The Klaviyo Migration Guide: Migrate, Set Up, and Succeed

Migrating from Mailchimp, Omnisend or another ESP and considering Klaviyo?
This free eBook walks you through the entire migration, from exporting your data and protecting GDPR consent to activating your first revenue-driving flows. Written by Kubix, a Klaviyo Master Platinum agency, with insight from Dataships.

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2.4
x
higher lifetime value from subscribed customers
80-90
%
1.2
%
higher lifetime value from subscribed customers
24 pages
8
%
of practical migration guidance
6 Steps
8
%
from clean data to live flows

What's inside the guide

This isn’t a sales brochure. It’s the same process we use when we migrate brands to Klaviyo ourselves, written down so you can follow it whether you work with us or not.

01

What is Klaviyo?

Email, SMS, flows and segmentation, explained properly.
02

Benefits of using Klaviyo

How it compares to Mailchimp. Omnisend and Brevo.
03

Should you switch ESPs?

The four signal that a move is justified.
04

Before you migrate

Email, SMS, flows and segmentation, explained properly.
05

Step-by-step setup

Six steps from account setup to live automations.
06

Expert Klaviyo tips

The mistakes we see most, and what pays off early.

Written for eCommerce teams

If any of these sound familiar, this guide was written for you:

  • You’re on Mailchimp or Omnisend and hitting the ceiling on segmentation, automation or reporting
  • Your Shopify store is scaling and your email platform isn’t keeping up
  • You want email and SMS in one place instead of juggling separate tools
  • Retention and customer lifetime value are becoming priorities, and your current ESP can’t support them

Migrations are what we do

Kubix is a Klaviyo Master Platinum agency and Shopify Platinum Partner. We’ve supported dozens of brands through ESP migrations and ongoing Klaviyo growth, so this guide is built on real projects, not theory.

The GDPR and consent chapters are written with Dataships, whose location-responsive consent technology helps brands achieve 80–90% compliant opt-in rates at checkout.

Klaviyo migration questions, answered