How to use account-level metric mapping

You will learn

Learn how to use the metric mapping tool to ensure that Klaviyo generated predictive models and default reports use the right reference metrics, aligned to your specific account’s data structure and reporting needs.This is especially important if you are using a custom integration. Metric mapping provides the ability to match the correct  integration or source-specific metric (e.g., Placed Order, Refunded Order, Ordered Product, etc.) to a set of semantic references predefined by Klaviyo (e.g., revenue, orders placed, canceled sales, etc.)   

Before you begin

Areas where mapped metrics will affect reporting or can be used:

• Benchmarks reports
• QGR reports
• Predictive analytics
• A/B testing
• Custom CLV dashboard (CDP customers only)
• Product analysis (CDP customers only)

You can also use custom metrics within metric mapping to capture the way your business model or data is measured. Learn more about custom metrics and how to create these.

When to use metric mapping

Metric mapping can be beneficial for accounts that want to more accurately align how they measure success in Klaviyo based on their specific business or data model needs. Additionally, by using custom metrics within your mappings, you can more closely align with your specific measurement needs.

The following are common use cases of when metric mapping may be useful:

• You are using a custom integration or integration that is not recognized by Klaviyo with out-of-the-box named metrics. 
• You want certain reports such as benchmarks, CLV, QGR, or benchmarks to use the metric that aligns with your needs.
• You want predictive analytics to use the metrics that align best with your business goals. For example, using predictive analytics to help define your revenue more accurately across all of your sources.

Accessing metric mapping

1. Head to Analytics > Metrics.
2. Click on Edit metric mapping in the upper right.

By default, Klaviyo will attempt to map your metrics automatically based on what can be detected from your integrations and data structure. However, you can adjust the assigned metric or even choose if a particular data point does not have a compatible metric.

Current data mapping definitions

The following data mappings are currently available:

• Revenue
  This represents your preferred revenue metric. There must be a value passed along with each event.
• Ordered product
  This represents your metric that captures individual ordered items associated with a main revenue event.
• Cancelled sales
  This represents a revenue event that happened but was canceled before fulfillment.
• Refunded sales
  This represents when someone completes a revenue event, makes a payment, and requests the payment to be returned.
• Added to cart
  This represents when someone is on your website and adds an item to their cart.
• Started checkout
  This represents when someone starts the process of checking out on your website.
• Viewed product
  This represents when someone is identifiable and views an item page on your website.

Editing a mapped metric

1. Click on the Metric assigned dropdown next to the metric you want to update.
2. From here, choose the metric that should be associated with the data point. For example, you want to ensure you associate Added to Cart with a metric that helps you measure how many customers are putting items in their carts. If you do not have a metric that should be associated with that mapping, choose Unmapped.

   Keep in mind that marking as Unmapped will remove this metric measurement entirely from your applicable reporting. It may be more beneficial for your reporting and analysis to map this measurement to another metric.

   
3. Click Save after you finish updating.

Additional resources

Getting started with metrics

How to configure custom metrics