Metrics & Momentum with Email Marketing
June 11, 2018

Metrics & Momentum with Email Marketing

Lisa Wester | TrustRadius Reviewer
Score 10 out of 10
Vetted Review

Overall Satisfaction with Klipfolio

Rooted Elm is an email marketing agency. By turning data into a visual dashboard, Rooted Elm is able to support our clients in making smarter decisions about their email marketing program, identify gaps and enhance overall subscriber engagement.

Pros

  • Knowledgebase - Recently Klipfolio has made improvements to their interface and functionality allowing it easier for a non-formula minded marketer (like myself) to use. Being the visual person that I am, I find the video library as well as the knowledgebase with examples helpful and reference them often to build the visual component I need.
  • The hover effect showing the details of a particular data point is extremely helpful and enables the user to take a closer look at specifics if they choose.
  • Sharable. Klipfolio makes it easy to share the dashboard with stakeholders in a variety of formats - PDF, JPG, CSV, etc.
  • Klipfolio Ninja Services has assisted me in advancing the dashboards I create for our clients to an entirely new level. Most often I have the vision and know how I want to parse the data -- but sometimes the right formula or a better, more straightforward way of bringing the data to life happens with Janice, our Klipfolio Ninja!

Cons

  • Onboarding. The process of setting up a new client for a dashboard can be a little tedious.
  • File size upload and third-party integrations. I have been limited to the size of the .csv file we were uploading but we were able to find a workaround.
We utilize Klipfolio to monitor email marketing performance and subscriber engagement for our clients over time. We incorporate a variety of data sources some are direct third-party connections such as SurveyGizmo while others are excel file upload or an FTP connection.

Two of our clients are starting to utilize Klipfolio to study internal processes, team performance, and customer service in addition to email marketing performance history to discover trends.

Klipfolio Feature Ratings

Customizable dashboards
10
Report sharing and collaboration
10
Publish to PDF
10
Report Delivery Scheduling
10
Pre-built visualization formats (heatmaps, scatter plots etc.)
10
Location Analytics / Geographic Visualization
7
Multi-User Support (named login)
10
Role-Based Security Model
7
Multiple Access Permission Levels (Create, Read, Delete)
8
Responsive Design for Web Access
Not Rated
Mobile Application
Not Rated
Dashboard / Report / Visualization Interactivity on Mobile
Not Rated

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