Help with your client review

Connect a client account

Create a client workspace, then connect its Klaviyo account from setup or settings. Each workspace keeps its connected account, members, and subscription separate. An owner or admin manages the connection.

Where one-click connection is available, approve the requested read permissions in Klaviyo. Otherwise use a private API key with the read-only scopes listed in the connection form. Never send a private API key in email or put it in a shared document.

Data arrives gradually

Opening campaigns or flows starts their sync. Large accounts can take longer while Klaviyo limits request volume. Refresh requests an update; it does not bypass provider limits. Data is not live streaming, and recent sends or activity may take time to appear.

Audience counts and history continue in the background. A dash means that a value is unavailable or not yet verified; it does not mean zero. Leave the review open or return later as syncing continues.

If an account needs reconnection, open Klaviyo connection settings and reconnect with the required permissions. If loading fails, try again and confirm the selected workspace. Contact support with the workspace name and the error message, without credentials.

Read campaigns, flows, and audience together

• Campaign calendar weeks organize sends and creative. Open an email for details, or switch to the table to scan performance.
• Flow schedules show messages by elapsed journey day. Compare selected flows to inspect timing and creative; conditional branches may lead recipients through different paths.
• List memberships count memberships, not distinct people across the account. The same person may appear in multiple lists.
• Audience growth needs historical observations. Newly connected accounts may not have enough history for every period. Percentages and rates should be read with their available population and period.
• Email previews show available creative. When a preview cannot be fetched, open the original in Klaviyo rather than treating a placeholder as the sent email.

Billing belongs to each client workspace

New connections include a 14-day trial. Full access costs $95 monthly or $995 yearly per workspace, including its members. The yearly price saves $145 versus twelve monthly payments. After trial, current-week campaigns remain available; campaign history and flows require paid access.

Workspace owners and admins manage checkout and billing. Use the billing portal to manage an existing subscription. Paid plans renew until cancelled; cancellation stops the next renewal. If payment succeeded but access has not updated, return after the payment confirmation has been processed or email support.