Klaviyo to Stack

Transitioning from Klaviyo to Stack can elevate your marketing and CRM capabilities. This guide provides detailed steps to transfer your contacts, segments, automations, forms, and other essential assets, ensuring a smooth migration.

Preparation for Migration

Step 1: Review Current Klaviyo Setup

• Identify Key Assets: List all critical assets in Klaviyo, including contacts, segments, automations, forms, and email/SMS campaigns.
• Document Workflows: Capture screenshots or notes of essential automation workflows, segments, and campaigns.
• Evaluate Data Volume: Assess the data volume, including contacts and custom fields, that need migration.

Step 2: Define Migration Objectives

• Set Clear Goals: Determine why you’re migrating to Stack, such as integrated CRM functionality or enhanced automation.
• Prioritize Critical Features: Focus on migrating the most important features first to maintain seamless operations.

Step 3: Prepare Backup

• Export Data from Klaviyo: Export necessary data like contact lists, custom fields, segments, and automation sequences.
• Backup Data: Securely back up all exported data before starting the migration.

Migrate Contacts

Step 1: Export Contacts from Klaviyo

• Export Contacts: In Klaviyo, navigate to the Profiles section, export the desired profiles, and download the data as a .zip file.
• Export Segments: Document or export all segments, noting the criteria used for each.
• Export Automation Flows: Record automation sequences, triggers, and actions through screenshots or manual documentation.

Step 2: Import Contacts into Stack

• Import Contacts: In Stack, go to Contacts > Import Contacts and upload the CSV file from Klaviyo. Map the custom fields accordingly.
• Recreate Segments: Navigate to Contacts > Smart Lists in Stack to recreate segments using the documented criteria from Klaviyo.

Recreate Web Forms

Step 1: Recreate Forms in Stack

• Rebuild Forms: Use Sites > Forms in Stack to recreate forms from Klaviyo, ensuring design and fields match closely.
• Configure Submission Actions: Set up actions for form submissions, such as adding tags or triggering workflows.

Step 2: Embed Forms on Websites

• Integration with Websites: Embed the Stack forms on your website using the provided embed codes.
• Test New Forms: Ensure forms function as expected and integrate seamlessly with Stack.

Recreate Automations and Email Campaigns

Step 1: Review Existing Automations in Klaviyo

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

Step 2: Recreate Automations in Stack

• Build New Workflows: Go to Automation > Workflows in Stack and recreate the automations using Stack’s triggers, conditions, and actions.
• Test Workflows: Thoroughly test all workflows to ensure they function correctly, making adjustments as needed.

Step 3: Recreate Email and SMS Campaigns

• Campaign Setup: Navigate to Marketing > Email Campaigns or Marketing > SMS Campaigns in Stack to recreate campaigns, matching targeting, content, and schedule.
• A/B Testing: If A/B testing was used in Klaviyo, replicate these tests in Stack’s campaign builder.

Setup Analytics and Reporting

Step 1: Review Klaviyo Analytics

• Document Key Metrics: Record important analytics like open rates and conversion metrics.
• Identify Top-Performing Campaigns: Note top-performing campaigns to replicate their success in Stack.

Step 2: Set Up Analytics in Stack

• Performance Dashboard: Navigate to Dashboard > Performance in Stack to set up and monitor your analytics.
• Custom Reports: Use Stack’s custom report builder to create reports similar to those in Klaviyo, focusing on key metrics.

Final Checks and Training

Step 1: Perform Final Data Validation

• Cross-Check Data: Verify successful migration of all data, including contacts, segments, automations, and forms.
• Validate Workflows: Ensure all workflows and automations are operational in Stack.

Step 2: Train Team Members

• Stack Training: Provide necessary training on using Stack’s CRM, automation, and marketing tools.
• Leverage Support Resources: Encourage using Stack’s support resources for ongoing learning and troubleshooting.

Step 3: Monitor and Optimize

• Monitor Performance: Continuously monitor Stack’s performance, making adjustments to optimize operations.
• Continuous Improvement: Regularly review your setup to ensure it meets evolving business needs.

Decommissioning Klaviyo

Step 1: Transition Period

• Run in Parallel: Consider running both Klaviyo and Stack in parallel during the transition to avoid disruptions.
• Gradual Phase-Out: Slowly reduce reliance on Klaviyo as you become more comfortable with Stack.

Step 2: Cancel Klaviyo Subscription

• Final Data Backup: Ensure all necessary data is securely backed up before canceling your Klaviyo subscription.
• Official Cancellation: Follow Klaviyo’s process to cancel your subscription.

Step 3: Post-Migration Review

• Review Success: Evaluate the migration’s success, noting any challenges and lessons learned.
• Ongoing Monitoring: Keep an eye on your Stack setup post-migration to promptly resolve any issues.