How to change your email, SMS, and push message attribution and tracking settings

You will learn

Learn how to adjust your default email, SMS, or mobile push attribution window settings. Message attribution assesses customer actions and revenue across each marketing channel and message and the period in which these actions occurred. Additionally, remove bot clicks and Apple Privacy opens from attribution or reporting to more accurately capture real customer data.

Default message attribution settings

For customers who joined Klaviyo on or after 10/9/24:

• 5 days for email clicks
• 5 days for email opens
• 5 days for SMS clicks
• 12 hours for SMS deliveries
• 24 hours for push opens

For customers who joined Klaviyo before 10/9/24:

• 5 days for email clicks
• 5 days for email opens
• 24 hours for SMS clicks
• 24 hours for push opens

However, you may find that you want to adjust these settings to better align with your customer behaviors or marketing strategies. The guide below provides a step-by-step walkthrough on adjusting your attribution settings for each channel.

Before you begin

Keep in mind that Klaviyo connects attribution to a customer's last interaction with your brand. Let's say the conversion window for SMS is 24 hours, while the conversion window for email is 5 days. If a customer interacts with both within the first day (e.g., first email, then the SMS message), we attribute the conversion to the last message they interacted with (i.e., the SMS message) within the open attribution or lookback window.

Adjusting the attribution windows

1. Click on the account menu in the lower left of your account.
2. Choose Settings from the menu.
   
3. Navigate to Attribution.
4. In the Attribution windows section, select the checkboxes next to the interactions you want to track. You can see the available touchpoints for a channel by expanding it. 

   If you do not select a channel checkbox, Klaviyo will exclude this particular interaction from counting towards attribution.

   
5. Optional: if you do not need to make changes to the Time frame selections, select Save.
6. Optional: if you want to adjust the Time frame values, use the picker to add or subtract.
   

   For any channels that have more than one option (i.e., SMS or email), it is advised to choose options that do not potentially skew your attribution data and marketing strategies. For example, selecting a longer email open window instead of clicks may introduce a bias towards opens, which may not be conclusive indicators of conversions.

7. Optional: if you want to further adjust the Time frame measurement, open the Days dropdown and adjust to Hours where needed. Note that the max option for days is 90 and 720 for hours.
8. Optional: select the Compare model button to preview your changes and how they may adjust your attributed performance tracking. Learn more in the section below about using the Model comparison tool.
9. Once you are done with your changes, select Save.

Adjusting the tracking of machine opens or bot clicks

You can also remove machine opens or bot clicks from your attribution to ensure more accurate tracking. 

1. In the Tracking and reporting data section, select the checkboxes next to the machine interactions you want to remove from attribution or reporting. You can choose from the following options:
   • Bot clicks email interactions
     Remove email bot clicks from your reporting and attribution. These include clicks made by third-party security software, certain inbox providers, etc. This will be turned on by default for all new accounts created after 8/27/2024.
   • Bot click SMS interactions
     Remove SMS bot clicks from your reporting and attribution. These include clicks made by third-party security software, certain mobile carriers, etc. This will be turned on by default for all new accounts created after 8/27/2024.
   • Apple Privacy Protection opens
     Remove Apple Privacy Protection (MPP) opens from your attribution. Note that this does not include removal from reporting.

2. Optional: select the Compare model button to preview your changes and how they may adjust your attributed performance tracking. Learn more in the section below about using the Model comparison tool.
3. Once you are done with your changes, select Save.

Using the Model comparison tool

The Model comparison tool provides options for previewing potential changes to your attribution and bot click settings and how these will affect your performance reporting. This tool helps ensure any changes you make to your settings align with your brand’s measurement needs.

1. As noted in the sections above, once you have completed any changes to your attribution or bot clicks settings, select Compare model.

   

2. In the Attribution settings panel on the right, you will see your current attribution window and bot clicks settings by default. To experiment with adjustments to any of these settings, click on the Preview tab.
3. Adjust any of your attribution or bot click settings as necessary. Once you adjust anything, you will see the following sections of the tool update and show you a preview:
   1. Preview settings section
      Review how your Klaviyo attributed and other non-attributed revenue adjusts across each marketing channel. Compare this section to the Current settings section on the left to see how your performance changes when you adjust your settings.
      
   2. Change section
      In the Overview tab, review how your attributed, unattributed, and specific channel revenue performance changes depending on your chosen Current versus Preview settings. In the last column, you will see a percentage change indicating how these settings adjusted your performance tracking overall.
      
      In the Top performing tab, click on the Campaigns dropdown to toggle between your top performing sent campaigns (email, SMS, or push) or flows and how performance changes depending on your settings. In the last column, you will see a percentage change indicating how these settings adjusted your tracking per campaign or flow.
      
4. Optional: click on the timeframe dropdown to adjust the preview's timeframe.
   

   7 days is the default timeframe. Additionally, the max window for a custom number of days is 31.

   
5. Optional: select theCount option to review data by total counts instead of revenue.
    
6. Once you finish adjusting your attribution or bot click settings, select Apply settings.

Additional resources

Understanding updates to attribution data

Understanding message attribution

Understanding conversion tracking