Klaviyo is a robust email and SMS marketing platform designed specifically for ecommerce businesses. It allows you to segment audiences based on different parameters, create automated flows for upsells and price-drop alerts, and dive deep into customer profiles. While Klaviyo has built-in analytics, its advanced setup slows its learning curve. Tracking and reporting metrics related to specific email campaigns can become time-consuming.
Using Two Minute Reports’ Klaviyo Connector, you can track key email metrics, optimize campaign performance, and build client-specific reports directly from Google Sheets. All you have to do is connect your client’s Klaviyo account. TMR will pull real-time data, extract crucial insights, and allow you to analyze your email subscribers’ behavior. Now, let me explain how to connect your Klaviyo account data via Two Minute Reports to Google Sheets.
Step 1: Install and Launch Two Minute Reports
Install Two Minute Reports if you have not done so already.
Sign in to your Google Sheets with the associated Gmail ID.
Go to Extensions > Add-ons > Get add-ons.
Search for Two Minute Reports and select Install.
Review and accept the permissions necessary to run Two Minute Reports. Once you’ve accepted the terms and conditions, click Allow for Two Minute Reports to manage and access your data.
Note: Allow access is mandatory for TMR to function and efficiently analyze your data.
Next, open your Google Sheets and go to Extensions > Two Minute Reports > Launch.
Once your TMR sidebar opens, you can connect your data sources and run queries.
Step 2: Connect Klaviyo data to Google Sheets
Click Menu at the top left of the sidebar to navigate to the Data Sources section. If you see an onboarding popup, please proceed with it or minimize it by clicking the inverted arrow.
Click Add, name your data source, and select your data source type as Klaviyo from the Email dropdown.
Once you select your data source, you must enter the API key in the TMR sidebar. In the next step, we will learn how to generate an API key.
Step 3: Generate API Key from your Klaviyo dashboard
In your Klaviyo dashboard, select the Profile option below. Next, select the Settings option.
Now, choose the API Keys option under the Account menu.
You can view the previously created API Keys. To create a new API key, click Create Private API Key.
Now, create a name for your new API Key. Under Select Access Level, you can select Read Access (granting read-only access for API scopes).
Once you’ve completed this, click Create in the top right corner of the Klaviyo dashboard. Klaviyo will now generate your API key.
Copy the API Key and paste it into the TMR sidebar.
Note: Your private key will be visible only once. To prevent loss, save/download it in a secure place.
Once you’ve pasted the API key into the “API Key” section of the TMR sidebar, click “Test Connection.”
Click Yes to successfully authenticate the login.
Step 4: Getting Klaviyo data in Google Sheets
To pull email campaign data from Klaviyo, you must first create a new query by navigating to the Data Queries section.
Click Add and choose the respective Klaviyo accounts to analyze the email campaign data. You can manage multiple client’s Klaviyo accounts under one roof. Simply select one or more email ad accounts to analyze the performance.
Alternatively, you can navigate to the Clients section. Add your client and map their corresponding Klaviyo email ad account.
Click on “Manage Clients” and enter the necessary account details. Once done, click “Save & Close” to save your client’s details for future reference.
Note: You can add multiple clients and map their respective ad accounts. Doing so saves you tons of wasted hours from manually juggling numerous data sets. You can get a unified view of your client campaigns and track critical metrics in a centralized dashboard. For further information, please read our guide – How to Create Queries Using Clients?
Next, add the email campaign metrics and dimensions you want to analyze. You can choose from the list of metrics and dimensions to assess your email campaign performance. Refer to the screenshot below for better understanding.
Next, you have to configure your data reporting by choosing how to customize it.
It would be best to customize your data reporting by selecting the relevant fields and choosing whether to sort them in ascending or descending order. You can also apply custom filters to display only the necessary information.
By default, Two Minute Reports displays the total integration value instead of the Klaviyo-attributed value. For example, if you integrate your Shopify/WooCommerce/Amazon with Klaviyo, TMR will display all the data, such as your store’s sales/purchasing data and email marketing data.
With the Filter Insights option enabled, you can view insights only related to Klaviyo campaigns and flows – exclusive metrics related to your email campaigns. You can now narrow your focus to find key areas and optimize your email marketing efforts.
Once you finish the above steps, click Run Query to visualize the final output.
Now, you can use different Google Sheet features, such as pivot table and VLOOKUP(), to extract critical insights and build charts to visualize your email campaign performance.
Pro TMR Tip: Run all your queries directly from the Extensions menu on your Google Sheets. Go to Extensions > Two Minute Reports > choose your desired quick action.
Step 5: (Optional) Get automatic data updates via Schedule Refresh
Once you create a report in Google Sheets, you can schedule automatic updates to get updated data. This feature is convenient for sending emails or refreshing your spreadsheets with live data and using them as a dashboard.
Under the email section, you can enter the recipient(s)’s email ID and save the new schedule.
You can also choose to specify the reporting format. You can insert the sheet content in the email body, attach the selected sheet as a PDF or Excel, or attach the spreadsheet as an Excel file.
Two Minute Reports’ schedule refresh or data refresh feature has other capabilities. For more information, please read our guide, “How to Refresh Data Automatically in Google Sheets.”
We hope you found this guide helpful. If you have any questions, please get in touch with our support team via chat or support@twominutereports.com.