“One unified view to assess performance allows us to be nimble and streamline.”
Courtney Meehan, Liberated Brands
Klaviyo portfolio
The smartest way to manage all your accounts in one place
Streamline multi-account management, work efficiently, and scale winning strategies across all accounts with Klaviyo portfolio.
Work across all your brands and regions in one place
Deeper insights
Get the big picture and all the details
Unlock valuable insights, monitor performance across all your brands, and identify more opportunities with ease.
- Filter reports by brand or region
- Map conversion metrics together
- Create custom reports with one-click export
Faster execution
Quickly scale your winning strategies across accounts
Instantly leverage all your marketing communications and localise campaigns in record time.
- Clone campaigns and flows
- Share templates, forms, and segments
- Easily replicate winning strategies
Better forecasting
Get a clear view of your account usage
Easily manage spending with billing and usage tracking all in one place, adjust your plan limits anytime, and get the most from your budget.
- Get a billing overview of each account
- Expand for more details
- View plan usage across all your Klaviyo products
Simpler operations
Monitor your users and gain peace of mind
From adding and removing account users to setting permissions, you’re always in control.
- Manage all users and their permissions
- Create portfolio user roles and permissions
- Keep security features turned on at the account level
Brands are already simplifying their multi-account management
“Having a way to duplicate items across all of our accounts will make it a lot easier for us.”
Zinta Nowland, QuadLock
“Klaviyo portfolio is going to be a game changer for us.”
Kate Hogan, BondiBoost
Additional resources
Getting started with portfolio
Explore the wonderful world of Klaviyo portfolio with this in-depth guide. You’ll learn what it is, how to use it, and how to get started today.
How to clone across accounts
Learn how to clone campaigns, flows, and segments across all your accounts in no time with Klaviyo portfolio.
Frequently asked questions about Klaviyo portfolio
A new account type designed to centralise and streamline the management of multiple brand or regional accounts, and dramatically reduce the need for account switching.