Meet your team’s new most valuable player
How much would you give to reduce your and your team’s busywork and free up more time for strategic thinking and fast execution? How about for a unified, 360 degree view of your accounts’ performance, across all the regions and brands that you manage? For most marketing leaders, the answer is: anything.
Enter Klaviyo Portfolio, which allows you to link multiple brand or regional accounts into one centralized view, for global performance reporting and straightforward management of assets, billing, and users. This guide will help you ensure that you’re getting the most out of your portfolio and following best practices to maximize your time and minimize your to-do list.
In the sections below, you will learn how to:
- Effectively manage your portfolio accounts and users.
- Clone assets seamlessly across accounts.
- Configure your reporting dashboard to measure performance across all accounts.
Report on performance across multiple accounts
One of the biggest challenges with managing multiple accounts is data synthesis - being able to aggregate performance data to give you a high-level view of overall performance, and being able to compare individual accounts’ performance against each other from within the platform.
The portfolio global reporting dashboard gives you a comprehensive overview of all the sub-brands and regions within a portfolio, converted into your brand’s default currency to make comparison easier. It also allows you to toggle between different success metrics, so if one account’s flows are doing a great job of triggering onsite sessions but falling flat when it comes to conversions, you’ll know about it.
Watch the video below to learn how to map new metrics to your portfolio, explore the reporting dashboard, and export the portfolio report.
Make your portfolio work for you
Click on the dropdowns below to learn more about each feature of Portfolio.
Choose which accounts to add to your portfolio
One of the most fundamental questions with a portfolio is how to organize it - which accounts to add, and which team members to give which permissions. If you work at a large organization with multiple brands or regions, all with their own accounts, then you’ve got a few different options. Here are some of the most common organizational structures for portfolios.
- One portfolio for all brands and regions - best for organizations with a small number of accounts (<5) in their portfolio. Easy from an organization standpoint as it gives you a global view of all your accounts and a single portfolio to manage, but it also means that team members will have permissions across all brands/regions, even ones that aren’t relevant to them.
- Separate portfolios for each brand - best for organizations managing multiple separate brands, each with their own marketing team. This means team members only see accounts that are relevant to them, and you can limit user access to each brand accordingly.
- Separate portfolios for each region - best for multi-national businesses who have localized marketing teams in different regions, responsible only for their region’s accounts and performance.
Bear in mind that if you choose separate portfolios for each brand/region, you’ll only be able to access a unified reporting view for the accounts within each portfolio - not all of your accounts at once.
Assign portfolio permissions to your team
There are four portfolio user roles, and these are totally separate from account user roles. A team member who is a manager of an individual account can be an analyst of the portfolio, and vice versa. Only the portfolio owner can decide which role to assign to a user.
- Portfolio owner - usually the key marketing decision-maker, this person can view all portfolio details, add and remove accounts from the portfolio, view and manage users, and close the portfolio.
- Portfolio admin - admins can view the portfolio accounts and users, but aren't able to add or remove them. They can however manage portfolio settings, view and export billing info, and view and export reports.
- Portfolio manager - managers have access to the data from all linked accounts, but cannot make any changes to the portfolio itself. They can’t see which accounts and users are in the portfolio, but they can export billing info and reports from the linked accounts.
- Portfolio analyst - analysts have the most limited role in the portfolio. This is perfect if you want to add a freelancer, someone from your agency or a more junior employee. They can view and export reporting details, but nothing else.
Bear in mind that while there can only be one portfolio owner, there are no restrictions on the rest of the roles, and you don’t have to use all of them. If the portfolio owner is not a day-to-day user of Klaviyo, we recommend having at least one admin who has the ability to manage settings.
Clone assets across your accounts
For your team, the new feature that’s likely to have the most day-to-day impact is the enhanced cloning capabilities. All users can access this feature at the account level even if you don’t have a portfolio, but it becomes more valuable the more accounts you have to manage - and the more time you want to save!
Your team can now clone forms (design and targeting), segment definitions, and entire campaigns (content, audience and schedule settings). And that’s not all - they can clone them to multiple accounts at once. Gone are the days of painstakingly copying an important campaign to regional accounts one-by-one, with multiple opportunities for user error - this process now takes only a few clicks and allows you to ensure brand consistency across accounts. Instant productivity hack!
Access centralized billing
The Billing tab in your portfolio shows the plan value for each one of your accounts, as well as alerting you to whether each account is under limit, over limit or near limit - so you don’t have to check in each individual account to discover whether you’re approaching your usage limit!
Once you see a ‘near limit’ or ‘over limit’ alert, you can click and see a detailed breakdown of your usage for each account across all plans (email, SMS, reviews etc), so you can see exactly where your usage has increased and make strategic decisions about plan upgrades for individual accounts.