If campaigns and flows are built by remote marketers, how do you handle documentation and ownership in Klaviyo? We’re working with email specialists sourced via a remote recruitment agency like Crew Bloom and trying to keep things organized long-term.
Solved
Flow ownership when campaigns are handled by remote teams
Best answer by Byrne C
Hi
I wanted to chime in and make you aware of the Flow History for each flow in your account. It functions as a change log, and shows a timeline of what changed, with timestamps, and the user to make that change. You can find the flow history by clicking “Manage flow” in the top right, and then “View flow history.”
Additionally, we just released the Activity Logger, which is currently in beta, which gives you visibility into all actions in your account. Take a look at our help article here, that explains this new feature: Understanding the activity logger (beta).
+17
Thanks for the clarification, @whereisjad! Yes, we’re mainly looking to track changes, timestamps, and maintain ownership, especially since our remote marketers are using their own logins.
We’ve also been exploring how other teams handle this with support from a remote recruitment agency to streamline onboarding and documentation. Any tips on keeping everything organized long-term would be super helpful!
+17
+28Hi
I wanted to chime in and make you aware of the Flow History for each flow in your account. It functions as a change log, and shows a timeline of what changed, with timestamps, and the user to make that change. You can find the flow history by clicking “Manage flow” in the top right, and then “View flow history.”
Additionally, we just released the Activity Logger, which is currently in beta, which gives you visibility into all actions in your account. Take a look at our help article here, that explains this new feature: Understanding the activity logger (beta).
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