# 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.

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.