Getting started with portfolios

You will learn

Learn about portfolios in Klaviyo, including what they are, who should use them, and how to set them up.

Before you begin

To create a portfolio, you must:

• Be either an Owner or Admin of a paid account.  
• Have multiple accounts associated with your user. 

There are also requirements to add accounts into that portfolio: 

• You must be an Owner or Admin in every account you want to add to a portfolio.
• An account can only be part of 1 portfolio. 

When to use a portfolio? 

A portfolio works best when you use it to manage either:

• 1 brand with separate accounts for multiple regions
• Multiple brands that each have only 1 account

We don’t recommend using a portfolio for multiple brands when each brand uses multiple accounts. While you certainly can use a portfolio for this, you would need to filter your data every time you want to look at only 1 brand. 

Who should be in a portfolio?

Not every user in each account will (or should) be a user in the portfolio. 

A portfolio user:

• Can see data from every account in the portfolio. 
• Does not need to be a user in every account. 

Set up a portfolio

There are 2 steps to the setup: 

• Creating the portfolio
• Mapping your conversion metrics 
  • Note: until you create a metric and map it to a metric in your account, the portfolio dashboard is blank. 

Create the portfolio

1. Check that you’re in an account as either an Owner or Admin.
2. Select your account name in the bottom left corner. 
3. Click Settings > Organization. 
4. In the Portfolio section, click Set up your portfolio. 
5. In the modal that appears, select Get started. 
6. Fill out the following information: 
   1. Portfolio name. 
   2. Website link. 
   3. Business address.
      
7. Click Next. 
8. Select all the accounts you want in the portfolio from the Available tab.
   Note: any accounts in the Unavailable tab are accounts where you’re a user but not an Owner or Admin.
   
9. Click Create. 

Adding accounts to the portfolio may take several minutes. 

Map your metrics

Mapping your metrics is key to getting the most value out of a portfolio, as it allows you to review your campaign and flow performance across all of your linked accounts. 

Until you map your metrics, the portfolio dashboard will be blank. The metrics you choose are up to you, although we recommend including at least 1 revenue-based metric.  

Tips for creating your metric: 

• Name your portfolio metric in a way that represents all the metrics associated with it (e.g., “Orders” or “Placed Orders” for metrics that deal with customers making a purchase).
• Choose aggregated metrics that have similar data associated with them (e.g., create a single portfolio metric for all Placed Order events). 

To create a metric: 

1. Navigate to the Home tab in the portfolio. 
2. Click Create metrics.
3. Select Create new metric in the upper right.
4. Under Metric name, select what you want the metric to be called in the portfolio (e.g., Order value).
   
5. Choose the type for the metric (e.g., Monetary Value for placed orders).
   • The type affects whether the report shows the number of conversions (for Event count) or revenue amount (for Monetary value).
6. Next to each account, pick what metric you want to map to this portfolio metric (e.g., Placed Order).
   
7. If you don’t want to add any metric for a specific account, toggle the Include in metric? to Exclude. 
8. Select Save and exit.
9. Repeat steps 3-8 for all the metrics you want to view in the portfolio. 

Once you’ve added at least 1 metric, you can start analyzing your performance across accounts. For more details about these reports, please see our article on understanding portfolio reporting.

Additional resources

• How to add or remove portfolio users
• Understanding portfolio reporting
• Understanding account billing details in a portfolio
• How to create and manage multiple accounts