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      Offboarding with Orita

      What Offboarding Entails & Why We Take These Steps

      Thank you again for being a partner with us! We don't want to see you go, but if we do, it is crucial to review this carefully to not only offboard Orita appropriately 🚨, but also set yourself up for success afterwards. As you read through the steps, please reach out directly with any questions to your CSM.

      Standard Offboarding Practice

      As part of our standard offboarding, Orita can help by taking the following steps with the goal of returning your email account as close as possible to the state it was in before you worked with Orita:

      • Turn off machine learning models – reactivations, suppressions, and Grow segment updates will stop

      • Unsuppress profiles that were suppressed by Orita but can legally receive emails. Important notes:

        • Consent status is never changed – unsubscribed profiles will remain unsubscribed

        • Any profiles manually suppressed by you and not reactivated by Orita will remain suppressed

        • Bots will not be unsuppressed

      • Remove all Orita property labels from your profiles, leaving your account in a clean state

        • [Optional Action Item For You] - Tip: We recommend creating a “snapshot” or convert your Orita segments into static lists so you have a record of the point-in-time data before we unplug. More about this under the "Final Data Capture" section below.

      Why We Take These Steps

      The goal is to restore your account to its pre-Orita state, leaving you in the best position for email success after we unplug.

      Profiles currently suppressed by Orita are not inactive forever. Many re-engage during key sales periods, holidays, or with the right messaging. Leaving them suppressed can result in missed revenue and skewed performance data.

      Unsuppressing them ensures your Klaviyo account is ready to re-engage these profiles when the time is right. If you prefer to avoid a possible increase in your Active Profile count and Klaviyo bill, we can keep these profiles suppressed by request.

      Proceeding with Offboarding

      Offboarding is not generally recommended, but if we mutually decide it is the path forward, the steps outlined in this guide should be followed to ensure a smooth transition. Some manual effort will be required to maintain list health and performance after Orita is no longer managing profiles.

      Final Data Capture

      Create a static list (snapshot) for each profile property so you can manage the status and activity of these profiles after Orita stops dynamically updating them:

      • ☐ Orita Suppressions → Status = Suppressed

      • ☐ Grow Audience Segment

      • ☐ Orita Engagement Levels → Highly and Moderately Engaged

      • ☐ Orita Bots → Status = Non-human

      Best Practices for List Health Going Forward

      Maintaining healthy lists without automation requires manual effort. Following these steps helps protect sender reputation, reduce costs, and improve performance.

      Suppress Unengaged Profiles Every 30–60 Days

      Why Sending to profiles that have not engaged in 90–180 days hurts deliverability and wastes money

      Manual Effort

      • Build custom segments to isolate unengaged and non-human profiles

      • Export and suppress or manually adjust sending segments

      ⏳ Estimated Time 45–60 minutes per review session (monthly or bi-monthly)

      Evaluate the Long Tail of Your Audience

      Why Traditional opened/clicked segmentation often misses valuable profiles who are:

      • Seasonal or cyclical buyers

      • Frequently interacting with your brand but not engaging with emails

      • Taking key on-site actions like views, carts, or searches that are not reflected in email metrics

      Manual Effort

      • Pull cross-channel data from Shopify, GA4, or other systems

      • Manually stitch this data to Klaviyo profiles to identify hidden high-intent segments

      • Build custom sends or flows for these quiet but valuable audiences

      ⏳ Estimated Time 3–5 hours per analysis

      Manage Bot Identification and Suppression

      Orita has identified and permanently suppressed bots from your account, including:

      • List bombing bots

      • Checkout bots

      • Number bots and spam traps

      Keeping these out of your lists protects sender reputation and data integrity

      ⏳ Estimated Time 2–3 hours per review and suppression cycle

      Next Steps

      Reach out to your CSM directly or emily@orita.ai (if you're unsure) with any questions or preferences, ideally also with the reason you'd like to unplug. We'll then analyze your account, offer any solutions that will allow us to continue to support your email growth, or proceed with the offboarding if that is the agreed upon path forward.