Understanding UTM tracking in Klaviyo

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Learn what UTM tracking is, how it works, and how you can use it in your Klaviyo messages to gain a deeper understanding of your marketing performance. 

Looking to add UTM parameters to Klaviyo messages? Head to our article on how to add UTM tracking to campaigns and flows

What is UTM tracking?

UTM parameters are small codes added to the end of links that help Google Analytics and other site traffic tracking tools to identify where your visitors originated from. By adding UTM parameters to your Klaviyo emails and SMS, you can better understand how the messaging you send through Klaviyo contributes to your overall traffic and conversions. 

There are 2 default UTM parameters that are always turned on: utm_source and utm_medium. In addition to these two, Google Analytics accepts an additional three parameters by default: utm_campaign, utm_id, and utm_term. Toggle these parameters on or off in Klaviyo as you wish. 

Default_UTM_parameters.jpg

For each of the 5 prebuilt UTM parameters, choose between a built-in Klaviyo option (e.g., “email” or “sms” for utm_source) or add a custom value by typing in a new value to the Search or add new field within the dropdown. 

In addition, you can create up to 5 fully custom UTM parameters by clicking Add a custom UTM parameter and filling out the fields that appear. 

Configure your account's default UTM tracking

To customize your account's global UTM tracking settings

  1. Click your account name in the top-right corner of your screen
  2. In the dropdown menu, select Account
  3. Click Settings, then open the UTM Tracking tab 
  4. Choose which parameters to include using the toggle next to each option 
  5. Select an option under Campaign Value and Flow Value for each parameter
  6. Toggle on Automatically add UTM parameters to links to apply these parameters across all future messages you send from Klaviyo 
  7. Click Update UTM Tracking Settings to save your changes

Add_new_UTM_option_.jpg

If you want to disable this for a particular campaign or flow email, you can do so at the message level by checking Do not use UTM tracking for this campaign (campaigns) or toggling off UTM Tracking (flows). Alternatively, you can leave Automatically add UTM parameters to links toggled off in your settings, and manually turn on UTM tracking for individual messages. 

Note that if you select multiple lists or segments for a send, and have “List & Segments” chosen under your global UTM settings for utm_source parameter, it will only use the first list or segment for utm_source.

When you make changes to your global UTM settings, messages that currently use your global UTM settings will reflect the changes. Messages with custom UTMs or with UTM tracking disabled will not use the new global settings until UTM tracking is turned on and the Customize Tracking Parameters setting is disabled within the message settings. 

About Klaviyo’s UTM parameter options

For most UTM parameters, you can choose between a dynamic, static, or custom value. In addition, you can choose different default values for campaign and flow messages. 

Dynamic values

Dynamic values change based on what kind of message you send (e.g., sms and email, or flows and campaigns). For example, if you set the utm_medium parameter to Message Type, then links in SMS messages you send will include utm_medium=sms and links in emails will include utm_medium=email

Static values

Static values remain the same for all messages, but you can choose a different static value for campaigns and flows. All custom values are static, but you can also choose a default static value from the options provided by Klaviyo. 

Custom values

To add a custom value to any UTM parameter: 

  1. Click to open the dropdown of the value you’d like to add
    A user adds a custom static value
  2. In the Search or add new field, type the value you’d like to use
  3. Click Create “Option”

These parameters will be used exactly as they appear in your UTM settings. 

Global vs. message-level UTM parameter settings

Global UTM parameters (set in Account > Settings > UTM Tracking) set the defaults that are use in your messages across Klaviyo. You can apply these default parameters to all messages by turning them on globally in your settings, or apply your global settings to a particular message by toggling UTM parameters on within that message's settings. 

Message-level UTM parameters are fully customizable and don't necessarily match your global UTM settings. Changes to your global UTM settings will not apply to messages that have customized message-level UTM parameters. 

UTM variation letters

UTM variation letters are available for email, not SMS. 

UTM variation letters allow you to compare the performance and link activity when A/B testing your campaign and flow emails. For example, if you have three variations of a campaign and want to find out which directs the most traffic to your site, label them with letters — such as a, b, and c. Then, Klaviyo will generate data from the link within each varied email so that you can test, analyze, and adjust your content accordingly.

Although Klaviyo links automatically get a variation parameter when UTM tracking is enabled, Google Analytics will not. To run a UTM variation test using Google Analytics, you will need to create a custom parameter in Google Analytics for your variation prior to conducting your test.

To learn how to add UTM variation letters to campaigns and flows, head to How to add UTM tracking to campaigns and flows.

Comparing Klaviyo conversion tracking and Google Analytics

Because Google Analytics uses link clicks to track conversions and Klaviyo uses data directly from your database (e.g., ecommerce store), it's likely the analytics between both services won't exactly align. In general, Klaviyo’s conversion tracking is more accurate than Google Analytics.

Here is an example scenario where Google Analytics will not record a conversion: a subscriber receives an email, reads it, does not click on a link, but goes to your store and makes a purchase. Google Analytics doesn't know they read your email, but Klaviyo does. In Klaviyo, the purchase would be attributed to your email, but in Google Analytics, it would not. 

Because of this fundamental difference, we recommend deferring to Klaviyo's conversion analytics.

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