Klaviyo to Adaptive AI (Migration Guide)

This comprehensive guide provides detailed instructions for migrating from Klaviyo to Adaptive AI, covering the transfer of contacts, segments, automations, forms, and other essential assets. The goal is to ensure a seamless transition while leveraging Adaptive AI’s broader marketing and CRM capabilities.

Preparation for Migration

Step 1: Review Current Klaviyo Setup

• List all critical assets in Klaviyo, including contacts (profiles), segments, automations (flows), forms, and email/SMS campaigns.
• Take screenshots or notes of all automation workflows, segments, and campaigns that are essential for ongoing operations.
• Assess the amount of data (contacts, custom fields, automations) that needs to be migrated.

Step 2: Define Migration Objectives

• Focus on migrating the most critical features first to ensure uninterrupted operations.

Step 3: Prepare Backup

• Export all necessary data, including contact lists, custom fields, segments, and automation sequences.
• Ensure all exported data is securely backed up before starting the migration process.

Migrate Contacts

Step 1: Export Contacts (Profiles) from Klaviyo

• Navigate to the Profiles section in Klaviyo and select the profiles you want to export or use the export option for all profiles, then click and download the data as a.zip file.
• Document or export all segments from Klaviyo. Note the criteria used for each segment so that they can be recreated in Adaptive AI.
• Record all automation sequences, triggers, and actions by taking screenshots or documenting them manually.

Step 2: Import Contacts into Adaptive AI

• In Adaptive AI, go to and upload the CSV file exported from Klaviyo, then map the custom fields from Klaviyo to Adaptive AI during the import process.
• In Adaptive AI, navigate to to recreate the segments from Klaviyo, and use the criteria documented from Klaviyo to ensure accurate segmentation.

Recreate Web Forms

Step 1: Recreate Forms in Adaptive AI

• Use Adaptive AI’s to recreate forms from Klaviyo, and ensure that the design and fields closely match the original Klaviyo forms.
• Set up actions for form submissions, such as adding tags or triggering workflows, similar to Klaviyo.

Step 2: Embed Forms on Websites

• Embed the Adaptive AI forms on your website using the provided embed codes.
• Test the forms to ensure they function as expected and integrate seamlessly with Adaptive AI.

Recreate Automations and Email Campaigns

Step 1: Review Existing Automations (Flows) in Klaviyo

• Identify all active flows, including email/SMS sequences, triggers, and conditions.
• Take detailed notes or screenshots of each automation flow to facilitate recreation in Adaptive AI.

Step 2: Recreate Automations in Adaptive AI

• Go to in Adaptive AI, then recreate the automations from Klaviyo, using Adaptive AI’s triggers, conditions, and actions to achieve similar results.
• Test all recreated workflows thoroughly to ensure they function correctly, making any necessary adjustments.

Step 3: Recreate Email and SMS Campaigns

• Navigate to or in Adaptive AI, then recreate the campaigns, ensuring to match the targeting, content, and schedule as in Klaviyo.
• If A/B testing was used in Klaviyo, replicate the tests in Adaptive AI’s campaign builder.

Setup Analytics and Reporting

Step 1: Review Klaviyo Analytics

• Note down the top-performing campaigns and flows to focus on replicating their success in Adaptive AI.

Step 2: Set Up Analytics in Adaptive AI

• Navigate to in Adaptive AI to set up and monitor your marketing analytics.
• Use Adaptive AI’s custom report builder to create reports similar to those in Klaviyo, focusing on the metrics that matter most to your business.

Final Checks and Training

Step 1: Perform Final Data Validation

• Verify that all data has been successfully migrated, including contacts, segments, automations, and forms.
• Ensure that all workflows and automations are operational in Adaptive AI.

Step 2: Train Team Members

• Provide necessary training to your team on using Adaptive AI’s CRM, automation, and marketing tools.
• Encourage your team to utilize Adaptive AI’s support resources for ongoing learning and troubleshooting.

Step 3: Monitor and Optimize

• Continuously monitor the performance of your Adaptive AI setup, making adjustments as needed to optimize operations.
• Regularly review your setup to ensure it meets your evolving business needs.

Decommissioning Klaviyo

Step 1: Transition Period

• Consider running both Klaviyo and Adaptive AI in parallel during the transition to ensure no disruptions in operations.
• Slowly reduce reliance on Klaviyo as you become more comfortable with Adaptive AI.

Step 2: Cancel Klaviyo Subscription

• Ensure that all necessary data is securely backed up before canceling your Klaviyo subscription.
• Follow Klaviyo’s process to cancel your subscription and terminate any associated services.

Step 3: Post-Migration Review

• Evaluate the success of the migration, documenting any challenges faced and lessons learned.
• Keep an eye on your Adaptive AI setup post-migration to catch and resolve any issues promptly.