Set up klaviyo x Insureful

We can learn about how to set up Klaviyo.

Note: You cannot enable both templates at the same time; you can either select in-app templates or Klaviyo templates.

Step 1: Go to the Insureful app and click on Email Templates.

These are the in-app templates, which you can get by default.

Step 2: Connect with Klaviyo.

Step 3: Log in to Klaviyo.

• Go to the Klaviyo site and log in with your email and register your store.

Step 4: Build the API key.

• Go to settings and then go to API keys.

Step 5: Create private API keys.

• Name your API key.

• Click on the Full Access key.

Step 6: Copy your private key and paste it in the Insureful app's email template section.

Step 7: Now create a flow.

• Click on build your own. (You will get direct build-your-own if you are a new user.)

Step 8: Name the flow.

• Click on the create flow.

Step 9: Go to your matrix and select your API.

Step 10: In the flow, attach the email from the actions.

• You can drag and drop from the left in your flow as your email action.

Step 11: Set up the email.

• Click on the Skip recently emailed profiles.

• After clicking that, the receiver does not get continuous mail. If you want to give constant mail daily, then check that button.

Step 12: Select the template.

• You can select default templates given by Klaviyo.

• If you want to build your own, you can create that too.

• If you want to create your own, you can do it too.

• You can edit your template from here and fully customize it.

Step 13: Select and save.

• After selecting the template, click on save.

• You can also set the email name to static or dynamic.

After doing every setup, click on save.

Step 14: You will see your process and flow here.

• You can create multiple flows here.

• You can also make changes in the flow by clicking the edit button.

• You can also monitor which flow is live and which is not currently.