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Giftnote for agencies

7. Where to find your client's gifting data

Where each gifting number lives: Giftnote Analytics, Shopify Sidekick and Klaviyo, plus a read-only AI prompt to pull the Klaviyo side.

Written By Giftnote Team

Last updated About 1 hour ago

Everything you need to show a client what gifting does for them is in three places: Giftnote's Analytics pages, Shopify Sidekick and Klaviyo. Here's what lives where. Client not on Giftnote yet? Their gifting data starts once Giftnote is installed; until then, the free plan's Gift Audit shows which past orders look like gifts.

1. Where each number lives

What you want to knowWhere to find it
Gifts sent, gift sales, split by gift orders, gift cards and Multi GiftGiftnote > Analytics > Performance
Gifts by month and occasionGiftnote > Analytics > Moments
Recipients who became leads and buyersGiftnote > Analytics > Conversions. It lists names and emails: share the counts only
Recipient conversion over timeGiftnote > Analytics > Cohort
Most-gifted productsGiftnote > Analytics > Products. Use it to build the gift guide
Gift card money owed, redeemed and expiringGiftnote > Analytics > Gift cards
Recent gift orders, gift cards and Multi Gifts, or the gifts on one orderShopify Sidekick (below)
Gift emails sent, opened and clickedKlaviyo, on each Giftnote flow's analytics
Recipients new to the brand, and how many subscribedKlaviyo, with the prompt below or the audit in article 3

Giftnote is the source of truth for gifts, gift cards and conversions. Klaviyo is the source for emails and subscriptions. Set the same date range in each before you compare them.

2. Ask Shopify Sidekick

Sidekick is Shopify's AI assistant in Shopify admin, and Giftnote connects to it. With collaborator access to the client's store, select Work with Sidekick and ask. Mention Giftnote so Sidekick knows to use it.

What you wantTry asking
Gift orders in a periodShow Giftnote gift orders placed last month.
Latest gift cardsShow my five most recent Giftnote gift cards.
Latest Multi GiftsShow my latest Giftnote multi gifts.
The gifts on one orderWhat Giftnote gifts are attached to order #1001?
The gift orders page, to review messages and delivery datesOpen Giftnote gift orders.

Sidekick only reads and opens pages; it never changes a gift. More questions to try are in Ask Shopify Sidekick about your gifts.

3. Pull the Klaviyo numbers with AI

Before you run any prompt. AI tools make mistakes. Only run this for clients who've given you permission, and check every number before you share it.

Rules for this task:
- Work only in the Klaviyo account for [CLIENT NAME]. Tell me the account name before you start.
- This task is read-only. Don't create, change or delete anything.
- Report counts only. Never show customer names, emails or phone numbers.

Task: gifting numbers for [CLIENT NAME] for [PERIOD]. Leave out test events.

1. Gift recipients: unique profiles with Received Gift Order or Received Gift Card.
2. Of those, how many had no Placed Order before their first gift (new to the brand), and how many have ordered since.
3. Recipients who subscribed to email in the period.
4. Gifters, and how many have sent 2 or more gifts.
5. For each Giftnote flow: trigger events, emails delivered, open rate and click rate.
6. Redeemed Gift Card events.

Give me a table with each number and how you counted it.

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