Please Note: You will need to upgrade your plan to Version 2 before you can convert your V1 Decision Trees to V2. If you are using Version 1, please log into your account to accept the upgrade popup.
Introduction:
In this guide, we will be showing how to convert your current V1 Decision Trees to V2 Decision Trees.
It is as easy as clicking a button, however take note that both versions are using different coding infrastructures. Front end may slight differ. You will need to adjust using appearance setting or CSS if you have an existing design on your V1 Decision Tree.
- V1 DTs will still be running and will not be affected if you convert it to V2.
Note: V2 will not display exactly like V1, it will be close but not an exact pixel per pixel replica as this is using a different coding architecture.
For any custom CSS coding from V1, there is a chance that it will not render properly on V2, you will need to have your own developer to fix this and adjust CSS based on how V2 looks.
Step-by-Step Instructions:
Step 1: Log in to your Leadshook account and go to Decision Trees
Step 2: Select the Decision Tree you want to convert and click “Create V2 Button”
- V1 Decision Trees would have the Create V2 Button while the converted V2 would have a check.
Step 3: Leadshook will clone the V1 Decision Tree using V2 code. Name your new V2 Decision Tree
- You will then need to test the front end and see if everything is displaying properly.
- Please make sure to publish when testing the front end of your V2 Decision Tree
Step 4: Tracking for V1 and V2 are different. If you previously setup tracking for V1, you will need to set it up again for V2 but this time it is much more easier.
Kindly refer here: https://www.leadshook.com/help/5-easy-non-techie-steps-to-setup-your-tracking-for-version-2-decision-trees/
I. Replacing V1 Decision Trees with V2 (for Embedded DTs)
Here are the next steps to ensure not a single cent of live traffic (paid ads) is wasted.
We recommend steps 1 to 6 because it ensures if there are any issues, your live DTs are not affected. However, If you’re comfortable, you can go directly to step 5.
Action Steps:
- Direct Link Test: Test the direct link for the V2 DT. Make sure the DT is working and leads are appearing in the correct location (CRM, for instance)
- Clone Existing Landing Page: Clone your existing landing page where the DT is embedded. This ensures your V1 Embed live traffic is not impacted during the conversion.
- Replace DT on Cloned Page: Replace the embed code of the old DT with the new V2 DT on the cloned page. Conduct a visual test to ensure the DT is working as expected while embedded.
- Visual test (ensure DT is working while embedded)
- Replace DT on Original Page: Replace new V2 DT on the original landing page where you are driving traffic.
- Give it one last test and you are all done!
Please note: If you’re not tracking anything inside your DTs, V2 makes it super easy with a 5-step process.
Here is the Article on how to implement this:
https://www.leadshook.com/help/5-easy-non-techie-steps-to-setup-your-tracking-for-version-2-decision-trees/
II. Replacing V1 Decision Trees with V2 for Direct Link usage or Custom Domain
For Direct Link and Custom domain, unfortunately you will need to adjust your AD traffic to the new V2 DT Direct link or Custom domain, this may reset your Pixel and may have a slight Downtime as well if you prefer to edit the existing AD traffic instead of creating a new AD.
Action Steps:
- Direct Link Test: Test the direct link for the V2 DT. Make sure the DT is working and leads are appearing in the correct location (CRM, for instance)
- Visual test: You need to do a Visual test on Direct link and Custom domain to ensure V2 looks exactly as V1.
- V1 with CSS: If you have any CSS customization on V1, then you will need to adjust the code so it would work properly with V2 as V2 may render it differently than V1.
- Once the V2 DT is all set, you can then run live traffic to it.
- Give it one last test and you are all done!
