{"id":1818,"date":"2020-12-24T21:56:07","date_gmt":"2020-12-24T21:56:07","guid":{"rendered":"https:\/\/emoneyadvisor.com\/communications-resource-center\/migration-coming-soon-forced-what-to-expect\/"},"modified":"2023-04-26T16:31:30","modified_gmt":"2023-04-26T16:31:30","slug":"migration-coming-soon-forced-what-to-expect","status":"publish","type":"post","link":"https:\/\/emoneyadvisor.com\/communications-resource-center\/migration-coming-soon-forced-what-to-expect\/","title":{"rendered":"Migration Coming Soon, What to Expect (Forced)"},"content":{"rendered":"<p>When a firm rolls out a custom version of eMoney to their field, many times, there are users from the field already using the standard version of eMoney. We refer to the process of users moving from one version of eMoney to another as a &#8220;migration&#8221;. The two migration types can occur for users moving from one version to another: forced or as an option to &#8220;opt-in&#8221;. This is a template that should be used when your organization will be going through a forced migration among existing eMoney users in your field on the standard version of eMoney. The template has a place for you to include the key features of the new custom eMoney experience for these existing users.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>When a firm rolls out a custom version of eMoney to their field, many times, there are users from the field already using the standard version of eMoney. We refer to the process of users moving from one version of eMoney to another as a &#8220;migration&#8221;. The two migration types can occur for users moving [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":1319,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[37,35],"tags":[97,88,397,396,400,399,401,398],"class_list":["post-1818","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-migration","category-onboarding","tag-introduce","tag-introduction","tag-migrate","tag-migration","tag-new-experience","tag-re-paper","tag-relationship","tag-transition"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.5 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Migration Coming Soon, What to Expect (Forced) - eMoney<\/title>\n<meta name=\"robots\" content=\"noindex, follow\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Migration Coming Soon, What to Expect (Forced) - eMoney\" \/>\n<meta property=\"og:description\" content=\"When a firm rolls out a custom version of eMoney to their field, many times, there are users from the field already using the standard version of eMoney. We refer to the process of users moving from one version of eMoney to another as a &#8220;migration&#8221;. The two migration types can occur for users moving [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/emoneyadvisor.com\/communications-resource-center\/migration-coming-soon-forced-what-to-expect\/\" \/>\n<meta property=\"og:site_name\" content=\"eMoney\" \/>\n<meta property=\"article:published_time\" content=\"2020-12-24T21:56:07+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2023-04-26T16:31:30+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-content\/uploads\/2020\/11\/Onboarding_Migration_Coming_Soon_Forced_What_to_Expect.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"800\" \/>\n\t<meta property=\"og:image:height\" content=\"1052\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"bbartholomew\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"bbartholomew\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/migration-coming-soon-forced-what-to-expect\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/migration-coming-soon-forced-what-to-expect\\\/\"},\"author\":{\"name\":\"bbartholomew\",\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/#\\\/schema\\\/person\\\/7a44db6296b76f260f31ac8d64bb2159\"},\"headline\":\"Migration Coming Soon, What to Expect (Forced)\",\"datePublished\":\"2020-12-24T21:56:07+00:00\",\"dateModified\":\"2023-04-26T16:31:30+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/migration-coming-soon-forced-what-to-expect\\\/\"},\"wordCount\":127,\"commentCount\":0,\"image\":{\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/migration-coming-soon-forced-what-to-expect\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/wp-content\\\/uploads\\\/2020\\\/11\\\/Onboarding_Migration_Coming_Soon_Forced_What_to_Expect.jpg\",\"keywords\":[\"Introduce\",\"Introduction\",\"Migrate\",\"Migration\",\"New Experience\",\"Re-paper\",\"Relationship\",\"Transition\"],\"articleSection\":[\"Migration\",\"Onboarding\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/migration-coming-soon-forced-what-to-expect\\\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/migration-coming-soon-forced-what-to-expect\\\/\",\"url\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/migration-coming-soon-forced-what-to-expect\\\/\",\"name\":\"Migration Coming Soon, What to Expect (Forced) - eMoney\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/migration-coming-soon-forced-what-to-expect\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/migration-coming-soon-forced-what-to-expect\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/wp-content\\\/uploads\\\/2020\\\/11\\\/Onboarding_Migration_Coming_Soon_Forced_What_to_Expect.jpg\",\"datePublished\":\"2020-12-24T21:56:07+00:00\",\"dateModified\":\"2023-04-26T16:31:30+00:00\",\"author\":{\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/#\\\/schema\\\/person\\\/7a44db6296b76f260f31ac8d64bb2159\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/migration-coming-soon-forced-what-to-expect\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/migration-coming-soon-forced-what-to-expect\\\/#primaryimage\",\"url\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/wp-content\\\/uploads\\\/2020\\\/11\\\/Onboarding_Migration_Coming_Soon_Forced_What_to_Expect.jpg\",\"contentUrl\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/wp-content\\\/uploads\\\/2020\\\/11\\\/Onboarding_Migration_Coming_Soon_Forced_What_to_Expect.jpg\",\"width\":800,\"height\":1052},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/#website\",\"url\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/\",\"name\":\"eMoney\",\"description\":\"Client Communications Resource Center\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/#\\\/schema\\\/person\\\/7a44db6296b76f260f31ac8d64bb2159\",\"name\":\"bbartholomew\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/6fb6d8436ff4ab91c9cec3af678f85ee76564fa36a838eada2d426c7ad720a9e?s=96&d=mm&r=g\",\"url\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/6fb6d8436ff4ab91c9cec3af678f85ee76564fa36a838eada2d426c7ad720a9e?s=96&d=mm&r=g\",\"contentUrl\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/6fb6d8436ff4ab91c9cec3af678f85ee76564fa36a838eada2d426c7ad720a9e?s=96&d=mm&r=g\",\"caption\":\"bbartholomew\"},\"sameAs\":[\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\"],\"url\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/author\\\/bbartholomew\\\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Migration Coming Soon, What to Expect (Forced) - eMoney","robots":{"index":"noindex","follow":"follow"},"og_locale":"en_US","og_type":"article","og_title":"Migration Coming Soon, What to Expect (Forced) - eMoney","og_description":"When a firm rolls out a custom version of eMoney to their field, many times, there are users from the field already using the standard version of eMoney. We refer to the process of users moving from one version of eMoney to another as a &#8220;migration&#8221;. The two migration types can occur for users moving [&hellip;]","og_url":"https:\/\/emoneyadvisor.com\/communications-resource-center\/migration-coming-soon-forced-what-to-expect\/","og_site_name":"eMoney","article_published_time":"2020-12-24T21:56:07+00:00","article_modified_time":"2023-04-26T16:31:30+00:00","og_image":[{"width":800,"height":1052,"url":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-content\/uploads\/2020\/11\/Onboarding_Migration_Coming_Soon_Forced_What_to_Expect.jpg","type":"image\/jpeg"}],"author":"bbartholomew","twitter_card":"summary_large_image","twitter_misc":{"Written by":"bbartholomew","Est. reading time":"1 minute"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/migration-coming-soon-forced-what-to-expect\/#article","isPartOf":{"@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/migration-coming-soon-forced-what-to-expect\/"},"author":{"name":"bbartholomew","@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/#\/schema\/person\/7a44db6296b76f260f31ac8d64bb2159"},"headline":"Migration Coming Soon, What to Expect (Forced)","datePublished":"2020-12-24T21:56:07+00:00","dateModified":"2023-04-26T16:31:30+00:00","mainEntityOfPage":{"@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/migration-coming-soon-forced-what-to-expect\/"},"wordCount":127,"commentCount":0,"image":{"@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/migration-coming-soon-forced-what-to-expect\/#primaryimage"},"thumbnailUrl":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-content\/uploads\/2020\/11\/Onboarding_Migration_Coming_Soon_Forced_What_to_Expect.jpg","keywords":["Introduce","Introduction","Migrate","Migration","New Experience","Re-paper","Relationship","Transition"],"articleSection":["Migration","Onboarding"],"inLanguage":"en-US","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/emoneyadvisor.com\/communications-resource-center\/migration-coming-soon-forced-what-to-expect\/#respond"]}]},{"@type":"WebPage","@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/migration-coming-soon-forced-what-to-expect\/","url":"https:\/\/emoneyadvisor.com\/communications-resource-center\/migration-coming-soon-forced-what-to-expect\/","name":"Migration Coming Soon, What to Expect (Forced) - eMoney","isPartOf":{"@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/#website"},"primaryImageOfPage":{"@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/migration-coming-soon-forced-what-to-expect\/#primaryimage"},"image":{"@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/migration-coming-soon-forced-what-to-expect\/#primaryimage"},"thumbnailUrl":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-content\/uploads\/2020\/11\/Onboarding_Migration_Coming_Soon_Forced_What_to_Expect.jpg","datePublished":"2020-12-24T21:56:07+00:00","dateModified":"2023-04-26T16:31:30+00:00","author":{"@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/#\/schema\/person\/7a44db6296b76f260f31ac8d64bb2159"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/emoneyadvisor.com\/communications-resource-center\/migration-coming-soon-forced-what-to-expect\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/migration-coming-soon-forced-what-to-expect\/#primaryimage","url":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-content\/uploads\/2020\/11\/Onboarding_Migration_Coming_Soon_Forced_What_to_Expect.jpg","contentUrl":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-content\/uploads\/2020\/11\/Onboarding_Migration_Coming_Soon_Forced_What_to_Expect.jpg","width":800,"height":1052},{"@type":"WebSite","@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/#website","url":"https:\/\/emoneyadvisor.com\/communications-resource-center\/","name":"eMoney","description":"Client Communications Resource Center","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/emoneyadvisor.com\/communications-resource-center\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/#\/schema\/person\/7a44db6296b76f260f31ac8d64bb2159","name":"bbartholomew","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/secure.gravatar.com\/avatar\/6fb6d8436ff4ab91c9cec3af678f85ee76564fa36a838eada2d426c7ad720a9e?s=96&d=mm&r=g","url":"https:\/\/secure.gravatar.com\/avatar\/6fb6d8436ff4ab91c9cec3af678f85ee76564fa36a838eada2d426c7ad720a9e?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/6fb6d8436ff4ab91c9cec3af678f85ee76564fa36a838eada2d426c7ad720a9e?s=96&d=mm&r=g","caption":"bbartholomew"},"sameAs":["https:\/\/emoneyadvisor.com\/communications-resource-center"],"url":"https:\/\/emoneyadvisor.com\/communications-resource-center\/author\/bbartholomew\/"}]}},"_links":{"self":[{"href":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-json\/wp\/v2\/posts\/1818","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-json\/wp\/v2\/comments?post=1818"}],"version-history":[{"count":3,"href":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-json\/wp\/v2\/posts\/1818\/revisions"}],"predecessor-version":[{"id":3830,"href":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-json\/wp\/v2\/posts\/1818\/revisions\/3830"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-json\/wp\/v2\/media\/1319"}],"wp:attachment":[{"href":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-json\/wp\/v2\/media?parent=1818"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-json\/wp\/v2\/categories?post=1818"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-json\/wp\/v2\/tags?post=1818"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}