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MailChimp & Shopify
Split: What you need to
know & How we can help
Today’s Logistics
● Session recording and slides will be sent
● Submit questions to our panelists
● Join in on our poll questions throughout
● Resources available as handouts
Persephanie Arellano
Webinar Coordinator
Experts-Only Approach
Strategic acquisitions have positioned us as the
leading independent performance marketing agency
Search • Social • Amazon • Email • Display • Shopping & Data Feed • SEO • Affiliate •
Conversion Rate Optimization • Creative Services • Analytics & Marketing Science
Today’s Hosts
Andrew Christison
Sr. Director of Business
Development
Parker McMahon
Channel Manager
1 Why Many are Currently Considering a Migration from Mailchimp
2 Ensuring a Seamless Migration Experience
3 Top Three Mistakes to Avoid During an ESP Migration
4
How We Combine Email Strategy & Management for Ecommerce
Brands
5 Next Steps for Your Brand Post-Split
Agenda
1 Why Many are Currently
Considering a Migration from
MailChimp
Why?
● MailChimp not complying with new Shopify
Terms of Service
What We Know?
● No new MailChimp integrations available today
● Existing integrations end May 12th
Shopify & Mailchimp Split
Custom Integration
Third Party Integration
ESP Migration
What are Your Options?
Likely Not, But Maybe?
● There’s no mass changes from platforms such as
Magento, Big Commerce, Woo Commerce,
etc., that would contribute to a split, however,
the potential for change exists.
Does this webinar still matter?
● Absolutely. Creating more personalized, better
segmented, and more enterprise emails and
gaining awareness of the email landscape can be
positive for your brand, either way.
We use MailChimp, but
NOT Shopify - Are we Still
at Risk?
What can a more robust platform offer you?
LISTEN
ANALYZE /
UNDERSTAND
COMMUNICATE
Build better relationships
What are some practical examples?
Web Tracking Predictive / AI Custom DataeCommerce
Personalizing customer experiences with more data
eCommerce
Personalizing customer experiences with more data
Example Metric: Use Case:
Personalize upsells & cross-sell campaigns
based on the exact items customers purchased
(or haven’t purchased).
Collections, Product ID,
SKU, & Variants,
Web Tracking
Personalizing customer experiences with more data
Example Metric: Use Case:
Target browse abandoners and show the
exact items viewed to recover lost sales.
Product(s) viewed
Predictive / AI
Personalizing customer experiences with more data
Example Metric: Use Case:
Create a segment of VIP customers and
target with a social sharing CTA.
Customer LTV
Custom Data
Personalizing customer experience with more data
Example Metric: Use Case:
Target customers with a remaining gift card
balance.
Remaining gift card value
Brands see an average
in online sales within 6 months of
switching to Klaviyo from MailChimp.
3,600 The number of brands who have
switched from Mailchimp to Klaviyo in
the last 12 months
From MailChimp to Klaviyo
//
bit.ly/klaviyo-wall-of-love
2 Ensuring a Seamless Migration
Experience
Things to think about..
ESP Migration Considerations
Email Data
Contacts & Lists
Opens & Clicks
Unsubscribes & Bounces
MailChimp Ratings
Custom Properties
ESP Migration Considerations
Ecommerce Data
All historical customer
purchase data
Product data
Shopify tags
Real time updates
ESP Migration Considerations
Automations
Abandon Cart
Welcome Series
And more..
ESP Migration Considerations
Templates
Drag-and-drop builder
HTML import
Is there someone who can help?
3+
Years partnership
50+
Brands using Klaviyo & Elite SEM
27%
Average revenue attributed to
email
3 The Top Three Mistakes to
Avoid During an ESP Migration
Mistake # 1:
Forgetting to
QA Signup
Sources &
Segments
ELITESEM.COM CONFIDENTIAL | 30
Signup for your program! Go through
your site to manually test all entry points
for a contact to make its way into your
ESP
• Onsite forms
• Overlays
• Checkout process (test your signup
checkbox checked & unchecked)
Ensure that your contacts are falling into
the correct segments and lists based on
new segmentation rules you’ll enable
with a new platform
• To validate, search contact profiles in
Klaviyo and check
• Information > Custom Properties
• Lists & Segments
Mistake # 2:
Forgetting to
Check Your
Data Sources
ELITESEM.COM CONFIDENTIAL | 31
Who are your 3rd party data sources?
• Loyalty program, CRM, 3rd Party
Triggered Messaging Platforms, etc.
What frequency are they sending data?
• Daily, Weekly, Monthly
• Can we back-populate historical data
during the migration?
Is all data passing as intended?
• Custom contact events are being triggered
as expected
• Custom contact properties are being
populated as expected
Mistake # 3:
Forgetting
Your History
ELITESEM.COM CONFIDENTIAL | 32
Have you considered what happens to
your data after you shut down your ESP?
• Can you pause the account to keep
historical information on file?
When in doubt,
export!
4 How we Combine Email
Strategy & Management for
Ecommerce Brands
1. Born from Email Aptitude
2. Founded in 2010
3. Inc 5000 #1 Fastest Growing Email Agency
4. AdAge Best Places to Work (#2 in California, #17 Nationwide)
5. Bay Area Fast 100 Award Winner
6. Client list sizes ranging from 25,000 to 40,000,000+
7. Team consists of industry veterans + the new bright minds of email
8. Regular speakers at industry conferences throughout the US
9. Winner of multiple agency awards
Elite SEM Email & CRM Highlights
Email & CRM
Trusted by Fast-Growth Brands
Elite SEM Email & CRM Focus Areas
Trusted by Enterprise Brands
ELITESEM.COM CONFIDENTIAL | 38
CRO
(Conversion Rate Optimization)
SEO
(Search Engine Optimization)
Paid Search
Paid Social
Performance Display
Shopping & Feed
Amazon & Marketplaces
CRM & Email Marketing
Affiliate Marketing
Creative Services
Analytics & Marketing Science
Integrated Media Strategy
Elite SEM Email & CRM Highlights
Function Full Service Level 1 Full Service Level 2 Strategy Only
Design/Copy ✅ ❌ ❌
Coding/QA ✅ ✅ ❌
Strategic Planning & Roadmap Management ✅ ✅ ✅
Advanced Logic Development ✅ ✅ ✅
Calendar Development ✅ ✅ ✅
Deliverability Monitoring* ✅ ✅ ❌
Test Plan Management ✅ ✅ ✅
Reporting & Analysis ✅ ✅ ✅
Email Vendor Management ✅ ✅ ✅
Full Throttle Execution ✅ ✅ ❌
Segmentation/List Management ✅ ✅ ❌
ESP Tactics ✅ ✅ ❌
5 Next Steps for Your Brand
Post-Split
Schedule a call with Klaviyo for Migration Next Steps :
partners@klaviyo.com
Schedule a 1:1 Ecommerce Strategy Evaluation with Elite SEM & CPC
Strategy
Download Klaviyo X Elite 1-Pager, Review MailChimp/ Shopify Split FAQ,
Review Migration Checklist
Next
Steps
Thank You!
Andrew Christison
Sr. Director of Business
Development
Parker McMahon
Channel Manager
SMALL TEXT
STACK TEXT ROW 1
STACK TEXT ROW 2
Schedule a 1:1
Ecommerce
strategy evaluation

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Mailchimp & Shopify Split: What You Need to Know & How We Can Help

  • 1. MailChimp & Shopify Split: What you need to know & How we can help
  • 2. Today’s Logistics ● Session recording and slides will be sent ● Submit questions to our panelists ● Join in on our poll questions throughout ● Resources available as handouts Persephanie Arellano Webinar Coordinator
  • 3. Experts-Only Approach Strategic acquisitions have positioned us as the leading independent performance marketing agency Search • Social • Amazon • Email • Display • Shopping & Data Feed • SEO • Affiliate • Conversion Rate Optimization • Creative Services • Analytics & Marketing Science
  • 4. Today’s Hosts Andrew Christison Sr. Director of Business Development Parker McMahon Channel Manager
  • 5. 1 Why Many are Currently Considering a Migration from Mailchimp 2 Ensuring a Seamless Migration Experience 3 Top Three Mistakes to Avoid During an ESP Migration 4 How We Combine Email Strategy & Management for Ecommerce Brands 5 Next Steps for Your Brand Post-Split Agenda
  • 6. 1 Why Many are Currently Considering a Migration from MailChimp
  • 7. Why? ● MailChimp not complying with new Shopify Terms of Service What We Know? ● No new MailChimp integrations available today ● Existing integrations end May 12th Shopify & Mailchimp Split
  • 8. Custom Integration Third Party Integration ESP Migration What are Your Options?
  • 9. Likely Not, But Maybe? ● There’s no mass changes from platforms such as Magento, Big Commerce, Woo Commerce, etc., that would contribute to a split, however, the potential for change exists. Does this webinar still matter? ● Absolutely. Creating more personalized, better segmented, and more enterprise emails and gaining awareness of the email landscape can be positive for your brand, either way. We use MailChimp, but NOT Shopify - Are we Still at Risk?
  • 10. What can a more robust platform offer you?
  • 12. What are some practical examples?
  • 13. Web Tracking Predictive / AI Custom DataeCommerce Personalizing customer experiences with more data
  • 14. eCommerce Personalizing customer experiences with more data Example Metric: Use Case: Personalize upsells & cross-sell campaigns based on the exact items customers purchased (or haven’t purchased). Collections, Product ID, SKU, & Variants,
  • 15. Web Tracking Personalizing customer experiences with more data Example Metric: Use Case: Target browse abandoners and show the exact items viewed to recover lost sales. Product(s) viewed
  • 16. Predictive / AI Personalizing customer experiences with more data Example Metric: Use Case: Create a segment of VIP customers and target with a social sharing CTA. Customer LTV
  • 17. Custom Data Personalizing customer experience with more data Example Metric: Use Case: Target customers with a remaining gift card balance. Remaining gift card value
  • 18. Brands see an average in online sales within 6 months of switching to Klaviyo from MailChimp.
  • 19. 3,600 The number of brands who have switched from Mailchimp to Klaviyo in the last 12 months
  • 20. From MailChimp to Klaviyo // bit.ly/klaviyo-wall-of-love
  • 21. 2 Ensuring a Seamless Migration Experience
  • 22. Things to think about..
  • 23. ESP Migration Considerations Email Data Contacts & Lists Opens & Clicks Unsubscribes & Bounces MailChimp Ratings Custom Properties
  • 24. ESP Migration Considerations Ecommerce Data All historical customer purchase data Product data Shopify tags Real time updates
  • 25. ESP Migration Considerations Automations Abandon Cart Welcome Series And more..
  • 27. Is there someone who can help?
  • 28. 3+ Years partnership 50+ Brands using Klaviyo & Elite SEM 27% Average revenue attributed to email
  • 29. 3 The Top Three Mistakes to Avoid During an ESP Migration
  • 30. Mistake # 1: Forgetting to QA Signup Sources & Segments ELITESEM.COM CONFIDENTIAL | 30 Signup for your program! Go through your site to manually test all entry points for a contact to make its way into your ESP • Onsite forms • Overlays • Checkout process (test your signup checkbox checked & unchecked) Ensure that your contacts are falling into the correct segments and lists based on new segmentation rules you’ll enable with a new platform • To validate, search contact profiles in Klaviyo and check • Information > Custom Properties • Lists & Segments
  • 31. Mistake # 2: Forgetting to Check Your Data Sources ELITESEM.COM CONFIDENTIAL | 31 Who are your 3rd party data sources? • Loyalty program, CRM, 3rd Party Triggered Messaging Platforms, etc. What frequency are they sending data? • Daily, Weekly, Monthly • Can we back-populate historical data during the migration? Is all data passing as intended? • Custom contact events are being triggered as expected • Custom contact properties are being populated as expected
  • 32. Mistake # 3: Forgetting Your History ELITESEM.COM CONFIDENTIAL | 32 Have you considered what happens to your data after you shut down your ESP? • Can you pause the account to keep historical information on file? When in doubt, export!
  • 33. 4 How we Combine Email Strategy & Management for Ecommerce Brands
  • 34. 1. Born from Email Aptitude 2. Founded in 2010 3. Inc 5000 #1 Fastest Growing Email Agency 4. AdAge Best Places to Work (#2 in California, #17 Nationwide) 5. Bay Area Fast 100 Award Winner 6. Client list sizes ranging from 25,000 to 40,000,000+ 7. Team consists of industry veterans + the new bright minds of email 8. Regular speakers at industry conferences throughout the US 9. Winner of multiple agency awards Elite SEM Email & CRM Highlights Email & CRM
  • 36. Elite SEM Email & CRM Focus Areas
  • 38. ELITESEM.COM CONFIDENTIAL | 38 CRO (Conversion Rate Optimization) SEO (Search Engine Optimization) Paid Search Paid Social Performance Display Shopping & Feed Amazon & Marketplaces CRM & Email Marketing Affiliate Marketing Creative Services Analytics & Marketing Science Integrated Media Strategy
  • 39. Elite SEM Email & CRM Highlights Function Full Service Level 1 Full Service Level 2 Strategy Only Design/Copy ✅ ❌ ❌ Coding/QA ✅ ✅ ❌ Strategic Planning & Roadmap Management ✅ ✅ ✅ Advanced Logic Development ✅ ✅ ✅ Calendar Development ✅ ✅ ✅ Deliverability Monitoring* ✅ ✅ ❌ Test Plan Management ✅ ✅ ✅ Reporting & Analysis ✅ ✅ ✅ Email Vendor Management ✅ ✅ ✅ Full Throttle Execution ✅ ✅ ❌ Segmentation/List Management ✅ ✅ ❌ ESP Tactics ✅ ✅ ❌
  • 40. 5 Next Steps for Your Brand Post-Split
  • 41. Schedule a call with Klaviyo for Migration Next Steps : partners@klaviyo.com Schedule a 1:1 Ecommerce Strategy Evaluation with Elite SEM & CPC Strategy Download Klaviyo X Elite 1-Pager, Review MailChimp/ Shopify Split FAQ, Review Migration Checklist Next Steps
  • 42. Thank You! Andrew Christison Sr. Director of Business Development Parker McMahon Channel Manager
  • 43. SMALL TEXT STACK TEXT ROW 1 STACK TEXT ROW 2 Schedule a 1:1 Ecommerce strategy evaluation