Klipfolio Partner Program

Here’s a breakdown of some of the key features our partners love. Whether you manage a few client accounts, or hundreds, Klipfolio’s a platform that will scale with your business:

Adding and Managing Clients

Klipfolio provides you with all the tools you need to efficiently add and manage client accounts.

Client Admin Console

• Easily add new client accounts with the click of a button
• Sign in to client accounts as an Admin, to easily view and import data visualizations, dashboards and data sources

Templates and Client Level Properties

• Quickly clone dashboard templates with the IMPORT feature so you don’t have to start from scratch when you want to create similar dashboards for multiple clients
• Use company property features to create variables for clients associated with their Profile IDs or API Keys etc., to save time connecting or referencing their data

Task and process automation with Klipfolio’s API

For users comfortable with APIs and writing scripts, you can automate a variety of tasks and processes like adding users, sharing content, creating data sources etc. The result can be a quick and streamlined process for onboarding new clients, with a set flow of information and content.

White Labelling, Domain Aliasing and CSS

Make Klipfolio look and feel like it was created by your company with these features:

White Labelling

White Labelling enables you to remove Klipfolio’s name and brand form the user interface. You can also change key terminology in the applications such as “Klip” and “Dashboard”, as well as customize the email address from which messages and notifications are sent to users.

Domain Aliasing

Don’t want your clients logging into their dashboards at app.klipfolio.com? No problem, Domain Aliasing allows you to direct your clients to any domain you specify to login (Note: Domain Aliasing requires that your domain has an SSL Certificate).

Custom Theming

Upload CSS and Javascript files to take the customization of your dashboards to an entirely new level.

Sharing and Publishing

Whether you want to give your clients on-demand access to the dashboards you create, automate dashboard reporting, or send out a client report on an ad hoc basis, there’s an option that will make sharing with clients easy for you.

User Access Controls

As the administrator of a client account, you can grant client users access to their account, and help set different rights and privileges (exp. view only, view/edit) for different types of users.

Private Links

You can also share dashboards with clients by publishing Private Links. Private Links are dashboard urls that can be shared with or without a password, with the people or groups that you choose. A private link supports up to 100 concurrent connections (either individuals or TVs) and is not indexed by search engines.

Email Reports

You can schedule regular email snapshots of individual data visualizations or entire dashboards, and you can schedule emails to be sent to specific people, at specific times. These reports can be generated in PDF or Image format.

Slack

If you’re communicating with clients via Slack, you can quickly share data visualizations with individual Slack users, or an entire Slack Channel.

Embedding

You can easily embed data visualizations into an HTML page or host application in such as way that it appears seamless to the end user.

Account & Billing Management

As a Klipfolio Partner you are given a Master Account which allows you to create and manage Klipfolio accounts for your clients, including trial accounts. Paying customers can be billed by you or by Klipfolio, as you specify.

Set up trial accounts for clients

As a Partner you have the ability to create a free trial for a client lasting up to 28 days, so you can show clients the value of dashboards before they’re billed.

Bill your clients directly or indirectly

• Directly: add charges for Klipfolio dashboards to bills for other services your company provides, and choose your own price and margins
• Indirectly: choose to have Klipfolio manage client billing, saving you the time and effort.