The integration of Klaviyo with Reportei allows tracking metrics of email campaigns and forms in customized reports and dashboards.With it, you can centralize your marketing data, analyze the performance of your activities, track important indicators, and share results with clients or teams.
In this article, you will see a step-by-step guide
- How to connect the integration
- Data available in the integration
- How to use the data in Reportei
- How to remove the integration
- Common issues
How to integrate Klaviyo in Reportei
To connect your Klaviyo account to Reportei, follow these steps
- Access your account on Reportei
- Enter the project where you want to connect the integration
- Go to the Integrations area
- Look for Klaviyo
- Click on Connect
- Log in to your Klaviyo account if prompted
- Authorize access by clicking Allow or Permitir
- After authorization, you will be redirected back to Reportei
After that, the integration will be available for use in the selected project
If the authorization is denied, the integration will not be activated. To complete the connection, you will need to start the process again and allow the requested access.
Available data
The integration with Klaviyo allows tracking metrics related to email campaigns and forms. The list of metrics may vary according to the integration’s development and the data available in the connected account for the selected period.
Email campaign metrics
- Recipients
- Delivered
- Delivery rate
- Unique opens
- Open rate
- Unique clicks
- Click rate
- Click-to-open rate
- Unsubscriptions
- Unsubscribe rate
- Bounces
- Spam complaints
- Conversion revenue
- Revenue per recipient
Form metrics
- Views
- Unique views
- Submissions
- Submission rate
These data are used for display in reports, dashboards, analyses, and other functionalities available in Reportei.
How to use Klaviyo data in Reportei
After connecting the integration, you will be able to use Klaviyo data in Reportei to track the performance of your email campaigns and forms.
The data can be used in reports and dashboards allowing you to
- track metrics of email campaigns and forms
- view results along with other channels available on Reportei
- share analyses with clients or teams
- track marketing indicators more centrally
The reports serve as analysis documents. They are ideal for presenting results, organizing periodic deliveries, sending to clients, or recording a specific performance snapshot.
The dashboards are aimed at continuous monitoring. They automatically update data in real-time, facilitating the tracking of key indicators over time.
To view these data in Reportei:
- Access the project where the integration is connected
- Go to the Reports or Dashboards.
- Create a new report/dashboard or edit an existing one
- Select Klaviyo as one of the integrations
- Choose the analysis period
- Add the desired metrics
- View or share with clients and teams
Depending on the plan contracted, the data can also be used in other Reportei features like automations, Indicator Control, AI analyses, and others.
Necessary permissions for integration
During connection, Klaviyo may request permissions for Reportei to access the data necessary for the integration’s functionality.
These permissions are used to consult and display information within Reportei. Reportei uses the authorized data only to provide functionalities such as reports, dashboards, analyses, and support related to the integration.
Reportei uses the integration only to consult and display data within the platform. The integration is read-only, meaning it does not create, edit, or remove campaigns, forms, settings, or any other data from the connected account.
How to remove or deactivate the integration
You can remove the integration at any time within Reportei.
To remove
- Access the project on Reportei
- Go to Integrations
- Find the Klaviyo integration
- Click on Remove, Disconnect, or an equivalent option
- Confirm the removal
When removing the integration, Reportei will stop accessing new data from the connected account. Where applicable, the authorization will also be revoked with Klaviyo.
Common issues
The authorization was denied
This happens when the user denies authorization or closes the screen before completing the process. To resolve it, start the connection again and click on Allow or Permitir to authorize access.
I didn’t find data after connecting
After connecting the integration, it may take a few moments for the data to become available on Reportei. Additionally, it’s important to check if
- the connected account has campaigns or forms with data
- the user has appropriate permissions on the Klaviyo account
- the authorization was completed correctly
- the integration appears as connected in Reportei
- the selected period has available data
If everything is correct and the data still doesn’t appear, contact Reportei support so we can assist with the verification.
The data looks different from Klaviyo
If the data displayed in Reportei is different from the information viewed in Klaviyo, we recommend checking a few points
- if the period selected in Reportei is the same as used in Klaviyo
- if you are comparing the same type of data, such as email campaigns or forms
- if the metric being compared is exactly the same in both places
- if there are filters applied in the report, dashboard, or in Klaviyo itself
- if the integration is connected correctly in the project
If the difference persists after these checks, contact Reportei support so we can assist with the analysis.
Need help
If you have questions about the connection, use of the integration, or data interpretation in Reportei, contact our support.