What does the Hub’s new structure look like?

Prior to March 2018, Infinity customers were provided with the following types of channels out of the box when they first created their installation:

• Paid Search
• Organic Search
• Website Referrer
• Website Direct

Based on user feedback, and by looking at the most commonly created types of channels on new Installations, we’ve expanded this list to provide a much more comprehensive list of traditional offline and online types of traffic:

• Display
• Paid Search
• Affiliate
• Social
• Video
• Email
• SMS
• Organic Search
• Website Referrer
• Website Direct
• Offline

You can read more about the default detection methods of these channels at the Channels article.

Why do I need to migrate?

By migrating your installations over to the Hub’s new structure, we’ll be able to provide you with the best possible experience within the Hub.

Furthermore, this new structure will ensure that the reports we create in the future better answer the questions you have of your data, as we’re able to tailor the reports we create to the type of traffic your website is generating.

Who needs to migrate?

If your installation was created before March 2018, you’ll have Infinity’s old channel structure and you need to move over to the new structure.

If your installation was created after this date, you’ll already be on the Hub’s new channel structure and you don’t need to do anything.

How do I migrate?

In the coming weeks (June 2019), when you log in to the Hub, you’ll see a notification asking you to begin the process of moving over.

If you’re already on the new structure or you’ve already migrated, you do not need to worry, and you won’t see any notifications.

The Hub will guide you through this process step by step, ensuring you’re aware and happy with any changes you’re about to make to your Installation. How you migrate depends on the channels you’ve created yourself on your installation.

If you’ve never created any custom channels

You’ll be taken through to a simple user interface showing that the Hub needs to create a handful of new channels for you.

You just need to Confirm the changes and then you’re ready to go.

Although the new channels shouldn’t conflict with your existing setup, we advise expanding each row to look at the new default detection methods that will be configured. Should any of these new detection methods conflict, you’ll need to go and edit them after they’ve been created.

If you've previously created custom channels

You’ll be taken through to an interface where you’ll need to tell the Hub how your existing setup fits into the new structure.

On the left hand side of the page, you’ll see your existing channels. On the right, you’ll see the new types of channels the Hub requires.

Select one or multiple channels for each of the buckets on the right hand side of the page.

As you complete each channel, they’ll be marked with a tick on the left. You can only add one channel to a type on the right.

Adding multiple channels into a single type

Where you choose to add multiple channels to a single type, the Hub will need to consolidate these down into a single channel moving forward. This will often be the case for channels such as Facebook, Twitter and LinkedIn, which will be grouped into a single type named "Social".

In this scenario, your old channels will be archived, but they’ll retain their data for historical reporting purposes. All of the detection methods and fixed numbers will be migrated over to the new channel.

Fixed Numbers

It's important to note that fixed numbers will be automatically migrated for you. If you've not set up advanced tagging, the fixed number will inherit the old channel name as its publisher.

For example, if you currently have multiple offline channels that hold fixed numbers for offline campaigns, you may opt to consolidate these down into a single Offline channel. Your fixed number call volumes could then be reported on in the new Channel Analysis area of the Hub, differentiating between traffic based on the publisher, campaign and keyword of the fixed numbers.

Empty Types

If you don’t have an existing channel that fits into a type on the right, the Hub will fill in the gaps and create a new channel for you. Of course, it’s your choice whether you use this new channel in future.