Use the Email and CRM pages
A tour of Email & CRM: the Klaviyo overview tiles, every campaign and its record, flows and their messages, and how lists and segments performed.
3 min readUpdated 7 October 2026
Email & CRM shows how your Klaviyo emails and texts perform. Its strip holds Overview, Campaigns, Flows, Segments and Media Library.
Before you start
- You need a role that can view email, and a plan that includes it (Growth or higher). Agency staff and brands covered by their agency's plan are never locked.
- Connect Klaviyo in Settings, Integrations. Klaviyo is for brands with a connected Shopify store. On the first connection, recent figures come first and older months fill in afterwards, newest first.
Overview
Open the brand and choose Email & CRM.
| Tile | What it counts |
|---|---|
| Attributed revenue | What Klaviyo attributes to campaigns and flows |
| Campaigns revenue, Flows revenue, SMS revenue | The same, split |
| Revenue per recipient | Attributed revenue divided by emails sent |
| Campaign open rate, Campaign click rate | Opens or clicks over delivered emails, for campaigns sent in the period |
| Net new subscribers | New subscribers less unsubscribes |
Below: Campaigns and flows revenue by day, Open and click rate by send day, Top campaigns by revenue, Top flows by revenue and Decisions waiting for the CRM and Retention team.
Campaigns
Every send in the period with its engagement and revenue.
- Choose Campaigns.
- Filter by status (All, Sent, Draft, Scheduled), set Min recipients, or search with Search name, subject or preview text….
- Choose a campaign to open its record, or Open in Klaviyo.
The record shows the email itself, its figures (recipients, delivered, bounces, unsubscribes, opens, clicks, open and click rate, revenue, revenue per recipient and conversions), the message (subject line, preview text, when it was sent and the channel) and its audience: the lists and segments it was Sent to and those Left out.
Flows
Every automated sequence with its change on the comparison period.
- Choose Flows.
- Show Live, Draft or All flows.
- Switch between Flows and Messages to see each message inside each flow, with its own conversion and unsubscribe rate.
- Chart by Revenue, Recipients or Conversion rate.
Messages are read by the day each was sent, in the Klaviyo account's days, from 2 October 2026 with the last 90 days before filled in. Later messages in a flow convert less by design, so compare like with like.
Segments
Lists and segments shows what the campaigns sent to each list or segment did in the period: campaign revenue, recipients, conversion rate, revenue per recipient and unsubscribe rate, with member counts. Hover a campaign count to see how many campaigns went to that audience alone.
Troubleshooting
- "No Klaviyo revenue recorded in this period": choose a longer range or check the Klaviyo connection.
- "No campaigns sent in this period": widen the range, or check the Klaviyo sync in Settings.
- "No campaign with a recorded audience in this period": audiences are recorded from 2 October 2026, with the 90 days before filled in.
- "Reconnect Klaviyo to grant new permissions": choose Reconnect Klaviyo so newer features can read what they need.