This detailed tutorial aims to guide you through the process of connecting your Klaviyo account with Google Sheets. By the conclusion of these steps, you will have the knowledge to seamlessly integrate marketing data from Klaviyo into Google Sheets. This integration allows for better visualization, analysis, and the creation of custom reports to enhance your marketing strategies effectively.
To initiate the process, navigate to the Catchr homepage. On the left-hand menu, click on "Source", followed by selecting "Add a Source" located at the top right corner. Choose Klaviyo as your platform and complete the necessary steps for authentication to link Catchr with Klaviyo.
Launch Google Sheets and locate "Catchr" in the menu bar. Clicking on it will reveal a dropdown, where you should select "New Query". This action is crucial for transferring your Klaviyo data.
In the new query tab, select Klaviyo as your source of data. If your Klaviyo account isn't listed, add it by clicking on the "+" icon.
Proceed to the "Select account(s)" section to pick the Klaviyo account(s) whose data you wish to import.
Next, navigate to the "Metrics" and "Dimensions" tabs to select the appropriate data points for your query. For Klaviyo, the following options are significant:
Ensure the metrics and dimensions chosen align with your data analysis and reporting goals.
After metrics and dimensions selection, specify the date range for your data import in the "Date Range" tab. Catchr provides standard ranges like "Last month" or allows for custom date selection.
You can refine your data further by applying filters. Simply populate the following fields to set up a filter:
For instance, to exclusively analyze data for a particular campaign, specify its name accordingly.
In the "Options" tab, you have the flexibility to schedule automatic data refreshes. Additional settings such as "Append rows" and "Combine rows" are available to optimize how new or existing data is handled in your query.
Upon completing these steps, your Klaviyo data will seamlessly flow into Google Sheets, empowering you with real-time insights and robust data visualization capabilities.
With Klaviyo's comprehensive metrics and dimensions, the possibilities for creating insightful Google Sheets are vast. Here are a few examples:
By integrating Klaviyo with Google Sheets through Catchr, marketing teams unlock the full potential of their data, fostering data-driven decision-making and strategy optimization.