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Klaviyo · Excel Guide

Render Klaviyo Email Template Previews for a List in a Excel

2026-05-15
5 min read

The Scenario

You are an email designer finishing a dynamic Klaviyo template. It personalizes with first name and a product name pulled from browse history. You need to see how it renders for 20 different test cases before the design sign-off meeting tomorrow. Each test case is a row in an Excel workbook: first name in column A, product name in column B. You need the rendered HTML in column C.

The bad version:

  • Log into Klaviyo's template editor, click Preview, manually enter the first test case's variables, take a screenshot, go back, change the variables, take another screenshot. Repeat 19 more times.
  • Arrange 20 screenshots into a slide deck for the design team to review.
  • Spot a missing product name fallback issue in screenshot 11 — fix the template, re-render all 20 manually, update the slide deck.

The validation is mechanical. The judgment is yours. Right now you are spending most of your time on the mechanical part.

The Easy Way: One Prompt in SheetXAI

SheetXAI is an AI agent that lives inside your Excel workbook. It calls Klaviyo's template render endpoint for each row and writes the HTML output back into the workbook — all 20 renders in one pass.

Render Klaviyo template ID tmpl123 for each row in this workbook using first_name from column A and product_name from column B, then write the HTML output into column C

What You Get

  • All 20 rows are submitted to Klaviyo's render endpoint in sequence with their personalization variables.
  • Column C receives the full rendered HTML for each test case.
  • You can open any cell to inspect the HTML or save them as separate preview files for the design review.

What If the Data Is Not Quite Ready

You only need plain-text previews, not HTML

For each test case in the "Preview" worksheet, call Klaviyo's template render endpoint with the variables in columns B and C, and paste the rendered plain-text version into column D

Some test cases are missing the product name

Render Klaviyo template ID tmpl123 for each row using first_name from column A and product_name from column B — for rows where column B is blank, pass "our latest arrival" as the product_name fallback

You need to compare two template versions side by side

Render Klaviyo template ID tmpl123 for each row using first_name (A) and product_name (B), write the HTML into column C; then render template ID tmpl456 with the same inputs and write into column D so I can compare both versions

Full QA matrix with fallback detection

Render Klaviyo template tmpl123 for all 20 rows using first_name (A) and product_name (B); write the rendered HTML into column C; scan each rendered output for the literal string "product_name" which would indicate an unresolved variable, and write "VARIABLE MISSING" in column D for any row where it appears

The design review has 20 actual renders, not 20 screenshots taken one at a time.

Try It

Get the 7-day free trial of SheetXAI and open your template QA workbook with the test-case variable rows, then ask it to render all the previews and write them back in one pass. Also check out how to export campaign performance metrics after the campaign launches to measure how the template performs.

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