« Back to Solutions

The Shopify & Klaviyo Playbook for Accurate Influencer Attribution

You're investing in TikTok and Instagram influencers to drive awareness, but you're struggling to see the real impact. It's impossible to tell which specific creators are generating actual sales versus just vanity metrics like views and likes. Without a clear way to attribute revenue back to individual influencers, you can't calculate a true ROAS, identify your top-performing partners, or optimize your marketing budget effectively.

This playbook provides a step-by-step guide to building a powerful, self-reported attribution system using your existing Shopify and Klaviyo accounts. By implementing a simple 'How did you hear about us?' survey via a Klaviyo pop-up on your storefront, you can capture crucial attribution data directly from your customers at the point of conversion. This data is saved as a custom property on their Klaviyo profile, allowing you to move beyond unreliable UTM links and analyze LTV, AOV, and total revenue by the exact influencer who sent them.

Expected Outcomes

  • Gain crystal-clear, first-party attribution for every sale from your influencer campaigns.
  • Calculate precise Return on Ad Spend (ROAS) for each individual influencer partner.
  • Identify and reinvest in your most profitable partnerships while cutting ties with underperformers.
  • Build powerful customer segments based on acquisition source to personalize future marketing and increase LTV.

Core Tools in This Stack

Shopify

Visit website

Shopify is an all-in-one commerce platform that allows businesses to create an online store, manage products, process payments, and sell across multiple channels, from websites to social media and physical locations.

Key Features
  • Customizable Online Storefront
  • Integrated Payment Processing (Shopify Payments)
  • Point of Sale (POS) System
  • Multi-channel Selling (Social Media, Marketplaces)
  • Inventory Management
  • Marketing and SEO Tools
  • Extensive App Store for added functionality
  • Analytics and Reporting Dashboard
Ideal For

Company Size: Micro, Small, Medium, Large

Industries: Retail & E-commerce, Creative & Media, Health & Wellness

Pricing

Model: Subscription-based

Tier: Mid-tier

Ease of Use

Easy

Klaviyo

Visit website

Klaviyo is an intelligent marketing automation platform that unifies customer data to deliver personalized experiences across email, SMS, mobile push, and reviews. Designed primarily for e-commerce brands, it helps businesses build stronger customer relationships and drive growth through targeted communication and data-driven insights.

Key Features
  • Unified Customer Data Platform (CDP)
  • Email & SMS Automation
  • Advanced Segmentation
  • Predictive Analytics & AI
  • Personalization Engine
  • On-site Forms & Pop-ups
  • In-depth Reporting & Analytics
  • Extensive Integrations
Ideal For

Company Size: Micro, Small, Medium, Large

Industries: Retail & E-commerce, Health & Wellness, Technology & Software, Creative & Media

Pricing

Model: Freemium, Subscription, Usage-Based

Tier: Medium

Ease of Use

Medium

The Workflow

graph TD subgraph "The Integrated E-commerce Stack" direction LR N0["Shopify"] N1["Klaviyo"] N0 -- "Syncs customer metafields to custom properties" --> N1 end classDef blue fill:#3498db,stroke:#2980b9,stroke-width:2px,color:#fff; classDef green fill:#2ecc71,stroke:#27ae60,stroke-width:2px,color:#fff; classDef orange fill:#f39c12,stroke:#d35400,stroke-width:2px,color:#fff; class N0 blue; class N1 blue;

Integration Logic

  • Klaviyo Customer Property Connector

    This integration establishes a connection between Shopify and Klaviyo to sync custom customer data. It listens for create or update events on customer profiles within Shopify. When a change is detected, specifically to a customer's metafields, the integration retrieves the updated data. It then uses the customer's email address to locate the corresponding profile in Klaviyo. Finally, it maps the Shopify metafield (e.g., 'loyalty_tier') to a specified custom property on the Klaviyo profile, overwriting the existing value if one exists. This ensures that custom attributes stored in Shopify are always up-to-date in Klaviyo for marketing purposes.

Get the Playbook for True Influencer ROI

Learn how to attribute every sale to the right creator and optimize your marketing budget for maximum impact.