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Migrating Users to a New Product

Bartosz Olchówka in Business, on January 23, 2014

How to migrate users to a new version

We have been maintaining two versions of the same product for 11 months. We’ve managed to convert 66% of our customers to the new product. I’d like to share with you our experience of migrating the customers to the new product.

Users hate big changes

We knew that the new product is more efficient and easier to use so we pressed our users to migrate to the new version. But there was a problem with that: users hate big changes, no matter good or bad. Whenever you release your next big thing, you must be prepared for a harsh reception.

Releasing a new product is not the end of the story. Don’t diminish the importance of helping your users with adapting to the changes. Users need time to get used to them.

They will have lots of questions down the road:

  • Will I need to install the new version once again?
  • Will my team mates be informed about the changes?
  • Will any features be removed?
  • Will the price of the product change?

It’s your job to dispel your users’ doubts. There are many effective ways to do that.

Know the value of your home page

You may want to publish information about your update right away on your website home page. WHMCS.com had that idea:

Your homepage is not the best place for new version information Your website home page does not seem to be a good place to inform about your big product update in the first place.

I don’t think it’s a good concept, though. If you think about a visitor that enters your home page, it’s probably a newcomer that wants to know more about your product in general. He doesn’t care if it’s version 5.2 or 1.4.7 - he just wants have his problem solved.

We chose another strategy. We have released a brand-new website and funneled all new trials right into the new product. They did not even know that a product is 1-day old. No flashy headlines, no “Brand New!” whoops.

We haven’t yet notified customers of the old product about the change. This gave us some time to receive feedback from trial users and fix a number of bugs. We wanted to prevent our long-term clients from being early adopters of the new, buggy product and give them a polished one a few months later.

Product adoption cycle

After a few months, we decided to start to migrate users to the new product. We didn’t want to force the migration on all customers, though. Some of them wanted to do it right away, while others needed more time.

Product adoption cycle Different customers have different attitudes. Your product launch cycle should be performed accordingly. (via Wikipedia)

We started to give our customers as much information about the changes as possible. It was targeted at our early adopters and it made them upgrade their products without a hassle.

Explain what will change

Different people have different needs and expectations from your new product. Writing a few words about the product is definitely not enough. We tried to gain the customers’ confidence with a clear, detailed article on upcoming changes.

Extensive changes summary

It took us a few days to prepare the following change list (click to see the whole article):

New Livechat is here website A thorough article explaining changes will help you build trust among your customers.

The article became a valuable resource we could present to those customers who were considering the migration.

Blog post

A product blog is an obvious way to announce your new product. The blog post can be the first moment your customer learns about the changes. The post shouldn’t cover too much detail to avoid confusion.

Customers should understand the reasoning behind the update. Remember to explain it from your users’ perspective, not yours. For example, if the product was updated because of the aged technology, inform the customers they will be given a faster product, not the latest backend language compilation.

Speed was one of the key reasons for our product upgrade, too:

Increasing the speed of LiveChat Speak the language of benefits, not the technology that has changed behind the scenes.

(We used the language of benefits in our recent blog post, too. Check out ”Tickets in LiveChat” to see how we covered our recent big update to the product.)

Social media

While some of your users check your blog day by day, many of them prefer to hear from you on Twitter or Facebook. Apart from posting informative updates about the changes, consider using the biggest portion of your Facebook screen - the cover photo - to broadcast the changes:

Updating Facebook cover photo for new version Make use of your Facebook cover photo to promote big product changes.


Migrating to the new product means taking responsibility for the change of your employees’ workflow. This is why many customers delay the migration as long as possible.

We decided to organize a webinar introducing the new product to reduce the migration anxiety in our users.

Hosting a webinar about the new product version Headline of the newsletter that we sent to all our customers.

The webinar produced good results. Out of 280 who signed up for it, we had 145 webinar attendees, which is a really satisfying number.

The webinar provided the following benefits:

Global newsletter and migration suggestion inside our app

After a few attempts to migrate our users (webinar, social media), we decided to communicate with our customers more directly. Two months after the webinar, we sent a global newsletter to all users of our old product, along with a permanent migration suggestion displayed in the old product.

The newsletter looked like this:

Newsletter about new software version The newsletter sent to all our customers using the old product.

The newsletter was sent to 3,695 customers using the old product. 1547 users (41% of all recipients) followed the link within the first three days.

Also, the following in-app message was displayed to our users:

Infogmration about migration in the LiveChat panel The in-app message permanently displayed in the old version of the product.

These two steps combined produced fantastic results. 256 customers migrated within the first week. That was around 7% of all customers using the old product.

Displaying an in-app message A big number of customers migrated to the new product after receiving the newsletter and seeing the in-app message.

Dedicated newsletters

Our another idea was to send dedicated newsletters to some of our customers a few months later. We wanted to show them the benefits of the migration in their specific use case.

For example, we saw that some companies were heavily using a particular feature in the old product. We sent a targeted email to 518 such customers explaining that the feature became more powerful in the new product.

Here’s what the e-mail looked like:

Targeted newsletter about the new version of our software A targeted newsletter sent to 518 customers convincing them to migrate their account.

We invested lots of time to separate 6 different segments of customers and craft 6 different email newsletters. Having put so much work into the newsletters, we had big expectations. However, the numbers were pretty bad.

The e-mail pictured above had a 31,4% open rate, but only 2,7% of users (exactly 13 customers) were interested and clicked the link to learn more.

Other targeted campaigns were unsuccessful, too. The number of migrations from all 6 dedicated newsletters (sent to 2,200 customers in total) was less than 1%.

Migration suggestion visible to all chat agents

After a few weeks of displaying in‐app migration suggestion, users got used to this message and only a few customers per week decided to upgrade the product.

This is why we started telling their employees a harsh truth: they were using a 15-months old product. We published this information in LiveChat agents’ app and the admin interface.

Migration notification in the old version of our app Migration suggestion in the chat agents’ application.

We informed all agents about the new software. However, only the account owner could perform the migration. This is why we decided to display the name of the account owner. Agents could now convince their bosses to upgrade the software.

When the account owner logs into the app, he could migrate the account right away.

The number of migrations skyrocketed within a few hours. As much as 150 users (~8% left to migrate) decided to upgrade the account in the first week.

Peak in customer migration Another peak in customer migrations occurred after they were told that their software is 15-months old.

Let everyone know what happened

It’s important to understand that your product upgrade affects all the people involved in the business and not only the one that clicks the “Migrate Now!” button.

When a customer migrates, we send an email to all his employees and notify them about the changes. The email explains who migrated the account (so that everyone knows who’s responsible for the process), what has changed and who can help in case of problems.

Here’s what the e-mail looks like:

Email after the software update is complete An email is sent to everyone affected by the migration.

Keeping users informed prevents them from confusion (“What happened to the app I was using?”) and offers the guidance of our support team if anything goes wrong.

Final notes

Releasing a new product for current customer base is not an easy task. It requires lots of attention in different communication channels: your website, social media, blog and even inside your product.

Here’s the summary of our take on the subject:

  • Informative materials (extensive article, recorded webinar) proved to be a valuable resource for all customers considering the migration. Many users preparing to migrate their accounts wanted to know absolutely everything about the whole process in advance.
  • An in-app migration suggestion explaining that old product is no longer updated had the highest long-term conversion rate. It helped us move 8% of our customers to the new product within the first week. It still works, but with a lower success rate.
  • Sending too many emails to customers is just an uphill struggle. If a newsletter in June didn’t convince your customer to upgrade the account, even a dedicated message a few months later won’t be different. Try to understand the reason why a customer doesn’t want to upgrade. Explaining that the old product is no longer updated can be a good push.
  • Inform all affected users once the account is migrated. You shouldn’t assume that the person performing an upgrade will notify every employee in the company about it.

Hassle-free migration of thousands of customers is a long process. Product adoption cycle tells you that all customers are different, and you need to treat them accordingly. Don’t let the effort put into building a new product go to waste by presenting it incorrectly to customers.

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