Switch platforms without
losing momentum

Data integrity is the most critical phase of any software migration. You absolutely cannot afford to lose your customers’ hard-earned points or status tiers.

Data Security: We move your data and protect your customer balances.

Technical Oversight: From data migration to complex integrations, our technical team ensures nothing gets lost.

Seamless Import: Our team will import all of your loyalty customer data into Yotpo.

Customer Continuity: Because of this careful data import, your customers do not feel anything has been lost along the way.

You need a predictable deployment schedule. The migration process is highly structured, and from data import to go-live, our dedicated team handles the heavy lifting.

Step 1: Meet Your Team. You meet your team, and you meet with them weekly. From implementation managers and technical resources to customer success, our specialists act as a true extension of your team every step of the way.

Step 2: Migration Plan. Our team builds a migration plan to guide the process with clear steps. We own as much of the process as possible.

Step 3: Framework Updates. You are coming to us with an existing program, so our teams work with you on determining what you want to keep. You also determine what you would like to evolve and introduce to your customers with Yotpo. We develop the framework of your program using custom strategies built for your brand.

Step 4: Migrating Data. We execute the data import and preserve all point balances.

Step 5: Email Flows. Our team helps set up and optimize your Klaviyo email flows. For other ESPs, we provide strategic guidance and best-practice recommendations.

Step 6: Go Live! We share a checklist with you so that when you are ready to launch, you can do so with confidence.

You gain access to an extension of your team, consisting of subject matter experts who manage your transition and ensure nothing gets lost. Key leaders on these teams include Rachel Kirschenbaum, VP Customer Success, Ally Moore, Senior Implementation Manager, Justin Farris, Senior Solutions Engineer, and Amanda Kwasniewicz, Director of Customer Strategy.

Implementation Managers: These managers act as your dedicated partner for a seamless transition. They manage the full migration process to ensure you go live on time.

Technical Resources: These specialists provide deep product knowledge that meets engineering expertise. They handle data migration, solve integration challenges, and ensure continuity.

Customer Success Managers (CSMs): Your CSM acts as your go-to strategist for optimization and growth. They help you fine-tune your program, surface new opportunities, and drive results.

Project Managers: A dedicated project manager owns your timeline, coordinates across teams, and ensures every stakeholder stays aligned throughout the process.

Standard migrations do not apply to every eCommerce architecture. Many stores require specific workflow mapping and API configuration.

Complex Builds: Our technical team ensures that your program works exactly how you need it to.

Bespoke Customizations: If you need something unique, our team builds custom solutions tailored to your business model, workflows, and technical requirements.

Proven Tactics: You work with specialists who understand your vertical and have migrated hundreds of programs. Their expertise ensures your new program is built on proven best practices.

A platform switch requires clear communication so shoppers understand how to access their accounts and redeem rewards.

Seamless Switchover: We make sure your launch is seamless by educating your customers about the program.

Updating Shoppers: We also help you communicate program changes to your customers, if relevant.

Driving Participation: The strategic goal is driving as much engagement and participation as possible right away.

Channel Strategy: To achieve this, we consult on your SMS, email, and social strategy for launch.

When planning a migration, you are likely evaluating your current provider against competitors such as Loyalty Lion, Smile, Okendo, Stamped, or Rivo. Brands that migrate to Yotpo Loyalty often cite a need for advanced segmentation and reliable analytics.

Om Mushrooms Migration: Kylee Hoynacki, Digital Marketing Manager, stated, “We moved from Okendo. We wanted something that brought us deeper integrations and deeper customer segmentation”.

Engagement Lift: Jessica Heaton, VP of Merchandising at Trinity Road, noted, “After moving back to Yotpo, we immediately saw a lift in our engagement rate”.

Consistent Value: Adam McAreavy, Director of eCommerce & Digital Marketing at PSA Skincare, shared, “Yotpo consistently proves its value across every brand I’ve worked with”.

Preparation ensures your new implementation runs flawlessly. We provide several assets to help you explore loyalty strategies prior to data migration.

Loyalty ROI Calculator: You can learn how a loyalty program can drive revenue for your business.

The New Rules of Loyalty: Discover modern loyalty strategies from real brands and bold innovators that actually engage customers.

CFO Guide: Understand how CFOs think about loyalty from financial analysis and planning.

Loyalty Lab: Review the insights and strategies required to build and scale your loyalty program.