we are a Klaviyo Partner for a couple of weeks now. Luckily, we get more and more of our Shopify agency clients to go for Klaviyo. However, we are still a little unsure about how to get credit for clients. I understand that there are three ways to get credit:
#1. Customers sign up via the referral link.
#2. We create a lead in our Klaviyo Partners Account
#3. We add a managed account in our Klaviyo Partners Account
a) Where do I find our referral link? When I use the button in Klaviyo Partner Dashboard it leads me to a separate Landing Page of Klaviyo (see attachment).
a) Does the customer have to sign up for Klaviyo by himself, or is it possible that we create an account for the customer and invite him afterwards (preferred way)?
b) Does the customer have to use the exact same email address that we state in Klaviyo’s lead registration form?
c) If we can create the account for the customer, do we have to use the email address connected to our Klaviyo Partners Account?
d) How does Klaviyo match accounts to us as a partner? Via customers’ or our email addresses?
This looks straightforward to me.
On another note: Our agency consists of three people. Is it possible that everybody gets access to the Klaviyo Partners Backend via their own e-mail address?
Thanks for your help
Best answer by Paul SView original