This document gives instructions on how to migrate from another service to Acquia Optimize.

First Steps¶

1. Inform stakeholders: It is important to notify your organizations about Acquia Optimize and what it can help with. 
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2. Create Domains: See the User Guide Article: Configure Domains.
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3. Policies: See the Acquia Optimize user guide articles for full instructions about policies:
   • Configure Policies
   • Policies: Pre-made
   • Policies: CSS Selectors
   • Policies: Links
   • Policies: Titles
   • Policies: Placeholder text
   • Policies: U.S. Telephone Numbers.
4. Install the Acquia Optimize script: See the Acquia Optimize user guide article: Add the Acquia Optimize Script.
5. Set up a training session for your stakeholders: See the Acquia Optimize user guide article: Acquia Optimize Training and Support.

Create Groups¶

Create domain groups manually or provide an export for Acquia Optimize to upload. 
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To do a bulk transfer of groups:

• Export your groups. The export should look something like this:

  
• Prepare the file and send it to Acquia Optimize in an Excel, Google Sheets, or .csv file. The following fields are the ones that need to be in the .csv upload to Acquia Optimize:
  • Group Name --> Group Name
  • Match Type --> URL
  • Match Type --> That “contains, exactly...”
  • Match Conditions --> Match Rule
  • True/False --> Included/Excluded

For more information, see the following User Guide articles:

• Create and Configure Groups
• Create a Domain Group Based on Labels.

Create Users¶

This section gives instructions on how to add new users and assign them to domain groups.

1. Export the user list from your current system.
2. Do a bulk import of the users to Acquia Optimize.
   • Convert the user list to a .CSV file format. You may need to contact the service provider directly for help if you cannot export your user list.
   • The .CSV must include the following fields (password is optional):
     • Email
     • First Name
     • Last Name
     • Password (optional)
     • Administrator status (Yes or No only).

For more information, see also the User Guide articles:

• Configure Users
• User Roles.

Create Dictionary¶

Export your dictionary and send it to Acquia Optimize in an Excel, Google Sheets, or .csv file with the following three column headers:

• Word: The word to add to the dictionary.
• Decision: Specify if the word is Approved for Siteor Dictionary.
• Language: The language that the words should be added to (for example, American English, Spanish (Spain), etc.).
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  ​Note: if the sheet contains multiple languages to import, please create a new sheet for each language.
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  Example of a Dictionary input file and another file for a new language.

Example 2

Create Misspellings List¶

Similar to the Dictionary export, do an export for the misspelled words list and send it to Acquia Optimize in an Excel, Google Sheets, or .csv file with the following three column headers:

• Word: The word to add to the Confirmed Spelling Errors list.
• Decision: Specify that the word is a Misspelling.
• Language: The language that the words should be added to (for example, American English, Spanish (Spain), etc.).

Note, if the sheet contains multiple languages to import, create a new sheet for each language.

Example of a Confirmed Spelling Errors input file:

Provide an exported CSV file for these exports to your launch manager.

For more information about these topics, see the user guide article:

Get Started with Monsido.

Additional Resources¶