The options presented below are intended to help expedite the migration process from the IRIS perspective. These will allow you to switch existing IRIS efforts from OPIUM funnels to WMC journeys more efficiently. All required OPIUM content will still need to be built in WMC.

Option	Description	Ideal If You…	Pros	Cons

Option	Description	Ideal If You…	Pros	Cons
1	Create replica journeys in WMC Bulk update domains	Have a lot of efforts/don’t want to update every effort Have a lot of offers/don’t want to update the offers in IRIS	Less updates in IRIS Don’t need to update the domain of every single effort No downtime with the transition from OPIUM to WMC	Discovery/QA required upfront Need to review all the efforts tied to the domain/item and coordinate creation of WMC journeys before making any domain changes Potential for mismatched domains as part of bulk change Would need to be sure that all the journeys tied to the efforts with this assigned domain have been set up in WMC with the SAME URL nickname that was used in OPIUM. If something doesn’t exist, there will be an error
2	Create journeys in WMC Retire OPIUM offers in IRIS Redirect to WMC journey Bulk update domains	Have a lot of efforts/don’t want to update every effort Don’t want to use the same offer and set up a journey that has an identical url nickname in WMC as OPIUM	Less updates in IRIS Don’t need to update the domain of every single effort	May be some down time for the order forms between retiring the offers and switching the domains – should be minimal Discovery/QA required upfront Need to review all the efforts tied to the domain/item and coordinate creation of WMC journeys before making any domain changes
3	Update domains on the individual effort level	Don’t want to do a lot of discovery/QA upfront to organize what you’re going to migrate Note: Most manual option	Don’t need to worry about mismatched domains as part of a bulk change – won’t be editing the domain configurations in IRIS Less discovery/QA upfront	More IRIS work - need to update each individual effort Note: same amount of work in WMC as options 1 and 2

Option 1: Create replica journeys in WMC and Bulk update domains

Process:

Decide what domains you’re going to tackle – compile a list of all url nicknames associated with that domain
- Take inventory of anything that doesn’t need to be moved over so you’re only moving what’s necessary
Create WMC journeys (with the SAME url nickname as in OPIUM) to replace OPIUM efforts*
- Typically, the url nickname in IRIS for an OPIUM offer only references the beginning of the sales funnel. From there, links are included in the html to incorporate cross sells, upsells, dependent content, etc.
- Unlike OPIUM, WMC journeys will include ALL the components of an offer
- IMPT: When creating the replacement WMC journey you will want the url nickname name to match the url nickname assigned to the actual offer in IRIS BUT it should include all the components that were included in OPIUM – not just the initial offer but cross-sells, upsells, etc.

Before updating domains (below) make sure all necessary WMC journeys have been created!

Update domains. There are two primary options for bulk updating domains:
- Option 1: Edit actual domain in IRIS (manage – domains) so that it points to a WMC domain
  - Good option if you don’t have default domains assigned at the item level
  - Steps:
  - Edit order from url
  - No change to:
    - Name
    - Promotion URL
    - External promo url
- Option 2: Edit default configuration on the item level so that it points to a WMC domain – this will update all efforts where that is the main item
  - Good option if you:
    - Have default domains assigned at the item level AND
    - Have 1:1 relationship between the item and domain
      - If you have multiple domains per item, then additional adjustments will need to be made for bulk update to be successful – and option 1 may be more ideal. Reach out to your CSP to get more information on the additional adjustments.
  - Steps:
    - Edit the default configuration on the item level so that it points to selected WMC domain
    - This will automatically update all efforts where that is the main item

Note:

If journeys created in WMC to replace OPIUM efforts do not have the correct domain set in WMC (must match IRIS domain) there will be an error
If there are alternative order form urls tied to a domain (aside from the default order form) then we would need to either remove or update those as well
- Based on discovery, very few current examples of this

Option 2: Create journeys in WMC, Retire OPIUM offers in IRIS, Redirect to WMC journey and Bulk update domains

Process:

Decide what domains you’re going to tackle
Create WMC journeys to replace OPIUM efforts (names irrelevant)
- When taking inventory of what you need to create, keep in mind:
  - The url nickname in IRIS for an OPIUM offer typically only references the beginning of the sales funnel. From there, links are included in the html to incorporate cross sells, upsells, dependent content, etc.
  - Unlike OPIUM, WMC journeys will include ALL the components of an offer
Retire the OPIUM offer in IRIS and select desired WMC journey name/url nickname
- Note: you can set an expiration date in the future, so you’ll want to coordinate that with the date and time you’re planning to switch over the domain to limit downtime
- IMPT: You’ll need to make sure all applicable WMC journeys are created, and all OPIUM offers are set to expire BEFORE updating the domain

Update domains. There are two primary options for bulk updating domains:
- Option 1: Edit actual domain in IRIS (manage – domains) so that it points to a WMC domain
  - Good option if you don’t have default domains assigned at the item level
  - Steps:
    - Edit order from url
    - No change to:
      - Name
      - Promotion URL
      - External promo url
- Option 2: Edit default configuration on the item level so that it points to a WMC domain – this will update all efforts where that is the main item
  - Good option if you:
    - Have default domains assigned at the item level AND
    - Have 1:1 relationship between the item and domain
      - If you have multiple domains per item, then additional adjustments will need to be made for bulk update to be successful – and option 1 may be more ideal. Reach out to your CSP to get more information on the additional adjustments.
  - Steps:
    - Edit the default configuration on the item level so that it points to selected WMC domain
    - This will automatically update all efforts where that is the main item

Option 3: Update domains on the individual effort level

Process:

Create WMC journeys to replace OPIUM efforts
- If you don’t want to update the offer in IRIS then
  - Create WMC journeys with the SAME url nickname as in OPIUM to replace OPIUM efforts
- If you don’t want to use the same offer and set up a journey that has an identical url nickname in WMC as OPIUM then
  - Create WMC journeys to replace OPIUM efforts (names irrelevant)
  - Retire the OPIUM offer in IRIS and select desired WMC journey name/url nickname
Edit effort and update domain configuration to correct WMC domain

Virtual Agent Knowledge Base

OPIUM to WMC Migration Options

Option 1: Create replica journeys in WMC and Bulk update domains

Process:

Option 2: Create journeys in WMC, Retire OPIUM offers in IRIS, Redirect to WMC journey and Bulk update domains

Process:

Option 3: Update domains on the individual effort level

Process: