How to Transfer Reviews From Yotpo to Klaviyo

Customer reviews shape the reputation and success of every e-commerce brand. Businesses seeking to streamline their marketing operations often consider moving reviews from Yotpo to Klaviyo, aiming for a more unified and cost-effective approach. This comprehensive guide explores every step of the migration process, ensuring your valuable social proof remains intact while unlocking new marketing opportunities.

Why Move Reviews to Klaviyo?

Switching your review management from Yotpo to Klaviyo can transform how you connect with customers and manage your marketing stack. Brands often discover that consolidating platforms leads to better efficiency, cost savings, and a more cohesive customer experience. Klaviyo’s all-in-one platform now includes robust review features, making it a compelling choice for businesses ready to simplify their tech stack.

A unified platform means your review data can directly power personalized email and SMS campaigns. This synergy helps you highlight glowing customer feedback in abandoned cart reminders or segment audiences based on review sentiment. The result is more relevant communication and improved conversion rates.

Many brands report that after migrating to Klaviyo, they see a noticeable increase in review submissions and engagement. The platform’s AI-driven features can automatically select the most persuasive review quotes for each customer, saving your team time while boosting marketing effectiveness. Over time, these benefits add up to a stronger brand presence and more loyal customers.

Key Advantages of Migrating

Before diving into the process, consider these standout benefits of moving your reviews to Klaviyo:

• Cost Reduction: Many businesses experience lower overall technology expenses after consolidating platforms.
• Streamlined Workflows: Managing reviews, email, and SMS in one place reduces complexity and saves time.
• Enhanced Personalization: Integrated review data enables more targeted and effective marketing campaigns.
• Improved Analytics: A single source of truth for customer data simplifies attribution and performance tracking.
• AI-Powered Features: Klaviyo’s automation tools help you showcase the best reviews without manual effort.

What Should You Prepare Before Migration?

A successful migration starts with careful planning and a clear understanding of your current review landscape. Taking the time to prepare ensures a smooth transition and minimizes the risk of losing valuable feedback.

Begin by auditing your Yotpo account. Make a note of how many reviews you have, whether you use custom questions, and if video reviews are part of your strategy. This inventory will help you identify any special requirements for the migration.

Next, develop a migration timeline that fits your business cycle. Avoid peak sales periods to minimize disruption. Decide if you’ll run both platforms in parallel for a short time or make a direct switch. Document your current review widget placements and settings so you can replicate them in Klaviyo.

Stakeholder communication is crucial. Inform your customer service and marketing teams about the upcoming changes, as they may receive questions from customers. Prepare messaging for your customers if the review submission process will look or feel different. Capturing screenshots of your current review displays and metrics provides a useful benchmark for post-migration comparison.

Finally, confirm you have the necessary access rights for both Yotpo and Klaviyo. Administrator-level permissions are required to export and import review data. With these preparations in place, you’re ready to move forward confidently.

How to Export Reviews from Yotpo

Exporting your reviews from Yotpo is the first technical step in the migration journey. This process is straightforward but requires attention to detail to ensure all data is captured accurately.

Start by logging into your Yotpo account with administrator credentials. Navigate to the settings area, typically found via an icon in the upper right corner. Look for a section labeled “Data Export” or “Reviews Export,” as the exact wording may vary depending on your plan.

Choose the option to export your reviews as a CSV file. For migration purposes, select the most comprehensive export available, which includes all review details such as customer information, star ratings, review text, timestamps, and product identifiers. If you’ve used Yotpo’s Custom Questions feature, these responses will also be included.

Depending on the number of reviews, the export may take a few seconds or several minutes. For large accounts, Yotpo may email you a download link once the export is ready. Save the CSV file securely on your computer.

Before moving on, open the CSV file in a spreadsheet program to verify that all data is present and correctly formatted. Pay special attention to product IDs, as these are essential for mapping reviews to the right products in Klaviyo. Avoid making changes to the file, as Klaviyo’s import tool is designed to work with Yotpo’s native export format.

Setting Up Klaviyo Reviews for Success

Before importing your reviews, ensure Klaviyo Reviews is fully set up and ready to receive your data. This step lays the foundation for a seamless migration and optimal review display on your store.

If you’re new to Klaviyo, start by integrating your e-commerce platform. Klaviyo Reviews supports both Shopify and WooCommerce, with installation processes tailored to each. Shopify users can install the app directly from the Shopify App Store, while WooCommerce users should use the WordPress plugin directory.

Once installed, configure the Klaviyo Reviews widgets to display star ratings and customer feedback on your product pages. Klaviyo provides detailed setup guides for different platforms and themes. Testing widgets on a draft theme first allows you to make adjustments before going live.

Selecting the right Klaviyo Reviews plan is important. Plans are based on order volume and feature needs, so review your options carefully. Some businesses start with a basic plan and upgrade as they grow or require advanced features.

Familiarize yourself with the Klaviyo Reviews dashboard. Understanding how reviews are organized, moderated, and displayed will help you manage feedback effectively once the migration is complete.

Comparing Platform Features

Both Yotpo and Klaviyo offer unique features that can impact your migration strategy. Consider these points as you prepare:

• Yotpo:
  • Custom Questions: Gather specific feedback tailored to your products.
  • Video Reviews: Showcase customer experiences with rich media.
  • Multiple Export Options: Flexible data export for migration or analysis.
• Klaviyo:
  • Integrated Marketing: Use review data in email and SMS campaigns.
  • AI-Powered Review Selection: Automatically highlight the most persuasive reviews.
  • Unified Dashboard: Manage reviews, campaigns, and analytics in one place.

Importing Your Reviews into Klaviyo

With your Yotpo reviews exported and Klaviyo Reviews configured, you’re ready to import your data. This process ensures your hard-earned social proof is preserved and displayed to customers without interruption.

Log into your Klaviyo account and navigate to the Reviews section. Select the “All reviews” tab, then click “Options” followed by “Import Reviews.” From the list of supported providers, choose “Yotpo” to access the specialized import process.

Upload your Yotpo CSV file by dragging it into the designated area or using the file picker. Confirm that the reviews are genuine, as Klaviyo prohibits importing fake or edited feedback.

Klaviyo will display a mapping screen, showing how each field from your Yotpo export aligns with Klaviyo’s review structure. Review this mapping carefully, especially product identifiers, to ensure accurate data transfer. If you used custom questions in Yotpo, Klaviyo will detect them and suggest appropriate mappings.

Once you’re satisfied with the mapping, proceed to start the import. Klaviyo will show a progress indicator, and the time required depends on the number of reviews. When finished, you’ll see a summary of successful and failed imports, allowing you to address any issues promptly.

Managing Video Reviews and Custom Questions

Some reviews include more than just text and star ratings. Video reviews and custom questions add depth to your customer feedback and require special attention during migration.

Klaviyo supports importing video reviews from Yotpo. During the import, the platform automatically detects video URLs in your export file. Supported formats include MP4 and MOV, with a maximum file size of 200MB per video. After importing, check a sample of video reviews to ensure they display correctly on your site.

Custom questions are another valuable feature. If you’ve used Yotpo’s Custom Questions to gather targeted feedback, Klaviyo can preserve this data. During the import, Klaviyo will prompt you to map Yotpo’s custom questions to equivalent fields. If you haven’t set up custom questions in Klaviyo yet, the tool will guide you through the process.

For product-specific custom questions, update the settings in Klaviyo to maintain the correct associations. Be selective about which questions to import, focusing on those that provide actionable insights for your business.

If you’re performing a supplementary import after an initial migration, note that duplicate reviews will be skipped. To ensure all data is included, make your first import as comprehensive as possible.

Troubleshooting Migration Challenges

Even with careful planning, migration can present unexpected challenges. Addressing these issues quickly ensures a smooth transition and uninterrupted customer experience.

One common issue is product ID mismatches. If your import fails or shows errors, check that the product IDs in your Yotpo export match those in your Klaviyo catalog. Update any discrepancies in your CSV file before retrying the import.

Spreadsheet software can sometimes convert product IDs to scientific notation, altering their format. If you see numbers like 1.23E+08, reformat the column as “Text” before importing. This step preserves the correct product IDs and prevents mapping errors.

Large stores may encounter file size or profile count limits. Klaviyo restricts import files to 5MB and 10,000 profiles per job. If you exceed these limits, split your export into multiple files and import them sequentially, ensuring column headers remain consistent.

If reviews don’t display after a successful import, verify that your Klaviyo review widgets are installed and configured correctly. Test on a sample product page to confirm data is being pulled as expected. Some themes may require additional adjustments for proper widget display.

For persistent issues, consult Klaviyo’s support documentation or reach out to their support team with detailed error information and troubleshooting steps you’ve already taken.

Building Automated Review Flows in Klaviyo

Automating your review collection process ensures a steady stream of fresh feedback and keeps your marketing engine running smoothly. Klaviyo offers powerful tools to help you set up these flows with ease.

Start by creating two essential flows: the review request flow and the review follow-up flow. The review request flow prompts recent purchasers to leave feedback, while the follow-up flow rewards customers who submit reviews, encouraging repeat engagement.

To set up these flows, go to the Flows section in your Klaviyo dashboard and search for “Review” in the Flow Library. Choose templates tagged with “Klaviyo Reviews” to ensure compatibility. Adjust the timing of your review request emails based on your product type—some items may require more time before customers can provide meaningful feedback.

Personalize your review request emails with product images, names, and direct links to the review submission page. Incentives like discount codes or loyalty points can boost participation rates. For the follow-up flow, trigger rewards automatically when a review is submitted.

Advanced users can create flows that respond to negative reviews by generating customer service tickets. This proactive approach helps resolve issues quickly and can turn dissatisfied customers into loyal advocates. Klaviyo’s AI features can further enhance these flows by selecting the most relevant review quotes for each recipient.

Thoroughly test all flows before activating them. Check that emails display correctly, links work, and incentives are delivered as promised. Once satisfied, set your flows to Live status to start collecting new reviews automatically.

Boosting Engagement with Automated Flows

To maximize the impact of your review flows, consider these strategies:

• Personalized Timing: Adjust review request timing based on product usage patterns.
• Incentive Variety: Experiment with different rewards to see what motivates your audience.
• Segmentation: Target review requests to specific customer segments for higher relevance.
• AI-Driven Content: Use Klaviyo’s automation to highlight the most persuasive reviews in your emails.

Validating Your Migration and Ensuring Quality

Before fully switching to Klaviyo Reviews, thorough testing is essential. This step ensures your reviews display correctly and the customer experience remains seamless.

Start by comparing review counts in both Yotpo and Klaviyo to confirm all feedback transferred successfully. Visit various product pages to check that star ratings and review content appear as expected. Pay special attention to products with video reviews or custom question responses.

Test the review submission process from a customer’s perspective. Place a test order, follow the review request email, and submit a review. Verify that the feedback appears in your Klaviyo dashboard and is published on your site. If you offer incentives, ensure they are delivered promptly.

For stores with international customers, check that reviews display correctly in different languages and date formats. Review widgets should function smoothly on both desktop and mobile devices, maintaining a consistent look and feel.

If you use review moderation, test the approval workflow to ensure only approved reviews are published. Also, verify that marketing segments and dynamic content based on review data are working as intended.

Document any issues you encounter and resolve them before making the final switch. Creating a detailed testing checklist tailored to your store’s setup can help ensure nothing is overlooked.

Making the Final Switch and Optimizing Your Review Strategy

Once testing confirms everything is working, you’re ready for the final cutover to Klaviyo Reviews. Activate your review-related flows and publish any draft themes to make Klaviyo widgets visible to all customers. Perform a final export and import from Yotpo to capture any new reviews submitted during the migration process.

Deactivate your Yotpo account and turn off any automated review requests to prevent duplicate messages. Update internal documentation and train your team on the new review management process. Notify your customer service team about the change so they can assist with any inquiries.

To get the most from your new review system, implement these best practices:

• Use custom questions to gather targeted feedback that informs product development and marketing.
• Sync your reviews to Google Shopping to enhance your product listings and attract more buyers.
• Leverage Klaviyo’s AI to highlight positive reviews in your marketing emails, increasing trust and conversions.
• Create customer segments based on review sentiment for targeted retention campaigns.
• Regularly review your Reviews Performance dashboard to track trends and identify opportunities for improvement.
• Refine your review request timing and incentives based on performance data for optimal results.
• Conduct A/B testing in your review flows to discover the most effective messaging and offers.

Monitoring Performance and Continuous Improvement

After migration, ongoing monitoring and optimization are key to maximizing the value of your reviews. Klaviyo’s analytics tools provide deep insights into review volume, ratings, and their impact on conversions.

Review your performance dashboard regularly to spot trends and identify areas for improvement. Use these insights to adjust your review request timing, experiment with new incentives, and refine your messaging. Engaging with customers who leave reviews—both positive and negative—can foster loyalty and encourage repeat business.

Encourage your team to stay up to date with Klaviyo’s latest features and best practices. As the platform evolves, new tools and integrations may become available to further enhance your review strategy.

Unlock Growth with a Unified Review Platform

Migrating your reviews from Yotpo to Klaviyo is more than a technical task—it’s a strategic move that can elevate your brand and drive long-term growth. By consolidating your review management with your marketing platform, you unlock new opportunities for personalization, efficiency, and customer engagement.

A thoughtful migration process preserves your hard-earned social proof and sets the stage for more integrated, effective marketing campaigns. With automated review flows, AI-powered features, and robust analytics, Klaviyo empowers you to make the most of every customer interaction.

Ready to take your review strategy to the next level? Start planning your migration today and experience the benefits of a unified platform that grows with your business. Focus on continuous improvement, listen to your customers, and watch your brand reputation and sales soar.