> ## Documentation Index
> Fetch the complete documentation index at: https://docs.northbeam.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Tracking for Klaviyo

Visits, revenue, and orders from Klaviyo Campaigns and Flows

* Email and SMS sign-up events from Klaviyo’s forms
* Spend data using a Custom Spendsheet

<Table align={["left","left","left"]}>
  <thead>
    <tr>
      <th style={{ textAlign: "left" }}>
        Input
      </th>

      <th style={{ textAlign: "left" }}>
        Output
      </th>

      <th style={{ textAlign: "left" }}>
        If Input is missing...
      </th>
    </tr>
  </thead>

  <tbody>
    <tr>
      <td style={{ textAlign: "left" }}>
        Klaviyo Integration (required)
      </td>

      <td style={{ textAlign: "left" }}>
        Sign up event volume is imported from Klaviyo to your Northbeam dashboard.

        This populates all associated metrics including: Email Sign Ups, Cost per Email Sign Up, Email Sign Up Rate
      </td>

      <td style={{ textAlign: "left" }}>
        Sign up volume will be missing and associated metrics will not be populated
      </td>
    </tr>

    <tr>
      <td style={{ textAlign: "left" }}>
        UTM Parameters (required)
      </td>

      <td style={{ textAlign: "left" }}>
        Revenue attribution to Klaviyo Flows + Campaigns

        (ex. "Welcome Series" drove \$X in revenue)
      </td>

      <td style={{ textAlign: "left" }}>
        Revenue will not be attributed to your Klaviyo Flows or Campaigns
      </td>
    </tr>

    <tr>
      <td style={{ textAlign: "left" }}>
        Email Sign Up Event
      </td>

      <td style={{ textAlign: "left" }}>
        Sign Up attribution to all channels

        (ex. Facebook drove X amount of Sign Ups)
      </td>

      <td style={{ textAlign: "left" }}>
        Sign ups will be Unattributed
      </td>
    </tr>

    <tr>
      <td style={{ textAlign: "left" }}>
        Custom Spendsheet
      </td>

      <td style={{ textAlign: "left" }}>
        Spend/Cost data associated to Klaviyo.

        Required for cost-based metrics associated Klaviyo (ex. ROAS, CAC)
      </td>

      <td style={{ textAlign: "left" }}>
        There will be no costs associated with Klaviyo
      </td>
    </tr>
  </tbody>
</Table>

## Setup steps

1. [Connect Your Klaviyo Account](/docs/channels/klaviyo/connect-the-account) (required)
2. [Insert Northbeam UTM Parameters](/docs/channels/klaviyo/insert-the-utms) (required)
3. [Implement Sign Up Event](#step-3-implement-sign-up-event)
4. Set up Custom Spendsheet
   * [4A. Requesting a Custom Spendsheet (Optional)](#step-4a-requesting-a-custom-spendsheet-optional)
   * [4B. Re-Categorizing Custom Spend (Optional)](#step-4b-re-categorizing-custom-spend-optional)

***

## Step 3: Implement Sign Up Event

Once the integration is set up, we'll begin pulling the raw sign up events from your Klaviyo account. In order to see attribution of these events (ex. Facebook Ads drove X email sign ups), we'll need our [Sign Up Event- Email](/docs/setting-up-klaviyo-for-northbeam) to be placed.

## Step 4A: Requesting a Custom Spendsheet (Optional)

Our Klaviyo integration doesn't fetch any spend/cost data from the platform. If you'd like to upload this data to your dashboard, you can use a [Custom Spendsheet](/docs/tracking-for-other-platforms#step-2-upload-costs-via-custom-spendsheet).

## Step 4B: Re-Categorizing Custom Spend (Optional)

If you decide to upload costs via Custom Spendsheet, the Spend data will be categorized under the platform called "Other". We can use our [Breakdowns Manager](/docs/tracking-for-other-platforms#part-3-re-label-custom-spend-via-labels) to move it into "Klaviyo".

***