Migrating from Yotpo to Omnisend? This guide will walk you through migrating your subscribers and core automations from Yotpo to Omnisend for SMS and Email Marketing.
For more general information on migrating to Omnisend, see the separate guide: Migrating to Omnisend for SMS & Email Marketing.
Migrate Contacts
Shopify Contact Migration
If you are migrating from Yotpo to Omnisend and your store runs on Shopify, you can move your contacts automatically with just one click.
Step 1. Access the Migration Dashboard
In your Omnisend account, go to: Dashboard → Yotpo migration.
If the following tab is visible, your Shopify store is connected and eligible for auto-sync. If not, connect Shopify first.
Step 2. Start Contact Sync
In the migration dashboard, click Start syncing contacts.
You'll see: "Contact sync started. We'll notify you when it's done." The button updates to Contact sync in progress. Once complete, it changes to Contacts synced.
That’s it! Contacts appear under Audience immediately. You can now send campaigns and workflows.
What Gets Imported
All your contacts (audience).
Contact properties (tags, opt-ins, statuses).
Segments (moved as custom properties in Omnisend).
Engagement data from the last 12 months.
This ensures you can continue marketing seamlessly without losing history.
Important Notes:
Yotpo has a suppression list; Omnisend does not. These contacts will migrate as unsubscribers.
The migration dashboard only works for Shopify stores.
For merchants using other ecommerce platforms, please follow our instructions below.
Other Platforms Contact Migration
For WooCommerce or other platforms, you need to export contacts from Yotpo and import them into Omnisend.
Step 1. In Yotpo, create a segment for subscribers (or open an existing one).
Step 2. Click Export and download the CSV file.
Step 3. In Omnisend, go to Audience → Import → Import from a file → Select your downloaded CSV and click Continue to mapping.
Step 4. Map contact fields (e.g., Email, First Name, Phone). Ensure all profile data is matched. Click Continue to organize.
Step 5. Once everything is done, proceed to the next page to assign tags or create segments for your imported contacts. Click Continue to subscribe.
Step 6. On the "Subscribe" page, check:
Import contacts with emails as subscribed to emails
Import contacts with phone numbers as subscribed to SMS
Click Continue to subscribe.
Step 7. On the "Finalize" page, check the option Update subscription status and contacts’ properties.
Step 8. Review your import and click Finish import.
That's it! You can find your imported subscribers under Audience → Contacts.
Migrate Workflows (Email & SMS)
Yotpo workflows don't transfer automatically. You need to rebuild them manually in Omnisend using similar triggers and content.
Example: Welcome Workflow with Email & SMS
Step 1. In Yotpo, open the Welcome flow and note the trigger, delays, and messages.
Step 2. In Omnisend, go to Automations → Create workflow → Select a pre-built Welcome Automation.
Step 3. Match the trigger:
Yotpo: "New subscriber confirmation"
Omnisend: "Subscribed to email marketing"
Step 4. Add Trigger filters or Conditional splits in Omnisend if your Yotpo flow uses them.
In Yotpo:
In Omnisend:
Step 5. Copy SMS message content from Yotpo.
Step 6. Add an SMS block in Omnisend and paste your SMS content text.
Step 7. Personalize your message:
Click the {} icon to add dynamic fields.
Add First name for personal greeting (e.g., "Hi [[contact.first_name]]").
Add Account name for recipients to recognize you.
If the SMS includes a discount code, add a Unique discount code, and Omnisend will generate codes automatically per contact.
Step 8. Once SMS messages are copied, you can also recreate your email messages. Copy Yotpo email subject line and preheader.
Step 9. In Omnisend, add an Email block or edit an existing one. Enter subject and preheader.
Step 10. Click Edit content and design the email using Omnisend's drag-and-drop email editor.
Once all workflow steps are recreated, click Start workflow or Save & Close if you'd like to enable it afterwards.
Set Up Toll-Free Number Verification
To send SMS to US contacts, you must verify your sender number. You can either:
Transfer your existing verified number, if you have one.
Verify a new toll-free number in Omnisend.
Transfer an Existing Verified Number
If you already have a verified number, you can transfer it to Omnisend.
Step 1. Go to Store settings → SMS → Bring your own number.
Step 2. You'll see a popup, select Use my Toll-free number.
Step 3. Fill in the form with your toll-free number details.
Step 4. Submit and wait for Omnisend to transfer your number (up to 5 business days).
Generate and Verify a New Toll-Free Number
If you prefer to save time, you can verify a new toll-free number in Omnisend.
Step 1. Go to Store settings → SMS → Generate phone number.
Step 2. Omnisend will generate a toll-free number for you. Once done, click Verify number.
Step 3. Follow the verification form by adding your Business contact info → Business registration info → Consent proof. Once done, click Submit.
Important Notes:
After submitting the form, a message will indicate that the phone number is under verification.
Messages cannot be sent from numbers in the “in progress” state; only verified numbers can send messages to US contacts.
Once your toll-free number is verified, you'll receive a confirmation email. If you face any challenges, please contact our support team at [email protected] for more details.
Verify Your Sender Domain
Before sending emails, you need to verify your sender domain. Review our dedicated article for step-by-step instructions.
Domain Warmup
Once your sender domain is signed and verified, the next step is to warm it up so your email deliverability performs at its best. This is a crucial step to help prevent future deliverability issues. Review our dedicated guide for step-by-step warm-up instructions.
Migrate Engagement Data with Seegments
Omnisend won't have engagement data (opens, clicks) until you start sending campaigns and automation messages. To use Yotpo engagement data for segmentation during the first few months, follow these steps:
Step 1. In Yotpo, create an engagement-based segment (e.g., "Opened email in last 30 days").
Step 2. Export the segment as CSV.
Step 3. Once the export is done, in Omnisend, go to Audience → Import → Import from a file. Select the CSV.
Step 4. In the "Organize" step, create a segment of the imported contacts (e.g., "Yotpo Engaged").
Step 5. In the "Finalize" step, select Update contacts’ properties only.
Step 6. Complete the import.
Once done, the segment appears on the Segments page, and you can now use it for targeting.
FAQ
Do I need to warm up my domain if I have already sent emails from it?
Yes. As you'll be changing the sending infrastructure from Yotpo to Omnisend, you still need to warm-up your sender domain.
Can I import Yotpo SMS subscribers separately?
Yes. Export SMS subscribers as a separate segment in Yotpo, then import with the SMS field mapped.
If you have any questions or need assistance, contact our Support Team through in-app chat or at [email protected].