As you can imagine, customer and community response about SiteCatalyst 15 has been tremendously positive. Everyone is eager to upgrade as soon as possible; and well…they should be. Did you notice that the number of your Idea Exchange ideas we’ve implemented went from 42 to 101 with last week’s release? So, back to the question, what do you need to do before you upgrade? Read on.

Many of the new SiteCatalyst 15 features are possible because of improvements to the way data is processed. On your upgrade date, your data is processed differently from that date forward. As a result, segmentation, Unique Visitor counts for arbitrary time periods, unduplicated metrics in classifications, and full subrelations on all conversion reports (to name a few) will be available from your upgrade date forward. If you run a report from before your upgrade date, you’ll see something like this.

Message indicating some features are not available

With that backdrop, let’s talk about how to upgrade. Here are the steps.

1. Get more information on v15. We’ve provided an outstanding (if I may say so myself) guide to walk you through the upgrade process. The Upgrade Guide is available in SiteCatalyst under Help > What’s New > SiteCatalyst 15 Upgrade Guide. If you do nothing else today, read this (I mean the PDF, not this screen shot).

Page from the upgrade guide

2. Check with stakeholders. Because we’ve improved the calculation of certain metrics, those metrics will change slightly as of your upgrade date. Check with a few key SiteCatalyst data consumers in your organization to identify the best season or month to take on those changes.

3. Notify your Account Manager. After you’ve read the documentation and are ready to upgrade, let us know. Your AM can provide an initial assessment of whether you’re likely to upgrade in the next few months. During the first few phases of upgrades, we’re looking for specific types of customers, customers that we can ensure will have an excellent upgrade experience, and that will help us learn how to accelerate the upgrade rate. If you’re not currently a candidate, let your AM know that you’d like to upgrade as soon as an opportunity arises. He or she will keep you on the upgrade list and notify you when a slot opens up. (You won’t need to check back regularly, as indicated in the original version of this post.)

We’re working very carefully to ensure that the upgrade to SiteCatalyst 15 is an excellent experience for everyone. We’ve had a very thorough beta, and now we’re keeping track of the first wave of customers to learn what can make the process better for other customers upgrading. We’ll sand out any rough spots and gradually accelerate the number of customers who upgrade each month.

If you have any questions, feel free to post them here or check with your AM.

5 comments
microsoft crm
microsoft crm

The calculation is my biggest concern as well. I can't wait for the new features. I'm sure that it will make life easier.

microsoft crm
microsoft crm

I love the new SiteCatalyst 15. I have nothing but positive things to say about it. I was so thrilled when I was able to finally upgrade. I really appreciate that you took our Idea Exchange ideas. You have done a great job with figuring out a new way for the data to be processed. I am definitely impressed.

Tim Elleston
Tim Elleston

Hey Bret, Thanks for the post on this. To be honest, many customers are surely frustrated by this process, especially your Beta testers and CAB members, who, in many cases cannot upgrade for a variety of reasons (not only from a business standpoint, but from an integration standpoint). We're ready to upgrade, were part of the beta, sit on the CABs and yet we've been told we now have to wait between 6-12 months because we use SearchCenter. Surely it should be your customers decision to upgrade or not, not a limitation of the system. We're extremely enthusiastic about the new features, but we can't use them...for quite a while. Jason Egan summed it well in his comment on my frustration post on my blog (http://bit.ly/sitecat15)..."it'll be interesting what happens to CAB members who can no longer contribute because they're not on v15, and Summit next year will be testing because many won't have met the upgrade criteria." Thanks Tim

Lucy G.
Lucy G.

Bret, can the new calculation of the visits metric be retroactive? That is my biggest concern. If the new calculation of visits changes so that it now includes the non-persistent cookie users this will affect our ability to compare to previous date ranges.

Bret Gundersen
Bret Gundersen

Lucy, Great question. I'm glad you brought it up. The new calculation of visits only applies from the upgrade date forward, so you'll need to prepare your users for the increase in visits. There are a couple common workarounds, including using ReportBuilder or ExcelClient to apply a percent increase to historical numbers so you can publish a trend or year-over-year comparison. Additionally, you could apply the "Visits with Visitor ID Cookie" segment to a report to see what the visits metric would have been under the old calculation. Customers that have already upgraded are telling me that just informing their 200+ consumers of the expected change was sufficient.