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Documentation Index

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Quick Summary
  • In Klaviyo, enable account-wide UTM tracking under Account → Settings → Other → UTM Tracking
  • Locate the standard abandonment flow in Flows
  • Enable UTM tracking for every Email and SMS node inside the standard flow
  • Clone the standard flow
  • Rename the clone with the - Upstack Data suffix → switch trigger to the corresponding *- Upstackified Klaviyo metric
  • Open the standard and Upstack copies of the flow side-by-side
  • Add a 30-minute delay to the Upstack copy
  • Set cross-flow exclusion filters to 7 days (or 14 days if preferred)
  • Adjust re-entry timing to 7 days
  • Set the Upstack copy of the flow to Live
  • Match the live/draft status of every step in the Upstack copy to the standard flow

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Prerequisites

Before you start, you need:
  • The Klaviyo destination configured in Upstack Data (learn how)
  • Existing standard abandonment flows in your Klaviyo account (Browse, Cart, Checkout, Site)
  • Admin (manager) access to the store’s Klaviyo account
  • Confirm the following Upstack-emitted events appear in Klaviyo under Analytics → Metrics:
    • Viewed Product - Upstackified
    • Added to Cart - Upstackified
    • Started Checkout - Upstackified
    • Active on Site - Upstackified

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Important Terms

  • Standard flow → the existing abandonment flow already in the brand/store’s Klaviyo account.
  • Upstack copy of the flow → the cloned and modified version triggered by Upstack Data’s *- Upstackified events. Always identifiable by the - Upstack Data name suffix.

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Configuration Steps

1

Sign in to Klaviyo

Sign in to Klaviyo.
2

Enable account-wide UTM tracking

In Klaviyo, click your profile icon in the bottom-left navigation and go to Settings → Other → UTM Tracking, then ensure UTM tracking is toggled on.Detailed walkthrough: How to enable UTM tracking in Klaviyo.
3

Locate the standard abandonment flows

  • In Klaviyo, go to Flows in the left navigation.
  • Use the search bar and type abandon.
  • Identify the four standard abandonment flows:
    • Cart Abandonment
    • Browse Abandonment
    • Site Abandonment
    • Checkout Abandonment
4

Enable UTM tracking on every Email and SMS node

Before cloning, make sure Enable UTM Tracking is checked on every Email and SMS node inside the standard flow. The setting is copied into the clone, so enabling it now saves rework.
  • In Flows, open the standard flow.
  • Click an Email or SMS node.
  • In the right-hand details panel, check Enable UTM Tracking.
  • Click Save.
Repeat this step for every Email and SMS node inside the standard flow.
5

Clone the standard flow

Clone each standard flow and rename the clone with the - Upstack Data suffix (for example, Abandoned Cart - Upstack Data). When cloning, change the trigger to the corresponding *- Upstackified event:
  • Browse Abandonment → Viewed Product - Upstackified
  • Cart Abandonment → Added to Cart - Upstackified
  • Checkout Abandonment → Started Checkout - Upstackified
  • Site Abandonment → Active on Site - Upstackified
Detailed walkthrough: How to clone your standard flows in Klaviyo.
6

Open the standard and Upstack copies side-by-side

To make comparing settings easier, keep:
  • The standard flow in one browser tab.
  • The Upstack copy of the flow in another tab.
7

Add a 30-minute delay to the Upstack copy

In the Upstack copy of the flow, add +30 minutes to the first wait step compared to the standard flow.Example: 1 hour → 1 hour 30 minutes
8

Add cross-flow exclusion filters

Purpose: Prevent someone from entering both the standard and Upstack copies within a 7-day window, which would result in duplicate emails.
Add a filter on each flow’s trigger:
  • On the standard flow: Has received email 0 times in last 7 days where Flow = [Upstack copy of the flow]
  • On the Upstack copy of the flow: Has received email 0 times in last 7 days where Flow = [Standard flow]
Detailed walkthrough: How to add cross-flow exclusion filters in Klaviyo.
9

Turn on the Upstack copy of the flow

  • Open the Upstack copy of the flow.
  • In the top-right of the page, click the Review and turn on button.
  • In the right-side panel that appears, set Flow status to Live.
  • Select Update status now.
  • Click Save.
10

Match step statuses to the standard flow

  • In the standard flow, note which steps are Live vs Draft / Manual.
  • In the Upstack copy of the flow, set each corresponding step to the same status.
  • Double-check that every step’s status matches the standard flow before continuing.
11

Verify the setup

  • Confirm the Upstack copy of the flow is Live and that step statuses mirror the standard flow exactly.
  • In Klaviyo, open Analytics → Metrics and confirm the corresponding *- Upstackified event is recording activity (within minutes of live traffic).
  • In Flows, open the Upstack copy and check the Analytics tab over the first 24–48 hours to confirm profiles are entering the flow.
  • Spot-check a recipient profile to confirm they did not also receive the standard flow’s email within the same 7-day window.

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Best Practices

  • Always confirm timing and messaging changes between the standard flow and the Upstack copy.
  • Test triggers to ensure the *- Upstackified events are firing correctly.
  • Monitor reporting weekly after launch to assess performance.
Repeat every 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 support@upstackdata.com