Yotpo to Klaviyo Migration Plan | Growth Automated | Email & SMS
The Yotpo to Klaviyo Migration Playbook
A strategic guide to seamlessly transitioning your ESP, unlocking advanced automation, and elevating your retention marketing.
Why Migrate? The Strategic Imperative
With Yotpo sunsetting its Email & SMS products by Dec 31, 2025, this isn't just a platform switch—it's a mandatory evolution from an all-in-one suite to a best-in-class, data-centric marketing powerhouse. This is your chance to rebuild retention right.
Yotpo Email/SMS Sunset Date
Upgrade to Advanced Automation
Leverage Deeper Customer Data
The 4-Part Migration Framework
Pre-Migration Strategy
Audit your Yotpo ecosystem, define goals, and set up the technical foundation in Klaviyo (domain, tracking).
Data Migration
Export, cleanse, and import all critical data: subscribers, suppressions, reviews, and loyalty info.
Asset Reconstruction
Rebuild and enhance email templates, signup forms, and core automation flows in Klaviyo.
Go-Live & Optimization
Execute a disciplined domain warming and cutover, then monitor and continuously improve.
Phase 1: The Forensic Audit
Your migration playbook starts here. A thorough audit prevents data loss and revenue disruption. The goal is to categorize every asset: Keep, Improve, or Discard. Don't just replicate your program—optimize it.
Audit Checklist
- 📋Automations: Welcome, Abandoned Cart, Post-Purchase.
- 📊Segments: VIPs, Engaged Users, Location-based.
- 📝Forms: Popups, Footers, Embedded forms.
- 🏆Performance: Export all revenue and engagement reports.
- 📸CRITICAL: Screenshot everything! Flow logic, segment definitions, and email copy.
Phase 2: Critical Data Migration
Data is the lifeblood of your marketing. An incomplete export is the single biggest risk. Pay special attention to migrating both marketing and review request suppression lists to maintain compliance and deliverability.
Phase 4: The Go-Live Sequence
A disciplined cutover is not optional. It prevents sending conflicting messages and protects your new sender reputation. Follow a strict domain warming schedule before activating flows.
Domain Warming (2-4 Weeks)
Week 1: Hyper-Engaged
Send only to 30-day clickers. Goal: >30% Open Rate.
Week 2: Engaged
Expand to 30-day openers. Goal: >20% Open Rate.
Week 3: Broader Audience
Expand to 60-day engaged users.
Week 4: Full Ramp
Send to 90-day engaged. Activate core flows.
Final Cutover Checklist
- Perform one final data sync from Yotpo.
- Pause ALL campaigns and flows in Yotpo.
- Set all rebuilt flows in Klaviyo to "Live".
- Publish new site theme with Klaviyo tracking.
- CRITICAL: Uninstall the Yotpo Email/SMS app.
- Send a test campaign from Klaviyo.
- Cancel your Yotpo subscription.
Post-Migration: From Reconstruction to Optimization
Troubleshoot Pitfalls
Monitor deliverability closely. Fix broken UTM tracking to ensure proper revenue attribution. Implement list cleaning to manage costs.
Leverage Advanced Features
Utilize predictive analytics (CLV, churn risk), build more complex segments, and run a systematic A/B testing program.
Evolve Your Stack
Keep Yotpo for its core strengths (Reviews, Loyalty) and integrate it with Klaviyo to create a powerful, best-in-class marketing ecosystem.