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.
Check out our special Klaviyo migration offer. To help you make the transition to Omnisend as smooth as possible, we're giving you a complete migration package valued at $1,000.
Important! We do not recommend closing your Klaviyo account before you transfer all the data, recreate your automation workflows, and ensure everything works as intended.
Before you begin
As soon as you connect your store to Omnisend, we start importing the information about your customers, products, and the orders they've placed. However, this information is incomplete, and you may want to migrate the data you've collected with Klaviyo. All you have to do in this case is to use the Klaviyo Data Import Tool.
Here's a list of standard properties you'll be able to transfer to Omnisend using the Import Tool:
We will also sync the subscription statuses for both the Email and SMS channels. In case your contacts have the consent timestamps, we will transfer them to Omnisend as well.
The rest of the contact attributes you have in Klaviyo will be synced as custom properties to your Omnisend account. We will add the klaviyo prefix before each property name to identify them. You can find the list below:
klaviyo_$consent, klaviyo_$consent_form_id, klaviyo_$consent_form_version, klaviyo_$consent_method, klaviyo_$consent_timestamp, klaviyo_$exchange_id, klaviyo_$latitude, klaviyo_$longitude, klaviyo_$phone_number_region, klaviyo_$sms_consent_method, klaviyo_$source, klaviyo_Accepts Marketing, klaviyo_Birthday, klaviyo_coupon, klaviyo_creative_id, klaviyo_date, klaviyo_Emaillnterests, klaviyo_Emailpreferences, klaviyo_Expected Date Of Next Order, klaviyo_First Order, klaviyo_Initial Referring Domain, klaviyo_Initial Source, klaviyo_ip_address, klaviyo_last order, klaviyo_Last Referring Domain, klaviyo_Last Search Engine, klaviyo_Last Search Keyword, klaviyo_Last Source, klaviyo_lead_source, klaviyo_Products Purchased, klaviyo_referrer, klaviyo_revenue, klaviyo_Shopify Tags, klaviyo_sms_attentive_signup, klaviyo_sms_consent, klaviyo_timeStamp, klaviyo_url, klaviyo_UTM Campaign, klaviyo_UTM Content, klaviyo_UTM Medium, klaviyo_UTM Source, klaviyo_UTM Term.
We will also sync any custom property you have in your account with the klaviyo prefix (e.g. klaviyo_contact custom property).
Note! The contacts will be synced in batches of approximately 500 contacts every 5 seconds. Keep this in mind if you are on a tight schedule.
Transfer your contacts from Klaviyo using the Data Import Tool
Step 1. To enable the app, click the profile icon in the top right corner and go to Apps:
Step 2. Find the Klaviyo Data Import Tool using the search box and click the Connect now button:
Or you can just use this link to Klaviyo Data Import Tool in our App Market.
Step 3. Now you need to enter the Private API key that's been generated in your Klaviyo account.
To generate one, you should do the following:
Log in to your Klaviyo account.
Go to Settings → API Keys. Alternatively, click the following link: API Keys.
Once you're in, click Create Private API Key and select Full Access Key Access Level.
You can also follow the steps listed in How to create a private API key article.
As soon as you're done, paste the API key into the text field and click Connect. You'll be able to initiate the contacts sync in the Settings tab:
And that's it! All your contacts are now imported to your Omnisend account!
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 the 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:
Create Custom HTML signup forms.
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.