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How to Integrate Klaviyo and Wicked Reports for Lead Attribution and Email Tracking

The 1 minute process to integrate Klaviyo and Wicked Reports

Integrating Klaviyo to Wicked Reports sends your new leads from Klaviyo to Wicked Reports.  This allows Wicked Reports to track and attribute these new leads to the marketing spend and customer lifetime value from your ad platforms and revenue sources.

Klaviyo also has a super simple way of setting up auto UTM tagging of all your email clicks.  This enables Wicked Reports to grab those clicks and compare them with all your cross channel advertising efforts to determine if the email deserves attribution credit for your sales.

What does this mean for you?

  • Klaviyo leads get retrieved each day by Wicked Reports and attributed against clicks and sales.
  • You no longer need to worry about UTMs on your Email Links.
  • Wicked can generate Cohort Analysis reporting between your Klaviyo leads and your shopping cart & order system revenue.

Integration Steps

1. Go to Setup-> Authorizations.  Under the Contacts column, find Klaviyo and click connect.

2. Follow the Klaviyo connection wizard and click "yes," whenever asked:

3. At the end of the wizard you are returned to Wicked Reports. That's it.

What Happens Next

Wicked Reports will pull all historical lead data from Klaviyo to seed your account attribution.  This allows us to correctly identify these leads as already existing leads in the event they click,optin, or otherwise engage with your marketing funnels.  We can then attribute revenue to their actions using the correct attribution models.

Each morning at about 2am EST we will pull the previous day's new leads and attribute the marketing responsible for creating these new leads.  Anytime in the future when these new leads buy, we can attribute the revenue back to the marketing that created the lead and update the ROI accordingly.

Once you have authorized your order systems, we will pull sales & revenue data and then create cohort reporting between your Klaviyo lead data and your order revenue data.

Wicked Reports auto-detects new lead and re-engaged lead conversion points automatically with this integration.  We track these conversions back to marketing clicks and spend, and attribute the future sales and revenue from your shopping cart and order systems using various attribution models.

Note on Klaviyo Email Tracking

Klaviyo has a great doc on how to set UTM email tracking up across your Klaviyo account:  https://help.klaviyo.com/hc/en-us/articles/115005247808-UTM-Tracking-in-Klaviyo

Remember, you still need to be using the Wicked Reports Tracking Code on your entire tech stack for us to track the customer journey for you.