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Klaviyo + Querri

See what your Klaviyo emails and texts earned,after refunds, returns and ad spend.

Klaviyo is where eCommerce and DTC teams run email and SMS, and its reports answer how each campaign and flow performed. The harder questions cross systems: revenue per subscriber once Shopify refunds are in, which flows bring back repeat buyers, list growth against what you spent on ads. Querri copies your Klaviyo account into one Library on a schedule, next to your store and ad platforms, so you can ask those in plain words.

Querri only reads your Klaviyo data. It never sends a message or changes a profile, list, flow or campaign. You sign in to Klaviyo and approve read access, so nobody handles an API key. SOC 2 Type II, HIPAA and ISO 27001:2022 certified.

Why email and SMS reporting gets hard

Klaviyo tells you how a campaign did. The next question needs the store and the ad spend too.

Klaviyo's campaign and flow reports are real, careful work. The hard part starts when the question reaches past Klaviyo. Until now that has meant exports and a spreadsheet; Querri makes it one question.

01

Revenue is credited when the order is placed

Klaviyo credits a campaign with the value of the orders placed. Refunds and returns land later, in Shopify. Say Klaviyo shows a campaign drove $40,000 and Shopify shows half of it came back: no single report puts those side by side.

02

Every channel credits the same order its own way

By default, Klaviyo credits an order to an email the shopper clicked or opened in the five days before, and each ad platform applies its own rules. Add the reports together and one order can be counted more than once.

03

Subscribers and what they cost live in different tools

New sign-ups are in Klaviyo. What you paid to get them is in Meta Ads, Google Ads and Amazon Ads. Cost per subscriber by source and month means lining up all four.

04

Margin isn't in an email report

Whether a campaign made money depends on discounts, cost of goods and returns, and those sit in Shopify or your ERP. Revenue per recipient can look strong on a send that sold mostly at a deep discount.

05

Repeat purchase takes months of orders to see

Do subscribers from the quiz, the giveaway or paid social come back and buy again? Answering that follows each group's orders for months, across Klaviyo profiles and Shopify orders.

What you can finally answer

Six Klaviyo questions that used to end in a spreadsheet

Each one is a question retention and growth teams ask every month, why it has been hard, and what Querri does with it.

What's our revenue per subscriber after refunds?

Why it's hard

Klaviyo's revenue per recipient uses the value of each order when it was placed. Refunds and returns are recorded afterwards in Shopify, so the net figure needs both.

With Querri

Connect Shopify too, and Querri matches Klaviyo's Placed Order events to Shopify orders and refunds. Store net revenue per subscriber as a KPI and every chart and answer uses the same formula.

Which flows bring back repeat buyers?

Why it's hard

Flow reports count conversions per flow. Whether those buyers came back for a second and third order is a question about months of orders after the flow ended.

With Querri

Querri reads who received each flow and every order event from Klaviyo, then follows those people's orders in Shopify. Say once in Facts & rules what counts as a repeat buyer, and each answer uses it.

Is list growth keeping pace with ad spend?

Why it's hard

Subscribers are counted in Klaviyo and spend is counted in each ad console, on different dates and in different exports.

With Querri

Connect Meta Ads, Google Ads and Amazon Ads, and Querri puts new profiles by month next to spend by platform, so cost per subscriber is one question. Querri shows each platform's numbers as reported; it doesn't reassign credit between them.

Which campaigns made money once discounts, returns and COGS are in?

Why it's hard

Klaviyo knows which orders a campaign earned. Discounts, unit cost and returns are in Shopify or your ERP.

With Querri

Querri joins each campaign's orders with discounts and returns from Shopify and unit cost from Shopify or NetSuite. Tell it once in Facts & rules what contribution margin means for you.

Do subscribers from some sources buy again more than others?

Why it's hard

A repeat-purchase curve by sign-up source and month follows each group for months, across profiles in Klaviyo and orders in Shopify.

With Querri

Querri groups profiles by month joined and by the list or source property you already keep on them, then follows their orders. Keep the curve on a dashboard that updates with each sync.

Can Claude or ChatGPT answer Klaviyo questions with numbers I can trust?

Why it's hard

Paste a Klaviyo export into a chat and each prompt works out revenue per subscriber its own way. Two people get two answers.

With Querri

Link Querri to Claude or ChatGPT once. The assistant reads from your Library, uses your saved KPIs and respects each person's access.

Klaviyo plus the rest

Email and SMS results mean more next to the store and the ad spend

Klaviyo knows who got which message and which orders it credits to each one. Shopify knows what was refunded and returned. The ad platforms know what each new subscriber cost. With all of them in one Library, net revenue per subscriber and cost per subscriber come out of one question.

Klaviyo pairs well with

One definition, every answer

Define "engaged subscriber" once. Every answer uses it.

"Engaged" and "attributed revenue" can each be worked out more than one fair way, and two reports that disagree are both defensible. Say once in Facts & rules what they mean for you, and every chat, chart and dashboard built on your Library uses the same definition. When a question could be read two ways, Querri says which reading it used. See how answers work.

Wake up to what changed

Querri watches sign-ups, orders and unsubscribes overnight

Each night Querri compares your KPIs with their own history, by country, list and flow, and does the math rather than guessing. Anything worth a look is in your Inbox by morning. Querri never pauses a flow or edits a list; you decide what to change in Klaviyo.

Retention and lifecycle dashboards

Email, SMS, the store and the ad spend on one page

Describe the dashboard you want, or hand Querri a screenshot of the one your team uses now, and change it the same way. Klaviyo's campaign and flow results sit beside Shopify net revenue and spend from each ad platform, and each person can see only the rows that belong to them.

  • Built by asking, changed by asking
  • Klaviyo results beside net revenue and ad spend
  • Each person sees only their rows
Ask for a dark theme and the whole dashboard changes; one click puts it back.

Reports you can stop rebuilding

Six Klaviyo reports, built once

What comes over

Your audience, activity, messages and results, from one Klaviyo account

Querri reads the thirteen tables below from the Klaviyo account you connect and keeps a copy current on the schedule you set. Each connection covers one Klaviyo account; connect each account you run, and they all land in the same Library. Profiles carry location and consent, events carry the metric name and order value, campaigns cover email, SMS and push with each message's subject and preview text, and campaign and flow performance cover the last 365 days.

Tables Querri syncs

  • Profiles
  • Lists
  • Segments
  • List Memberships
  • Segment Memberships
  • Metrics
  • Events
  • Campaigns
  • Campaign Messages
  • Flows
  • Campaign Performance
  • Flow Performance
  • Catalog Items
  • Custom profile and event properties come over too

Profiles and events stay current

The first sync loads every profile and event. After that, Querri asks Klaviyo only for profiles updated and events recorded since the last sync. Lists, segments, campaigns, flows and the catalog reload in full each time.

Performance as Klaviyo reports it

Campaign and flow performance come from Klaviyo's Reporting API for the last 365 days: recipients, deliveries, opens, clicks, conversions, revenue, unsubscribes and bounces for each message, with revenue attributed to Placed Order.

Read only

Each of the nine permissions Querri asks Klaviyo for is a read permission. Querri never sends a campaign, triggers a flow, or changes a profile, list or segment.

A missing permission skips one table

If a permission isn't granted, Querri skips the tables that need it and syncs the rest, instead of failing the whole sync.

How to connect Klaviyo

Connected in minutes; the Connector Agent handles setup

  1. 1

    Ask the Connector Agent

    Tell the Connector Agent "connect Klaviyo," or choose Klaviyo in the catalog.

  2. 2

    Sign in to Klaviyo

    Klaviyo's own sign-in page opens. Nobody copies or pastes an API key, and Querri never sees your password.

  3. 3

    Approve read access

    Klaviyo lists what Querri asks to read: your account name, profiles, lists, segments, metrics, events, campaigns, flows and catalog. Approve it there.

  4. 4

    Approve the load and a schedule

    Nothing loads until you say yes. Pick a sync schedule, and Querri loads every table that has data.

  5. 5

    Ask your first question

    Profiles, events, campaigns and flows are in the Library, so you can ask about them, chart them or schedule a report.

The Connect page in Querri, where the Connector Agent asks for approval before it starts a connection, next to a row of connector cards
The agent waits for your yes before it connects or loads anything.

Klaviyo FAQ

Questions about Klaviyo and Querri

What is Querri for Klaviyo?

Querri copies your Klaviyo account into one Library next to your store, ad platforms and finance data, so you can ask about email and SMS in plain words. Klaviyo's own reports show how each campaign and flow did; Querri answers the questions that also need Shopify orders and refunds, ad spend or cost of goods.

How do I connect Klaviyo to Querri?

Ask the Connector Agent to connect Klaviyo, or choose it in the catalog. Sign in on Klaviyo's page and approve read access. Then approve the first load and a sync schedule, and the data arrives. There's no API key to create or paste.

Does Querri send messages or change anything in Klaviyo?

No. Querri only reads. Every permission it asks for is a read permission, and it never sends a campaign, triggers a flow, or creates, edits or deletes a profile, list, segment or flow.

What Klaviyo data does Querri sync?

Thirteen tables: Profiles, Lists, Segments, List Memberships, Segment Memberships, Metrics, Events, Campaigns, Campaign Messages, Flows, Campaign Performance, Flow Performance and Catalog Items. Campaigns cover email, SMS and push. Events carry the metric name and the order value.

How current is the data?

Querri keeps a copy of your Klaviyo data and refreshes it on the schedule you choose. Profiles and events sync incrementally, picking up what changed since the last sync; the other tables reload in full each time.

Will campaign revenue in Querri match Klaviyo's reports?

The Campaign Performance and Flow Performance tables come from Klaviyo's Reporting API, with revenue attributed to Placed Order, so they're Klaviyo's attributed numbers. Revenue after refunds and returns is a separate figure that Querri works out by joining Klaviyo with Shopify.

How much history comes over?

Profiles and events load in full on the first sync. Campaign and flow performance cover the last 365 days.

What if our Klaviyo account doesn't track orders?

Klaviyo's reports need an order metric to attribute revenue to, so without a Placed Order metric the two performance tables stay empty. Every other table still syncs.

Does Querri do attribution between Klaviyo and our ad platforms?

No. Querri doesn't run multi-touch attribution or media-mix models and doesn't reassign credit between channels. It shows Klaviyo's attributed revenue and each ad platform's reported numbers next to the orders and refunds your store recorded.

Can I connect more than one Klaviyo account?

Yes. Each connection covers one Klaviyo account. Add a connection for each brand or region you run, and they all land in the same Library.

Can I ask ChatGPT or Claude about my Klaviyo data?

Yes. Link Querri to Claude or ChatGPT once. The assistant reads from your Querri Library, uses your saved KPIs and rules, and sees only what that person can see in Querri.

Is my Klaviyo data secure in Querri?

Querri is SOC 2 Type II, HIPAA and ISO 27001:2022 certified. You approve read access on Klaviyo's own page, so no password or API key passes through Querri, and your data never trains a model. Sharing and row-level access set which rows each person sees.

See what email and SMS earned for the whole business.

It takes a few minutes to connect, and Querri only reads your Klaviyo data.