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Importing your Klaviyo Campaigns data into Excel enables deeper analysis of email performance, engagement metrics, and campaign effectiveness beyond what Klaviyo’s standard reporting provides.
With Coefficient, you can establish a live connection that keeps your campaign data current in Excel without manual exports, helping you optimize your email marketing strategy based on comprehensive performance data.
TLDR
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Step 1:
Install Coefficient from the Office Add-ins store
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Step 2:
Connect to your Klaviyo account
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Step 3:
Select and import Campaigns data
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Step 4:
Set up auto-refresh to keep data current
Step-by-Step Guide to Importing Klaviyo Campaigns into Excel
Step 1: Install Coefficient in Excel
First, add the Coefficient add-in to Excel:
- Open Excel
- Click on the “Insert” tab in the ribbon
- Select “Get Add-ins”
- Search for “Coefficient” in the Office Add-ins store
- Click “Add” to install the Coefficient add-in
Step 2: Connect to Klaviyo and Import Campaigns Data
After installing Coefficient, follow these steps to import your Campaigns data:
- Open the Coefficient sidebar in Excel
- Click “Import” to see available data sources
- Select “Klaviyo” from the marketing connectors list
- Log in with your Klaviyo credentials when prompted
- From the object list, select “Campaigns”
- Choose which campaign fields you want to import (e.g., name, subject line, send time, metrics)
- Apply any filters if needed (e.g., date range, campaign status)
- Click “Import” to bring the data into your spreadsheet
Step 3: Set Up Auto-Refresh (Optional)
To ensure your Campaigns data remains up-to-date:
- Select your imported Campaigns data in Excel
- In the Coefficient sidebar, click “Refresh”
- Choose “Set up auto-refresh”
- Select your preferred refresh schedule (hourly, daily, or weekly)
- Configure any notification settings
- Click “Save” to enable automatic updates
Available Klaviyo Data
Available Objects
- Profiles
- List Profiles
- Segment Profiles
- Campaign Tags
- Campaigns
- Catalog Items
- Catalog Categories
- Lists
- Segments
Related Klaviyo Use Cases
How to Import List Profiles Data from Klaviyo into Google Sheets
Learn how to import live List Profiles data from Klaviyo into Google Sheets using Coefficient for better list segmentation and analysis.
How to Import Profiles Data from Klaviyo into Google Sheets
Learn how to import live Profiles data from Klaviyo into Google Sheets using Coefficient for better customer segmentation and analysis.
How to Import Campaign Tags Data from Klaviyo into Google Sheets
Learn how to import live Campaign Tags data from Klaviyo into Google Sheets using Coefficient for better campaign organization and reporting.
Frequently Asked Questions
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How to get Campaigns from Klaviyo?
In Klaviyo’s dashboard, you can view campaign performance in the Campaigns section, but exporting comprehensive campaign data with all metrics can be challenging.With Coefficient, you can import your Campaigns data directly into Excel with a live connection that automatically updates to include new campaigns and their latest performance metrics, giving you a complete view of your email marketing efforts.
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How do I get a list of Campaigns in Klaviyo?
Within Klaviyo’s interface, navigate to the Campaigns section to view your email campaigns and their basic metrics. This approach is limited to Klaviyo’s standard views and reporting capabilities.By using Coefficient to import your Campaigns data into Excel, you gain more flexibility to perform detailed performance comparisons, trend analysis across multiple campaigns, and custom ROI calculations that wouldn’t be possible in Klaviyo alone.
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How to automate importing Klaviyo Campaigns to Excel daily?
Without specialized tools, you would need to manually export and import campaign data each day, which is time-consuming and makes it difficult to track performance metrics as they evolve over time.Coefficient’s auto-refresh feature handles this automatically by scheduling daily updates to your campaigns data, ensuring your Excel reports always include the latest performance metrics for accurate marketing analysis.
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How do I download Campaigns data from Klaviyo?
In Klaviyo, campaign performance data can be viewed for individual campaigns, but downloading comprehensive data across all campaigns with consistent metrics is challenging.Coefficient streamlines this by creating a direct connection between Klaviyo and Excel, allowing you to import and refresh your campaigns data with just a few clicks, maintaining a live view of all campaign metrics in one place.
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How to send email alerts about Campaigns data from Klaviyo?
Klaviyo offers some notifications for individual campaign performance but lacks comprehensive alerting based on comparative metrics or performance trends across multiple campaigns.With Coefficient, you can set up data-driven alerts that notify you and your team when important campaign trends emerge, such as performance anomalies, significant changes in key metrics like open rates or conversions, or when campaigns exceed or fall short of benchmarks.
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