Skip to main content

    Maintain an advanced reporting strategy

    Course overview
    Lesson
    8 min read

    Understand attribution in Klaviyo

    Attribution helps you connect your marketing to results. This lesson will guide you through how Klaviyo attributes performance across email, text (SMS and RCS), WhatsApp, and other key channels, enabling you to make more informed decisions and drive higher revenue.

    Analyze success through attribution

    Attributed revenue, also known as Klaviyo-attributed value (KAV), refers to revenue generated through your marketing channels, such as email, text, WhatsApp, and push notifications. For example, if a customer engages with your email and then purchases within your attribution window, that purchase is counted toward your attributed revenue. Understanding this relationship provides a more comprehensive view of performance and helps inform your next steps.

    Use attribution data to better understand whether the money and effort you invest in your marketing are actually driving results. Watch the video below to dive deeper into what attribution is, how it's treated in Klaviyo, and how to use this information to enhance your marketing strategy.

    What are the 2 types of attribution in Klaviyo?

    By identifying which message, channel, or strategy drives customer conversions, you can better understand your subscribers and tailor your marketing efforts to drive more revenue for your business.

    That said, there are 2 distinct types of attribution that Klaviyo tracks:

    • Event attribution
      When Klaviyo attributes events to specific messages and customer actions (for example, a placed order can be attributed to a text (SMS and RCS) or WhatsApp campaign), event attribution data helps you understand how your marketing efforts influence your customers' behaviors and make informed decisions about your messaging strategy.
    • Message attribution
      When Klaviyo attributes message data based on when the message was first sent (for example, if an email campaign was sent in a recipient’s local time zone, the message data will be attributed to the earliest sent time of the campaign).

    How does Klaviyo track attribution?

    Klaviyo uses a cooperative, multi-channel model to track event attribution. This means that Klaviyo provides distinct attribution windows for each channel (i.e., email, text, WhatsApp, and push). Klaviyo then attributes certain customer events (e.g., placed an order) to touchpoints in a given attribution window.

    In your Klaviyo account, you can view and customize your attribution settings to best fit your business's needs.

    Default attribution windows

    Klaviyo has its own pre-defined attribution window that takes into account the optimal time when a recipient would engage with your message and take an action. Message attribution comes into play here when determining where a message falls within a distribution window.

    Klaviyo’s default attribution windows are:

    • Email clicks: 5 days
    • Email opens: 5 days
    • Text (SMS and RCS) clicks: 5 days
    • Text (SMS and RCS) deliveries: 12 hours
    • Push opens: 24 hours
    • WhatsApp clicks: 5 days
    • WhatsApp opens: 12 hours

    In all cases, these windows start once the message is sent from Klaviyo. However, you can also customize your attribution window settings for all of your channels in Klaviyo.

    To do so, select your account button in the bottom left-hand corner. Click Settings > Attribution, and scroll to the Attribution windows section.

    Customizing these windows allows you to better match your unique customers’ typical behaviors when interacting with your message, providing a more accurate picture of which messages led to customer action.

    Select which interactions you’d like to track by clicking on the checkboxes; then, customize your timeframes using the accompanying fields. Click Save when you’re done.

    __wf_reserved_inherit
    Filtering out transactional messages, bot clicks, and machine opens

    In your Attribution settings in Klaviyo, you can exclude transactional messages, bot clicks, and machine opens from tracking or reporting. This helps you get a more accurate depiction of how your subscribers interact with your marketing messages, without being skewed by automated clicks and opens.

    To do so, open your Klaviyo account and navigate to your account in the bottom left-hand corner. Click Settings > Attribution, and then scroll to the Tracking & reporting data section.

    Select any of the following to exclude:

    • Exclude transactional messages from attribution data.
    • Exclude bot clicks from email clicks.
    • Exclude bot clicks from text message clicks.
    • Exclude Apple Privacy Protection opens from email opens.

    Click Save when you’re done.

    An image showing the options available for you to exclude.

    When you implement this setting in Klaviyo, your open and click rates are expected to decrease. Do not panic; this is expected!

    This occurs because you're no longer counting superfluous clicks and opens in your data. All the click and open data you have is from the recipients you are trying to reach, providing more accurate insights into your subscriber base.

    Note: Klaviyo’s attribution model will recalculate historical data after attribution settings in the account are updated, so past and future data remain consistent. Updates to attribution models may take up to 36 hours to be reflected within your account. Learn more about attribution settings.

    Choosing an attribution model

    By default, Klaviyo uses a last-touch attribution model, meaning every customer purchase is attributed to the last Klaviyo message that influenced the order. This helps you see which campaigns or flows are most effective at driving conversions in the final step of the customer journey.

    If you're using Marketing Analytics or Advanced KDP, you also have the option to choose a linear multi-touch attribution model. With this model, credit is spread evenly across all Klaviyo messages a customer engaged with before making a purchase.

    For example:

    • Sam clicks a text message with an exclusive discount to browse your site.
    • Later, he clicks on an older promotional email from your brand and makes a purchase.

    With last-touch attribution, the purchase would be credited entirely to the email, since it was the last interaction before the purchase.

    With linear multi-touch attribution, the purchase credit is split evenly: 50% to the text message and 50% to the email, because both messages influenced Sam within their respective attribution windows.

    Regardless of the model you choose, purchases must occur within the attribution window for each channel to be counted.

    Key considerations

    When tracking attributed revenue, consider all of the following factors that may impact this data:

    • Your customer’s buying journey
      Consider your customer's buying journey to better understand how they engage with your brand and how this might impact attribution. Some products and services may require more time and engagement to encourage your customers to make a purchase. Being aware of how long this typically takes and how much engagement is required to drive revenue will serve you well.
    • The behaviors of each marketing channel
      Think about how you interact with different types of messages you receive. When you receive a push notification, a text (SMS and RCS), or a WhatsApp message, you likely interact with these messages very shortly after you see them. It may take you a little while longer to see an email and take action on it. Keep these behaviors in mind as you set up your attribution windows to ensure you accurately reflect which messages are driving action. For example, it usually makes sense for brands to have shorter push and text message click attribution windows and longer email open and click windows.
    • How attribution windows work together
      When setting your attribution windows, you may track multiple interactions per channel (e.g., email opens and email clicks). For example, if you set a longer click window than the open window, you ensure you capture those with high purchase intent who may take longer to progress through the purchase funnel. Coordinate these windows to align with your customers' behaviors.
    • The seasonality of your business
      Analyze how your customers engage with your brand annually and consider this when reviewing your attribution data for the year. For example, a custom sandal business might experience a significant increase in revenue in the lead-up to summer, as hotter weather drives sales. Other seasonal events, such as Black Friday/Cyber Monday, may yield wildly different results and require a separate marketing strategy.
    • Your "source of truth"
      In some cases, you may review data in multiple places, including those outside of Klaviyo. If so, you should:
      • Designate a main source of truth (we recommend Klaviyo) for attribution to prevent conflicting data from undermining strategic decisions.
      • Ensure the integrity of your data by reviewing specific definitions and limitations of each tool's attribution models and metrics. Misinterpreting how a metric is calculated in one tool versus another can lead to flawed conclusions or confusion amongst team members.
    Understand attribution in Klaviyo