Klipfolio for Marketing Agencies

1

Showcase ROI in real-time

You’re used to demonstrating ROI with periodic client reports that are retrospective, and take a lot of time and effort to compile. Partnering with Klipfolio enables you to provide your clients with transparent access to the metrics that matter most to them, when and where they want them. This will increase real and perceived value and enhance trust.

2

Save days of effort by replacing manual reporting processes with automated ones

Your team spends countless hours each month manually pulling together data from a variety of sources, and compiling client reports.

Partnering with Klipfolio lets you automate that entire process. Deliver interactive performance dashboards in real-time or submit PDF dashboard reports at the push of a button. You’ll save time and deliver a better client experience.

In fact, our partners love Klipfolio dashboards so much that they use them for their internal reporting too.

3

Impress your clients and improve your performance with dashboards that integrate all your campaign data

With Klipfolio, agency partners are empowered with the freedom and flexibility to connect their dashboards to a wide variety of data sources in real-time, so you don’t have go to ten places to get one answer (and neither do your clients).

You’ll also have the ability to aggregate or ‘mash-up’ data streams to see insights on your dashboards instantly, which will help you continually optimize integrated campaigns.

Klipfolio supports dashboard integrations with over 100 popular cloud applications including Facebook, Twitter, Moz, SalesForce, Marketo, Google Analytics, Google Adwords, Quintly, Bitly, Xero, Hubspot, Talkwalker and more. Connecting your dashboards to your own databases and servers is also possible. Learn more about our data source integrations here.

4

Dashboard reports your clients will love, any way you want them

• Create branded PDF reports for your clients
• Schedule recurring email reports based on live dashboards
• Share links to live versions of client dashboards
• Provide direct access to the dashboard by giving each client a dedicated login

5

Change the look and feel of your client dashboards to reflect and promote your brand

Agency partner dashboards and the reports generated by them are completely customizable. Add your logo and taglines to your dashboard, stylize individual Klips and automated dashboard reports, or refine the look and feel of your dashboards at a more granular level with custom CSS.

6

Manage all your clients in a single dashboard account

As a Klipfolio agency partner, you get access to our dashboard management hub. This lets you manage multiple client accounts in a single place. More importantly, it allows each of your clients to have their own dashboard.

• Set up client accounts in just a few clicks
• Manage access rights to dashboards
• Set up demo accounts for prospective clients