How do you migrate from other email platforms to Klaviyo?

Last Updated

October 28, 2025

Klaviyo Migration Strategy and Planning

Migrating to Klaviyo requires comprehensive planning that preserves email list quality, maintains deliverability reputation, and maximises the platform's advanced features for superior marketing performance. Successful migration involves careful data export, domain authentication, and strategic feature implementation.

The migration process focuses on maintaining email list health while implementing Klaviyo's sophisticated segmentation, automation, and personalisation capabilities that often deliver immediate improvements in email marketing effectiveness.

Data Export and List Quality Preservation

Email list migration begins with comprehensive data export from existing platforms, including subscriber information, engagement history, and segmentation data that enables sophisticated targeting in Klaviyo's advanced system.

List Health Assessment and Cleanup

Migration includes list quality assessment, inactive subscriber identification, and engagement pattern analysis that ensures only high-quality contacts transfer to Klaviyo, protecting deliverability reputation.

List cleanup removes inactive subscribers, identifies re-engagement opportunities, and segments contacts based on engagement patterns that optimise Klaviyo's advanced targeting capabilities from day one.

Migration Data Components
  • Subscriber profiles: Complete contact information and preference data
  • Engagement history: Open rates, click patterns, and interaction records
  • Segmentation data: Customer categories, purchase history, and behaviour patterns
  • Preference settings: Subscription preferences and communication frequency choices
  • Custom fields: Business-specific data points and tracking parameters

Domain Authentication and Deliverability Setup

Klaviyo migration includes comprehensive domain authentication setup that protects email deliverability and ensures messages reach subscriber inboxes rather than spam folders.

Technical Configuration Requirements

Domain authentication includes SPF, DKIM, and DMARC record configuration that establishes email sending credibility and protects against deliverability issues during the transition period.

Deliverability setup includes IP warming strategies, sending reputation management, and engagement monitoring that maintains high inbox placement rates throughout the migration process.

Template Recreation and Design Enhancement

Email template migration involves recreating existing designs in Klaviyo's advanced editor while enhancing visual appeal, mobile responsiveness, and conversion optimisation through improved design and functionality.

Template enhancement includes responsive design implementation, personalisation token integration, and conversion optimisation that leverages Klaviyo's superior design capabilities for better marketing performance.

Advanced Automation Flow Development

Klaviyo migration enables sophisticated automation flow creation that surpasses most previous platform capabilities, including behavioural triggers, dynamic content, and advanced segmentation for personalised customer journeys.

Flow development includes welcome series enhancement, abandoned cart recovery optimisation, and post-purchase engagement sequences that maximise Klaviyo's advanced automation capabilities for superior marketing results.

Integration Setup and Testing

Platform integration includes e-commerce connection, CRM synchronisation, and marketing tool integration that creates comprehensive customer data visibility and cross-platform automation capabilities.

Integration testing ensures data accuracy, automation functionality, and reporting reliability that enables immediate productivity gains from Klaviyo's advanced marketing capabilities.

Ready to migrate to Klaviyo and unlock advanced email marketing capabilities? Our email marketing expertise includes comprehensive migration planning, technical setup, and advanced feature implementation that maximises Klaviyo's potential for your business growth and customer engagement.

Similar FAQs

What is a marketing funnel and why does it matter?
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A marketing funnel is the step-by-step journey a potential customer takes from first discovering your brand to becoming a loyal client. It includes stages like awareness, interest, consideration, and conversion. Funnels matter because they help you understand and optimise each touchpoint, ensuring fewer leads slip through the cracks and more prospects become paying customers. At Pacing.Agency, we design, build, and manage funnels so your marketing works smarter, not harder.
How do I know if my business needs funnel management?
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If you’re generating leads but not seeing enough conversions, or if you’re unsure where prospects are dropping off, you likely need funnel management. Businesses of all sizes benefit from a well-structured funnel that guides users from first click to final sale. We’ll audit your current process and recommend improvements tailored to your goals.
What are the key stages of a successful marketing funnel?
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A successful marketing funnel typically includes: Awareness (attracting new prospects), Interest (engaging them with valuable content), Consideration (nurturing leads with targeted messaging), Conversion (turning leads into customers), and Retention (keeping customers engaged for repeat business). We map and optimise each stage to ensure a seamless journey for your audience.
How do you build and launch a marketing funnel?
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We start by mapping your customer journey and identifying every touchpoint. Then, we design and build each stage of the funnel, from landing pages to email sequences. Once built, we launch the funnel, monitor performance, and make adjustments to maximise conversions. Our process is collaborative, transparent, and tailored to your business goals.
How do you optimise a funnel for better results?
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Optimisation is ongoing. We monitor every stage of your funnel, test different messages and creative, and use data to refine the user journey. This includes A/B testing, updating landing pages, adjusting ad targeting, and refreshing email sequences. Our goal is to increase conversion rates and reduce drop-offs, so you get more value from every lead.
What tools and platforms do you use for funnel management?
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We use a range of industry-leading tools, including website builders (like Webflow), CRM systems, email marketing platforms, analytics suites, and ad managers. The exact stack depends on your needs, but we always choose solutions that integrate seamlessly and scale with your business.
What is CRM management and why is it important?
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CRM (Customer Relationship Management) management is the process of organising, tracking, and nurturing your customer relationships using specialised software.

It’s important because it helps you keep all your customer data in one place, automate follow-ups, and ensure no lead or client falls through the cracks. We set up and manage CRM systems so you can focus on building lasting, profitable relationships.

How do I know if my business needs a CRM system?
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If you’re struggling to keep track of leads, missing follow-ups, or using spreadsheets to manage customer data, it’s time for a CRM. Even small businesses benefit from a CRM system, as it streamlines communication, improves sales processes, and provides valuable insights. We’ll help you choose and implement the right CRM for your needs.
What are the benefits of integrating email with my CRM?
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Integrating email with your CRM allows you to automate personalised email journeys, track engagement, and nurture leads more effectively. It ensures every communication is logged, so you have a complete view of each customer’s journey. This leads to higher conversion rates and stronger customer loyalty.
How do you set up and customise a CRM for my business?
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We start by understanding your sales process, customer journey, and business goals. Then, we configure the CRM to match your workflow, set up automations, and integrate it with your website and marketing tools. Every business (in our opinion) needs a source of truth and we think your CRM should be yours.

Training and support are included, so your team can hit the ground running.

What types of email journeys can you automate with CRM management?
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Some CRMs allow youto automate emails, others require you to use a separate email platform. With the CRMs we recommend, you can automate welcome emails, lead nurturing sequences, follow-ups, re-engagement campaigns, and more.

Automated journeys ensure timely, relevant communication with your audience, increasing engagement and conversions.

How do you ensure data security and compliance in CRM management?
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We use secure, GDPR-compliant CRM platforms and implement best practices for data protection. This includes access controls, encryption, and regular audits. We also help you set up consent management and privacy policies, so your business stays compliant and your customers’ data is safe.
What CRM platforms do you recommend and why?
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We work with leading CRM platforms like HubSpot, Salesforce, Klaviyo, and ActiveCampaign. The best choice depends on your business size, goals, and budget. We’ll recommend the platform that integrates seamlessly with your existing tools and supports your growth.

It's vital that the forms you use are flexible and that data can pass seamlessly between forms and your CRM, if that works, then we can tell you exactly where you leads have come from.

How do you measure the success of CRM and email management?
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We track metrics like lead response time, conversion rates, email open and click rates, and customer retention. Regular reports show how your CRM and email journeys are performing, with recommendations for ongoing improvement.

We want to turn your CRM into a source of truth, somewhere where you can see user behaviour at work.

How do you ensure continuous optimisation of my marketing?
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We regularly review analytics of your campaigns, CRM and website and pick out opportunities for improvement. This includes A/B testing, creative refreshes, and adjusting strategies based on performance data.

What is CRM and lead flow management?
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CRM and lead flow management is about ensuring every lead is captured, tracked, and nurtured through your sales process. We integrate your website, CRM, and marketing tools so leads never fall through the cracks and your sales team always has the information they need.
How does Klaviyo improve email marketing performance for e-commerce?
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Klaviyo transforms email marketing by using customer data and behaviour to create highly personalised campaigns that drive significantly higher engagement and revenue than generic email blasts.

Key performance improvements include:

  • Behavioural triggers based on purchase history and website activity
  • Dynamic product recommendations tailored to individual preferences
  • Advanced segmentation using customer data and purchase patterns
  • Automated email flows for abandoned carts, post-purchase, and win-back
  • Predictive analytics for customer lifetime value and churn risk
  • A/B testing for subject lines, content, and send times

Our CRM management and email service includes Klaviyo setup and optimisation to maximise your email marketing ROI.

What makes Klaviyo different from other email marketing platforms?
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Klaviyo stands out through its deep e-commerce integration and sophisticated customer data platform that enables precision targeting impossible with traditional email tools.

Key differentiators include:

  • Native integrations with major e-commerce platforms (Shopify, WooCommerce, Magento)
  • Real-time customer data sync and behavioural tracking
  • Advanced segmentation using purchase history, browsing behaviour, and engagement
  • Predictive analytics for customer lifetime value and purchase likelihood
  • Dynamic content blocks that personalise emails automatically
  • Comprehensive attribution reporting showing email's impact on revenue

We leverage these advanced features in our funnel management service to create email sequences that convert prospects into customers effectively.

How do you set up effective automated email flows in Klaviyo?
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Effective Klaviyo flows combine strategic timing, personalised content, and clear calls-to-action to guide customers through their journey and maximise revenue opportunities including welcome series, abandoned cart recovery, and post-purchase follow-up sequences.

What integrations does Klaviyo offer for marketing automation?
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Klaviyo integrates with hundreds of marketing and e-commerce tools, creating a unified customer data platform that powers sophisticated automation across your entire marketing stack including e-commerce platforms, advertising platforms, and review systems.

How does Klaviyo pricing work and what should you budget?
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Klaviyo uses contact-based pricing that scales with your business, offering a free tier for small lists and predictable costs as you grow, with plans starting at £16/month for 251-500 contacts.

How do you measure ROI and attribution from Klaviyo email campaigns?
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Klaviyo provides comprehensive attribution reporting that tracks email's impact on revenue, making it easy to measure ROI through revenue attribution, customer lifetime value tracking, and conversion analysis across multiple touchpoints.

Can Zapier handle complex multi-step marketing workflows?
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Yes, Zapier can manage sophisticated multi-step workflows using paths, filters, and conditional logic to create comprehensive marketing automation sequences.

Advanced workflow capabilities include:

  • Conditional paths based on data values or user behavior
  • Multi-app sequences with data transformation
  • Delay and scheduling functions for timed sequences
  • Lookup tables for data enrichment and personalization
  • Error handling and retry mechanisms
  • Integration with webhooks for custom functionality

We design complex workflows that integrate with Google Sheets for data processing and CRM systems for comprehensive lead nurturing automation.

What are the best practices for Klaviyo email deliverability?
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Maintaining high deliverability ensures your Klaviyo emails reach the inbox rather than spam folders through proper domain authentication, double opt-in, regular list cleaning, and monitoring engagement metrics for maximum impact.

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