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Client Management
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Client Management

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Client templates - Ability to mass apply client templates to existing clients
User needs to be able to apply client template to existing clients, 500 at once, without creating new clients - ability to add to and/ or overwrite existing clients.
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Client Management
Reports - Option to attach PDF reports to emails, instead of a web-based links
4
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Client emails
Client Permissions - Limit the date range a client user can access
Use case: an agency would like to give their client access only to last year's data, but not previous data.
0
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Client Management
Reports - Option to set the "Reply to" email address in account settings
Option to choose reply to emails in campaign settings
0
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Client Messaging
User Management - Allow to use the same email for multiple accounts.
So users won't have to resort to the email alias workaround.
0
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Client Management
White Label - Ability to customize report URLs
Request to have a custom URL for the report links (white label URL).
0
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White Label
Klaviyo - Add Open Rate & Click Rate to multiple campaign view
Currently Open Rate is limited to being able to be set on a per-campaign basis. The customer would like to be able to view open rate for multiple campaigns at once.
0
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Client Management
Tasks - Ability for client users to create tasks
User is using dashboards as a "help center" for their clients and they would like for the clients to be able to set tasks for the agency - including questions that need to be answered, updates to be made, etc.
0
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Tasks
Client Permissions - Allow clients to edit custom dashboards
Currently, clients can only share dashboards, but not edit them.
0
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Client Management
User Management - Allow switching users between client and staff roles
Ability to switch users from client to staff vice versa
3
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Client Management
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