Migrate from Retention Rocket to Klaviyo

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Overview

When migrating from Retention Rocket, you can upload your existing list of SMS subscribers into Klaviyo to start building out your SMS marketing strategy right away. Importing your SMS contacts allows you to centralize customer data so that you can leverage Klaviyo’s robust analytics and tailor your customers' experience with SMS-integrated flows, campaigns, and push notifications.

This guide will walk you through migrating your data from Retention Rocket to Klaviyo.

Designate an SMS Sending Number

When you enable SMS in Klaviyo, you'll be prompted to choose an SMS sending number. If you do not already have a short code SMS sending number that you would like to port over, it can take several weeks to be assigned a new short code. Please allow time for the creation of a new short code when planning your SMS migration. 

Switching from another SMS provider is a great time to re-evaluate and possibly make changes to your SMS number type. For more information, see our guide to choosing an SMS Number.

Export SMS Subscribers from Retention Rocket

Before you begin migrating your SMS contacts from Retention Rocket into Klaviyo, it's important to distinguish between subscribers who have opted in to SMS messaging and those who have not. It is against Klaviyo's Terms of Service and TCPA laws to market to contacts who have not explicitly opted in to receiving SMS communication from your business.

Klaviyo identifies opted-in subscribers as those who have a phone number and an SMS consent timestamp associated with their profile. If a profile only has a phone number, you will not be able to send SMS or MMS messages to that person.

Retention Rocket requires that you contact your account representative to receive an export of your SMS subscribers as a CSV file. It is not currently possible to export this file yourself. When migrating to Klaviyo, plan for turnaround time for your Retention Rocket representative to complete this request.

We recommend asking your account rep for a CSV export containing all contacts, including (if available): first name, last name, email address, phone number, and the consent timestamp. At a minimum, you will require the SMS subscriber’s phone number and consent timestamp.

Format Subscriber List CSV

Carefully format your CSV file before importing it into Klaviyo to ensure that your contacts are imported smoothly and accurately. 

Though not required, you will likely want to include the following columns in your import, if they are not already in your CSV file:

  • First Name
  • Last Name
  • Email

If the CSV file you receive contains contacts who have opted out of SMS messaging, as indicated in the Sms Opted In? column of your export, you will want to filter these contacts out before proceeding with an import. Then, delete the Sms Opted In? column from the csv file to avoid issues with field mapping in Klaviyo.

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The Phone column is required to import your SMS contacts. Check the format of the phone numbers in your CSV file. Phone numbers must be in one of the following formats:

  • E.164 (e.g., +12345678910)
  • RFC966 (e.g., +12-34-567-8910)
  • E.123 national (e.g., 12345678910) 
  • E.123 international (e.g., +12 345 678 910)

Next, you will need to add a column for Country, as it is not included in your Retention Rocket export file. In your spreadsheet editor, add another column titled Country. Since you can only send to US numbers, assign the value USA to all rows.

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Klaviyo requires an SMS Consent Timestamp column at the time of import, so you will need to rename the appropriate column heading. Locate the column heading named optin_date, delete the text, and rename it SMS Consent Timestamp. Doing so allows your import to automatically map the values to the correct field in Klaviyo.

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Timestamps need to be specifically formatted or Klaviyo will not recognize them as timestamp fields. Retention Rocket exports timestamp data in the format YYYY-MM-DD HH:MM:SS by default. You may wish to format these data fields as dates to ensure proper import. The date format MM/DD/YYYY HH:MM:SS is supported by Klaviyo by default. For additional supported timestamp formats, check out the guide here.

Import Subscriber List to Klaviyo

After you've formatted your export data, you can import it into a Klaviyo list. 

Choosing Your List

To begin, log into your account and navigate to Lists & Segments.

Click Create List / Segment in the upper right corner. Then, select List to create a new list for your SMS subscribers.

Give your new list a name, such as Retention Rocket Subscribers and click Create List.

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Once your new list is created, click Upload Contacts to add your SMS subscribers via import. Drag and drop your CSV file into the field provided, or select it from your computer to upload your contacts. After selecting your file, Klaviyo will process the import and display a green loading bar with the text Uploading and validating file… If any required columns are missing, Klaviyo will alert you with an error message.

If you would like to add the contacts to an existing list, turn off any flows triggered by this list by switching them to manual or draft. Then, locate the list where you'd like to upload your contacts. Click the menu to the right of the list and select Import Data. Drag and drop your CSV file into the field provided to upload your contacts. 

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For more detailed instructions on adding new contacts to a list, head to our article on Creating and Adding Contacts to a List.

Mapping Your Data

Whether you create a new list or update an existing list, you will be prompted to review field mapping before Klaviyo begins the import. Carefully review each import field/corresponding Klaviyo field, and modify them as needed. By default, all identified fields are included in the import. You can omit a field from the import by unchecking the box to the right of the field name.

Here is an example of field mapping for an SMS contacts import from Retention Rocket:

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Import fields that are not automatically matched to a Klaviyo field are marked as Unmapped. If you try to import an unmapped field, an error message will appear, prompting you to map the field. From the dropdown, select an existing Klaviyo field or create a custom field by typing a name into the blank entry field. 

To the right of the field name, select a data type from these options: StringBooleanNumericDate, or List. If you're unsure of the data type, head to our article on data types in Klaviyo.

When you are satisfied with the field mapping, click Import Review on the upper right-hand corner of your screen. Review your selections, taking special note of SMS consent verification. When finished, click Start Import.

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Finishing the Import 

Your import will begin shortly. Depending on the length of your contact list, the import may take some time. You can stay on this page to watch the upload progress, but it is not necessary. Klavyio will send you an email confirmation as soon as the import is complete.

After the import finishes, you will see a summary of the completed import which includes a report of any skipped records. If your CSV file contains improperly formatted data, those fields may fail to import properly. When this occurs, you can download a report of the skipped records, resolve any formatting issues, and retry importing those records.

For a deeper dive into importing contacts, head to our article on Migrating Existing Subscribers and Unsubscribes into Klaviyo.

Create a New SMS Segment

When your SMS contacts are successfully imported to a Klaviyo list, we recommend that you create a segment to begin tracking and analyzing your subscribers’ behavior. To learn more about creating segments for SMS subscribers, check out our SMS Segments guide.

You are now ready to start integrating SMS into your campaigns and flows. Check out the additional resources below for guides on getting started with your SMS strategy.

Additional Resources

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