Migration Playbook

From GTM SS / Segment / Tealium to Datafly Signal — in four weeks.

A phased migration that runs Signal alongside your existing stack before cut-over. No big-bang switches, no lost attribution, no week-long data blackout.

  1. Week 0: Discovery & sign-off

    Goal: Confirm scope, inventory current tags, and get deployment sign-off from your cloud ops team.

    • Run a Live Tag Scan on your production URLs to produce an inventory of every currently-firing tag.
    • Identify the vendor destinations that must be preserved (the shortlist is usually 5-15, not everything).
    • Confirm cloud provider, region, and VPC target for deployment.
    • Agree a success criteria: typically event-count parity ±2% with your current stack over a 7-day window.
  2. Week 1: Deploy Signal in your VPC

    Goal: Stand up Datafly Signal in a Kubernetes namespace inside your own cloud account.

    • Run the Helm chart against your cluster. ~30 minutes for a standard install.
    • Point a subdomain (e.g. data.example.com) at the Ingestion Gateway.
    • Configure at least one pipeline workspace mirroring your current production setup.
    • Verify health dashboards: events flowing, Kafka consuming, no delivery errors.
  3. Week 2: Mirror existing tags

    Goal: Configure Signal blueprints for every vendor currently firing, in dry-run mode.

    • Enable blueprints for each of your target vendors (GA4, Meta CAPI, TikTok Events API, etc.).
    • Map your event taxonomy (e.g. product_viewed → view_item for GA4) via the blueprint preset or custom transformations.
    • Turn on PII handling rules: hash emails, strip sensitive fields, enforce consent.
    • Run Signal in "dry-run" mode — events flowing but NOT delivered to vendor endpoints yet. Verify via the event debugger.
  4. Week 3: Parallel delivery

    Goal: Signal delivers to vendors alongside your existing stack. Compare.

    • Enable delivery on Signal. Your existing stack (GTM, Segment, Tealium) continues to run unchanged.
    • Compare event counts side-by-side in each vendor’s dashboard (GA4 Realtime, Meta Events Manager, etc.).
    • Reconcile any discrepancy: typically Signal counts higher by 15-25% because it recovers ad-blocker-hidden conversions.
    • Validate for a full 7 days across weekday and weekend patterns.
  5. Week 4: Cut over

    Goal: Turn off the old stack. Signal is now the sole delivery path.

    • Remove the old vendor scripts from your pages (gtag.js, Meta Pixel, TikTok pixel, etc.).
    • Keep the old server-side container running for one more week as a fallback.
    • Monitor delivery success rates, vendor API error rates, and attribution reports.
    • Decommission the old stack. Archive its configs for audit.

What can go wrong and how to handle it

Event counts don\u2019t match the old stack in parallel
This is expected. Signal recovers 15-25% of conversions that ad blockers hide from client-side pixels. Look at the shape of the delta: Signal should be higher on conversion counts but broadly identical on unique users and session counts. If the shape is off, pipeline mapping has a gap.
Meta CAPI EMQ drops after cut-over
Check that the browser Meta Pixel has been fully removed. Duplicate events from both browser pixel and server CAPI without matching event_id values look to Meta like two distinct events and blow up EMQ. Signal\u2019s blueprint dedupes via messageId when the pixel is still present.
A vendor doesn\u2019t yet have a Signal blueprint
Build one in YAML using the generic HTTP destination spec. Most vendor APIs are reachable in under a day of transformation work. Priority vendors can be promoted to a first-class blueprint in a future release at no extra cost.
Rollback
Because Week 4 keeps the old stack running for another seven days as a dormant fallback, rollback is a one-line DNS change in the unlikely case of a production issue. We have never needed it, but it is there.

Get a migration plan tailored to your current stack

Send us your current tag inventory (or run a Live Tag Scan and we'll infer it) and we'll come back with a week-by-week migration plan specific to your environment.