Klaviyo vs Ontraport

• Easy UX: The entire platform is very visual. It's easy to navigate, understand, and use. It's really well designed, and it helps business owners understand the set up / steps in the email marketing automation.
• Visual flow-building: This allows us to automate pieces of our client's business. For example, create a map of a series of emails that automatically follow-up with people who abandon carts in our client's store, indicating how many emails, when they go out, who sees them, and split test emails against one another in this format.
• Individual email building: Klaviyo makes it easy for us to design client emails with an easy builder or with HTML code. Klaviyo allows you to set up saved blocks to make your building experience more efficient as well.
• Measurement: Klaviyo makes it easy for users to see campaigns and which ones create greater click-through, open rate, conversion $ and more. You can also watch where people open the emails around the world with a map, or see which users opened particular emails.
• Individual user tracking: It's so helpful to see customer journeys throughout the entire process. You can see individual profiles and how often they visited a site, opened an email, made a purchase, how much that purchase was worth, etc.
• Integrations - pretty easy to use with multiple commerce sites, but ideal for Shopify. Easily integrates with other software.
• Automation - There are built-in templates and flows created inside of the platform. Even a novice could implement something basic and see results in their business. (better if they are customized)

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• User segmentation for specific messaging is key for us because it helps drive our new client conversions and existing client repurchasing.
• ONTRAPORT plays nice with our scheduling software and WordPress so we can implement new material without hassle.
• Campaigns and automation is simple to set up and monitor which helps us use more of their tools instead of paying for complex features we'll never use.

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• This is our first holiday season using Klaviyo. It seems like their system does get overwhelmed at times with pages that don't load or even images in emails that have been sent not loading.
• Klaviyo does allow you to insert custom HTML however we have not found it useful. The code we enter in the custom HTML box sometimes doesn't render correctly in the final send.
• One HUGE thing about Klaviyo is the fact that is clips your message when viewed in gmail if it has too many links. Klaviyo adds a TON of extra tracking info to the ends of links inserted into emails so it causes the file size to go up. Once the file size limit is met, gmail starts clipping the bottom of your messages causing consumers to miss much of your message unless they click the link at the bottom of their email to view more. This is a major flaw in my opinion.

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• Integrations. Basically, all integrations are done using Zapier. This is a huge time suck. In other programs like ActiveCampaign, you have WordPress plugins to import your data from Gravity Forms. It takes 2 minutes to set up. With Zapier, even a simple integration takes a minimum of 30 minutes to setup and test to the point where you trust it.
• Documentation: there is a lot of documentation, but a lot of it is confusing with not enough examples to make something clear.
• Templates: other programs like Drip focus on more templates for campaigns. While there are a few here, there's really not a ton and they don't seem carefully curated.
• Learning curve: it took a really long time to get it set up for our business. I appreciated the onboarding sessions, which definitely helped a lot, but it could have been simpler.
• Version 5: last year ONTRAPORT launched their newest version of their software. I can see that it's a foundation that they will be able to build a lot on, but it's not fleshed out yet. Like a fresh foundation and a good building, but not a lot of paint or polish yet.
• Sales funnels: managing people through a sales funnel just happens through a custom field that you set up. There's no predetermined "section" for something that a lot of sales teams would want. It makes it easy to not know what's going to happen with your automation when you send someone to a new part of the sales funnel (ie. you move someone to the next part of the sales funnel, it triggers an automation, maybe you weren't aware of that). It would be great if it gave you a quick summary of some of the automation you're about to send when you take actions.
• Intimidation: enough said. It just feels intimidating to set this stuff up. This may be true for all the other automation programs too though.

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• Klaviyo fills the role of the email marketing platform, which brings in revenue easily on it's own, but with the level of automation and customization, the ROI very high.
• Because of the segmentation available in Klaviyo, we typically target our most profitable customers and often bring in $10k+ per email send for a medium sized company.

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• We can save costs on excessive mailings as we are more targeted in our efforts and wasting less communication.
• We have been able to more effectively target relevant donors that have given more recently.
• ONTRAPORT has consolidated the tracking software that we have used for contact information.

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