Klaviyo Reporting Tool

Frequently Asked Questions

• How do I connect my Klaviyo account to Swydo?

  From your client page in Swydo, open the Data Sources tab and click New Data Source, then choose Klaviyo. For most platforms you’ll authorize via OAuth; a few (Klaviyo, CallRail, Call Tracking Metrics, ActiveCampaign) use an API key instead. Once authorized, pick the specific account, property, or page you want to report on. Each one becomes a data source you can drop into any report.

• Can I combine Klaviyo data with other platforms in one report?

  Yes. Every Swydo report supports widgets and KPIs from multiple data sources side by side, so a single report can pull from Klaviyo, Google Ads, GA4, Meta, and more. For paid-media platforms you can also blend up to five sources inside a single widget — useful for cross-channel ROAS, total spend, or unified conversion tables. Custom blended widgets aren’t available for non-ad platforms, but reports themselves can mix anything.

• Is my Klaviyo data secure in Swydo?

  Yes. Swydo connects via OAuth or scoped API keys, encrypts data in transit over HTTPS, and stores access tokens with role-based controls. Swydo is GDPR-compliant and acts as a data sub-processor under a standard DPA. You can revoke any connection at any time, and on account closure all data and credentials are deleted within 90 days. Full details live on Swydo’s privacy and data-storage pages.

• What does Swydo cost, and is there a free trial?

  Swydo offers a 14-day free trial with no credit card required. Pricing is based on the number of data sources, not on users (seats are unlimited) or report volume. The flat plan includes 10 data sources, with a per-source rate beyond that which decreases as you scale. Frequency of reporting doesn’t affect cost. Use the calculator at swydo.com/pricing for an exact quote.

• How do I get the Klaviyo Private API key Swydo needs?

  In Klaviyo, go to Account → Settings → API Keys → Create Private API Key. Either select “Full access for every API scope” or grant full access specifically to the Accounts, Campaigns, Events, Flows, and Metrics scopes. Copy the key and paste it into Swydo when adding the Klaviyo data source. Read-only access is sufficient — Swydo doesn’t need to write to Klaviyo. Treat the key like a password; don’t share screenshots of it.

• Can I report on Klaviyo flows separately from campaigns?

  Yes. Klaviyo flows (welcome series, abandoned cart, post-purchase, browse abandonment) and campaigns (one-time blasts) are exposed as separate dimensions in Swydo. Build a flow-performance widget showing each flow’s open rate, click rate, and revenue, and a separate campaign widget for one-time sends. Most ecommerce agencies build a “flows vs campaigns” revenue split widget — typically flows drive 30–50% of email revenue and clients want to see exactly how much.

• How do I report on Klaviyo-attributed revenue alongside Shopify or GA4?

  Klaviyo attributes revenue to email touches within its attribution windows (configurable, typically 5-day click / 5-day view). Shopify counts every order regardless of source. GA4 attributes to last non-direct click. All three will show different email-revenue numbers — that’s expected, not a bug. In Swydo, show Klaviyo’s attributed email revenue, GA4’s email-channel revenue, and Shopify’s total revenue side by side with a text widget explaining methodology.

• Can I report on Klaviyo SMS performance?

  Yes. Klaviyo SMS (campaigns and flow-triggered SMS) exposes its own metrics through the API: messages sent, click rate, conversion rate, revenue, opt-out rate. Build a dedicated SMS section in your Klaviyo report alongside email — useful for clients running both channels who want to see which drives better revenue per message at what cost. Note that SMS volumes are typically much smaller than email, so design widgets that handle both at-a-glance.

• How do I report on email deliverability and list health?

  Klaviyo exposes deliverability signals: open rate, click rate, bounce rate, spam complaint rate, unsubscribe rate, list growth. Build a list-health widget showing all of these with monthly trendlines, plus a custom metric for net list growth (new subscribers − unsubscribes − cleaned). For deeper deliverability diagnostics (inbox placement, sender reputation), Klaviyo’s native deliverability hub goes further than what’s exposed via API — but the headline numbers all flow into Swydo.

• Can I combine Klaviyo with paid social to show full a DTC channel mix?

  Yes — and this is the standard DTC agency layout. Add Klaviyo, Meta Ads, Google Ads, and TikTok Ads to your client; build a unified DTC report showing acquisition cost on the paid side and retention revenue on the email/SMS side. A custom metric like total revenue ÷ paid spend (whole-account ROAS) gives clients the headline number, while per-channel widgets give the drill-down. Reusable as a template across every DTC client.

• How do I get started with Swydo?

  Sign up for a 14-day free trial or start a subscription. Then:

  • Add team members and set permissions.
  • Customize your account with your branding.
  • Add clients to organize and manage your reports.
  • Integrate Klaviyo, other data sources from 35+ platforms or upload your own via Google Sheets.
  • Create & share Klaviyo reports using templates or custom widgets.
• Do I need technical skills to use Swydo?

  No, Swydo is designed to be user-friendly and self-service, so no technical skills are required to get started quickly. Our setup guides walk you through every step. If you need assistance, our support team is here to help.

• How can I connect my Klaviyo account?

  For a quick overview on how to set up your Klaviyo account, check out the integration tutorial on our help center.

• What happens if an integration is not available?
  • You can integrate any data with Swydo using Google Sheets integration. 

  • Manually upload your data or use tools like Zapier or Make to automate syncing from thousands of sources. 
  • This keeps your reports up to date with the metrics that matter most.
• Is my data secure with Swydo?

  Yes, Swydo implements  industry-standard measures to protect your information. This includes secure data storage, encryption, and compliance with privacy regulations. Learn more here.

• Do you offer Report Filters?

  Yes, Swydo offers several filter options to help you refine your data and focus on the most relevant insights. Some of the key filter types include:

  • Klaviyo Metric Filters: Refine data based on specific metrics (e.g., impressions, clicks, conversions).
  • Date Filters: Filter Klaviyo data by custom date ranges or specific time periods (e.g., weekly, monthly).
  • Dimension Filters: Apply filters based on Klaviyo dimensions like campaign, ad group, or device.
  • Inclusion/Exclusion Filters: Specify which Klaviyo data to include or exclude from your reports.
• Can I have multiple integrations in the same report?

  Yes, you can combine Klaviyo data with multiple integrations into one comprehensive report. This allows you to:

  • Create sections with data from different platforms (e.g., Google Ads, Facebook Ads, Microsoft Ads).
  • Build a holistic view of your marketing performance in one place.

  Perfect for multi-channel campaigns and seamless reporting.

• Is my Klaviyo data automatically updated in Swydo?
  • Yes! Swydo always displays the most recent data provided by the Klaviyo API.
  • While data isn’t updated live in the background, it refreshes when you open a report or manually refresh the page.
  • This ensures you’re always seeing the latest available Klaviyo data from your connected platforms.
• How does Swydo ensure my Klaviyo data connections stay reliable?

  Swydo actively monitors your data sources to keep everything running smoothly. If there’s a disruption, such as a password change or account update, you’ll receive an alert in the app, and a detailed email with easy steps to resolve the issue.

   

• What happens after my trial ends?
  • You will need to upgrade to a paid plan to continue using Swydo.
  • Your reports and data remain available for 90 days, giving you time to transition.
• What payment options do you accept?

  We accept credit cards (Visa, Mastercard & American Express) and PayPal.

• Can I cancel my subscription anytime?
  • Yes, you can cancel at any time.
  • Since Swydo operates on a post-payment model, you’ll be billed for data sources used in the current cycle.
  • If you cancel today, you’ll still have access until the end of your billing period, but no further charges will apply.
  • Learn more here.
• Can I pause my subscription and reactivate it later?
  • Yes! For $10/month, you can pause your subscription while keeping your reports and data.
  • You can resume anytime you’re ready.
• What happens to my data if I cancel or stop using Swydo?
  • Your Klaviyo reports and data stay available for 90 days after cancellation.
  • After 90 days, your account, data, and reports will be permanently deleted
• What type of support do you offer?
  • Our specialists are available 24/5 on weekdays and typically respond within 15 minutes.
  • You can reach us via the chat button on our website or in the Swydo app, or by email to support@swydo.com 
  • Visit our Help Center for documentation and FAQs.
• Do you offer any onboarding services?

  Yes! Our onboarding ensures a seamless start with:

  • Live demos with a specialist (book anytime).
  • Getting Started series with videos and articles.
  • Follow-up emails with tips and next steps.

  While Swydo is self-service, our support team is always available to help set up your first reports.