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.
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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.
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.
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.
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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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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.