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
Key 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: Clone Each Flows
Go to Flows → select the Standard Flow you want to clone
In the far-right column of the flow’s row, click the vertical three-dot (kebab) menu → select Clone
A right-side panel will slide in, asking you to specify the new flow name or the cloned flow
Name it the same as the original, plus “- UpstackData”
(e.g. ABC | Pre | Added to Cart | Flow | Abandoned Cart - UpstackData)
Then click Continue
Change the Trigger to the Upstack Data version: "Added to Cart - UpstackData"
Save the changes by clicking on Clone Flow
A confirmation modal will appear, letting you know that you’ll receive a notification once the cloned flow is ready to edit → click Got it to proceed
Done 🎉 Repeat this step for each standard abandonment flow: Cart, Browse, Site and Checkout Abandonment
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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]