Iterable vs. Klaviyo vs. RocketLevel

Iterable is a highly robust platform for omnichannel management with advanced personalisation capabilities, and it is among the best in the industry. It does it without being technically overcomplicated, thereby surpassing older industry standards that require developer-level knowledge for advanced personalisation or targeting setups. One thing where Iterable shines is the CSM programs they assign to clients that truly nurture them to reach the full potential of the platform and achieve business goals. There are a few shortcomings here and there, but I haven't seen any platform without them, and overall, the enablement that Iterable allows far surpasses other alternatives.

Incentivized

If you are a big business, with thousands of customers, Klaviyo can be the thing that really kicks up your marketing. The amount of data you can collect and use can be invaluable. But if you don't have the time or money to devote to the marketing team, then you might waste money on data that you might not ever act upon

Incentivized

• Customer Journey creation - the platform easily creates a visual path for the marketing team to curate messaging based around timing, channel, behavior as well as add split testing logic and exit criteria so we target only the audiences we want.
• Customer Success - one of the best teams I've ever had the pleasure of working with. I'm able to move so much quicker because they really create a helpful partnership.
• Audience segmentation, the platform is easy to work with even if you're a first time user, they do a great job of visually showing the logic and the and/or/none type rules.

Incentivized

• Very easy to setup Klaviyo with Bigcommerce for email & SMS capture, comes with templates that are simple to edit and publish.
• Very easy to set up Klaviyo with other 3rd party apps like Yotpo Reviews and Loyalty, giving you easy access to send emails based on loyalty points or asking for a review.
• Automated campaigns are a breeze! They come with preset templates to get started quick. Including a Welcome Series, Cart Abandonment Series, Lost Customer Series, and Browse Abandonment Series among others.
• The platform is easy to navigate and use without having to spend time learning from videos or help files, we were able to just jump right in and use it.
• Great features like targeting based on anything available in your data, including products purchased, loyalty standing, interactions, etc.

Incentivized

• Insights. I think this is the biggest downfall of Iterable, the insights and analytics area is really not good at all. We have almost stopped using it all together in favour of just using Mixpanel (but now we're paying for 2 platforms). Things we can do in Mixpanel that we can't do in Iterable:
• - custom conversion windows
• - more scalable reports
• - comparing multiple events
• - setting up alerts that trigger to slack
• Segmentation - building segments and organizing lists that are already built.
• - relative dates can be confusing but are a critical piece of building lists
• - unable to compare multiple events
• - we have a pretty good naming structure for our lists but with so many daily users, no good way to organize them (with labels or folders) and searching for a list requires you to find the exact word we end up re creating dynamic lists each time
• - static lists don't show you what rules were used to create the list
• - no way to see changes over time
• Improved ways of collaborating. There's no way of knowing if other people are editing a list, template, campaign or journey. easy to overwrite each other's work
• I've been an Iterable user for about 4 years, at 2 different companies. SinceI started using Iterable I think the number of bugs has increased.
• I wish Iterable did a better job testing releases so we're not the ones discovering issues so frequently.
• In app message. We've had issues with this tool/channel starting at implementation. It feels like it never made it's way out of beta, despite us paying for it now.
• The app team offered to do working sessions with us to understand how we use it day to day and never followed up on that. There have been no improvements to the tool and any time we run into another issue with it (although Jena in support is great) it takes forever to diagnose or we are told the issue cannot be replicated. It just feels like we have constant issues with this tool.
• We've actually onboarded to another tool (not ideal for omni channel) for some in app messages because this one has so many downfalls and is so buggy.
• Self serve documentation is great when you have an idea of what you're doing but not entirely sure. It is not easy to understand for people who are newer or less well versed in the platform.

• At times the platform isn't as intuitive as you would like. Take the time to be onboarded and play around in the platform to get the hang of things. Utilize Klaviyo's resources and attend their live training sessions to help navigate the platform and implement best practices they recommend.
• Can be pricey depending on company and email list.
• Customization is limited at times. The brand font we utilized on all branded content wasn't available through Klaviyo. Previously we would have to go through the back end to implement our branded font, import our font, or create content on another platform to utilize our font.

Incentivized

Extremely easy to use, deeply integrated into our infrastructure

Klaviyo is simply a great solution for e-com email marketing & customer relationship management:

1. User journey visibility: We can see our clients' customers on their individual user journeys (open email, site visits) to better understand and accommodate your customers.
2. Flow automation: Creating automated emails that follow up with new leads, those who abandoned carts, purchased.
3. Email design: So easy to use, and more friendly than some other visual builders that we've used.
4. Metrics visibility: We can see our clients' metrics very easily and adjust efforts accordingly.

Incentivized

Iterable very easy to learn and use. It's a great platform for both a new email marketer and a marketer that's been working in email for 20+ years.

Incentivized

The only reason why I did not give it a 10/10 is that it cannot distinguish purchases that came through subscription recharges instead of purchases that were driven directly by email sends. Other than that, the automation qualities, design features, and segmentation options make this an incredible email platform, and I am very happy with it

Incentivized

Iterable is there like 99.9% of the time. However, when it goes down, it grinds us to a halt. Most of the time, outages are an hour or less, but if that's at a peak time, it can be a nightmare. That said, when the worst does happen, there are frequent updates and an easy situation tracker that give you an estimate of how much longer you'll have to wait for the issue to be resolved.

Incentivized

The API is super quick. The UI can be a little sluggish depending on what you're loading, but overall Iterable performs great. Iterable appears to do a good job of making processes async so that one action isn't blocking another.

Incentivized

I've never experienced any issues with Iterable. As I and my colleagues have learnt the system and it's features, response to questions and advice from our account manager is always quick. Kevin knows the product well, and with the few tricky questions has hasn't been able to answer he's been quick to get back to us.

Incentivized

Their support is always quick and we have recurring meetings with our advisor. they were great when we first started at walking us through the platform and helping us understand how to do the overall setup. They also have a wide variety of articles that cover must issues in a very clear manner that will get you out of a predicament really fast.

Incentivized

Don't cut corners, do it right the first time, if you take your time to build everything the way you want it then it will run itself. The platform will help you increase revenue as long as you use the tools it provides. Don't be scared to ask questions, the support team will help you get to the next level

Incentivized

As mentioned previously, I was hired to do a migration from ActiveCampaign, and I stayed for 2 years as a power user of Itearble. Since leaving OneVision Resources, I have continued to volunteer my time in a regional user group, which I would not do if the platform, product, and company were not so strong and so marketer-forward.

Klaviyo delivers a better experience for designing, managing, and operating as a whole. Just about every feature is best; the only flaw is that Attentive has more robust signup flows, but it makes up for it with its great overall UX. When it comes to designing templates, design teams can easily create and share them so they can be used in campaigns/flows.

We've definitely tested scalability, and it's no line - it works. The process is pretty easy. Most of the times it goes off without a hitch. Any time we do encounter issues, our support team is quick to get on the job and very communicative as they work us through a successful launch.

Incentivized

• I do not have hard numbers, as I am not in the department that deals with those kinds of quantifications of impact. However, I do believe the use of Iterable has been a positive thing for us in providing more comprehensive data that is useful when dealing with customer tickets.

Incentivized

• Newsletter marketing has become a major form of sales
• The success we had in our first year forced us to shift priorities and add more resources to support newsletter marketing
• The price for using the service is a drop in the bucket compared to the attributed revenue earned from using the service

Incentivized