Helping Klipfolio customers get the latest and greatest PowerMetrics features

Hey all you longtime Klipfolio customers! Did you know you might be missing out on the best of what PowerMetrics has to offer? We’ve been busy adding amazing new features to PowerMetrics that some of our Klipfolio customers can only access if they migrate over to our latest version.

If this applies to you, you’re using an up-to-date version of Klips combined with an older, limited version of PowerMetrics. After migrating, you’ll still enjoy the best of Klips but will also be able to get the latest, feature-rich version of PowerMetrics.

Does this apply to me?

Check the left navigation sidebar in Klipfolio Klips - if you see Users listed there, then this article is for you.

Note: After migrating, you’ll still be able to add PowerMetrics visualizations to your Klips dashboards. There'll be no price increase and no impact to your existing dashboards, Klips, data sources, or metrics.

What new features will I get when I migrate?

When you move to our latest version, you’ll retain all of your existing data sources, Klips, and metrics, plus you’ll get access to all of these awesome new features:

More instant metrics for more data services

Our instant metrics have evolved - they’re faster, more reliable, and provide more dimensionality than ever before. Not only have we improved our instant metrics, we’ve also added way more of them!

New services with instant metrics - After migrating you’ll get instant metrics for all of these additional, new services: Google Ads, Google Analytics 4, HubSpot v 3, LinkedIn Ads, QuickBooks, Stripe, Twitter Ads, Xero, and Zendesk.

More instant metrics for existing services - We’ve been busy adding instant metrics to our most popular services!

Here are just a few examples:

Service

# of instant metrics before migration

# of instant metrics after migration

Google Analytics (Universal Analytics) 17 26
Google Analytics 4 0 27
Facebook 8 20
HubSpot v2 20 48
HubSpot v3 0 16
Mailchimp 7

40

YouTube 1 24
Salesforce 2 12

 

New custom metric and data source building tool

Our query builder is a simplified yet powerful tool for creating custom metrics and data sources for our most popular services. It’s a perfect solution when our instant metrics don’t quite match what you’re looking for.

Seamless interaction with MetricHQ

Explore and connect to the world’s largest curated collection of metric definitions and templates at MetricHQ. Select the metric you want to track, connect to your service account, and the instant metric is immediately added to your PowerMetrics account.

Preview and download dashboards as PDFs

Preview and download your favourite dashboards as PDFs and keep everyone informed with access to a digital or printed copy of your data. This feature is available to our Plus, Pro, and Custom PowerMetrics plans.

New centralized account admin section

Manage your Klipfolio account quickly and easily with our new centralized account admin section. Experience the convenience of unified product management by accessing account settings for Klips and PowerMetrics in one place. We’ve also added shortcuts for the actions you perform most.

More flexible roles and permissions and new method for adding users

We’ve streamlined roles and permissions to make it easier for you to add users to your account. We’ve also updated the way you invite users into your account. The new design means you can invite multiple users and set their roles and permissions in one simple action. All you need is their email address.

Set duration as a format type in the modeller

In addition to text, number, percentage, currency, and date, you’ll be able to assign duration as a format type to columns in the modeller and select it as a value when building custom metrics.

Access to the Targets, Alerts, and Notifications feature - Coming soon!

You’ll receive regular product updates and early access to new features, like the upcoming Targets, Alerts, and Notifications Centre. We’ll be releasing this exciting new feature soon (BETA coming early in 2022).

 

After the Upgrade

If you have received a message that your account has been upgraded, you are ready to start exploring the new features. You will see the new features when you log into your account. If you have logged in and do not see the new features, your current session might need to be forced to end. You can do this by clicking this logout link: https://app.klipfolio.com/users/logout or

  • Close your browser, and then relaunch and log back into Klipfolio
  • Clear your Klipfolio cookie in your browser

If you run into any issues, or are not sure if the new features have been turned on, please contact support@klipfolio.com 

 

How do I migrate?

To find out if you’re eligible, contact us at success@klipfolio.com.

Have more questions? Submit a request