Klaviyo audience and campaigns

Load your Klaviyo results and audience into Excel or the web app, then act on them from the Actions pane. Each action writes one record, from your own click, and is confirmed before it runs.

Read what your campaigns earned

1. Insert a LinkyFlow query, choose Klaviyo, then the query Metrics, and note the ID of the metric your conversions are counted on — Placed Order, say.
2. Choose the query Campaign Values Reports. Give that ID as Conversion Metric, then a Time Frame (last_30_days by default, last_month, last_90_days, this_year…) or a Start and an End of your own, a year apart at most.
3. Leave Statistics empty for recipients, deliveries, unique opens and clicks with their rates, conversions, conversion value and unsubscribes, or name the statistics you want, separated by commas (revenue_per_recipient, spam_complaints…). Narrow with Channel or Campaign.
4. Run it. Each row is one campaign message: its campaign, its channel and the statistics asked for. A rate is a fraction of 1.

Flow Values Reports reads the same statistics for each flow message. Klaviyo answers these reports 2 times a minute and 225 times a day: ask for the period and the statistics you need in one report. Load your store orders or payouts in the same workbook to set the results beside your sales.

Clean up a list

1. Choose the query Lists, then List Profiles with the List to read: each row is a member, with when they joined. Filter by Email, Phone Number or the date they joined.
2. On a Lists row, open the Actions pane and choose Add Profiles to List. Give the Profiles: their ids, read from Profiles, separated by commas, 1,000 at most.
3. Remove Profiles from List takes them off a list the same way: they stay in the account.

Neither action changes anyone's consent: a profile put on a list is not subscribed to it. Create List, Update List and Delete List create, rename and delete a list; Create Segment, Update Segment and Delete Segment do the same for a segment.

Subscribe or unsubscribe a person

Subscribe Profile, in the Actions pane, subscribes one person to marketing, with their consent: give their Email, and their Phone Number with SMS Marketing on only when they gave their explicit SMS consent. Name a List for them to join, and the Source of the consent (a form, a checkout…). On a list with double opt-in, Klaviyo first emails them to confirm. Unsubscribe Profile withdraws it. Klaviyo applies both in the background: reload Profiles a moment later to see the consent change.

Prepare and send a campaign

1. In the Actions pane, choose Create Campaign. Give its Name, its Channel (email or sms) and its Audiences: the ids of the lists and segments it is sent to, separated by commas, with any Excluded Audiences. Choose the Send Strategy: immediate, static at Send At, throttled over hours, or smart_send_time on a Send Date. Fill in the message: Subject, Preview Text, From Email, From Name for an email, SMS Body for an SMS. The campaign is created as a draft: nothing is sent.
2. To use a template, choose the query Campaign Messages with the Campaign, select its message and choose Assign Template: the message gets a copy of the template, which later changes to the template do not reach.
3. Select the campaign in Campaigns. The Actions pane offers Send Campaign while it is a draft; LinkyFlow reads the campaign again just before the write and refuses anything but a draft. Once you confirm, Klaviyo sends it by its send strategy to every recipient of its audiences. A send cannot be recalled.
4. While a send is under way — scheduled, preparing or sending — the Actions pane offers Cancel Campaign Send: Action cancel stops it for good, revert puts the campaign back to draft.

Clone Campaign copies a campaign into a new draft, to send it again to another audience.

Switch a flow

On a Flows row, Change Flow Status sets the flow and every action in it to draft, which sends nothing, manual, which waits for a person, or live, which sends on its own to every profile its trigger reaches.

In a cell

Each read is also an Excel function, among them =LF.klaviyo.campaignValuesReports, =LF.klaviyo.profiles and =LF.klaviyo.lists. A function reads; the actions run from the Actions pane. The Klaviyo connection reference prints each function with its arguments.

From ChatGPT or Claude, an assistant can prepare a draft campaign; sending or cancelling it, making a flow live and changing a person's lists are previewed and run only once you confirm. Subscribing, unsubscribing and suppressing a person stay in the Actions pane.