If you’re using Yotpo Email & SMS, there’s major news you need to know: On August 5th 2025, Yotpo officially announced they will sunset their native Email and SMS products by December 2025. This means all brands relying on Yotpo for email and SMS marketing need to transition to a new platform in the coming months. 

While Yotpo is focusing its future on Reviews and Loyalty, and has partnered with Attentive and Omnisend to help with migrations, many brands are choosing Klaviyo for its powerful all-in-one marketing capabilities, deep integrations, and best-in-class automation.

In this guide, we’ll walk you through everything you need to know about moving from Yotpo Email & SMS to Klaviyo—covering not just the technical steps, but also the strategic considerations and best practices for a smooth, successful migration.

This article was written by Mike Tatum, a lifecycle marketer at Prismfly, a ecommerce performance marketing group with heavy experience in email & SMS across platforms.

Why Make the Switch?

Yotpo and Klaviyo both offer email, SMS, and (now) reviews, but Klaviyo’s all-in-one platform stands out for its:

• Unified customer data: Email, SMS, and reviews in one place, making segmentation and personalization more powerful.
  
• Advanced automation: Klaviyo’s flows and dynamic content are industry-leading, letting you trigger messages based on any event or profile property.
  
• Robust analytics: Get a single source of truth for attribution and performance tracking.
  
• Cost and workflow efficiencies: Fewer tools, less complexity, and often, lower total costs.
  

Preparation: What to Do Before Migrating

1. Audit Your Yotpo Setup

• List all active automations, campaigns, and flows (email and SMS).
  
• Document your subscriber lists, segments, and any custom fields.
  
• Note your opt-in methods, consent records, and compliance processes.
  
• If you use reviews, export a list of current reviews and widget placements.
  

2. Communicate with Stakeholders

• Let your marketing and customer service teams know about the transition.
  
• Prepare FAQs or messaging for customers if the opt-in or review process will change.
  

3. Choose Your Migration Timeline

• Avoid peak sales periods.
  
• Decide if you’ll run both platforms in parallel for a short time or make a direct switch.
  

Step 1: Export Your Data from Yotpo

Email & SMS Subscribers

• Export all active subscribers, including email addresses, phone numbers, opt-in status, and consent timestamps.
  
• If possible, separate opt-ins from opt-outs to make compliance easier.
  
• For SMS, segment by country if you have an international audience.
  
• Use ListHygiene.com to perform a bulk list audit to identify invalid and risky emails which hurt deliverability—key during a migration. It also keeps ESP cost down. ListHygiene.com also integrates with Klaviyo to perform automated checks for new emails keeping your list tight and performant.
  

Reviews (if applicable)

• Use Yotpo’s export tool to download all reviews as a CSV, ensuring you include all relevant fields (customer info, star ratings, review text, timestamps, product IDs, etc.).
  

Step 2: Set Up Klaviyo

• Create your Klaviyo account and integrate it with your e-commerce platform (Shopify, WooCommerce, etc.).
  
• Set up your sending domains for email and verify your SMS sending numbers (short code, toll-free, or local).
  
• Install Klaviyo’s signup forms, or recreate your Yotpo forms in Klaviyo.
  
• If you’re porting your SMS number, initiate the porting process (allow up to 4 weeks for completion).
  

Step 3: Import Your Data into Klaviyo

Email Contacts

• Format your CSV so that email is the first column, followed by name, phone number, consent timestamp, and any custom fields.
  
• Use Klaviyo’s import tool to upload your subscribers to the appropriate lists.
  
• For compliance, ensure you have explicit opt-in records for all contacts.
  

SMS Contacts

• Format the CSV with phone number and country (either as a separate column or via country code).
  
• Remove unsubscribed contacts before importing.
  
• Map consent timestamps if available; if not, you’ll need to manually confirm compliance during import.
  
• Upload your SMS contacts to Klaviyo and create a “SMS Subscribers” segment for ongoing management.
  

Reviews

• If you’re moving reviews, set up Klaviyo Reviews and import your CSV. Map product IDs carefully to ensure reviews display correctly.
  
• Test review widgets on your site before going live.

Note: Klaviyo has developed a native app that automates importing your contacts with their current consent status. This saves you deliverability and legal issues with unintentionally messaging contacts that had opted out of communications. At Prismfly we highly recommend using this app at this step. You can find it here.

Step 4: Rebuild Your Automations and Campaigns

• Recreate your Yotpo flows in Klaviyo, leveraging Klaviyo’s automation builder for:
  
  • Welcome series
    
  • Abandoned cart flows
    
  • Post-purchase follow-ups
    
  • Review request flows
    
  • Winback campaigns
    
• Use Klaviyo’s dynamic blocks and segmentation to personalize content based on customer attributes, purchase history, or review sentiment.
  
• For SMS, set up compliance messaging (opt-out instructions, HELP/STOP, etc.), and ensure you’re only messaging consented contacts.
  

Step 5: Test and Monitor

• Send test emails and SMS to yourself and your team.
  
• Monitor deliverability, engagement, and opt-out rates closely in the first weeks.
  
• Compare your post-migration metrics to your Yotpo benchmarks to ensure performance is on track.
  

Step 6: Communicate with Your Audience

• If your sending number is changing, send a final message from your old provider a week prior, letting subscribers know about the transition and your new number.
  
• If you’re keeping your number, maintain your regular send cadence but include a reminder of your brand and opt-out options in the first few messages.
  

Step 7: Deactivate Yotpo

• Once you’ve confirmed all data is migrated and automations are live, deactivate your Yotpo flows and cancel your subscription.
  
• Monitor both platforms for overlap to ensure no messages are being double-sent.
  

The Automated Way

If you’ve got a fairly simple Yotpo Email & SMS account then you’re a perfect candidate for Klaviyo’s native Yotpo migration app. You simply install the app in your fresh Klaviyo instance and it will walk you through a series of automated prompts to pull over all of your contacts, including their consent status

Best Practices and Tips

• Always provide value in every message—don’t over-message or send without consent.
  
• Keep SMS short (ideally under 157 characters) and send only between 9 a.m. and 8 p.m. in the recipient’s local timezone.
  
• Use double opt-in for lists where possible (except UK/Australia where not required).
  
• Regularly clean your lists and segments for engagement and compliance.
  
• Leverage Klaviyo’s analytics to refine your segmentation and automation over time.
  

Conclusion

With Yotpo sunsetting Email & SMS, now is the time to future-proof your marketing stack. Migrating to Klaviyo is a strategic move which can streamline your marketing, boost personalization, and give you a holistic view of your customer journey. With careful planning and attention to compliance, you’ll be able to make the switch smoothly—unlocking more powerful tools to grow your brand.

Need help making the move or want to maximize your new Klaviyo setup?

Prismfly’s Lifecycle Marketing team specializes in unlocking customer loyalty and scaling revenue for DTC brands through hyper-personalized email and SMS flows, segmentation, and campaign strategy. 

If you want a dedicated ecommerce retention partner to help you get the most out of Klaviyo—or just want to talk shop—book a call with our team today. We’d love to help you maximize your customer lifetime value and turn your migration into a growth opportunity.

Book a call with Prismfly’s lifecycle marketing experts