Your client portal

The client portal shows what your account team is working on for your brand, kept up to date as they work. This page is for clients.

What the portal shows

The portal opens on Work: one table of every task your account team shares with you. Each row shows the task’s Name, Status and Launch date and, depending on what your account team shares:

Type - an Email campaign, an SMS campaign, a Flow, a Flow update or Other work.
Status - where the work is, in plain words: Not started, In progress, Waiting on you, Needs your review, Making your changes, Approved, Previews sent or Done.
Launch date - when it goes out. Work without one shows No date yet.
Last updated - when the task last changed. Point at it for the full date.
Note - a short note from your account team.
Links - the Klaviyo and Figma links for the task.

Click a row to see the task in full. When a task needs your review, you can Approve it or Request changes right there. The first decision settles it for your whole team, and the task then shows who decided and when. Someone from your account team may decide too; they show with (Well Copy) after their name.

Your account team chooses which columns and tabs you see. Next to Work you may also see Activity, Analytics and Files.

Views

Pick a built-in view from View:

Needs you - work waiting on your review or on something from you. When a task waits on something from you, it says what, for example Send the gift photos.
Coming up - open work launching today or later.
In progress - work your account team is on now.
Done - finished work, latest first.
Everything - every task.

Search, filter by type or status, sort, choose columns and group by month, type or status. Click a column’s name to sort by it, and click again to reverse the order.

Save a view

When a view is set up the way you like, click Save view and give it a Name. It shows under Shared views in View. Views here are shared with your team: everyone at your company who uses the portal, and your account team, sees the same list and can rename or delete a view from its More actions menu. Saving with a name already in the list replaces that view.

The portal opens on the view your account team chose. To come back to a view, bookmark the page while it is open.

Activity

Activity lists what changed, newest first: work added, a status moved, a launch date moved, or a note updated. A review decision names who made it, for example Approved by Ada.

Analytics

Analytics shows your Klaviyo numbers. Pick the campaign period at the top: 7d, 30d, 60d or 90d. The line under Campaigns names it, for example Last 30 days.

Campaigns - the period’s campaign totals (Campaigns sent, Campaign open rate, Campaign click rate and Campaign revenue), then each campaign sent in it, newest first, with its send date, recipients, open rate, click rate and revenue.
Flows - each flow that sent, most recipients first, with its trigger and the same numbers. Klaviyo reports flows over one fixed window, usually the last 90 days, and the line under Flows names it. The campaign period does not change it.

Click the Klaviyo mark on a row to open that campaign or flow in Klaviyo. Revenue shows when Klaviyo reports any. Until your account team connects Klaviyo, the tab says results show once Klaviyo is connected.

Files

Files lists the files anyone at your company sent through forms, newest first, and the forms you answered. Click Open to download a file.

Export

Open Export:

Download CSV - the current view as a spreadsheet file. Launch date and Last updated are dates a spreadsheet can sort.
Print or save as PDF - a report of the current view.

API keys

Click your name at the top right and choose API keys to give your developer a key, so they can pull the same data into your own dashboard. See the API guide.

More than one brand

If you work with us on more than one brand, click your name at the top right and choose Switch brand to pick another brand’s portal.