Migrating Your SMS List From Klaviyo to Postscript

Who can import a list? Shops on all Postscript plans have access to list imports. Learn more about Postscript Plans.

When migrating from Klaviyo to Postscript, you can bring your active subscriber list with you. Our team requires specific criteria (outlined below) to ensure only active subscribers are added to your Postscript account. By following the steps below, you will:

  • Ensure only active subscribers are added to your Postscript account.
  • Avoid uploading inactive subscribers as a result of duplicate Klaviyo profiles with conflicting opt-in information.
  • Hit the ground running with a compliant Postscript-hosted SMS program.

In this guide, we'll walk you through how to export both your active subscriber list.

Export Active Subscriber List From Klaviyo

New condition to identify profiles that are consented to SMS

  1. From your Klaviyo dashboard, select Lists & Segments under Audience on the left-hand navigation bar. 
  2. Select Create List/Segment in the upper-right corner. Then choose Segment.
  3. Name your segment. Be sure to give it a name that will allow you to easily identify it as a list of active subscribers among your lists and other segments when exporting. 
  4. Under Definition, select the dropdown and choose If someone can or cannot receive marketing.
  5. Next, choose can receive, then choose sms marketing.
  6. Save the segment.
  7. Once the segment is created, select Manage Segment in the upper-right corner, then choose Export Segment to CSV.
  8. Select the checkbox next to Property to select all. Once all of the properties are selected, choose Start Export in the upper-right corner.
  9. Once the export is complete, you can find this segment in your computer's Downloads file.
  10. Once your export is downloaded, please ensure to include the following fields:
  11. Phone Number
  12. SMS Marketing Consent
  13. SMS Marketing Consent Timestamp
  14. SMS Marketing Consent Method
  15. SMS Marketing Consent Method Detail
  16. SMS Consent Timestamp
   Note: Once we receive your uploaded list, our compliance team will email you to request proof of the criteria used when exporting active subscribers from your Klaviyo account. This is to ensure that the appropriate parameters were in place during the export in order to protect our customers from potential litigation.

Import Subscriber Lists to Postscript

  1. Head to Postscript's Subscriber List Upload form.
  2. Fill out each required field and upload your active subscriber list from Klaviyo.
  3. Postscript's compliance team will review your list and upload it to your account in 1-3 business days. Once uploaded, you will be notified in-app and automatically see your subscribers added to your Postscript account.

Before You Go

  • We highly encourage you take screenshots and/or photos of your opt-in forms with compliance language present so you can continue to keep your subscriber collection records should you need to reference them in the future.
  • Before exporting your list to upload to Postscript, be sure to deactivate list growth tools (popups, keywords, landing pages, etc.) on Klaviyo so your list exports are comprehensive and as up-to-date as possible ahead of the migration.
  • Once you're migrated to Postscript, activate Postscript list growth tools (popups, keywords, landing pages, etc.) to begin subscriber acquisition. 
  • If you have already installed the Postscript app, but need to pause funneling SMS subscribers
    at Shopify checkout into your Postscript account during your migration, see here.

Additional Resources

  • Just getting started with your Postscript account? Be sure to copy over your welcome series, cart recovery, or post-purchase automations prior to disconnecting your previous SMS program. Learn more about setting up Postscript automations here.
  • Still using Klaviyo for email? Check out our SMS Email & Message Planner so you can visualize a unified view of your SMS and email messaging cadence.
  • Did you know you can use your Klaviyo lists to segment subscribers in Postscript? Learn how here.

Get Support

Have questions? Please feel free to reach out to our wonderful Support team at support@postscript.io or via live chat. You can also submit a support request here!

Need ongoing channel strategy guidance? Please fill out this form and we'll connect you to one of our certified partners.

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