Get Customer Hub performance metrics delivered via Performance Digest Emails

You will learn

Learn how to get Customer Hub performance metrics delivered to your inbox and your teammates' inboxes so you can follow trends without opening the Customer Hub dashboard.

Before you begin

You must have the Customer Hub feature enabled to set up performance digest emails. You also need permission to edit Customer Hub settings. Learn more about Customer Hub.

To receive digest emails, you need an active Customer Hub trial or a paid plan that includes Customer Hub personalization. Digests begin after Klaviyo reports your first week of Customer Hub attributed revenue.

Performance digest email content

The performance digest email contains a subset of metrics shown on the Customer Hub dashboard.

• Customer Hub attributed revenue
• Number of service interactions, including coupons applied, order tracking, returns started, help-button clicks, and content-block clicks. Web chat conversations started are not included in the digest's count.
• Number of active accounts

How to set up performance digest emails

Navigate to Website > Customer Hub > Settings in Klaviyo, then scroll to Performance digest emails.

1. Turn on the Performance digest emails toggle if it is off.
2. Select on a weekly basis or on a monthly basis to choose how often to receive the digest.
3. Under Email notifications to, select 1 or more users from your Klaviyo account.
4. Click Save to apply your settings.

To stop digest emails for all recipients, turn off Performance digest emails and click Save.