Before you start
Kanopi currently helps you set up the connection. If you have not started onboarding, contact info@heykanopi.com.
You will need:
- A Klaviyo account and permission to approve apps for that account.
- The Kanopi Klaviyo installation page, or an account-specific link from your onboarding contact.
- Your commerce connection, such as Shopify, if you want to explore revenue, products, or repeat purchases alongside email engagement.
Connect the Klaviyo account that belongs to the same business as your Kanopi account.
Connect Klaviyo
- Open the installation page. Start at Connect Klaviyo, or use the link supplied for your existing workspace.
- Sign in to Klaviyo. Check that you are authorizing the correct business account. If you manage several accounts, switch to the intended one before approving access.
- Review the permissions. Kanopi requests read-only access to your account, profiles, and events. Approve the request in Klaviyo to continue.
- Complete the setup request. Registered accounts show a connection confirmation. New accounts continue to assisted setup; temporary authorization is revoked until a workspace is provisioned. Enter your contact details on the Kanopi setup page and submit the request. The saved confirmation explains that our team will be in touch to finish data and Slack setup.
- Confirm reporting is ready. The Kanopi team checks the initial data load, available reporting dates, and your Slack access before you start using the connection.
For an existing workspace, connection approval gives Kanopi access to the authorized account. New workspaces require assisted provisioning and another authorization when ready. Initial data preparation is a separate step; a saved setup request or connection confirmation does not mean historical reporting is already available.
Permissions and data
Kanopi reads Klaviyo data to understand engagement and relate it to your other connected business data.
| Permission | Why Kanopi needs it |
|---|---|
| Account access | Confirm which Klaviyo account you authorized and match it to your business. |
| Profile access | Relate customer engagement to customer and commerce analysis. |
| Event access | Read available email engagement activity, including the events used for reporting. |
These permissions are read-only. Kanopi cannot use this connection to send email or change your campaigns, flows, lists, or profiles.
For details about how Kanopi handles connected information, see our Privacy Policy.
Use Kanopi
Start with the daily brief
Once your data connections and delivery are set up, your Kanopi brief brings together business performance, what changed, and what deserves a closer look. Available Klaviyo engagement can add context to commerce results.
Ask a question in Slack
Open the Kanopi conversation provided during onboarding and ask in everyday language. Include a date range when you have a particular comparison in mind.
Try these questions
- “How did email click rate change over the last 30 complete days?”
- “How did net revenue and orders change last week compared with the week before?”
- “Which products contributed most to that change?”
- “Given those results, what should we investigate next?”
Follow the evidence
Continue in the same conversation to narrow the question, compare another period, or ask Kanopi to explain a recommendation. Check the dates, metric definitions, and available sources in the answer.
Revenue and repeat-purchase questions depend on your connected commerce data. Email engagement alongside a sales change is useful context; it does not by itself prove that email caused the change.
Troubleshooting
The installation link is rejected
Your business may not yet be ready for connection, or the link may be for a different Kanopi account. Contact info@heykanopi.com with your business name and the error message.
You declined access, or authorization expired
Start again from your original installation link in the same browser and complete the Klaviyo approval flow. If the problem continues, ask Kanopi to check the connection.
The wrong Klaviyo account was selected
Sign in to the correct business account and restart from the installation link supplied for that business. Ask your onboarding contact if you are unsure which account to authorize.
You see missing data or unexpected numbers
Ask Kanopi which dates and sources are available. For a comparison, use the same reporting period, currency, metric definition, and attribution basis. Klaviyo-attributed revenue and commerce net revenue can measure different things.
If data is still missing, send support the question you asked, reporting dates, and the error or missing metric. Never include passwords, API keys, or access tokens.
Disconnect or reconnect
- Open Klaviyo connection settings and sign in with the Klaviyo account connected to your Kanopi workspace.
- Check the account ID and connection status.
- Choose Disconnect Klaviyo, then Confirm disconnect. The page shows Not connected after the disconnect completes.
- To restore access, choose Reconnect Klaviyo and complete authorization for the same business account.
Disconnecting stops future data syncs; a sync already in progress may finish. To change the connected business account, contact info@heykanopi.com.
Disconnecting access does not automatically delete data already imported into Kanopi. If you also want that data removed, include a deletion request so we can confirm the scope and applicable retention requirements.
Get help
Contact info@heykanopi.com for setup, connection changes, or questions about your reporting.
Help us find the issue quickly. Include your business name, the question or setup step, the dates involved, and any error message. Screenshots are helpful if you remove sensitive account details first.