Documentation Index

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Migrate Orchestrations to Intelligent Workflows

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6sense Orchestrations will be sunset in 2026. Starting this spring, we’ll begin rolling communications asking you to migrate all Orchestrations to Intelligent Workflows. You'll be notified by email when your migration window begins. Once notified, you will have 12 weeks to complete the migration. We will provide access resources that help make the process smooth and simple.

Intelligent Workflows, which includes the Audience Workflows (AWF) and Data Workflows (DWF) products, are the much more flexible, automated alternative to Orchestrations. While Orchestrations handles basic automation, Audience and Data Workflows provide more flexibility, visibility, and availability across data, channels, and schedules, especially for data enrichment and marketing activation.

If you have Push Segment Names (recurring daily/weekly)  or Export Scores (recurring daily/weekly) orchestrations, you may opt to have 6sense perform an automatic migration. Refer to Automatic Migration and FAQ: Automatic migrations to Data Workflows.  

To learn more about the migration, refer to:

Video demos

Refer to the following videos.

Push Segment Names Orchestration migration video

The Push Segment Names Orchestration migration video covers:

  • Reviewing the existing Orchestration

  • Pausing the original Orchestration

  • Using DWF to create a workflow

    • Mapping profile

  • Testing the new workflow

  • Publishing the new workflow

Export Scores Orchestration migration video

The Export Scores Orchestration migration video covers:

  • Reviewing the existing Orchestration

  • Pausing the original Orchestration

  • Reviewing the mapping profile

  • Using DWF to create a workflow

  • Testing the new workflow

  • Publishing the new workflow

Acquire New Contacts migration video

The Acquire New Contacts Orchestration migration video covers:

  • Allocating credits

  • Reviewing the mapping profile

  • Reviewing the existing Orchestration

  • Using either DWF or AWF to create a workflow

  • Testing the new workflow

  • Unpublishing the original Orchestration

  • Publishing the new workflow

Enrich Records migration video

The Enrich Records Orchestration migration video covers:

  • Allocating credits

  • Reviewing the existing Orchestration

  • Using DWF templates for enrichment

    • Why you’d use "All accounts" versus "From a segment"

    • Mapping profile

  • Testing the new workflow

  • Unpublishing the original Orchestration

  • Publishing the new workflow

Create New Accounts migration video

The Create New Accounts Orchestration migration video covers:

  • Allocating credits

  • Reviewing the existing Orchestration

  • Using either DWF or AWF to create a workflow

    • Consider attaching to a broader, full-funnel workflow if using AWF

    • Mapping profile

  • Testing the new workflow

  • Unpublishing the original Orchestration

  • Publish the new workflow

Add Audience / Existing Contacts migration video

The Add Audience / Existing Contacts Orchestration migration video covers:

  • Reviewing the existing Orchestration

  • Unpublishing and changing the push settings of the original Orchestration

  • Using either DWF or AWF to create a workflow

  • Testing the new workflow

  • Publishing the new workflow

Match Leads to Accounts Orchestration migration video

The Match Leads to Accounts Orchestration migration video covers:

  • Reviewing the original Orchestration

  • Unpublishing and changing the push settings of the original Orchestration

  • Using DWF to create a workflow

    • Custom match rules

  • Testing the new workflow using a preview

  • Publishing the new workflow

Automatic migration to Data Workflows

Some orchestrations will be automatically migrated by 6sense. You can allow this or opt-out. If you wish to opt-out, contact your Customer Success Manager. Also refer to FAQ: Automatic migrations.

What will be automatically migrated

If you do not perform a manual migration, 6sense will migrate the following orchestrations to Data Workflows if they are still active at the end of the 12-week migration period:

  • Push Segment Names (recurring daily/weekly)

  • Export Scores (recurring daily/weekly)

These are the only two orchestrations that can be automatically migrated. They are the most-used orchestrations and often fuel business processes in other systems like CRM and MAP. 6sense will set up equivalent workflows with matching configurations to support a smooth transition.

Only recurring (daily/weekly) orchestrations can be migrated automatically; on-demand orchestrations cannot be automatically migrated.

When automatic migration will happen

6sense will perform the automatic migration at the end of the 12-week notice period for any recurring Push Segment Name and Export Scores Orchestration that is still active in Orchestrations.

What happens after automatic migration

The newly created workflows will be in a published state and auto run based on their current recurrence schedule.

For your part, no immediate action is required. However, we highly recommend that you review the migrated workflow and make any desired changes.

FAQ: Orchestrations Migration

What is the date when Orchestrations will be turned off?

The target date for turning off Orchestrations for all customers is December 31st, 2026.

Will there be a Professional Services package that I can buy?

While there is not a specific package for the migration, customers that require additional help can purchase the currently available Intelligent Workflows package, which is fifteen PS hours and two workflows.

How do I know which orchestrations to map to which workflows?

Refer to the following chart:

Orchestrations description

Data Workflows documentation

Audience Workflows documentation

Notes

Push segment names

Push segment names templates

N/A

Enrich records

Enrichment templates

N/A

Add new contacts from email

N/A

N/A

Not supported in workflows

Create new accounts

DWF new audience creation templates

AWF new audience creation templates orcreate workflow from scratch using the Create Accounts in CRMaction node

You can use AWF or DWF workflows, it depends on your preference

Match leads to accounts

Lead to account match templates

N/A

Convert leads to contacts

Lead to account match templates

N/A

Add audience

N/A

Audience activation templates

Acquire new contacts

DWF new audience creation templates

AWF new audience creation templates

You can use AWF or DWF workflows, it depends on your preference

Export 6sense scores

Export score templates

N/A

Drive web engagement

N/A

N/A

AI-driven orchestrations are not supported in workflows

Create new opportunities

N/A

N/A

AI-driven orchestrations are not supported in workflows

Can orchestrations and IWF workflows run in parallel?

Apart from Predictive Score Export, orchestrations and workflows can run in parallel. Publishing one score export via Data Workflows will disable all existing score exports via  Orchestrations. We advise being ready to migrate and publish all score exports via Data Workflows at once to ensure all scores exports continue to export to CRM. For more information, refer to Export Predictive Scores from Data Workflows Templates.

Will migration change user permissions or roles (who can create, publish, or approve workflows vs. legacy orchestrations)?

6sense will not modify the roles and permissions users have. Administrators will need to ensure that the right users have the proper access in Orchestrations to unpublish orchestrations, and the proper access to Audience and/or Data Workflows to configure and publish the workflows replacing legacy orchestrations. For more information on roles and permissions refer to:

Will I be required to perform the migration on my own?

Yes. For many orchestrations it is recommended that you set up your own new Audience or Data Workflows. Automatic migration is available for some orchestrations: refer to Automatic Migration and FAQ: Automatic migrations to Data Workflows.

FAQ: Automatic migrations to Data Workflows

This section explains which orchestrations can be automatically migrated, when migration would occur, what you can expect after an automatic migration, and how to opt out if needed.

Which orchestrations can be automatically migrated?

6sense will update the following orchestrations to Data Workflows if they are still Active in Orchestrations at the end of the 12-week migration period:

  • Push Segment Names (recurring daily/weekly)

  • Export Scores (recurring daily/weekly)

Why are only these two orchestrations being automatically migrated?

These are the most used orchestrations and often fuel business processes in other systems like CRM and MAP. Equivalent workflows will be set up with matching configurations to support a smooth transition.

Will both on-demand and recurring orchestrations be automatically migrated?

Only recurring (daily/weekly) orchestrations will be migrated automatically. On-demand orchestrations will not be automatically migrated.

When will the automatic migration happen?

The automatic migration will occur at the end of the 12-week notice period for any recurring Push Segment Name and Export Scores orchestration that is still active in Orchestrations.

Will the new workflows be created in draft or published state?

The newly created workflows will be in a published state and auto run based on their current recurrence schedule.

Do I need to take action after automatic migration?

No immediate action is required on your part, however, you should review the migrated workflow and make any desired changes after migration.

What if I have already created these workflows?

If you have already migrated these orchestrations to workflows, you can opt out of automatic migration by:

  • Deactivating your Push Segment Name and Export Scores orchestrations,

    OR

  • Contacting your Customer Success Manager.

Can I opt-out of automatic migration?

Yes. You can opt-out by contacting your Customer Success Manager.

Who should I contact if I have a question about my migration?

Reach out to your CSM if you have any questions about when the migration is happening, what you need to do, or how to do it.