How to Import Campaign Tags Data from Klaviyo into Excel

using Coefficient excel Add-in (500k+ users)

Learn how to import Klaviyo Campaign Tags data into Excel using Coefficient for better campaign organization, thematic analysis, and marketing performance tracking.

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Importing your Klaviyo Campaign Tags data into Excel enables deeper analysis of campaign categories, performance by tag, and thematic trends beyond what Klaviyo’s native reporting provides.

With Coefficient, you can create a live connection that keeps your campaign tag data current in Excel without manual exports, helping you identify which types of campaigns deliver the best results.

TLDR

  • Step 1:

    Install Coefficient from the Office Add-ins store

  • Step 2:

    Connect to your Klaviyo account

  • Step 3:

    Select and import Campaign Tags data

  • Step 4:

    Set up auto-refresh to keep data current

Step-by-Step Guide to Importing Klaviyo Campaign Tags into Excel

Step 1: Install Coefficient in Excel

First, add the Coefficient add-in to Excel:

  1. Open Excel
  2. Click on the “Insert” tab in the ribbon
  3. Select “Get Add-ins”
  4. Search for “Coefficient” in the Office Add-ins store
  5. Click “Add” to install the Coefficient add-in
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Connect to Klaviyo and Import Campaign Tags Data

After installing Coefficient, follow these steps to import your Campaign Tags data:

  1. Open the Coefficient sidebar in Excel
  2. Click “Import” to see available data sources
  3. Select “Klaviyo” from the marketing connectors list
  4. Log in with your Klaviyo credentials when prompted
  5. From the object list, select “Campaign Tags”
  6. Choose which tag fields you want to import (e.g., tag name, associated campaigns)
  7. Apply any filters if needed
  8. Click “Import” to bring the data into your spreadsheet
Marketing integrations such as Google Ads, Facebook Ads, HubSpot, and Klaviyo listed.

Step 3: Set Up Auto-Refresh (Optional)

To ensure your Campaign Tags data remains up-to-date:

  1. Select your imported Campaign Tags data in Excel
  2. In the Coefficient sidebar, click “Refresh”
  3. Choose “Set up auto-refresh”
  4. Select your preferred refresh schedule (hourly, daily, or weekly)
  5. Configure any notification settings
  6. Click “Save” to enable automatic updates
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available Klaviyo Data

Available Objects

  • Profiles
  • List Profiles
  • Segment Profiles
  • Campaign Tags
  • Campaigns
  • Catalog Items
  • Catalog Categories
  • Lists
  • Segments

Frequently Asked Questions

  • How to get Campaign Tags from Klaviyo?

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    In Klaviyo’s dashboard, tag information is typically viewed within campaign settings and doesn’t have a straightforward export option for comprehensive tag analysis.With Coefficient, you can import your Campaign Tags data directly into Excel with a live connection that automatically organizes all your tags and the campaigns they’re associated with, providing a centralized view of your campaign categorization.

  • How do I get a list of Campaign Tags in Klaviyo?

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    Within Klaviyo’s interface, tags are typically viewed when filtering campaigns or within individual campaign settings, making it difficult to get a comprehensive overview of all tags.By using Coefficient to import your Campaign Tags data into Excel, you gain more flexibility to analyze tag usage, compare performance across different campaign categories, and identify opportunities to streamline your tagging strategy.

  • How to automate importing Klaviyo Campaign Tags to Excel daily?

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    Without specialized tools, tracking campaign tag data would require manual collection from Klaviyo, which is time-consuming and often yields incomplete results.Coefficient’s auto-refresh feature handles this automatically by scheduling daily updates to your campaign tags data, ensuring your Excel reports always include the latest tag information for comprehensive campaign analysis.

  • How do I download Campaign Tags data from Klaviyo?

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    Klaviyo doesn’t offer a straightforward way to download comprehensive tag information through their standard export functions, making it challenging to perform detailed tag analysis.Coefficient streamlines this by creating a direct connection between Klaviyo and Excel, allowing you to import and organize your campaign tags data with just a few clicks, giving you insights that can help optimize your campaign categorization.

  • How to send email alerts about Campaign Tags data from Klaviyo?

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    Klaviyo doesn’t offer notification options specifically for tag-related events or patterns that could help marketing teams better organize their campaigns.With Coefficient, you can set up data-driven alerts that notify you and your team about important tag trends, such as performance differences between campaign categories, over-reliance on certain tags, or opportunities to consolidate similar tags for better campaign organization.

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