> For the complete documentation index, see [llms.txt](https://docs.centousapps.com/insureful/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.centousapps.com/insureful/app-set-up/email-templates/set-up-klaviyo-x-insureful.md).

# Set up klaviyo x Insureful

#### 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.

<figure><img src="/files/tmiKUTG4VutZOmD6h8mE" alt=""><figcaption></figcaption></figure>

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

#### **Step 2: Connect with Klaviyo.**

<figure><img src="/files/N4kPEq6gDt3sEsIHiFNb" alt=""><figcaption></figcaption></figure>

#### **Step 3: Log in to Klaviyo.**

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

<figure><img src="/files/aOv5eCTnBi7JDZSin9Uf" alt=""><figcaption></figcaption></figure>

#### **Step 4: Build the API key.**

* Go to settings and then go to API keys.

<figure><img src="/files/QEyZ0TcbnYNYE0183UYO" alt=""><figcaption></figcaption></figure>

#### **Step 5: Create private API keys.**

* Name your API key.
* Click on the Full Access key.

<figure><img src="/files/2PsyDzionp1uYCcetbRv" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/lshbbMOeOj2h2CWN1b7O" alt=""><figcaption></figcaption></figure>

#### **Step 7: Now create a flow.**

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

<figure><img src="/files/ZoZdsfdJz9mFbtnkXVEV" alt=""><figcaption></figcaption></figure>

#### **Step 8: Name the flow.**&#x20;

* Click on the create flow.

<figure><img src="/files/bI4M8gNDuzJ2HpuQMxwP" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/tbS1a1a8oaEMannr9sYa" alt=""><figcaption></figcaption></figure>

#### **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.

<figure><img src="/files/KKZcMhSEwjIuPH9PeGoP" alt=""><figcaption></figcaption></figure>

#### **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.

<figure><img src="/files/ERn0pF0HXwpqCM4BM2Dm" alt=""><figcaption></figcaption></figure>

#### **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.

<figure><img src="/files/pix9hwMNYVrvYV3k0wmh" alt=""><figcaption></figcaption></figure>

* If you want to create your own, you can do it too.
* You can edit your template from here and fully customize it.

<figure><img src="/files/8NA51xqzmZECmh6A7mm2" alt=""><figcaption></figcaption></figure>

#### **Step 13: Select and save.**

* After selecting the template, click on save.
* You can also set the email name to static or dynamic.

Here are the parameters that you need to set up.

* {{event.customer\_name}}
* {{event.order\_no}}
* {{event.status}}
* {{event.subject}}

<figure><img src="/files/Gl3590gEMkBErOj0mv6J" alt=""><figcaption></figcaption></figure>

After doing every setup, click on save.

<figure><img src="/files/VSaaiIet6NQ3EaOT0s20" alt=""><figcaption></figcaption></figure>

#### **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.

<figure><img src="/files/pvCqfzyT7neUhGbjJH0g" alt=""><figcaption></figcaption></figure>


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.centousapps.com/insureful/app-set-up/email-templates/set-up-klaviyo-x-insureful.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.