How to register a lead
Registering a lead is a simple process, but we'll walk you through some key points to ensure you have the information you need to get credit for the valuable work you are doing with clients in Klaviyo.
Referred revenue share
There are a lot of new terms that are critically important to your overall bottom line with Klaviyo. Please refer to the dropdowns below to understand your referred revenue requirements, the revenue share model, and how you can earn program credit if you did not meet the referred revenue share requirements.
Referred account revenue share
When one of your referred leads becomes a paying Klaviyo customer, you are paid a percentage of the monthly recurring revenue (MRR) for a specified period of time. The percentage and period of time are determined by your tier status at the time the lead is accepted.
For instance, when you start as a partner, you’re in the Klaviyo Partner tier. In this tier, you'll earn a 10% revenue share from email and text message MRR for 12 months per referred account. Refer to the table for further details on referred revenue share per tier.
For referred accounts, payments are processed within 45 days after the end of each calendar quarter if a minimum revenue share of $200 has been accumulated. If you do not meet the $200 minimum payout, you will be paid retroactively the following quarter. Regardless of the payout amount, Klaviyo will pay the partner out during the next payment period.
How to earn referral credit
Refer businesses to Klaviyo using your unique link or submit leads through the partner portal.
We consider factors like:
- When you submitted the lead
- Your relationship with the lead
- Communication of accurate information about the lead
- Existence of a prior, active Klaviyo sales relationship with the lead
Note: Leads must become Klaviyo customers within 90 days and have no prior sales relationship with Klaviyo.
Referral credit is awarded for qualified leads within 90 days. If the sales cycle is going beyond that initial 90 days, please email partnerships@klaviyo.com.
For tier status evaluation, the trailing 12 months of MRR referred will be considered.
Program credit
Program credit is the MRR referred or MRR managed credit that counts towards a Partner’s respective tier.
There are cases where a partner may be recognized and rewarded for their work in the form of program credit, but not revenue share. These can include but are not limited to:
- Klaviyo was already in the sales process directly with a lead you submit and is co-sold together.
- A different agency partner already submitted the lead.
- An existing agreement is in place with another partner that works with the lead you submitted.
- A partner is not allowed to accept revenue share.
Please refer to the Partner Payouts FAQ for more information on our payout requirements and process.
Find high quality leads
Ready to find your ideal Klaviyo clients? Here's what the Klaviyo sales team looks for in leads for various Klaviyo features and functionalities:
Omnichannel marketing (email, text, WhatsApp, and push)
Look for businesses that:
- Are in the following industries: apparel and accessories, health and beauty, jewelry, food and beverage, sporting goods, electronics, houseware & home goods, restaurants, health & wellness, hotels, etc.
- Use an ecommerce platform that integrates with Klaviyo (e.g., Shopify, WooCommerce, BigCommerce, Magento, etc.)
- Use an ESP that is easy to migrate to Klaviyo (e.g., MailChimp, Omnisend, ActiveCampaign, Constant Contact, Campaign Monitor, DotDigital, HubSpot, Yotpo, or Listrak).
- Use a text message solution that is easy to migrate to Klaviyo (Attentive, SMSBump, Postscript, or Emotive).
- Sell direct to consumer (D2C).
- Use third-party tools (loyalty, shipping, etc.) that already integrate with Klaviyo.
- Use separate text and mobile push solutions. This way, you can easily pitch tech consolidation.
Meanwhile, business that may not be a good fit are those that:
- Have an unappealing website (unless you offer website services).
Customer profiles to reach out to in the SMB space:
- Co-founder/CEO
- Marketing Manager
- Marketing Executive
Customers to reach out to in the mid-market to enterprise space:
- VP of Marketing
- Director of Lifecycle
- Director of Marketing Ops
- Director of Marketing Analytics/Data Science
- Email Marketing Manager
- Marketing Ops/Tech Platforms
- Vendor Management
Reviews
Look for SMB businesses using Shopify/Shopify Plus who:
- Are happy with Klaviyo.
- Are interested in Klaviyo.
- Want to simplify their tech stack.
Customer profiles to reach out to:
- Retention marketer.
- eCommerce marketer/manager.
- Marketing manager.
- Marketing Executive or CEO.
Klaviyo Analytics: Marketing Analytics
Look for existing SMB ($5 - $20m revenue) and midmarket ($20m-400m revenue) customers who are:
- The decision-maker you work with for Klaviyo Email or text will also determine investment in Klaviyo Marketing Analytics. We typically target a marketing user, which might be an owner (downmarket) or a marketing manager (upmarket). The customers/prospects who meet the following criteria are good candidates for marketing analytics:
- Ecommerce/retail brands globally.
- [Greenfield] Entrepreneur/Small and Medium Businesses (SMB) brands who want to start leveraging data to optimize marketing strategy.
- [Rip and replace] SMB+ brands who are unhappy with their existing point solutions or not seeing enough return on investment (ROI) from them.
- [Complementary] Mid-market plus (MM+) brands where marketers are unable to access or move quickly with Business Intelligence (BI) tools/data science resources.
- SMB+ brands who want to better leverage their data for analysis to optimize their marketing strategy - determining what time, content, and channel to use.
- SMB+ brands who are leveraging a point solution for analytics and unhappy with it.
Customer profiles to reach out to:
- Director Marketing, Retention, Ecommerce, or Performance.
- Head of Growth, or generalist Marketing Managers.
- CMO (budget approval).
Klaviyo Analytics: Advanced Klaviyo Data Platform (KDP)
Look for businesses between $30m - $500m in revenue who are:
- Existing MM+ customers looking to better understand their customers and do more with their customer data to improve marketing engagement and drive incremental revenue.
- New MM prospects interested in Klaviyo, attracted to our ability to serve as their CDP in addition to their marketing automation platform.
Customer profiles to reach out to:
- Director of CRM.
- Director/Head of Personalization.
- Director of Marketing Technology.
- Director of Digital Marketing.
- Director of Marketing Analytics.
- Product Owner (Martech).
- Director of Digital Product Management.
- Director of Product Management - Data.
Klaviyo Service
Look for ecommerce brands who are:
- Existing or high-intent Klaviyo Email/text customers, especially ENTR/SMB/MM brands.
- Running lean marketing and service teams that are overwhelmed by repetitive tickets (order status, returns, subscriptions).
- Struggling to prove how service moments (returns, reorders, support conversations) impact revenue, retention, and LTV.
- Looking to unify marketing and service data into a single customer profile to personalize beyond campaigns.
- Wanting to deflect common questions with AI while keeping a human team focused on high‑value escalations.
- Interested in consolidating tools for orders, returns, subscriptions, loyalty, and support into one branded self‑service hub.
- Focused on improving repeat purchase rate, CSAT, and efficiency without adding headcount or stack complexity.
Customer profiles to reach out to:
- Growth‑focused marketer: VP/Director of Marketing, Head of Growth, Lifecycle/CRM Manager already using Klaviyo to drive acquisition + retention.
- Founder / Operator: Entrepreneur or owner at ENTR/SMB brands juggling marketing, ops, and support with limited time and budget.
- Service & CX leader: Head of Customer Experience, Support Manager, or Customer Service Lead running a lean team (often on Zendesk/Gorgias) and under pressure on backlog and CSAT.