Metrics & Momentum with Email Marketing
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.