely on Captivate

Our collective experience helping hundreds of organizations launch customer engagement programs means we’re ready to ensure your migration is not only smooth but a key opportunity for program growth and revitalization. 

Captivate is here to help you navigate this critical and exciting phase with complete confidence.

start your migration planning

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