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.
Migrate Contacts
Note: The option to start an automated Yotpo contact sync from Omnisend is no longer available since Yotpo no longer supports this functionality.
If you previously completed a contact sync, you'll see a read-only Contacts synced card in your account, with a link to view your synced contacts. No action is required. To migrate your contacts manually, use the method below.
To migrate your contacts to Omnisend, 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 afterward.
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 Warm-up
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 Segments
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.
Yotpo Migration Tutorial
This live tutorial is designed for growing brands and lean teams, giving you a clear, step-by-step walkthrough of the migration process. We'll cover key steps, common questions, and how to get set up smoothly with Omnisend. The session includes a live Q&A with our Migration Specialists.
You will learn:
The exact migration steps from Yotpo to Omnisend
What to expect during the migration
What comes next once you're in Omnisend
This tutorial walks through the complete Yotpo → Omnisend migration flow, including contacts, workflows, and SMS setup.
Migration Checklist: Yotpo → Omnisend
Use this checklist to ensure a smooth transition from Yotpo to Omnisend.
Phase | Task | Channel | Notes / Tips |
🔁 Before You Begin | Export Yotpo contacts with consent info | Email + SMS | Go to Audience → Lists & Segments. Include: phone numbers, consent timestamps |
🔁 Before You Begin | Export engagement data via segments | Email + SMS | Create segments in Yotpo (e.g., "opened in last 30 days"), export as CSV |
🔁 Before You Begin | Save the current automation flow copy/screenshots | Email + SMS | Optional: Document your Yotpo flows for rebuilding in Omnisend |
🔁 Before You Begin | Review Yotpo suppression list | Email + SMS | These contacts will migrate as unsubscribed in Omnisend |
📥 Import to Omnisend | Upload Yotpo contacts with the correct opt-in status | Email + SMS | Manual CSV import |
📥 Import to Omnisend | Request TFN transfer (or new TFN) | SMS | If keeping your Yotpo TFN, allow 5 business days for transfer. Cannot send during transfer. |
📥 Import to Omnisend | Create warm-up segments | Email + SMS | Example: Yotpo engaged contacts (last 30 days) |
⚙️ Configure Omnisend | Set up verified sender domain (SPF/DKIM) | Done via Store Settings → Sender domain | |
⚙️ Configure Omnisend | Enable quiet hours + compliance settings | SMS | Required for compliance |
⚙️ Configure Omnisend | Rebuild Yotpo automations in Omnisend | Email + SMS | Welcome, Abandoned Cart, Post-Purchase, etc. |
⚙️ Configure Omnisend | Recreate signup forms from Yotpo | Email + SMS | Forms must be rebuilt manually or via the Kickstart service (up to 3) |
✅ Testing & Launch | Send test emails/SMS to yourself/team | Email + SMS | Check formatting, timing, unsubscribe links |
✅ Testing & Launch | Send to engaged Yotpo segments first | Email + SMS | Start with 10–20% of your most engaged contacts |
✅ Testing & Launch | Warm up email sending gradually | Week 1: 10–15% most engaged; expand weekly | |
✅ Testing & Launch | Warm up SMS sending gradually | SMS | Start with 500–1,000/day; increase 50–100% every 1–2 days |
✅ Testing & Launch | Monitor deliverability reports | Email + SMS | Track opens, bounces, spam complaints (email); errors (SMS) |
📊 Post-Migration | Review automation & campaign reports | Email + SMS | Compare performance to Yotpo benchmarks |
📊 Post-Migration | Keep Yotpo active until fully tested | Email + SMS | Only cancel Yotpo after confirming everything works in Omnisend |
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].