Re-acquiring buyers you already own via email = wasted spend. Exclude email subscribers from prospecting campaigns.
At a glance
Cross-channel card: percentage of Google Ads converters who are ALSO active subscribers in the email programme (Klaviyo, Dotdigital, Mailchimp). High overlap means you are paying Google Ads to reacquire customers you already own via email. The fix is to exclude email-subscribers from prospecting (cold-acquisition) campaigns, freeing budget for genuinely new customers.
| The formula | Cross-connector join. Numerator: Google Ads converters in the window (matched to commerce-platform customer IDs via the conversion pixel’s user-ID enhancement). Denominator: same converters intersected with the email-platform’s active subscriber list. Result: (matched ÷ all_gads_converters) × 100. |
| GAQL resource + metric | FROM customer selecting metrics.conversions aggregated to user-IDs. Cross-joined to email-platform subscriber list (Klaviyo’s lists, Dotdigital’s address books, etc.) on email hash or commerce-platform customer ID. |
| Account currency (single by design) | Not currency-relevant (the card is a percentage). Spend implications can be derived in account currency by multiplying overlap percentage by total Google Ads spend. |
| Conversion attribution model (configurable) | Numerator uses Google Ads’ configured attribution model (DDA default for new accounts, Last click for older). The overlap is sensitive to this only insofar as the model affects which conversions enter the numerator. |
| View-through inclusion (excluded by default) | Primary conversions only. View-through conversions don’t typically have a clear user-ID match, so they would be excluded from the join anyway. |
| Bot / IVT filter | Numerator pre-filtered by Google’s Invalid Click Filter; bots don’t enter the conversion list. The email-platform side is also human-verified (subscribers actively opted in or were imported as customers). |
| Micros conversion | Not applicable to this card (the spend implication is derived, not surfaced). |
| Real-time vs ingestion lag | Both sides have lag: Google Ads conversions take 1-4 hours to ingest; email-platform subscriber updates depend on the platform (Klaviyo: real-time; Dotdigital: 5-minute batch). The card refreshes every 4-6 hours. |
| MCC aggregation | Per child account; the email programme is per-store typically, so each Google Ads account joins to one email platform. Multi-store setups need explicit configuration. |
| Time window | 30D (the same window as primary ROAS reporting, allows clean comparison). |
| Alert trigger | > 40% overlap. At this level, more than four in ten Google Ads converters are already on the email list, money likely wasted on re-acquisition where email could have done the work. |
| Roles | owner, marketing |
Calculation
Calculated automatically from your Google Ads data. See the At a glance summary above for what the metric tracks and the worked example below for a typical reading.Worked example
A UK fashion brand. The 30-day window covers 14 Mar 26 to 12 Apr 26.| Bucket | Count | % of Google Ads converters |
|---|---|---|
| Total Google Ads converters (30D) | 996 | 100% |
| Of which: also active Klaviyo subscribers | 612 | 61% |
| Of which: also active AND placed an email-attributed order in 30D | 218 | 22% |
| Of which: NEW to brand (no prior order) | 384 | 39% |
- 61% overlap is high. At account-average ~£27.50 CPA, the brand spent ~£16,800 on Google Ads acquiring 612 customers already on the email list. Of those, Klaviyo flow-revenue suggests email would have driven ~40-50% of those sales anyway (£6,700-£8,400 of “self-cannibalised” Google Ads spend). Action: exclude active Klaviyo subscribers from non-branded prospecting campaigns (Search Display, PMax prospecting), keep them included for retargeting and Branded Search.
- The 22% who placed an email-attributed order in window are the highest-confidence overlap. Those customers are actively engaging with email; paying Google Ads to bring them in is direct duplication. ~£6,000 of spend.
- The 39% NEW-to-brand are exactly who Google Ads SHOULD be reaching. Budget reallocation should keep Google Ads focused on this cohort. The number to grow is ”% of converters who are NEW”, not the overlap percentage itself.
- Excluding email subscribers from prospecting saves budget AND improves attribution clarity. When Google Ads only acquires NEW customers, ROAS is more meaningful and can be benchmarked against other paid channels’ acquisition cost. With overlap blurring the picture, ROAS comparisons across channels are biased.
- Compare to industry benchmark. Healthy DTC overlap is 25-40%; below 25% means email programme is small (build it); above 50% means re-acquisition through paid is wasteful. This brand at 61% is on the high side; a typical 6-12 month investment in email-programme growth + paid-audience exclusion brings it to 40-45%.
- Overlap > 60%: review paid prospecting strategy. Most overlap typically lives in PMax and Discovery, where audience signals are coarse. Add customer-list exclusions.
- Overlap < 25%: email programme is under-developed. Invest in Klaviyo automations and list growth.
- Overlap rose +10pp month-on-month: paid channels shifted toward retargeting (more matches with subscribers); audit campaign mix.
- Overlap dropped sharply: either the email list lost many subscribers (check email-platform health), or Google Ads is reaching genuinely new audiences (good news).
- Multi-store / multi-region: each store’s overlap is per-store; international stores may have different overlap norms.
Sibling cards merchants should reference together
| Card | Why pair it with Audience Overlap |
|---|---|
| Google Ads ROAS | The headline that overlap inflates. With 61% overlap, ROAS includes self-cannibalised customers; “true acquisition” ROAS (excluding overlap) is a cleaner read. |
| Google Ads ROAS by Campaign | Branded Search overlap is high by definition (subscribers know the brand); Display Prospecting overlap should be low. Use to identify which campaigns are most overlap-heavy. |
| Google Ads xc Revenue Share | Channel-concentration view; this card adds the within-paid quality dimension. |
| Klaviyo Total Revenue | The email-programme revenue contribution. High overlap with Google Ads suggests email could drive more of these conversions itself. |
| Klaviyo Subscribers | The email-list size; a small list means low overlap regardless of paid quality. |
| Dotdigital Subscribers | Same role for Dotdigital users. |
| Shopify Customers | Total customer base. Overlap between Google Ads converters and total customer base (returning vs new) is also informative. |
| GA4 New vs Returning | Independent measure: GA4’s new-vs-returning user split. Should align directionally with this card’s overlap. |
Reconciling against the vendor’s own dashboard
Where to look in Google Ads UI: This is a cross-connector card with no native Google Ads UI equivalent. The closest reference points: Google Ads > Audience manager > Customer match lists lets you upload your email list as an audience, then either include (for retargeting) or exclude (for prospecting) it from campaigns. The overlap percentage shown there is Google’s match rate (typically 60-80% of uploaded emails match Google accounts), not the conversion-overlap metric this card computes. Google Ads > Insights > Audience insights shows broad demographic / interest segments of your converters; not directly comparable. Klaviyo > Audience > Performance for the email-side counterpart: which Google Ads-acquired customers become engaged email subscribers. Other views that look like this number but aren’t:- Google Ads Customer Match audience size: the number of your subscribers Google could find in their network; not a conversion-overlap metric.
- GA4 “New vs Returning” users: directionally similar but uses Google’s first-touch logic, not commerce-platform customer history. Differs by 10-20pp typically.
- Klaviyo’s “Acquisition Source” tagging: shows which channel acquired each subscriber; useful but answers a different question.
- Marketing-mix model output: the econometric estimate of channel overlap; useful but slow.
| Reason | Direction of divergence |
|---|---|
| User-ID matching depends on enhanced conversions or Customer Match data quality. Some Google Ads converters have no resolvable user ID. | Card may understate true overlap if pixel sends fewer user IDs than actual buyers. |
| Email-platform subscriber freshness. A customer unsubscribed yesterday is not in today’s match. | Marginal; rolling 30-day window absorbs most of this. |
| Hashing differences. Google Ads uses SHA-256 of normalised email; some email platforms use different normalisation rules. | <2% match-rate difference typically. |
| Currency. Not relevant for this card. | None. |
- A robust email programme with abandoned-cart, browse-abandonment, and back-in-stock automations would have recovered most of the overlapping conversions independently. Paid spend on these customers is largely cannibalisation. Action: exclude email subscribers from prospecting.
- A weak email programme with only a monthly newsletter wouldn’t have driven those purchases. Paid spend on email subscribers is still acquisition (just from a known audience). Action: invest in email programme first, then exclude.
- High-intent, time-sensitive products (sale, drops): email can’t always reach customers in real time. Paid surfaces the announcement. Overlap is OK if paid is genuinely catching customers in their high-intent moment.
- B2B / wholesale: email lists may be sales-team contacts, not consumers. Overlap with Google Ads converters is meaningless if the email programme isn’t sending to retail buyers.
| Card | Expected relationship | What causes legitimate divergence |
|---|---|---|
klaviyo.klv_total_revenue | Email-attributed revenue. High overlap + high email revenue = email could absorb the paid spend. | None expected, complementary view. |
klaviyo.klv_subscribers | List size sets the ceiling on overlap. Small list means low overlap. | None expected. |
shopify.customers (returning vs new split) | Returning-customer share of orders should align with overlap directionally. | Returning customer != email subscriber; some returning customers unsubscribed. |
google_analytics.ga_new_vs_returning | GA4’s new-user share inversely correlates with this card. | GA4 first-touch logic; different timing. |