Connecting Your CRM and Leads
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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

      About This Integration

      Integrating Klaviyo to Wicked Reports sends your new leads from Klaviyo to Wicked Reports. 

      This allows Wicked Reports to automatically detect, track, and attribute new and existing lead conversions to the marketing spend on your ad platforms and customer lifetime value from your revenue sources.

      Email UTM Tagging

      Option #1 - Automatic UTM Tagging
      Klaviyo is best tracked by enabling the automatic UTM Tagging setting inside your Klaviyo account.

      Follow these instructions to enable automatic UTM tagging inside your Klaviyo account.

      How to add UTM tracking to Campaigns and Flows

      Automatic UTM tagging must be enabled on the Global Level AND the Campaign Level for UTM tagging to work. The help doc above explains how to enable & verify both levels.

      Once complete, Wicked Reports will be able to grab future clicks and compare them with all your cross-channel advertising efforts to determine if the email deserves attribution credit for your sales.

      Option #2 - Manual UTM Tagging
      If you do not set up automatic UTM tracking inside your Klaviyo account, then you will need to add UTMs manually to all of your emails for tracking to work.

      What this means 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 After Integration

      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.

      How to Verify Your CRM Data

      Wicked Reports native CRM integrations generally work seamlessly.  You will see the leads inside of Wicked the following day.  To see for yourself, follow these instructions: https://help.wickedreports.com/verify-your-crm-is-authorized

      Email Last Click ROI Tracking & Reporting

      Once you've integrated Klaviyo your lead conversions are automatically detected for attribution.  You still need to deploy the Wicked tracking script on all pages.  After that, you can start seeing which emails are generating revenue! -> Email Tracking and Reporting

      Historical Tracking Data Pre-Wicked

      If you have historical tracking data inside of your Klaviyo CRM, you can get this data into Wicked Reports for use in our Cohort and ROI reports.  Follow these details:

      Backloading Historical Tracking Data

      Facebook Lead Ads - Attribution, and CRM Import

      Wicked Reports can automatically attribute Facebook Lead Ads once you have also completed the Facebook Integration steps.  We can even historically attribute Facebook lead ads, pre-Wicked Reports, following these instructions:  Backloading Historical Facebook Lead Ad Attribution

      One older feature we still offer is the ability to automatically import your Facebook lead ad leads to your CRM.  This functionality is available for Klaviyo if desired. We realize most people have this functionality built into their CRM now, or use Zapier, but the feature is here if you need it.

      FAQ:

      1. What level of access is needed for my API key?
        For your API key to properly work, you will need to generate a Full Access Key.