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Ultimate Guide: Klaviyo to Yotpo Migration
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Ready to switch from Klaviyo to Yotpo?

Whether you’re tackling high costs, seeking advanced automation, or scaling your eCommerce brand, migration is a big step. 

This ultimate guide equips marketers, business owners, and IT teams with a step-by-step checklist to evaluate Klaviyo, migrate data, set up Yotpo, and optimize campaigns for success.

Why eCommerce Teams Migrate Platforms

eCommerce teams switch platforms like Klaviyo to Yotpo to address pain points and drive growth.

Common reasons include:

  • Rising costs strain budgets
  • Missing features limit automation or analytics
  • Scalability issues with growing lists or campaigns
  • Complex interfaces frustrate users

This guide ensures a smooth migration, starting with preparation and ending with optimization.


⚠️ WARNING!


Considerations before migrating:

  • Data loss risk: One misstep can wipe critical subscriber info.
  • Downtime danger: Campaigns may stall during IP warmup.
  • Costly errors: Rushed setups lead to budget overruns.
  • Complex rebuilds: Automations don’t transfer automatically.
  • Compliance pitfalls: GDPR, CAN-SPAM violations hurt trust.

Why Preparation Matters for eCommerce Brands

Migration risks data loss, campaign disruptions, or unexpected costs. Thorough preparation ensures:

  • Secure data transfer.
  • Uninterrupted subscriber engagement.
  • Cost-effective decisions.
  • Alignment with growth goals.

This guide covers nine stages to make your transition seamless.

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Stage 1: Pre-Migration Considerations

Evaluate Klaviyo to decide if Yotpo is right. Audit performance, costs, and goals.


🔥 Audit Your Klaviyo Setup

Assess Klaviyo usage to identify strengths and gaps.

  • Check open rates, click-throughs, conversions (last 6 months).
  • Note unused features: A/B testing, predictive analytics, automations.
  • Test personalization or CRM integration.

Action: Summarize metrics, unused features in a spreadsheet. Compare to Yotpo.

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🔥 Conduct a Cost-Benefit Analysis

Ensure Yotpo’s value justifies the switch.

  • Compare Klaviyo, Yotpo fees, including add-ons.
  • Estimate ROI from Yotpo’s features.
  • Balance migration effort against gains.

Action: Review with stakeholders to align with budget, goals.

🔥 Assess Time and Resources

Plan resources to avoid surprises.

  • Timeline: 4-8 weeks for setup, IP warmup.
  • Training: 1-2 weeks for onboarding.
  • Support: In-house or external for integrations.

Action: Use Trello to assign tasks, deadlines.

🔥 Align with Long-Term Goals

Choose a platform for growth.

  • Scalability: Handles growing lists, campaigns.
  • Integrations: Works with CRM, Shopify, analytics.
  • Features: Yotpo’s 2025 AI tools align with plans.

Action: Map 1-3 year goals, compare platforms.

🔥 Ensure Data and Subscriber Continuity

Protect data, subscriber experience.

  • Verify accurate data transfer.
  • Plan 2-4 week IP warmup.
  • Comply with GDPR, CAN-SPAM.
  • Replicate segmentation in Yotpo.

Action: Plan data migration, compliance checks.

🔥 Build a Decision Framework

Make an objective choice.

  • Set criteria: cost, features, ease of use.
  • List pros, cons for both platforms.
  • Score platforms (1-10):Gather marketing, IT, executive input.

Action: Share matrix, recommend migration or optimization.

Yotpo’s revenue analytics dashboard tells you if you're wasting email/SMS budget

Stage 2: Preparation and Planning


Set goals, map assets, and allocate resources.

🔥 Set Clear Goals and Metrics

Define success metrics.

  • Maintain 98%+ deliverability, open rates.
  • Set milestones: data audit (week 1), setup (week 4).

Action: Track goals in a project plan.

🔥 Map Critical Data and Assets

Identify transfer needs.

  • Subscriber lists, segmentation, campaign data.
  • Email templates, workflows, integrations.
  • Use CSV exports, Yotpo tools.

Action: Checklist high-value items like active lists.

🔥 Allocate Resources and Roles

Ensure efficiency.

  • Roles: Marketing (campaigns), IT (integrations), PM (timeline).
  • Tools: Zapier, Google Sheets, Asana.
  • Support: Yotpo services or consultants.

Action: Kickoff meeting to assign roles, timeline.

Stage 3: Data Backup and Security


Prevent data loss with secure backups and compliance.

🔥 Exporting Data from Klaviyo

Ensure accurate data transfer.

  • Export subscriber lists, templates, reports.
  • Back up data securely (cloud or local storage).

Action: Follow Klaviyo’s export guide, verify backups.

🔥 Data Privacy and Compliance

Protect data, maintain trust.

  • Use encryption for data transfers.
  • Comply with GDPR, CAN-SPAM regulations.

Action: Audit compliance, implement security measures.

How Yotpo is closing the gap with Klaviyo

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Stage 4: Setting Up Yotpo Account


Configure Yotpo for a smooth transition.

🔥 Account Configuration

Set up the basics.

  • Create Yotpo account.
  • Configure domains, tracking settings.

Action: Follow Yotpo’s setup guide.

🔥 Importing Data into Yotpo

Transfer critical data.

  • Import lists, segments, tags.
  • Upload templates, workflows.

Action: Use Yotpo’s import tools, verify data.

🔥 Integration with Third-Party Tools

Reconnect your tech stack.

  • Link eCommerce platforms, CRMs.
  • Set up APIs, webhooks.

Action: Test integrations for compatibility.

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Yotpo's integration with Black Crow AI
Yotpo's integration with Black Crow AI

Stage 5: Rebuilding Automations and Workflows


Recreate Klaviyo workflows in Yotpo.

🔥 Reviewing and Recreating Workflows

Map and optimize automations.

  • Convert Klaviyo flows to Yotpo.
  • Test for functionality.

Action: Document workflows, test key triggers.

🔥 Personalization and Segmentation

Leverage Yotpo’s tools.

  • Set up segments, dynamic content.
  • Use advanced segmentation features.

Action: Rebuild segments, test personalization.

Stage 6: Testing and Quality Assurance


Ensure everything works before launch.

🔥 Email and Automation Testing

Verify performance.

  • Test email deliverability, design.
  • Run A/B tests on key elements.

Action: Document test results, fix issues.

🔥 Data Integrity and Functionality Checks

Confirm accuracy.

  • Verify imported data.
  • Check integration functionality.

Action: Audit data, integrations for errors.

Stage 7: Training and Onboarding


Equip your team for Yotpo.


🔥 Team Training

Build confidence.

  • Train on Yotpo’s interface, features.
  • Use tutorials, support resources.

Action: Schedule training, share resources.

🔥 Internal Communication

Keep stakeholders informed.

  • Update on migration progress.
  • Address concerns, feedback.

Action: Hold regular stakeholder meetings.


Stage 8: Launch and Monitoring


Roll out campaigns, track performance.

🔥 Soft Launch

Start small.

  • Launch key campaigns, automations.
  • Monitor metrics, adjust as needed.

Action: Track deliverability, engagement.

🔥 Full Launch

Go live.

  • Transition all campaigns to Yotpo.
  • Communicate launch to subscribers.

Action: Final checks, execute launch plan.


Stage 9: Post-Migration Optimization


Maximize Yotpo’s potential.

🔥 Analyzing Performance Metrics

Track and improve.

  • Review KPIs: open rates, conversions.
  • Identify optimization opportunities.

Action: Set up analytics dashboard.

🔥 Ongoing Maintenance and Updates

Stay current.

  • Update templates, workflows, lists.
  • Explore Yotpo’s new features.

Action: Schedule monthly reviews.

Conclusion

Migrating from Klaviyo to Yotpo is a strategic move to boost campaigns and scale your brand.

From auditing your setup to launching and optimizing on Yotpo, these nine stages ensure a seamless transition. 

Reflect on each step, stay adaptable, and leverage Yotpo’s features for growth.

Ready to unlock Profitable Growth?

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