Welcome!
You’ve been added as a new user to an account with Admin or Manager permissions. Here’s a brief summary of what you can and can’t do with your current permissions.
Admin | Manager | |
Manage account settings (e.g., payment plans) | Yes | Limited |
Add users | Yes | Yes |
Remove users | Yes | No |
Edit billing information and notifications | Yes | Limited |
Create API keys | Yes | Yes |
Access and export analytics | Yes | Limited |
Export specific data (e.g., emails, reports) | Yes | No |
Access specialized tools (e.g., Reviews tab) | Yes | Yes |
Set up additional services (e.g., SMS) | Yes | No |
Cancel the account | No | No |
Learn more about user roles and permissions.
Let us show you around!
This video will give you a quick tour of your Klaviyo account, introducing you to the key product areas that you’ll use the most.
Explore these key areas of your account
Depending on how long your team has been using Klaviyo, your account probably already has a lot for you to discover, like pre-existing templates, forms, flows, and campaigns. Now is a good time to explore what’s already been created and also to note any gaps or opportunities in your current strategy. In the dropdowns below, we’ve suggested some key questions you can ask your team to better understand what’s already been built and how it’s being used.
General
- What is our taxonomy system for how things like flows and templates are named and organized in the account?
- Are we using tags and if so, how?
Audience
Profiles
- Which custom profile properties are we collecting and why?
- Where are these profile properties coming from? Are they being set by Klaviyo forms or flows, or are they coming in through third-party platforms?
- Are we using custom profile properties for segmentation and personalization? If so, how?
Lists & segments
- How many lists do we have and do each of them have a clear, distinct purpose? If no, which lists can be merged?
- How are we collecting consent for these lists?
- How often are we cleaning our lists?
- Do we base our regular sends on engagement criteria?
- Do we have a broader segmentation strategy?
Sign-up forms
- How many forms do we have live on our site and who are they targeting?
- What is our average submit rate?
- What data do we collect using forms and how are we using it?
- Are we optimizing the experience for mobile? Do we have mobile-specific forms?
Content
Templates
- What types of emails do we send?
- Do we have saved templates for all of those types of emails?
- Do we have saved universal content blocks that we repurpose across templates?
Products
- Is our product catalog syncing to Klaviyo?
Coupons
- What kinds of discounts and coupon codes do we offer and where do we use them?
Campaigns
- How often do we send campaigns?
- What has our performance been like over the last 30 days?
- Do we regularly run reports on our campaign performance?
- What do our benchmarks look like for campaigns?
Flows
- Which flows do we have live?
- What is the purpose or intended outcome for each of our live flows?
- Is there any part of the customer journey that we are not yet addressing with flows?
- Are we sending transactional messages through Klaviyo flows?
- Are we sending any flows based off custom triggers (i.e., flows that are triggered by an action a customer might take through an integration, like a loyalty program)?
Analytics
- What does our business review dashboard look like?
- What does our overview dashboard look like?
- What kind of A/B tests have we run in the past and how have they performed?
- Which integrations are we syncing data to and from? Which data is available to be used in Klaviyo?
- What do our benchmarks look like compared to the competition?
- What’s our deliverability score?
- What custom reports do we have set up? Who is receiving them, and how regularly?
Understand how revenue is attributed
If you’ve just come from using a different email service provider, you probably have questions on Klaviyo’s attribution model and how we measure success. While most other platforms only track revenue conversions, Klaviyo automatically computes conversion analytics for all metrics in your account. This means that when viewing analytics, you can choose which metric you’d like to set as your conversion metric, whether that’s the standard Placed Order metric or something more custom like Completed Form. You’re completely in control of how you measure your own success with Klaviyo.
Explore the tabs below for more detail on how we measure attribution for email, SMS and push, using Placed Order as the default conversion metric.
By default, Klaviyo’s attribution window for email is 5 days, but you can adjust this in your account settings.
Example
Day 1
You email your subscriber and they open it.
Day 2
The subscriber opens this email again and clicks on a link to a product offer.
Day 4
They ultimately come back and purchase that product.
The conversion is attributed to the email as the customer converted within 5 days.
SMS
By default, Klaviyo’s attribution window for SMS is 24 hours, but you can adjust this in your account settings. We recommend adjusting this window if you’re seeing a lot of unattributed conversions. You can also change your SMS attribution window to reflect when subscribers receive your messages rather than when they are sent, which helps to account for carriers or regions who have longer delivery times.
Note that in order to track SMS conversions, your SMS must contain a link that uses the Klaviyo link shortener.
Example
Hour 1
A subscriber receives your SMS message.
Hour 3
The subscriber opens the message.
Hour 10
They reopen your message, click the link, and then make a purchase on your site.
The conversion is attributed to the SMS as the customer converted within 24 hours.
Mobile push
By default, Klaviyo’s attribution window for mobile push is 24 hours, but you can adjust this in your account settings.
Example
Hour 1
A subscriber receives your push notification.
Hour 2
The subscriber opens the notification but doesn’t end up buying anything.
Hour 15
They come back to your app and decide to buy the product they’ve been thinking about since earlier.
The conversion is attributed to the push notification as the customer converted within 24 hours.
Multi-channel or cooperative attribution
When you’re sending messages on multiple channels, attribution becomes a little more complicated. Here’s an example of how it works when you’ve recently sent an email and an SMS to a subscriber.
Example
Day 1
You send both an email and SMS message to your subscriber, and they open both messages.
Day 3
The subscriber clicks into SMS again but does not purchase.
Day 4
They ultimately come back and purchase that product.
In this scenario, Klaviyo will attribute the conversion to the email because the second SMS click occurred outside of the SMS attribution window of 24 hours.
Learn more about Klaviyo message attribution and message conversion tracking.
Next steps
Your next move should be to examine each of the product areas you’ve seen here in more detail. Take the Getting started course for each individual product area to kickstart your learning journey with Klaviyo.