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      Website Migration and Deactivation Process

      This article outlines the steps for migrating a website from 2.0 to 3.0, deactivating associated services, and completing necessary configurations during the migration process.

      1. Publish the Website on the Domain

      • Step 1: Ensure the website is ready to go live on the new domain.

      • Step 2: Add all necessary DNS resource records to the domain's DNS settings.

        • Note: If the domain is registered with Enom:
          • Action: Add the domain to CloudFlare and send Wendy the assigned CloudFlare Nameservers with a request to transfer the domain to CloudFlare.
      • Step 3: Publish the new Website

      2. Deactivate Social Media Posts

      • Action: Log into the 2.0 platform.
      • Step 1: Go to the Social Media settings.
      • Step 2: Deactivate any scheduled or automatic posts.

      3. Deactivate the Monthly Newsletter

      • Step 1: Navigate to the newsletter settings in 2.0.
      • Action:
        • Uncheck the box to send the monthly newsletter.
        • Check the box to pause all outgoing communications.

      4. Turn Off All Services

      • Action: Deactivate all services associated with the 2.0 website platform.

      5. Deactivate the Domain

      • Step 1: In the domain settings, change the "Domain Active" and "SSL" buttons to "No."

      6. Obtain Domain ID for Migration

      • Action: Retrieve the Domain ID to be used for data migration to 3.0.

      7. Locate Account in 3.0 to Start Migration

      • Step 1: Log into the 3.0 platform.
      • Step 2: Locate the corresponding account for migration.

      8. Begin Migration

      • Action:
        • Click on the “Change” button.
        • Enter the Domain ID.
        • Uncheck the “Sync Leads” box to avoid syncing leads during migration.

      9. Setup 3.0 Monthly Newsletter

      • Step 1: Navigate to the Newsletter settings in 3.0.
      • Step 2: Set up and configure the monthly newsletter for the 3.0 platform.

      10. Integrate TaxBuzz and CountingWorks Profiles to 3.0

      • Step 1: Navigate to Integrations > New Integration.
      • Step 2: Search for TaxBuzz and CountingWorks accounts to integrate with the 3.0 platform.


      10a. Activate Ai SmartBot

      • Step 1: Click on Create
      • Step 2: Give Bot a Name: ex. Website SmartBot
      • Step 3: Enter a Phone number > Select a Website > Toggle Ai Ask Me Button to On
      • Step 4: Header Title: FAQs > Header Description: Frequently Asked Questions > Message: Type your questions here.
      • Step 5: Save

      11. Update the Migration Spreadsheet

      • Action: Open the 2 to 3 migration spreadsheet.
        • Link: Migration Spreadsheet
        • Step 1: Check off the completed steps as you move through the migration process.

      12. Send the Customer the "Next Steps" Email

      • Action: Once all steps are completed, send the customer the appropriate "Next Steps/Congratulations" email outlining what to expect next in the process.

      13. Update the Ticket Status in HubSpot

      • Action: After the migration is complete and confirmed, update the ticket status in HubSpot to “Launch Complete.”

      Summary:

      By following these steps, you will successfully migrate the website, deactivate all associated services, and complete the necessary configurations in the new 3.0 platform. Make sure to track the process in the migration spreadsheet and communicate the next steps to the customer to keep them informed.