If you’ve decided to move from Klaviyo to another provider for SMS, email, or both, it’s important to take the information you have in Klaviyo with you, and turn off features you are no longer using. This article outlines the recommended steps to migrate off of Klaviyo, which include turning off flows and signup forms, and exporting your contacts.
If you cancel your SMS plan but continue to use Klaviyo for email, only follow the steps outlined in the SMS section below. If you are migrating away from Klaviyo entirely (for both SMS and email) follow all steps outlined in this document.
Migrating From SMS
Edit Your Signup Forms
If you plan to continue using Klaviyo for email but not SMS, make sure to edit your signup forms to no longer collect phone numbers, if applicable.
Port Over Your Sending Number to a New Provider
If you wish to keep the sending number you use with Klaviyo, you will need to port this number over to your new SMS provider. In order to export a number from Klaviyo, please contact your new SMS provider to initiate the porting request. Then, if you need any information about your SMS phone number or Klaviyo account in order to complete your porting request with your new provider, please reach out to support.
If you do not wish to keep your sending number, you can release it. This is helpful to prevent any inbound messages coming in to that number that you do not wish to receive.
Note that number releases are permanent and irreversible.
To release your number, navigate to Account > Settings > SMS and click the three dot dropdown menu. Then, select Release Number.
Update Your Flows
If you would like to continue using Klaviyo for email but not SMS, you can update each of your flows that include SMS messages to be email-only. Audit each of your flows and update all SMS flow filters, branches, and message statuses. If you are migrating away from Klaviyo completely, we recommend turning off all your flows as outlined below in the General Migration Steps section.
Export Your SMS Contacts
In order to bring your SMS contacts over to your new platform and maintain a full audit trail, you’ll need to export them from Klaviyo. First, create a segment of SMS subscribers and export it as a CSV file. We recommend exporting the SMS consent timestamp and phone number for each contact, along with any other fields you choose. Then, upload this CSV file containing your SMS consent data to your new provider per the new provider’s instructions.
Audit Your Custom Keywords
Audit any existing custom keywords you’ve configured within Klaviyo and remove any reference to those keywords on your website, email banners, or any in-store advertisements.
Update Your Custom Hosted Pages
If you plan to continue using Klaviyo for email but not SMS, make sure to edit your custom hosted pages, such as subscribe and manage preference pages, to reflect your migration away from Klaviyo SMS.
Cancel Your SMS Subscription
You can cancel your SMS subscription via the process outlined in Cancelling Your Account. Make sure to choose "Cancel my SMS subscription".
Migrating From Email
Export Your Email Contacts
In Klaviyo, you can export any list or segment to a CSV file. When migrating to a new platform, it will be helpful to have all your email contacts in one place. You can export your email subscriber list to a CSV by following the instructions in How to Export a List or Segment to a CSV File.
Export Your Suppression List
You may want to export your suppression list from Klaviyo in order to upload it to your new platform. To export your suppression list, navigate to the Profiles tab and click Suppressed Profiles in the upper right corner. Then, click Export CSV.
Export Your Other Segments
Export Your Email Templates
To export the HTML of any of your email templates for future use, follow the instructions outlined in How to Export the HTML for an Email Template.
Cancel Your Email Subscription
You can cancel your email subscription via the process outlined in Cancelling Your Account. Make sure to choose "Cancel my Email subscription".
General Migration Steps
Turn Off Your Flows
When leaving Klaviyo, turn off any flows you have live by deleting them. Navigate to the Flows tab and filter by the status Live. Then, click Delete in the dropdown next to each flow.
You can also set your flows to Draft if you do not want to delete them completely. Click into the flow, then click Manage Flow > Update All Action Statuses to set your flow to Draft.
Turn Off Your Signup Forms
You’ll also want to turn off your signup forms so that they no longer appear on your site. If you are migrating from Klaviyo SMS but keeping Klaviyo for email, you can edit any signup forms to no longer collect phone numbers, if applicable.
If you are migrating away from Klaviyo completely, you can turn off your signup forms by deleting them. Navigate to the Signup Forms tab and click Delete in the dropdown next to each form.
You can also set your signup forms to Draft if you do not want to delete them completely.
Cancel Scheduled Campaigns
If you have any scheduled campaigns that you would like to cancel, head to the Campaigns tab. There, you can filter by the status Scheduled and then individually delete them in the dropdown.
Remove Your Ecommerce Platform
In the Integrations tab, under Enabled Integrations, find your ecommerce platform. Then, click View Settings > Remove.
Remove Code Snippets
You can remove Klaviyo’s web tracking snippets from your site since you’ll no longer need them. This is recommended because leaving them in place could unnecessarily slow site performance. These two snippets are Klaviyo’s Active on Site tracking and Viewed Product tracking. When you originally integrated your ecommerce platform with Klaviyo, you either added the snippets to your site manually, or they were added automatically, depending on your platform.
Turn Off Other Integrations
If you have other services integrated with your Klaviyo account that you’d like to turn off, you can do so in the Integrations tab. Under Enabled Integrations, view the settings for each integration you have enabled. Then, disable or remove them individually as you choose.
Remove Links to Custom Hosted Pages
Remove any links on your site to custom hosted pages you've set up in Klaviyo.
Export Your Analytics
To save any analytics from your Klaviyo account, such as custom reports or flow analytics, you can export them via the Analytics and Flows tabs respectively. For more information, see the following articles:
Sunset Your Klaviyo Account
Once you are ready to sunset your Klaviyo account, you can cancel both your SMS and email subscriptions via the process outlined in Cancelling Your Account. Make sure to choose "Cancel my Email & SMS subscriptions".