How to use account-level mapped metrics
Only the following permissions can map or edit metrics:
- Owner
- Admin
- Manager
The following permissions can view mapped metrics:
- Analysts
You will learn
Learn how to use mapped metrics so Klaviyo’s predictive models and default reports use metrics that match your account’s data and reporting needs. This is especially important if you use a custom integration. Mapped metrics lets you assign an integration or source-specific metric (e.g., Placed Order, Refunded Order, Ordered Product, etc.) to a mapping defined by Klaviyo (e.g., Revenue, Refunded sales, or Cancelled sales).
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 (Advanced KDP or Personalization customers only)
- Product analysis (Advanced KDP or Personalization customers only)
Changing account-level mappings does not overwrite the metrics you have already selected for the conversion overview dashboard, audience performance, or RFM analysis. You can change those metrics within the reports themselves. The Revenue mapping can supply a default before a metric is selected, including during initial RFM setup.
You can also use custom metrics within mapped metrics to capture the way your business model or data is measured. Learn more about custom metrics and how to create these. Custom metric support differs by report: QGR uses automatic metric selection for its default when Revenue is mapped to a custom metric, and Product analysis uses the custom metric’s source metrics without applying its filters or chosen value property.
When to use mapped metrics
Mapped metrics 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 mapped metrics 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, or QGR 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 mapped metrics
- Head to Analytics > Metrics.
- Click on Edit mapped metrics 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. You can adjust the assigned metric or choose Unmapped if you do 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
If you are editing a mapped metric or using a new custom metric in your mapping, it may take time for this change to be reflected in your applicable reporting. Additionally, if one was recently edited in your account, you may see a banner noting that this is still updating.
You can change each mapping up to 2 times in a rolling 24-hour period. If you reach the limit, wait until the number of updates in the last 24 hours is less than 2. Each metric can be assigned to only 1 mapping at a time. If a metric is already assigned, change its existing mapping or choose another metric.
- Click on the Metric assigned dropdown next to the metric you want to update.
- 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.
Selecting Unmapped removes the assigned metric from that mapping without deleting the metric or its events. Reports or predictive models that rely on that mapping may have missing data or become unavailable. For example, Product analysis requires a Revenue mapping. Map another suitable metric when possible.
- Click Save after you finish updating. Klaviyo confirms the update with Changes saved.
Additional resources
- Getting started with metrics
Learn how to access and use your Klaviyo metrics (i.e., events) to better understand your account health and what channels or profiles are creating this data. You can then use this data to create targeted flows and segments. You can also use metrics for light analysis to understand how your data evolves over time.
- How to configure custom conversion metrics
Learn how to create custom metrics to more accurately track the impact of your marketing and how customers drive conversions. By default Klaviyo provides many metrics (e.g., Placed Order) to track your business’s success. However, if you have a custom setup or a different business use case, these default metrics may not work for you. For example, your Placed Orders events include recurring subscriptions, and you’d like to review only orders placed through your ecommerce website. The guide below walks you through how to set up these custom metrics for your needs.