How to change the currency for your account

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You will learn

Learn how to change the default currency prefix from dollar sign ($) to another currency symbol in your Klaviyo account.

Before you begin

If you do business using a different currency, changing the default currency symbol will save you a lot of time and lessen the risk of accidentally leaving in the wrong symbol.

Expand the sections below to see exactly what changing the default currency symbol will affect or not affect.

What it will affect

By default, switching the default currency symbol will change how it appears in new and existing: 

  • Email templates (including drafted and scheduled emails)
  • Currency-based metrics in reports and dashboards
  • Shopify coupons (when they're created in Klaviyio)

However, you can choose not to update the currency symbol in your flow emails and draft or scheduled campaigns. 

What it will not affect

Changing the default currency symbol will not affect: 

  • Any revenue amounts (only the symbol will change)
  • Emails that have already been sent
  • Emails where the symbol has been physically placed into the template (i.e., the currency symbol has been typed directly in your email, rather than using the {% currency_format … %} tag)
  • Coupons created in Shopify itself or any other programs

Change the default currency symbol in Klaviyo 

  1. Navigate to Account > Contact Information > Organization
  2. Find the section labeled Account Currency Symbolcurrency_checker.jpg
  3. Click into the Account Currency Symbol dropdown
  4. Select your account’s preferred currency symbol
  5. Optional: If you do not want to update the currency symbol for your flow-based emails and emails that are scheduled or in draft mode, uncheck the box below the dropdown
    Screen_Shot_2021-08-27_at_12.28.59_PM.png
  6. Click Update Currency Symbol to confirm your changes

Once you choose your new currency, the change will apply immediately across your applicable emails and flows, analytics reporting, and the Shopify coupon creation page as well in your live Shopify coupons.

More info on reports and example

When the default currency is updated in your account, it automatically appears throughout your analytics dashboards and reports.

In the example below, the account's default currency symbol has been updated to British Pounds (£). When the default currency is changed for your account, the updated currency symbol appears on your main dashboard as well as wherever revenue numbers are reported in Klaviyo.

2021-08-27_12-36-33.jpg

If you use multiple currency symbols and you would like to update an individual report or dashboard to reflect another currency other than the one you set, please contact our Support Team.

More info on email templates

When the currency symbol is changed, it automatically updates in any new campaigns or flow emails that you create. Note if you checked the option to update existing templates during currency setup, any drafted and scheduled emails will also be updated.

However, the default currency symbol will not update for emails that have already been sent, and any emails where the symbol has been physically placed into the template (i.e., the currency symbol has been typed directly in your email, rather than using the {% currency_format … %} tag). 

If you need to change the symbol in a single email template, please check out this article: How to change the currency for a specific template.

More info on Shopify coupons

The account currency symbol will also update the currency in your Shopify coupon creation page. Note that this only applies to Shopify coupons created inside Klaviyo directly, and not coupons created in Shopify itself or any other programs.

If you create a new coupon directly inside Klaviyo, you will see your chosen currency symbol when you create a Fixed Amount or Free Shipping coupon, as shown below.

Screen_Shot_2021-08-27_at_1.06.30_PM.png

Note the Fixed Amount tile will always show a dollar sign, but this does not mean your currency, should it be different from US dollars, has not been updated.

Additional resources

 

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