Overview: Metric Builder for Klaviyo


How to access Custom Metrics and Metric Builder for Klaviyo

Navigate to  Metrics > Custom Metrics to access the Metric Builder for Klaviyo. Click the green + New Custom Metric button and select your connected Klaviyo Account from the Data Source drop-down list.

Metric Builder is available on the Professional and higher plans. Request a trial of Metric Builder by following these steps.

How to use the Metric Builder for Klaviyo

A) Custom Metric Name:  Enter a name for your Custom Metric. This Custom Metric name will be available in the Designer after saving. 
B) Metric: Select a Metric from your connected Klaviyo Data Source, such as "Clicked Email," "Ordered Products" or "Viewed Products." 
C) Measurements: There are 3 different Measurement options, "Total," "Value," and "Unique."

If "Clicked Email" is selected as the Metric, "Total" Measurement would return the Total Number of Emails Clicks tracked, while "Unique" Measurement would return the number of Emails Clicked by Unique recipients. Selecting "Value" as the Measurement will return the dollar amount associated with Metrics like "Ordered Products."
 D) Date Range: Select up to 8 Date Ranges that will be available for the Custom Metric. The Date Ranges selected are the only periods of time that data is synced for this Custom Metric. 
E) Compare With (Optional): Select a comparison period to measure each Date Range against, like "Previous Period" or "Same Period Last Year." Data for the comparison period will be synced for each Date Range that is selected. 
This data can be used on a Line Chart or Bar Chart to show past performance. It is also used to calculate the percentage growth or loss of the current Date Range performance vs the comparison Date Range performance. If no Compare With parameter is selected, comparison percentages cannot be displayed for the Custom Metric. 
F) Filter by (Optional):  Filters restrict the data that gets included in the Custom Metric. All data that is returned is tested against the Filter(s). Multiple Filters can be combined using AND boolean logic. 
If the data synced from the Metric and Dimension fields meet the Filter specifications, the data is retained and included in the Custom Metric value. If the data synced from the Metric and Dimension fields don't meet the Filter specifications, the data is excluded from the Custom Metric value.
G) Data Preview: After clicking Preview data a Data Preview of the Custom Metric will be displayed. Daily Metric values are displayed in this section, along with the total Metric values for the Date Range in bold at the bottom. You can view the Data Preview for different Date Ranges by clicking on the tabs at the top of the Data Preview. 

How to create a Custom Klaviyo Metric [Example]

In this example, we'll create a Custom Metric to report on the number of orders that we've fulfilled. 

  1. Navigate to Data Manager >Custom Metrics
  2. Click the green + New Custom Metric button
  3. Select the appropriate Klaviyo Data Source
  4. In order to accurately explain what this Custom Metric is reporting on, we'll name the Custom Metric "Total Fulfilled Orders   
  5. We'll select Fulfilled Order from the Metric drop-down list
  6. We want to view the total number of orders that have been fulfilled, so we'll choose Total as the Measurement  
  7. Based on our reporting cycle, we'll select weekly and monthly Date Range options for our Custom Metric
  8. Click Preview data to generate a Data Preview of the Custom Metric. 
  9. Once we confirm that these are the results we're looking for, we'll click  Save to save the Custom Metric

How to add a Custom Klaviyo Metric to a Databoard

Learn how to add a Custom Metric to a Databoard here