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Step by Step Guide - Setting up your Klar Account

Collection of each step you need to complete to set up your Klar account.

Frank Birzle avatar
Written by Frank Birzle
Updated this week

1️⃣ Connect your store

Link: How to connect your Shopify Store

Link: How to connect a Shopware 6 Store

Link: How to connect your Amazon Sellercentral & Ads Account

2️⃣ Connect your marketing data sources

• These are one-click integrations mostly - just click "Connect Data Source" in the Store Configurator Section and choose the ad account you'd like to add

• Make sure you have admin rights to those marketing accounts to connect them properly!

  • Facebook Ads

  • Google Ads

  • TikTok

  • Pinterest

3️⃣ Connect Google Analytics 4

Link: How to connect your GA 4 Account

4️⃣ Input your COGS

• Happens automatically if COGS are properly set up in Shopify

• Otherwise configure your COGS either per SKU through a Google Sheet or as a fallback percentage

Link: How to input COGS

5️⃣ Configure Transaction & Logistics Costs

• Configure your payment costs

• Configure regions and the corresponding logistics costs

• You’ll find this in your shop datasource by selecting the “Costs” tab

Link: How to configure Transaction Costs

Link: How to configure Logistics Costs

6️⃣ Using the Klar Attribution/Pixel Feature

  • Setting up your Klar Pixel can be split into 3 steps:

    • Verifying your domain

    • Implementing the Klar tracking script

    • Updating your URL/UTM parameters

The following help-article is the perfect outline for these 3 steps:

Link: Setting up your Klar Pixel

  • After implementing the Klar Pixel in your store, you need to make sure to understand how it works to generate insights using it.

The following help-article will help you achieve this:

Link: How Klar Attribution works

7️⃣ Add Custom & Overhead Costs (optional)

  • Could be any additional cost, which is not imported via the data sources.
    E.g. Office rent, software licenses, salary.

Link: How to add Custom and Overhead Costs

8️⃣ Track your Custom Marketing Costs (optional)

• These could be any custom costs of agencies, influencers or affiliates

• You can track influencers and affiliates even more accurately with our Influencer & Affiliate Reporting

Link: How to track Custom Marketing Costs

9️⃣ Track your influencer & affiliate partnerships

Link: How to track Influencers & Affiliates
​Link: How the the Influencer CRM Works
​

🔟 Connect Klaviyo (optional)

Link: How to connect your Klaviyo Account

🥉Set Targets

• You can input your business goals for a target-actual comparison

Link: How to set Business Targets

🥈 Customize your data sources

• Filter your stores

• Configure product information

• Exclude orders

• Identify replacement orders

Link: How to customize your datasources

🥇 Configure your marketing channels

💡 We are happy to do this for you as it isn’t super simple and takes some time and energy. But doing it yourself will make your channels reflect your reality most accurately.

• Be sure to start with the Channel Naming Blueprint to learn through an exemplary channel setup and also your own naming conventions

Link: Channel Naming Blueprint

Link: How to use the Channel Builder

GREAT JOB!

Your new life starts now. 🚀

If you need assistance setting up your account, feel free to contact us or book a call.

Related Articles
Setting up the Klar Pixel for Shopify (customer events)
Setting up the Klar Pixel for Shopware 6
Setting up the Legacy Klar Pixel for Shopify
Setting up the Klar Pixel via Tag Management System
Setting up the Klar Pixel for WooCommerce
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