The release of Folloze Buyer Experience Platform 3.0 unlocks powerful design tools and data insights to easily create content-rich, relevant experiences for an engaging and connected buyer journey. To ensure your upgrade goes smoothly, and that you reap all of the benefits of the new features, your Folloze Upgrade Team put together this list to help you get answers to common questions and concerns. Of course, don’t hesitate to reach out to your Customer Success representative at any time during or after your upgrade. We’re here to help!
U3 reinvents the Designer Tab section of boards on Folloze. It does not impact the other portions of boards (analytics, settings, etc.)
What is changing in the new version of the Folloze Buyer Experience Platform?
Folloze Buyer Experience Platform 3.0 offers enhanced design options and therefore, the user interface of the Designer Tab will look different to include those enhancements. Clicking the Designer Tab will take you to a full-screen, editable version of the board. Edits to the board will be saved automatically as a draft and must be published in order to be visible to external viewers.
We are also enhancing our board creation process by providing templates/options to begin a board build.
How do I use Folloze Buyer Experience Platform 3.0?
All users will be able to log in and access Boards as before. There will be webinars, videos, and in-app guides to help acquaint you with the upgraded version, and to support you with best practices as you begin using all of the new features and tools. You can find quick links to helpful resources here.
What do I (the customer) need to do to facilitate my upgrade?
There will be little to no action needed from customers. If your Folloze instance has additional branding or customizations, we will be reaching out to review the details before your upgrade begins.
How long will my upgrade take?
The upgrade will take anywhere from 1-2 weeks, depending on your board/campaign instances, and specific needs. Clients with highly customized layouts (fonts, custom buttons, etc.) will require two full weeks.
Will there be any downtime during my upgrade and, if so, when will it occur?
There may be a short period of time when you cannot access the platform while your user is being upgraded, however, we will make every effort to ensure this occurs outside of your business hours and we will communicate any expected downtime in advance.
Can I continue to build Boards and campaigns during the upgrade process and immediately after it’s complete?
Yes. You will be able to edit your Boards and send campaigns out during the upgrade process. Once users have been upgraded, you will have access to build Boards and set up campaigns in the upgraded platform immediately. Any direct/potential impact to your previously created Boards will be clearly communicated to you during the upgrade process. We encourage you to get started building Boards as soon as your upgrade is complete to start reaping the benefits of all of the powerful enhancements.
How will my live Boards be impacted by the upgrade?
Live Boards will remain available any associated campaigns, tracking, etc. will continue to work as they have in the past.
Will my Board links stay the same?
Yes. Board links and vanity URLs will remain the same throughout the upgrade process and after it’s complete.
Will branding on my existing Boards stay the same?
Yes. During the upgrade your boards will remain exactly the same. We will work to ensure board branding (fonts, theme, colors, etc.) remain as visually as similar as possible after the upgrade. In most cases boards will not be noticeably different to viewers.
Will my Board and campaign data remain and will I be able to access it right away?
Yes. All of your Board and campaign data will be available throughout the upgrade process. This data can be accessed just as before — via board analytics (aka the Pulse Tab or the Reporting Tab).
Will there be an impact to analytics?
No. Your Board analytics will remain visible in the same locations as the previous version, and will continue to gather data once upgraded. Any direct/potential impact to your Boards will be explicitly communicated to you during the upgrade process.
What will happen to my custom scripts?
Reviewing your custom scripts will be part of the upgrade process:
- Tracking/Bot scripts will remain as-is, and users with Company Admin access will be able to make edits to those just as before.
- If you have scripts that directly impact Board UI, we will work with you to best replicate them within Folloze Buyer Experience Platform 3.0. The upgrade greatly enhances design capabilities and will make many brand and design-related customizations available within the Design Tab.
Will embedded Boards be affected and will there be any downtime?
No. Like all of your Boards, embedded Boards will remain active and no downtime should occur.
Will any of my tech integrations be impacted?
No. Complementary integration without disruption is always a priority for Folloze, and Folloze Buyer Experience Platform 3.0 will not cause disruptions to any of your integrations.
Will the upgrade impact users on my sales team?
No. Sales team users will have the same access and ability to review Boards and approve campaign sends as they did prior to the upgrade.
Who do I contact if I have issues or problems during or after my upgrade?
Please reach out to the Upgrade Team (upgrades@folloze.com) if you have a question regarding the upgrade process.