Yotpo Migration Checklist

For now, we’ll focus on migrating your subscribers and ensuring everything is synced correctly. Once the Yotpo Migration Tool is implemented, you’ll be able to sync all data and necessary fields to Omnisend easily. When you connect your Shopify, WooCommerce, or any other platform your brand uses, contacts from those platforms will sync automatically. If all your Yotpo contacts are already stored there completely (which should be), they’ll be included in the initial connection sync.

Step 1. Let’s create a segment for your subscribers if you don’t have it already, and export it:
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Step 2. Once done, go to Omnisend > Import > Select “import from a file” > select the downloaded file > and proceed:
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Step 3. On the next page, map all the important information you find valuable. Make sure Name and all profile data are mapped (again, if you have the information in Shopify or another platform your brand uses, it will be synced automatically. If anything is missing, all the data can be synced later once the Migration tool is implemented).
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Step 4. Once everything is done, proceed to the next page > skip that page and get to the “subscribe” page:
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Step 5. Here, you can check the box and finalize the import: 
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Step 6. On the next page, check the "Update subscription status and contacts' properties" option, and proceed > finish import:
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That's it! Your subscribers are going to show up in your account afterward:
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On this step, you will learn how to migrate your SMS and Email automations from Yotpo to Omnisend. 

Step 1. Select the flow you want to migrate from Yotpo, and recreate the flow manually. Let’s take the Welcome flow as an example:

Step 2. In Omnisend, go to Automations > Create a Workflow > select a “Welcome” preset:
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Step 3. In Omnisend, the welcome email trigger is “subscribed to marketing,” which is basically the same trigger as “new subscriber confirmation” in Yotpo.

Step 4. Same with “condition” (if you have) in Yotpo. It’s “Split” in Omnisend

Step 5. Let’s move to an example of a workflow that includes a text message. Copy the text from Yotpo first:

Step 6. Add an SMS block in Omnisend:
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Step 7. Paste the text you copied:

Step 8. For personalization, click here:
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Step 9. You can add your company’s name or the client’s name in the SMS (or email):
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Step 10. In this example, our text message in Yotpo includes a discount code. Let’s add the same in Omnisend:

Step 11. It will generate a unique code for your client. After moving all the SMS or Emails you have, click on "Start Workflow":

All the steps are the same for emails. We have some extra columns, like Subject and Preheader texts to enter. The menu in both platforms includes the same sections: 

Step 12. Once you arrange all the details about your email, you can move on with the design: 

Feel free to play around and explore!

Once everything is done, let’s set up your phone number to avoid issues with sending SMS.

If you already have a verified number, you can transfer it to Omnisend. To do this, go to store settings > SMS > and click “bring your number”:

A page will appear and direct you to the dedicated signup page for transferring your number:

All you need to do is fill the required fields and wait for your number to be moved and verified:

If you prefer not to wait for us to complete it, or if you don’t have a verified number, feel free to follow this guidance for generating and verifying a new number:
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Step 1. First, if you want to send an SMS to the US market but don't have the phone sender's number, go to Store settings → SMS → Generate phone number:

You can also transfer your existing toll-free number from other platforms to Omnisend – continue reading to learn how.

Once your phone number is assigned, you'll see that it needs to be verified. Please note that you should take a screenshot of your signup form with the phone number input field before beginning the verification.

Step 2. To verify the phone number, click the "Verify number" button:

Step 3. You will be asked to upload a screenshot of the signup form you use to collect SMS subscribers. A screenshot of your store's checkout page or information about how you maintain consent in your Privacy Policy will also work. Additionally, please include your business's contact information. You need to add the following:

Click "Select a file" to upload the screenshot from your computer → Add all necessary contact data → Submit.

It takes up to 48 hours for your application to reach a toll-free aggregator.

You will see if the phone number is verified later. If it is not, please contact our support team at [email protected] for more details.

For sending emails, you need to verify your sender domain first. For all the details and step-by-step guidance, please review our dedicated article.

Once the domain is signed, now it’s time to do a warm-up, so your email deliverability can be at its best state. It’s a crucial step to take so you don’t have any serious issues with deliverability in the future. All details and step-by-step guidance can be found in our article.

Since you have never sent any emails in Omnisend, you won’t have any engagement data. Therefore, if you want to have some engagement data from Yotpo to use in Omnisend (at least during the first few months until engagement data is collected in Omnisend), you need to pass segments manually from Yotpo. The process is the same as migrating your contact list, as discussed above. Let’s go over it quickly:

Step 1. Create an engagement-based segment if you don’t have one, and open it:

Step 2. There you will see the export option, just like we had when we were migrating contacts:

Step 3. Once the export is done, go to Omnisend and follow the same import process:

Step 4. Select the file and go to the next page. There, make sure to create a segment:

Step 5. Go to the final page, and select the "Update contacts' properties only" option:

Step 6. Complete the import. Once the import is finished, your segment will appear on the “Segments” page.

That's it! At this point, you've successfully imported your subscribers and workflows, and you've verified your toll-free number and your domain. If you have any questions or need assistance, contact our Support Team through in-app chat or at [email protected].