Overview: General Overview to Set-up Flows and Analyze Performance

Setting Up and Analyzing Klaviyo Flows with Elevar Tracking:

Merchants typically use two or three of the following Klaviyo flows: browse abandonment, cart abandonment, and checkout abandonment. Each flow is triggered by specific events. These flows generally rely on client-side tracking. To leverage Elevar’s server-side tracking, you need to clone your existing flows, adjust the triggers, and modify the rules to exclude customers who are already part of your client-side flows.

• Browse Abandonment: Triggered by Viewed Product
• Cart Abandonment: Triggered by Added to Cart
• Checkout Abandonment: Triggered by Started Checkout

Elevar provides three types of data triggers for Klaviyo:

• Category View: Elevar SS
• Viewed Product: Elevar SS
• Added to Cart: Elevar SS

For optimal results:

• Use Viewed Product: Elevar SS for the server-side browse abandonment flow.
• Use Added to Cart: Elevar SS for the server-side cart abandonment flow.

After configuring these, you should have four distinct flows, utilizing both client-side and server-side triggers:

• Client-Side Browse Abandonment Flow: Triggered by Viewed Product
• Client-Side Cart Abandonment Flow: Triggered by Added to Cart
• Server-Side Browse Abandonment Flow: Triggered by Viewed Product - Elevar SS
• Server-Side Cart Abandonment Flow: Triggered by Added to Cart - Elevar SS

Creating a Custom Report to Analyze Performance:

To evaluate the performance and revenue generated by your Klaviyo flows, follow these steps to create a custom report:

• Navigate to "Custom Reports" in your Klaviyo admin panel and create a new custom report.
• Set the Report Type to "Flows Performance Report".
• Name the report "Revenue by Flow".
• Configure the Conversion Metric to "Placed Order" + "Value" + "SUM".
• Group the data by "Flow".
• Set the Timeframe to "Sent in Last 30 Days" and choose "Entire Range".
• Your final selections should match this setup: Example Screenshot.

Click "Save & Run Report" and review the "Total Placed Order Value" column to analyze the conversion value generated by each flow on a monthly basis. This will help you assess the additional revenue generated from Elevar’s server-side triggers for browse and cart abandonment flows.

👍

Prefer to Watch A Video?

Learn how to take advantage of your Klaviyo server-side event tracking to increase your Abandoned Flow revenue

Before analyzing pre/post performance, there are a few steps inside of your Elevar settings to deploy Klaviyo server-side tracking and the remainder of the steps will be managed in Klaviyo.

Ensure You Are on Elevar's Shopify Source:

• In My Tracking > Sources > Find the Shopify Source. If you are not on our Shopify source, follow our Upgrade guide to bring your account to the latest data layer version.

Create Segments to View Difference:

• Once you go live you may want to see the additional users who would enter your Flows with Elevar's tracking.
• You can do this by creating two segments:
  • Add to Cart -- Legacy Event: this will show users that are included in your pre-existing add to cart event
  • Add to Cart - Combined: this shows users who match either of the above. This provides the total # of users that could enter a matching Flow.

• To get the potential difference using the screenshot above: 18,294 / 14,689= 1.24
• This means the combined segment has 24% more users that would enter a flow triggered off of this.
• You can repeat this step for your Viewed Product Events as well.
• These segments are just used as example data points. You can keep or remove them when you're done.

Configure Flows:

• To see the difference in revenue and validate Elevar's performance, here's how to create your flows.
• Go to Flows.
• Then look for a Flow that is using the Added to Cart event as a trigger which you can see here:

• Once inside the Flow then you can also see the trigger here:

• Now we want to create a Clone of this flow that will only trigger IF the user does not trigger your pre-existing flow.
• Go back to your Flows page and click "Clone" on your pre-existing flow:

• Then when the Clone window pops up select the Elevar add to cart event as shown here and update the name of flow:

• Hit Clone Flow.
• Now inside the Flow add one additional flow filter to filter out users who will hit your pre-existing flow:

• Be sure to filter out your legacy event -- not the Elevar server-side event.
• You now have a new flow that can operate in parallel with your pre-existing flow.

📘

You don't need to use two dual flows -- this is just so you can validate the server-side events works and quantify the additional revenue

Validate Flow Filters and Product Data:

• It's possible you are using filters in your flows that rely on product data from the event.
• For example you have a Trigger Split based on a product name.
• If this is indeed the case then click into the Trigger Split and update as needed:

QA Emails:

• Are your emails pulling in dynamic product data? Or are they more generic abandoned recovery emails?
• If dynamic product data you may also want to double check emails that are using dynamic properties are being populated with the proper data.
• Here's how to view the properties in Metrics Report > Activity Feed:

👍

Have any questions? Just let us know!