Metrics & Momentum with Email Marketing
Lisa Wester | TrustRadius Reviewer
June 11, 2018

Metrics & Momentum with Email Marketing

Score 10 out of 10
Vetted Review
Review Source

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.
  • 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!
  • 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.
Over the few months, I had a much easier time connecting my data sources through. Once the data sources are available it is easy to add the different data sources to the Klip you want to build. The challenge arises in understanding the formula and language to get the visual needed. Often times I have Klipfolio Ninja Services assist me with the formula to make sure I get it right.
Sharing is very easy across a variety of channels. Collaboration would be an independent and internal process however you can add comments to each Klip but the other users would need the ability to edit the dashboard and Klips.
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
Report sharing and collaboration
Publish to PDF
Report Delivery Scheduling
Pre-built visualization formats (heatmaps, scatter plots etc.)
Location Analytics / Geographic Visualization
Multi-User Support (named login)
Role-Based Security Model
Multiple Access Permission Levels (Create, Read, Delete)
Responsive Design for Web Access
Not Rated
Dedicated iOS Application
Not Rated
Dedicated Android Application
Not Rated
Dashboard / Report / Visualization Interactivity on Mobile
Not Rated