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Marketing Activity Performance
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Client View
Create a read-only link to share a performance snapshot with a client. They open it in any browser, no login needed. You choose what they see and when it expires. The report shows data for the account selected at the top of the dashboard.
Create a shareable link
Generates a unique link for the currently selected account.
Active links
Anyone with a live link can view the report. Revoke to disable it instantly.
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Email Planning
Plan your month, add a brief to each date, and leave notes and files your team can see.
Countdown Timers
Create an animated countdown and drop it into any email as an image. It renders live from the current time each time the email is opened.
Reports
Period-based comparisons across campaigns, flows, and store revenue
Period
Tools
Hands-on utilities for building, slicing, and sending better email
Email tools
Data Feeder
Turn your campaigns and flow emails into screenshots the AI assistants can actually see, so their feedback is grounded in real design and copy.
Email Slicer
Slice a finished email into clean, reusable content sections you can rearrange and drop into new builds.
Template Creator
Build reusable, on-brand email templates so future campaigns start from a polished base instead of blank.
Beta
Countdown Timer
Animated countdown GIFs for your emails. Fixed deadline or evergreen, with custom fonts, colors, and timezone.
Reporting & sharing
Win Cards
Auto-built, branded stat cards that prove each result is a win. Download as images for LinkedIn, Slack, or client updates.
Swipe File
A browsable gallery of every fed email for this account, split by campaigns and flows. New sends are added automatically every hour.
Customer Value
Lifecycle stages, buyer depth, and spend tiers from Omnisend, measured daily.
Lifecycle Trends
How this store's customers are moving between lifecycle stages, buyer depth, and spend tiers. One point per daily measurement.
Automation Analyzer
Every automation email ranked by what it earns, with decay and underperformance flags from weekly Omnisend stats.
Competitor Research BETA
The competitors of the active account: their emails archived and labeled by brand, with sending cadence. Each account keeps its own list and archive.
Comparison Tracker
Compare any two flows or campaigns side by side over the date ranges you choose, or take a single flow you've updated and measure before versus after. Add as many cards as you want to track different comparisons.
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Data Assistant
Quick answers about your campaigns, flows, and account data
Each message uses 1 credit · Balance: —
📊
Ask me anything about your data
Fast, factual answers — best for "what", "which", "how many" questions.
Creative Strategist
Subject lines, email copy, and campaign ideas — grounded in your brand's voice
Each message uses 2 credits · Balance: —
⚡
Let's create something new
Get subject line variants, copy ideas, and campaign concepts that match your brand.
Personal Analyst
Deep analysis and strategic recommendations for your email program
Each message uses 15 credits · Balance: —
🧠
Let's analyze your performance
Best for strategic questions, deep analysis, and actionable recommendations.
Flow Setter
Set up standard e-commerce flows in this account's Klaviyo with one click — trigger and profile filters preconfigured. Flows are created as drafts with the full structure (waits + placeholder emails); you design the email content in Klaviyo and turn them live.
Lazy Mode
Check the flows you want and how many emails each. Lazy Mode plans the delays, writes every email, designs every email, fixes the links, and sets everything up in Klaviyo as drafts — one flow after another. No input needed after you press start.
Copywriter
Full email copy written in your brand's proven voice — pick a structure, and we write subject options plus body copy for every section, grounded in what actually performs for this list.
Generate uses 12 credits · Balance: —
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Write the email
Tell us what this email is for, pick a structure, and we'll write the full copy — subject options plus body for every section — in your brand voice.
Email structure
AI Data Feeder
Turn your campaigns and flow emails into screenshots the AI assistants can actually see. Once fed, the assistants can analyze real design, layout, and copy, not just the numbers, so feedback is grounded in what your emails actually look like.
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Email preview
Attach an email
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Email Designer
Brand profile, design workspace, and your saved emails.
New design
Title, price, description and images are pulled automatically. Leave empty for a text-only email.
Saved designs
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Generate a design or open a saved one to preview it here.
Email Slicer
Upload a finished email design as one tall image. It gets sliced into sections automatically. Adjust the cuts, split any slice into equal columns, then download all the pieces as PNGs or upload them straight to your Klaviyo image library.
Template Creator
Upload a finished email design as one tall image, slice it into sections, give each slice a link, then save it straight to Klaviyo as a template or a ready-to-send draft campaign with your audience.
Heat Map
Email engagement patterns by day and hour
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Deliverability
Sender reputation, authentication, and bounce/spam/unsub health
Click → Purchase Latency
How quickly do email clickers convert to buyers? Bucket each order by time-since-last-click.
Select a timeframe and click Refresh
Subscriber Health
Daily snapshots of list growth, churn, and deliverability trends
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Audience Builder
Pull profiles who opened or clicked an email during a specific time window. Opens count real opens only (Apple MPP and other machine opens are excluded); clicks come from your campaign click history. Pushes them into a new Klaviyo list, ready to use in your next campaign.
1. What did they do?
Opens use verified human opens only. Clicks are the stronger signal, and every click is a person.
2. When did they engage?
Time-of-day in your account's local timezone. Pick one window.
3. Time window
We look at engagement over the last 7 days, across every day of the week.
Customize list name (optional)
4. Where should it go?
Updating keeps the same list id, so campaigns and flows already pointing at it stay wired up.
How it works: Creates a list in your Klaviyo (static snapshot, not a live segment). The list is created instantly, then we add matching profiles in the background — typically 1-3 minutes for big accounts. Refresh Klaviyo to watch the count grow. For opens we count real human opens only: Apple Mail Privacy Protection and other machine opens are excluded, since those fire at a time the mailbox picks rather than when the person actually opened. For clicks we use your campaign click history; every click is a person, so nothing needs excluding.
A/B Testing
Every A/B test for this account with the winning variant called out. Opens, clicks, orders, and revenue per variant; winners decided by revenue first, then clicks, then opens.
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A/B Testing
Pool every variation across the tests in a folder or tag and see the recipient-weighted aggregate, plus a head to head win tally so one large send cannot pass for the verdict.
Folders & tags
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Pick a folder or tag on the left to compare its tests.
Add tests to folders from the Archive tab using the checkboxes.
A/B Testing
Statistical confidence in your A/B test winners. We run a two-proportion z-test on conversion rate (conversions / opens) between the declared winner and the runner-up. 95% confidence = real difference. Below that = probably noise.
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A/B Testing
Insights discovered across all your A/B tests in the last 120 days. Findings update daily. Minimum 3 tests with winners required to surface a finding.
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Repeat Purchase Timing
For every customer with at least 2 orders, the gap (in days) between their first and second purchase. The peaks tell you when to fire win-back flows.
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Win Cards
Branded stat cards for LinkedIn, Slack, or client updates. Pick a win, download as an image.
Finding this account's wins…
Coupon Codes
Which codes your customers redeem, and which flow emails drive them.
CAC and LTV
Enter what you spent on ads. Everything else comes from this account's own order history.
Weekly Briefing
An AI recap of last week versus the week before, written from this account's own data. New every Monday.
Swipe File
Every fed email for this account, as a browsable gallery. The auto feed adds new sends every hour.
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Buying Patterns
When this account's customers actually place orders: day of month, weekday and season, from real order history. Paydays, the 15th and tax season, tested against the data.
First Purchase Journey
Which product people buy first, what they come back for, and how many turn into repeat or subscription customers.
Email Frequency Sweet Spot
For every order, how many emails did that customer receive in the 30 days before they bought? The peak tells you what cadence drives purchases for your list.
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Under Construction 🛠
Features in the roadmap. These aren't live yet but they're on the way. If any of them sound essential to your workflow, let us know — it helps prioritize.
Soon
Email Designer
Generate email-safe HTML mockups grounded in your brand voice and store assets. AI-powered drafting.
Soon
Click-Through Velocity
When a campaign sends, what's the click-through curve over 24 hours? See which campaigns front-load vs have a long tail. Optimize follow-up timing.
Soon
Engagement Decay Detection
Catch subscribers whose behavior is CHANGING — used to open consistently, dropping off now. Different from "haven't opened in 90 days" — this is early warning, not aftermath.
Soon
Profile Quality Score
Composite score per subscriber: clicks per email, time since last engagement, open-to-click ratio. Sortable, filterable. Makes Auto List Clean smarter and surfaces who's actually valuable.
Billing & Plans
Manage your subscription, change plans, view payment history
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Integrations
Manage your active account settings
User Feedback Admin
Bug reports, feature requests, and general feedback from users
Cross-Account Dedup Admin
Refresh the TBS regional exclude lists before sending a campaign
Flow Scheduler
Turn an individual flow email on or off at a chosen date & time
Scheduled
Every scheduled flow-email toggle and its status
Account Scheduler
Schedule a flow email on/off for any account — pick the account here
Flow Control
Turn whole flows on or off — live, manual, or draft — right now
Flow Audit
Coverage and configuration health for this account’s flows
Account Health Admin
Real per-table freshness across every account. Spot stale data before clients do.
Anomaly Detector
Flows & campaigns behaving abnormally for this account — catch problems before clients do.
Flow Crawler
How each live flow is built — trigger, filters, and full branch structure, straight from Klaviyo.
AI Flow Analyzer
AI reads every live flow's trigger, filters, and structure, then flags flows that conflict — overlapping triggers, audience overlap, timing collisions, redundancy.
30 credits
Campaign Planning
A complete 30-day campaign plan built from this account's real results: what worked, who to send to, and 12 ready-to-brief campaigns.
40 credits
Sync Runs Admin
Per-phase log of every sync. Filter by account or status to debug a run.
Paid Users ADMIN
Active and past subscriptions across Lemon Squeezy and PayPal.
Ops ADMIN
One queue for bugs, builds, verifications, support, and marketing. Shared with Claude.
Signups ADMIN
Everyone who signed up, where from, and free-trial status.
Meta Ad Reporting ADMIN
Upload Meta Ads Manager CSVs (Breakdown → By Day) to accumulate a history per brand, then aggregate over any timeframe.
No Meta data stored for this brand yet
Export from Ads Manager with Breakdown → By Day at the level you want (Campaign, Ad set, or Ad), then upload. Each upload accumulates — re-uploading an overlapping window safely replaces those days. Add an Ad Set ID column to make identity rename-proof (optional).
Retention Overview
Every retention dashboard's headline in one place. Click any card to open the full deep dive.
Retention Report AI
A plain-language reading of this account's retention, written from the real figures behind the Cohort, Repeat, Churn, Replenishment, and RFM dashboards. Grounded in your own numbers, no invented benchmarks.
Replenishment
For repeat buyers, each customer’s next order is predicted from their own average gap between orders. See who is due now, due soon, or overdue, and the lifetime value sitting in each window. Best for consumables and anything bought on a cycle.
RFM Movement
How your RFM segment sizes change over time. Each line is a segment; watch Champions and Loyal climb while At Risk and Lost shrink to know retention is working. A snapshot is taken every night, so this view fills in over the coming days.
Cohort Retention
Group customers by the month of their first order, then track the share who keep buying in each month that follows. Reading down a column shows whether newer cohorts retain better than older ones.
Repeat & Churn Rates
The headline retention numbers for this account, computed from full order history: repeat rate, one-time-buyer share, orders per customer, time to second order, and the value gap between one-time and repeat buyers.
Churn Risk Radar
Every repeat customer measured against their own buying rhythm. Someone who normally orders every 40 days and is now 100 days out is drifting. See who is due, at risk, and lapsed, with the revenue at stake.
Customer RFM
Every customer scored 1–5 on Recency, Frequency, and Monetary value from this account's order history, then grouped into segments you can act on. Computed nightly.
Top Products
Best-selling products over the last 30 days. Refreshed daily.
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Time to First Purchase
How long it takes to make a first purchase after key activities — subscribing, viewing a product, browsing, or starting checkout.
Subject Line Leaderboard
Rank subject lines by performance and see which patterns move your audience.
Discount Dependency
How much campaign revenue rides on discounts — and whether that's climbing.
Subject Word Insights
Which words in your subject lines lift performance for your audience.
Subscriber LTV Curve
Cumulative revenue per subscriber by months since first order. Find where cohorts go cold and time re-engagement.
Cumulative LTV per subscriber
Triangle-corrected · only cohorts aged to each month count toward that point
How to read this
Each point is the average cumulative revenue a subscriber has generated by that many months after their first order.
Triangle-corrected means a given month only averages cohorts old enough to have actually reached it — so a cohort that's only 3 months old never drags down the month-12 number.
The solid line is reliable; the faded dashed tail isn't. Out there only your few oldest cohorts have aged that far, so a steep late jump is usually a small-sample artifact, not real LTV acceleration. Trust the curve through the last confident month.
Cold inflection marks where each extra month stops adding much revenue per subscriber — cohorts are cooling off, making it a natural point to trigger win-back / re-engagement.
New vs returning revenue
Share of revenue from first-time buyers (their lifetime-first order) vs returning customers, account-wide. A per-campaign version is coming later.
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Channel attribution overlay
Klaviyo-attributed revenue by channel (aggregate, account-level). Sourced from synced campaign + flow values — not joinable to individual cohorts, shown here as context for what's driving revenue.
Agency Dashboard
Revenue across all your clients. Each client shows in its own currency.
CSV → Klaviyo Events
Upload a CSV and fire one event per row into this account's Klaviyo.
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Watchers
Watchers check Gmail every ~5 minutes for matching messages and process any new ones automatically.
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Auto Gmail History
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