1. To run a mail and placed-order report for net-new leads from Retention.com in Klaviyo, go to Custom Reports > Create from scratch in Klaviyo.
2. Select Multi-Metric Report from the top drop-down, name it Total Volume, and configure these metrics.
Received Email > Total > SUM
Opened Email > Unique Profiles > SUM
Clicked Email > Unique Profiles > SUM
Marked Email as Spam > Total > SUM
Unsubscribed > Unique Profiles > SUM
Placed Order > Value > SUM
Placed Order > Total > SUM
3. Click Add Group By.
4. Set it to ‘data_source’ where data_source equals GE—and use Last 365 Days by Month. Click Save & Run Report.
Note: Your account must have the integration identifier enabled, so ensure your account executive enables that for you if it isn't already.
5. This will show how the new-to-file users are generating revenue. This does not include any existing users who re-triggered a Reclaim flow.
Have questions? Message us on chat, or email support[at]retention[dot]com!
