Yotpo Migration Guide: Migrate From Yotpo to Retainful

Yotpo is discontinuing its email and SMS marketing services. For thousands of marketers and Shopify store owners who relied on Yotpo, this news is more than an update.

Your marketing flows are running, your customer data is in place, and your business depends on the platform. With BFCM and December holidays approaching, the last thing you need is a disruption to the tools that drive your retention and revenue.

As a Shopify owner, you have a critical decision to make: find a new platform that can not only handle your migration but also set you up for long-term success.

In this article, you’ll get a detailed step-by-step guide that will help you to migrate from Yotpo smoothly.

How to Migrate From Yotpo?

Yotpo has assured a smooth transition to its existing customers; moreover, many platforms like Retainful offer dedicated white-glove support.

The Steps to migrate from Yotpo are:

• Disable Subscriber Collection Tools
• Export Your Analytics Data
• Export Subscribers List & Segments
• Request Email Engagement History
• Disable All Flows and Campaigns
• Disable Loyalty & Review Flows
• Remove Third-Party Integrations
• Migrate Your Shortcodes
• Test Your Setup

1. Disable Subscriber Collection Tools

• In your Yotpo dashboard, go to the Audience section and select Subscriber Collection Tools.
• For each active form (popups, banners, etc.), switch the status to “Draft”.
• Avoid deleting forms. Draft keeps your data safe in case you want to refer back.

Remove Keywords and Code Snippets too:

• Double-check your store and ads for any old keywords people might still text. Update or remove them to avoid confusion.
• If you added custom form code to your store (like HTML snippets), take time to clean it up.

2. Export Your Analytics Data

To export your analytics data, select Analytics and Reports from your Yotpo SMS and email menu.

There you can find six different reports.

• Back in Stock
• Subscribers
• Unsubscribers
• Campaign Performance
• Flow Performance
• Total Revenue

Click Create Report for the type of data you want and select a timeframe. (eg. Last X days )

Pro tip: Make sure to do this after disabling collection tools to capture all recent opt-ins.

3. Export Subscribers List & Segments

Go to Audience and then select Customers and filter by:

• Subscribers
• Unsubscribers
• Suppressed
• Never Subscribed

Export each list, even the unsubscribed ones. They’re important for compliance (like opt-out history).

4. Request Email Engagement History

This is useful for list warming when you move to a new provider.

For collecting engagement history, submit a Support ticket to Yotpo requesting:

• Last opened/clicked dates
• Engagement segments (30/60/90/180 days)

5. Disable All Flows and Campaigns

When migrating away from Yotpo, you cannot export your creative assets and templates. However, you can log in and view your existing flows, campaigns, and images.

To export your email and SMS flows, including their triggers, conditional settings, and texts, you’ll need to submit a support ticket to your account team.

Disable your Flows:

• From the Yotpo SMS & Email main menu, navigate to Flows > My Flows.
• In the All Flows table, find the Status column and use the dropdown to change each flow’s status to Draft.

Cancel your Scheduled Campaigns:

• To cancel a scheduled campaign, head to Campaigns > My Campaigns.
• Use the Status filter and choose Scheduled to view all upcoming campaigns.
• Find the one you want to cancel, click the three dots on the right, and select Cancel.

6. Disable Loyalty & Review Flows

• Go to the Retention and Advocacy sections in the Flow Builder.
• Deactivate any flows connected to Reviews or Loyalty.
• Also, clean up popups and landing pages using Loyalty-related logic.

7. Remove Third-Party Integrations

• From the Yotpo SMS & Email main menu, navigate to Integrations > My Integrations.
• Select the integration you want to remove and click Disconnect.
• Repeat this process for each integration you’ve added.

8. Migrate Your Shortcodes

If you’re migrating your short code to a new provider, you’ll need to complete a Letter of Authorization (LOA) to transfer ownership.

Complete a Letter of Authorization (LOA) from your new provider to transfer the number. Yotpo will work with their messaging aggregator to transfer your number.

9. Test Your Setup

Once the migration is complete and all necessary data is ported to your new provider, test the following:

• Campaigns and automation workflows.
• Personalization fields like dynamic coupon codes and customer details.
• Check if all the triggers are working correctly.
• Evaluate your deliverability and spam scores
• Ensure all your data is synced

After a successful testing, you can proceed with removing the Yotpo SMS Bump app from the Shopify app store.

Why Choose Retainful

Retainful is an all-in-one omnichannel marketing platform (email+SMS+WhatsApp) specifically designed for e-commerce marketing.

Starting from capturing email addresses to cart recovery and thank you emails, every transactional and promotional communication is taken into account.

Here’s why Retainful is best for your business:

• Seamless migration and free white-glove setup.
• Around the clock technical support
• Role-Based Access and Multi-user Management With Teams
• Transparent and affordable pricing
• Advanced Omniclannel features for Email, SMS and WhatsApp.

Seamless Migration and Free White-glove Setup.

The migration process with Retainful is effortless and will be done within hours.

Retainful has successfully migrated over 50+ Klaviyo users and 500+ store owners without losing a single contact. We have a dedicated team of migration specialists who will import all your migration data and recreate all your workflows.

You’ll get a complete free White-Glove setup when you migrate from Yotpo to Retainful.

• Parallel running for 48 hours (zero risk)
• Pre-migration audit and planning.
• A dedicated migration specialist is assigned
• Team training on the new platform

In Retainful’s free migration, we’ll either transfer or replicate the following data:

• Your email templates, automation workflows, and email campaigns will be recreated in Retainful.
• Order history and your contacts data will be imported into Retainful from your Shopify store.
• All your audience segmentations and lists will be recreated.
• List growing tools like signup forms and popups will be recreated. (including embed forms in websites)
• Your integrations will be set up by our expert team to ensure streamlined functionality.

To know more about migration, drop a mail at [email protected] or schedule a call with us.

Around The Clock Technical Support

Retainful offers exceptional technical support for every customer, even on our lowest-tier plans. You can reach us via live chat, email, or Zoom calls, and our response is almost instant.

Our hands-on team is here to guide you through everything from initial setup to resolving ongoing issues.

We have a 4.7 trust score in Trustpilot. Here are some of our reviews from Trustpilot that shows our support team’s expertise.

Role-Based Access and Multi-user Management With Teams

Retainful’s Team feature makes it easy for your entire marketing team to work together seamlessly.

Whether you’re managing campaigns, automations, or customer lists, you can invite colleagues to join.

You can assign roles and control access rights. All of this can be done within a single dashboard.

With Teams, you can:

• Share access to email, SMS, and WhatsApp campaigns.
• Assign specific tasks and permissions, like editing workflows, publishing campaigns, or viewing analytics.
• Collaborate in real time without sharing login credentials.
• Maintain control over who can make changes, keeping your campaigns organized and secure.

From designers and content creators to marketing managers, everyone gets the tools they need to do their job, while you stay in control.

Transparent pricing

Retainful offers competitive pricing compared to any other marketing platform, especially for ecommerce.

If you’re focusing purely on email marketing, you can opt for the Starter plan for $14 / month. Meanwhile, for omnichannel marketing, you can opt for the Growth plan for $69/month.

Both in the Free plan and the Starter plan, you’ll geta Welcome gift of $1 Free SMS & WhatsApp credit (One-Time).

However, for the Growth plan, you’ll get $49 Free SMS & WhatsApp credit every month.

Retainful Features Overview:

It seamlessly integrates with Shopify stores and WooCommerce websites. Moreover, Retainful is a GDPR compliant software.

Omnichannel solutions: (Email + SMS + WhatsApp)

• 10 Different pre-built automation workflows that cater to ecommerce requirements. You can use emails, SMS, and WhatsApp all within a single automation workflow. For example, abandoned cart recovery, thank you emails, and re-engagement emails.
• Static and dynamic coupon codes can be used within your emails, SMS, and WhatsApp messages.
• Shortcodes for Personalization. Include shortcodes in your messages for displaying dynamic content like customer name, order summary, etc.
• Easy to build dedicated unsubscribe pages.

List Growth and Management Tools:

• 100+ Pre-designed Signup form templates.
• High-converting popups like Exit intent, Add-to-cart, and Welcome popups.
• Advanced targeting and trigger settings for popups (Behavior-based targeting).
• Static lists and dynamic segments. You’ll also get access to custom segmentation templates.
• Suppression Lists

Email specific features:

• Easy drag and drop email editor to craft stunning emails. Moreover, you’ll get access to over 150 + pre-designed customizable email templates. (discount email templates, Black Friday emails, Cyber Monday Emails).
• Dynamic Product Feed: You can display dynamic product feeds in your emails (eg best best-selling products in the last 3 days).
• Advanced analytics with UTM tracking and conversion attribution. Email metrics like open rates, CTR, and bounce rate can also be monitored.

SMS specific feature:

• For text messages, you can set keyword-based opt-in and opt-out methods.

WhatsApp specific feature:

• You can create WhatsApp templates and reuse them in multiple workflows.

Continue Your Email & SMS Marketing With Retainful

The shutdown of Yotpo Email & SMS isn’t just a small change; it’s a big shift for your customer retention strategy.
This is your chance to move to an all-in-one omnichannel marketing platform that’s powerful, easy to use, and affordable.
With Retainful, you get email, SMS, and WhatsApp marketing all in one place. You’ll get clear pricing, exceptional support, and advanced features to help your business grow.

Also Read

• E-commerce SMS Marketing Guide: Setup, Strategy & Templates
• 11 Best SMS Marketing Strategies for 2025
• What is Email Marketing? – An Ultimate Beginner’s Guide

Frequently Asked Questions