Once you’ve decided to migrate a marketing program from Klaviyo to Listrak, it’s critical to export and organize as much channel performance data as possible to allow for proper comparative analysis after relaunching. This includes results from email, SMS, app push, and/or web push campaigns. Having all of this in hand will help you and your Listrak Account Team better optimize your program moving forward and provide year over year comparison data, even when your former platform is no longer accessible.
Consolidating your marketing channels into one, cohesive platform will allow you to more efficiently manage your campaigns and create a cleaner customer experience. But you’re likely to see a shift in revenue attribution. Reviewing your email, SMS, app push, and web push campaigns together as compared to across disparate platforms will allow you to identify those changes easier. And historical data from your previous provider will support analysis, too.
We recommend exporting the results from the following campaigns, for the previous 12 months (at least):
Broadcast/promotional/one-off messages
Triggered automations, including Welcome Series, Cart Abandonment, Checkout Abandonment, Product Browse Abandonment, Page Browse Abandonment, Low Inventory Alert, Back In Stock Alert, Price Drop Alert, Post Purchase, and any others
Transactional messages, including Order Confirmation, Shipping Confirmation, and any others
These results should be broken out per each campaign type, ideally by month, and include the following data points:
Send volume
Delivered/failure volume
Opens and Open Rate
Unique Clicks and Click Rate
Conversions and Conversion Rate
Attributed Revenue
If you currently set goals and review results by day or week, you can export and organize your data in the corresponding format, as well as look back further than the trailing 12 months. The latter is especially important to do if your business went through a significant change.
To export your results from Klaviyo, navigate to the Campaigns tab:
Click the ‘Options’ button to expand the dropdown and choose ‘Export Analytics’
Set your date range to the trailing 12 months (at least) and apply any options relevant to your program
Toggle the ‘Email’ and ‘SMS’ options for corresponding performance results
Click ‘Export Analytics’ to generate and download a CSV file with your data
💡 Consult the Klaviyo Help Center to confirm these steps, or if any reports, buttons, or data points do not appear