Klaviyo to the Platform (Migration Guide)

Modified on Tue, 30 Sep at 7:41 AM

Identify Key Assets: List all critical assets in your account, including contacts (profiles), segments, automations (flows), forms, and email/SMS campaigns.
Document Workflows: Take screenshots or notes of all automation workflows, segments, and campaigns that are essential for ongoing operations.
Evaluate Data Volume: Assess the amount of data (contacts, custom fields, automations) that needs to be migrated.

Set Clear Goals: Identify the key reasons for migrating to the platform, such as integrated CRM functionality, enhanced automation, or better pricing.
Prioritize Critical Features: Focus on migrating the most critical features first to ensure uninterrupted operations.

Export Data: Export all necessary data, including contact lists, custom fields, segments, and automation sequences.
Backup Data: Ensure all exported data is securely backed up before starting the migration process.

Export Contacts: Navigate to the Profiles section in your account and select the profiles you want to export or use the export option for all profiles, then click Export profile data and download the data as a .zip file.
Export Segments: Document or export all segments from your account. Note the criteria used for each segment so that they can be recreated in the platform.
Export Automation Flows: Record all automation sequences, triggers, and actions by taking screenshots or documenting them manually.

Import Contacts: In the platform, go to Contacts > Import Contacts and upload the CSV file exported from your account, then map the custom fields during the import process.
Recreate Segments: In the platform, navigate to Contacts > Smart Lists to recreate the segments, and use the criteria documented to ensure accurate segmentation.

Rebuild Forms: Use the platform’s Sites > Forms to recreate forms, ensuring the design and fields closely match the original forms.
Configure Submission Actions: Set up actions for form submissions, such as adding tags or triggering workflows, similar to the previous setup.

Integration with Websites: Embed the platform forms on your website using the provided embed codes.
Test New Forms: Test the forms to ensure they function as expected and integrate seamlessly with the platform.

List Active Flows: Identify all active flows, including email/SMS sequences, triggers, and conditions.
Document Automation Flows: Take detailed notes or screenshots of each automation flow to facilitate recreation.

Build New Workflows: Go to Automation > Workflows in the platform, then recreate the automations using the triggers, conditions, and actions to achieve similar results.
Test Workflows: Test all recreated workflows thoroughly to ensure they function correctly, making any necessary adjustments.

Campaign Setup: Navigate to Marketing > Email Campaigns or Marketing > SMS Campaigns, then recreate the campaigns, ensuring to match the targeting, content, and schedule.
A/B Testing: If A/B testing was used previously, replicate the tests in the campaign builder.

Document Key Metrics: Record important analytics, such as open rates, click-through rates, and conversion metrics.
Identify Top-Performing Campaigns: Note down the top-performing campaigns and flows to focus on replicating their success.

Performance Dashboard: Navigate to Dashboard > Performance to set up and monitor your marketing analytics.
Custom Reports: Use the custom report builder to create reports similar to those used previously, focusing on key metrics.

Cross-Check Data: Verify that all data has been successfully migrated, including contacts, segments, automations, and forms.
Validate Workflows: Ensure that all workflows and automations are operational in the platform.

Platform Training: Provide necessary training to your team on using the CRM, automation, and marketing tools.
Leverage Support Resources: Encourage your team to utilize the platform’s support resources for ongoing learning and troubleshooting.

Monitor Performance: Continuously monitor the performance of your setup, making adjustments as needed to optimize operations.
Continuous Improvement: Regularly review your setup to ensure it meets your evolving business needs.

Run in Parallel: Consider running both systems in parallel during the transition to ensure no disruptions in operations.
Gradual Phase-Out: Slowly reduce reliance on the previous system as you become more comfortable with the platform.

Final Data Backup: Ensure that all necessary data is securely backed up before canceling the subscription.
Official Cancellation: Follow the process to cancel your previous subscription and terminate any associated services.

Review Success: Evaluate the success of the migration, documenting any challenges faced and lessons learned.
Ongoing Monitoring: Keep an eye on your setup post-migration to catch and resolve any issues promptly.