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Brand Migration Checklist

A structured checklist for operators planning to move an existing sweepstakes brand to a new platform. Use it as a planning framework — actual migration plans should be tailored to your specific systems and data.

KEY TAKEAWAYS
  • Migration is a program, not a project — plan for a phased cutover.
  • Balances, identities, and audit trails require special care.
  • Player communication is as important as the technical work.
  • Post-migration monitoring is where issues actually get caught.
01

1. Discovery & Mapping

  • Inventory current data: player accounts, balances, KYC state, historical activity.
  • Map current workflows: promotions, redemptions, support, compliance-support.
  • Document integrations that need to be re-established.
02

2. Player Account & Balance Migration

  • Define the source of truth for balances and reconcile before cutover.
  • Plan identity re-verification requirements, if any.
  • Preserve historical activity for compliance-support and player transparency.
03

3. Content, Campaigns & Loyalty

  • Rebuild active promotions, tiers, and loyalty state on the new platform.
  • Coordinate content availability with content partners.
  • Freeze campaign changes during the cutover window.
04

4. Cutover & Communication

  • Schedule cutover for a low-activity window and communicate clearly with players.
  • Have rollback criteria and a rollback plan agreed in advance.
  • Prepare a player FAQ and support scripts.
05

5. Post-Migration Monitoring

  • Reconcile balances and activity for the first several days.
  • Watch identity, redemption, and support queues closely.
  • Schedule a post-mortem to capture lessons for the next brand or expansion.

This resource is provided for general informational purposes and does not constitute legal advice. Operators should consult qualified counsel regarding sweepstakes laws, eligibility, official rules, AMOE requirements, and state-specific restrictions.

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