Migration is a difficult task to manage regardless of your company's size or data volume. Meanwhile, it's a great time to re-evaluate your marketing strategies, tweak where necessary, and examine new trends like reaching clients via a different communication channel.
This article walks you through the main steps in the transition process to help you migrate your customers' data and share our best practices.
But before you can start migrating, you need to connect your store to Omnisend. This integration will allow us to sync and push the information about your customers to your Omnisend brand, add our sign-up forms, and trigger automation workflows.
Important! We do not recommend closing your Klaviyo account before you transfer all the data, recreate your automation workflows, and ensure everything works as intended.
Before you begin
As soon as you connect your store to Omnisend, we start importing the information about your customers, products, and the orders they've placed. However, this information is incomplete, and you may want to migrate the data you've collected with Klaviyo. All you have to do in this case is to use the Klaviyo Data Import Tool.
Transfer your contacts from Klaviyo using the Data Import Tool
To learn how to use our Klaviyo Data Import Tool, read this article.
Manage your Segments
Since the information you can export from Klaviyo is limited, it would be a good idea to migrate some of your Segments to Omnisend. Here is the list of the Segments we would recommend transferring:
Any other Segment you find appropriate.
After you export these Segments from your Klaviyo account, you may want to import them to the corresponding Segments in Omnisend. Check this article for instructions on how to import your contacts to a particular Segment.
VIP & Loyal & Engaged
If you have any exclusive lists or segments based on the data collected with Klaviyo, it is a good idea to export them separately. Although you can pass the timestamp with the last open and click the date, it doesn't carry the information about the number of emails your customers have opened. We recommend creating different Segments to understand how your customers interact with the emails sent with Klaviyo and then transferring them to Omnisend in a solid state.
When starting out with a new service, it is essential to spend some time warming up your sender reputation. You should send your newsletters to the most engaged contacts that are likely to open and click through your emails during this period. We highly encourage you to look through this guide for more information on the warm-up plan concept.
To define engaged contacts, you can use the information imported from your store, your customers' purchasing behavior, or you may want to rely on the Segment you've transferred from Klaviyo.
Migrate Templates, Forms and Automation flows
In Omnisend, we are not only trying to develop a powerful marketing tool but also a user-friendly platform with multiple channels included. We highly encourage you to look through the options offered by Omnisend before you transfer your old templates. Recreating your content will ensure that you have a responsive and well-working setup on Omnisend. Check these articles for more information:
Nevertheless, if you cannot dedicate time to recreate all the email templates and other content you created in Klaviyo, we have two options for you:
Ensure all your forms collect subscribers, and automation workflows trigger emails when intended. You can always test those workflows' performance by yourself or contact our Support Team for assistance.
Start working on building an outstanding sender reputation with Omnisend by following our recommendations regarding the content and following the warm-up plan.
Overtake our idea of contacting your customers through the communication channel they prefer.