Get Customer Hub performance metrics delivered via Performance Digest Emails

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You will learn

Learn how to get the most important metrics delivered to your and your teammates' inbox so you can keep up with the key trends without proactively logging in and checking the Customer Hub dashboard. 

Before you begin

You must have the Customer Hub feature enabled to access this dashboard. Learn more about Customer Hub.

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 
  • Number of active accounts 

 

How to set up performance digest emails 

In Klaviyo's main navigation bar, navigate to: Service - Customer Hub - Settings. Scroll down to see "Performance digest emails". 

You can configure: 

  • Frequency: weekly or monthly 
  • Recipients: choose one or many recipients from your account's user list. 
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