Klaviyo helps businesses acquire, retain, and grow their customers by automating email and SMS marketing campaigns. With the Klaviyo integration, you can present your clients with valuable insights via dashboards and reports without logging into your Klaviyo account each time. Once connected, your Klaviyo data is automatically pulled into AgencyAnalytics.

View all available Klaviyo metrics to learn what's possible with the Klaviyo integration.

To avoid a failed connection or error when connecting Klaviyo to a Client, the person connecting needs a private Klaviyo API key with read permissions.

This key generally starts with the letters "pk". Learn how to create a private Klaviyo API key from within your Klaviyo account.

Once you have your private Klaviyo API key ready, follow these steps to connect Klaviyo to a Client.

Step 1: Open the Client where you'd like to connect Klaviyo, then click the Data Sources tab at the top.

Step 2: Click the blue Connect Data Source button in the upper right corner of the page.

Step 3: Search for Klaviyo in the search bar at the top, then click the Klaviyo card.

Step 4: Click Connect New Account to launch the authorization window. If you've previously connected an account, click the gray Plus (+) sign at the bottom instead.

Step 5: Enter your Klaviyo API private key when prompted. You can find this key in the Account Settings area of your Klaviyo account.

Step 6: Choose your Klaviyo account from the list.

Once you finish these steps, the integration is complete. Your client's Klaviyo metrics will be imported and displayed in the dashboard.

If your Klaviyo integration ever disconnects, you can learn how to manage a disconnected integration here.

In Klaviyo, users can create their own custom metrics. Adding these custom Klaviyo metrics to your dashboards and reports works a bit differently than with other integrations. You'll need to add the widget first, then select the metric to display.

Step 1: Edit the dashboard or report, then search Klaviyo in the sidebar on the right.

Step 2: Drag and drop the Total or Value widget onto the board.

Step 3: Click the widget, then click the Data tab at the top of the sidebar.

Step 4: Click the dropdown below Klaviyo Metric to see all the custom Klaviyo metrics you've created.

Step 5: Select your Klaviyo custom metric from the dropdown. The widget's name will automatically update to match the Klaviyo metric name.

This process is only for widgets where you'd like to display a Klaviyo metric that you created yourself. If you'd like to add standard Klaviyo metrics to your Klaviyo reporting tool, follow the regular steps for adding widgets to dashboards and reports.

The Klaviyo API can provide data from up to 5 years before the current date, but it can only pull up to 365 days at a time. If you need to show data for more than one year, create one widget for each 365-day period you want to display.

Add a Total or Value widget from the Klaviyo section in the widget sidebar, then select your custom metric from the Klaviyo Metric dropdown on the Data tab. See the "Add Custom Klaviyo Metrics to Dashboards and Reports" section above for the full steps.

If you have any questions, please contact our friendly support team by following these instructions! We're available 24/5 to help 😄