Getting started with portfolios
Only Owners or Admins can set up a portfolio, and it must be from a paid account.
Learn about portfolios in Klaviyo, including what they are, who should use them, and how to set them up.
What is a portfolio?
A portfolio is a type of account that makes it easy to manage multiple brand or regional accounts. It gives you a high-level view of each account’s:
- Performance
- Billing
- Users
- Data
Why create a portfolio?
Without a portfolio, there’s no simple way to review multiple Klaviyo accounts. The only option is to switch into each account and look at what plan you’re on, conversions, etc.
A portfolio gives you all of this information in 1 view, making it faster and easier to compare accounts as well as understand each account’s ROI.
This feature:
- Streamlines operations
- Saves time
- Enhances efficiency
- Makes it easier to spot trends and share assets
Before you begin
To create a portfolio, you must:
- Be either an Owner or Admin of a paid account.
- Have multiple accounts associated with your user.
You must be an Owner or Admin in every account you want to add to a portfolio.
Note that accounts can be connected to more than 1 portfolio at a time. The Owner of an account will receive an email any time their account is added to a portfolio, and they can also remove themselves from a portfolio at any time.
How much does a portfolio account cost?
There’s no extra charge for portfolios; they’re free to use. The only costs are for the plans you have within your linked accounts.
When to use a portfolio?
A portfolio works best when you use it to manage either:
- 1 brand with separate accounts for multiple regions
- Multiple brands
- Clients' brands (if you're an agency)
Who should be in a portfolio?
Not every user in each account will (or should) be a user in the portfolio.
A portfolio user:
- Can see data from every account in the portfolio.
- Does not need to be a user in every account.
Only add someone as a portfolio user if you want them to see all of the data and content for every account in the portfolio.
Can I add my agency as a portfolio user?
Yes, you can add an agency as a portfolio user.
However, you need to know that they’ll be able to see every account in the portfolio. This can potentially cause security or other issues if an agency doesn’t work with 1 of the accounts, especially if that account works with a different agency.
I'm an agency, can I create my own portfolio?
Yes, agencies can create their own portfolio, since accounts can be connected to more than 1 portfolio at a time.
If you're an agency, check that you're an Owner or Admin in every account you want to add. We also recommend asking your clients for permission before adding the account to a portfolio.
Set up a portfolio
There are 2 steps to the setup:
- Creating the portfolio
- Mapping your conversion metrics
- Note: until you create a metric and map it to a metric in your account, the portfolio dashboard is blank.
Create the portfolio
- Check that you’re in an account as either an Owner or Admin.
- Select your account name in the bottom left corner.
- Click Settings > Organization.
- In the Portfolio section, click Set up your portfolio.
- In the modal that appears, select Get started.
- Fill out the following information:
- Portfolio name.
- Website link.
- Business address.
- Click Next.
- Select all the accounts you want in the portfolio from the Available tab.
Note: any accounts in the Unavailable tab are accounts where you’re a user but not an Owner or Admin.
- Click Create.
Adding accounts to the portfolio may take several minutes.
Map your metrics
Mapping your metrics is key to getting the most value out of a portfolio, as it allows you to review your campaign and flow performance across all of your linked accounts.
Until you map your metrics, the portfolio dashboard will be blank. The metrics you choose are up to you, although we recommend including at least 1 revenue-based metric.
When setting up your metrics in the portfolio, it does not affect the metrics in your linked accounts.
Tips for creating your metric:
- Name your portfolio metric in a way that represents all the metrics associated with it (e.g., “Orders” or “Placed Orders” for metrics that deal with customers making a purchase).
- Choose aggregated metrics that have similar data associated with them (e.g., create a single portfolio metric for all Placed Order events).
To create a metric:
- Navigate to the Home tab in the portfolio.
- Under the Portfolio metrics dropdown, select Create new metric.
- Under Metric name, select what you want the metric to be called in the portfolio (e.g., Order value).
- Choose the type for the metric (e.g., Monetary Value for placed orders).
- The type affects whether the report shows the number of conversions (for Event count) or revenue amount (for Monetary value).
- Next to each account, pick what metric you want to map to this portfolio metric (e.g., Placed Order).
- If you don’t want to add any metric for a specific account, toggle the Include in metric? to Exclude.
- Select Save and exit.
- Repeat steps 3-8 for all the metrics you want to view in the portfolio.
Once you’ve added at least 1 metric, you can start analyzing your performance across accounts. For more details about these reports, please see our article on understanding portfolio reporting.
Additional resources
- How to add or remove a portfolio user
Learn how to add or remove users from a portfolio.
- Understanding portfolio reporting
Learn about the reporting tools and functionality for portfolios. These features enable you to easily aggregate and analyze your data across multiple accounts (such as if you have different brands or use separate accounts for different regions).
- Understanding account billing details in a portfolio
Learn how you can better understand billing across multiple accounts using a portfolio.
- How to create and manage multiple accounts
Learn about multi-accounts in Klaviyo, which allow you to access and switch between different accounts with a single login. This is particularly helpful for brands that have multiple websites (e.g., for different countries) or have several brands under a single parent company.