Quick Summary
Klaviyo - Settings → Other → Enable UTM Tracking
Locate Standard Flow
Enable UTM Tracking for all Email and SMS nodes inside the Standard flow
Clone flow
Rename flow by adding "- Upstack Data" → switch trigger → Upstack Data Event
Open Standard and Upstack Flows side-by-side
Add 30 minutes delay in Upstack Flow
Set cross-flow exclusion filters to 7 days (or 14 days if preferred)
Adjust re-entry timing to 7 days
Set Upstack Flow to Live
Match the steps and statuses of the Live flows vs. Draft flows
Prerequisites
Before starting, ensure you have:
Access (as manager) to the store’s Klaviyo account.
Correct tracking events installed:
Added to Cart Upstackified
Viewed Product Upstackified
Active on Site Upstackified
Checkout Started Upstackified
Important Terms
Standard Flow → the existing flow in the brand/store’s Klaviyo account.
Upstack Flow → the cloned and modified version linked to Upstack Data’s event tracking.
Configuration Steps
Step 1: Sign in to Klaviyo
Log in to Klaviyo
Step 2: Enable UTM Tracking
Help guide to complete this step:
Step 3: Locate Abandonment Flows
In Klaviyo, go to Flows
Use the search bar and type "abandon"
Identify the four standard flows:
Cart Abandonment
Browse Abandonment
Site Abandonment
Checkout Abandonment
Step 4: Enable UTM Tracking for all Emails and SMS nodes
Before cloning, make sure that "Enable UTM Tracking" is enabled/checked for all Email and SMS nodes inside the Standard flow.
In Flows, select the Standard flow
Click the Email or SMS node
In the details panel on the right, check Enable UTM Tracking
Then click Save
⚠️ Important: Repeat this step for each Emails or SMS node within the Standard flow
Step 5: Clone Each Flows
Help guide to complete this step:
Step 6: Open Flows Side-by-Side
To make comparing setting easier, keep:
Standard Flow in one tab.
Upstack Flow in another tab.
Step 7: Adjust Delay Time
In the Upstack Flow, add +30 minutes to the first wait step compared to the standard.
Example: 1 hour → 1 hour 30 minutes
Step 8: Add Cross-Flow Exclusion Filters
Purpose: This prevents someone from entering both flows within a set timeframe.
Help guide to complete this step:
Step 9: Turn on the Upstack Flow
Open Upstack version of the flow
At the top right of the page, click the Review and turn on button
In the right-side panel that appears, find Flow status and change it to Live
Select Update status now
Then click Save
Step 10: Match Steps and Statuses
In the Standard Flow, note which steps are Live or Draft.
Match these exactly in the Upstack Flow.
Double-check that all statuses and steps match the Standard Flow.
Best Practices
Always confirm timing and messaging changes.
Test triggers to ensure events are firing correctly.
Monitor reporting after launch to assess performance.
⚠️ Important Reminder
Repeat each step for each standard abandonment flow: Cart, Browse, Site and Checkout Abandonment
Need help or found an issue?
If you encounter any issues or have questions while following this guide, you may reach out to us at [email protected]