Klaviyo flows for agencies
One store, one Klaviyo account
Klaviyo’s multi-account article says the product works best as a one-to-one sync with a store or website. A second store, or a regional version of the same store, needs its own Klaviyo account. Connecting the US Shopify store from the Canadian account does not make that store’s events belong to the Canadian account. Changes in a store sync through the integration configured on its own Klaviyo account, whichever account you happen to be viewing.
If the same email and password is a user on several accounts, you log in once and switch. Klaviyo opens the account you used most recently. The account menu is the organization name in the bottom left. View all accounts, when it is there, is a searchable list, and you can star favorites. Those stars are yours. The color on an account icon is also assigned per user, so two people with access to the same account may not see the same color. Color is not a label you can hand to a teammate.
A login that uses a different email cannot switch. You log out and log in again. Klaviyo’s way to put several accounts on one email is an invitation to that email, which you accept from the message titled New Klaviyo Account Invitation. Accepting it does not merge the accounts. Their profiles, metrics, and flows stay separate.
The overhead is opening the account
Klaviyo’s portfolio article states the cost of not having one: there is no simple way to review multiple accounts, and the option is to switch into each account and look. Switching is still where a flow review happens. A flow’s trigger, its profile filter, the draft, manual, or live status of each message, and the delay are on the canvas inside that account. A setting you confirmed for one brand is not the next brand’s setting. Metrics, list opt-in, and message status do not copy across when you accept an invitation.
A portfolio reduces one part of that overhead. It is a grouping for reporting and account management, including an agency’s clients. It is not an organization. Klaviyo’s hierarchy article separates the two: an organization is centralized ownership, and a portfolio is reporting and external management. Profiles stay in the original accounts. To create a portfolio you need to be an Owner or Admin of a paid account, and an Owner or Admin in every account you add. The account’s Owner is emailed when the account is added. An account can belong to more than one portfolio, and the Owner can remove it when at least one other account remains. Accounts you cannot add show as unavailable: you are not an Owner or Admin there, or the account has reached its limit for linked portfolios.
Portfolio user roles are separate from account roles. A portfolio user can see data from every linked account, and does not have to be a user in each of them. Klaviyo’s warning is specific. Add someone to the portfolio only if they should see every account in it. An agency that does not work with one of those accounts, or a client who should see only their own brand, is the case the article tells you not to solve with a portfolio login. Ask the client before you add their account. Being an Admin inside one client account does not, by itself, make you a portfolio admin, and the reverse is also true.
Campaign tracking is a mapped metric, then a split
Portfolio reporting compares linked accounts after you map a metric. Klaviyo creates default portfolio metrics from the mappings already in the linked accounts, and you can add more under Manage, then Metrics. Each portfolio metric is either Monetary Value, which the report calls revenue, or Event Count, which it calls conversions. You map one account-level metric per account. An account you leave unchecked does not contribute to that metric. Mapping in the portfolio does not change the metric inside the linked account. Two brands both “selling” are comparable only after each one’s purchase event is the metric you mapped. A custom integration with a different event name stays invisible to that portfolio metric until you map it.
On Home, the default timeframe is 7 days. You can switch it to week-to-date, month-to-date, last 30 days, or a custom timeframe. The Accounts filter limits the graph and the performance breakdown to linked accounts, and choosing a portfolio metric selects the accounts mapped to it. If the linked accounts use more than one currency, the report can convert amounts into the currency you pick. That conversion is the report. It does not change the currency stored on the linked account. The Home report’s initial currency is the portfolio currency. Refresh is a button on Home, and the page shows when the report last updated.
The performance breakdown is the campaign-versus-flow split. For a conversion metric the default columns are total conversions, conversions from campaigns, and conversions from flows. For a revenue metric they are total revenue, revenue from campaigns, revenue from flows, and average order value. Campaigns performance and Flows performance can then be limited to Email, Text messaging, or Push. Those channel tables include recipients, open rate and unique opens for email, click rate and unique clicks for email and SMS, and conversion rate plus the conversion count. Push open rate is not in that table. Klaviyo says to use the Campaigns or Flows page for it. The revenue channel table adds the revenue amount. Choosing Campaigns or Flows on the other dropdown, while leaving the first dropdown on attributed conversions or attributed revenue, splits the total into email, SMS, and push.
The same article has a second view, under Campaigns or Flows in the portfolio navigation, that lists the individual campaign or flow rather than only the account total. A campaign row has the list or segment. A flow row has the trigger. Columns include the account, the channel, the status, and, for a campaign, the send date. Open rate there is available for email and push, and click rate for email and SMS. The flow status filter is Live or Manual, both selected at first. The default timeframe on this screen is also 7 days, with the same alternatives. Its currency control starts at US dollars. Export CSV from Home can be the accounts overview, which downloads immediately, or all campaigns and flows by account, which can take a few minutes and then sits under Recent downloads. On the campaigns and flows dashboard, Export CSV uses the accounts, timeframe, metric, channel, and currency you selected. It does not apply the Live or Manual filter. The Status column in that file is how you tell them apart.
Use the portfolio number, then open the flow
The portfolio answers which account, which campaign or flow name, and the attributed conversions or revenue for the timeframe and the mapped metric. It answers that only for accounts mapped to the metric, and the top-performing cards cover those mapped accounts even when the Accounts filter is narrower. The top cards are up to three accounts across up to three measures, compared with the previous period. They are not the filtered table.
The flow question is still inside the account. Which messages are live, which delay is on the canvas, and which creative will send are not columns on the portfolio home table. Run that pass per client. The best-practices page is the rules for a live flow. The audit page is the order of the pass. The templates page is the cadence Klaviyo publishes. None of those transfer from one login to the next by themselves.
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