Agency Features

Agency plan accounts get a dedicated set of tools for managing multiple client Klaviyo accounts from a single ListGuard workspace. Agency features are accessible from the Agency section in the sidebar.

Client Accounts dashboard

The Agency dashboard (/agency) gives you a high-level health overview of all connected client workspaces.

Aggregate stats

The top row shows totals across all clients:

Health score

Each client card displays a health score from 0–100. The score is calculated from:

• Cold profile % — profiles with low engagement relative to total active profiles
• Dead profile % — fully unengaged profiles (heavier penalty)
• Sync staleness — no sync in 24+ hours reduces the score
• Klaviyo connection status — a disconnected account drops the score significantly

Client card

Each card shows:

• Profile tier breakdown — a stacked bar with Hot (green), Warm (blue), Cold (amber), and Dead (red) segments
• Savings potential for that client
• Last sync time with a warning if stale
• Quick-action links: View workspace, Suppress, Win-Back

Agency Reports

The Reports page (/agency/reports) aggregates data across all clients with a selectable date range (last 30, 60, or 90 days).

Aggregate metrics

Per-client table

The sortable table shows each client’s individual stats. Click any column header to sort. Health badges (Healthy / Monitor / At risk) make it easy to spot accounts that need attention.

CSV export

Click Export CSV to download the full per-client table as a comma-separated file. The filename includes the selected date range (e.g. agency-report-30d.csv).

Bulk Suppression

The Bulk Suppression page (/agency/bulk-suppression) lets you define suppression rule templates and deploy them to multiple client workspaces at once.

Rule templates

A rule template is a suppression rule definition you can reuse across clients. Templates are stored at the agency level and contain the same condition logic as individual workspace rules:

Conditions use the same operators as workspace rules: equals, greater than, less than, and boolean checks. All conditions in a template are joined with AND logic.

You can optionally enable Exclude cold-but-buying profiles — this prevents the template from suppressing profiles with a recent purchase history regardless of other conditions.

Deploying a template

1. Click Deploy on any template card
2. Choose an action — see Suppress profiles vs. Launch win-back below
3. Select one or more client workspaces (or click Select all connected)
4. If deploying as a win-back: select a Klaviyo flow for each selected workspace. ListGuard fetches the live flow list from each client’s connected Klaviyo account.
5. Choose a schedule:
   • Run once — runs immediately and stops
   • Daily / Weekly / Monthly — runs on a repeating schedule
6. Review the estimated impact (sum of matching profiles across selected workspaces)
7. Click Deploy (or Launch Win-Back)

In both modes, ListGuard creates a [Agency] <template name> suppression rule in each selected client workspace to define the target audience.

Suppress profiles vs. Launch win-back

Win-back mode is the gentler option — profiles get one last chance to re-engage before being removed. Use suppress mode when you want immediate list cleanup without a re-engagement step.

Each workspace can have a different Klaviyo flow. If a workspace has no active flows, you’ll see a warning and need to set one up in Klaviyo first (or use the ListGuard Sunset Flow template).

Run status

Each active run is shown with:

• A Win-Back badge (violet) if the run was deployed in win-back mode, or no badge for suppress mode
• Overall status: Running, Completed, or Cancelled
• Per-workspace breakdown (expandable) with individual workspace status, the selected flow name (win-back mode), and profiles suppressed or enrolled

Managing runs

Team member workspace access

Agency accounts can assign team members to manage specific client workspaces. See Team Members & Roles → Agency workspace assignments for setup instructions.