How do I set up membership emails to send from Klaviyo?
Connect Klaviyo with Conjured
By default, Conjured Memberships sends all the membership-related emails on your behalf. The emails sent by the app are:
- Welcome Email: This email is sent when a customer purchases a new membership.
- Renewal Reminder Email: This email is sent a few days before the membership renewal is charged.
- Cancelled Membership Email: This email is sent when a membership is cancelled. It is triggered by the member cancelling their own membership, an admin cancelling the membership on behalf of a member, or when the membership is cancelled due to failed charges.
- Failed Charge Email: If you have rebilling attempts enabled, this email is sent when a charge is attempted and fails.
If you would prefer to manage these emails via Klaviyo, you can choose to enable the "Send emails from Klaviyo?" option on the Email Settings tab in your membership. This setting will disable the emails sent by our app.
Once you've done that, head over to the Settings page in Conjured Memberships and make sure Klaviyo integration is turned on and all the events are being logged:
If you need any help finding your Klaviyo API keys, refer to the tutorial Does Conjured Memberships integrate with Klaviyo? for assistance.
Create Klaviyo Email Flows
Once you've finished integrating Klaviyo within Conjured Memberships, you'll need to create Klaviyo Flows to handle your Welcome Email, your Cancellation Email, and your Failed Membership Charge Email. Open Klaviyo, go to the Flows menu item in the left navigation, then click the "Create Flow" button.
Select the "Create from scratch" template option, give your Flow a name, and click "Create Flow" again to continue. Select the "Metric" trigger from the left side:
Then select the metric you'd like to use. Below are the emails and corresponding metrics you should use:
- Welcome Email: Select "Conjured Memberships - Membership Started" as the metric.
- Cancellation Email: Select "Conjured Memberships - Membership Cancelled" as the metric.
- Failed Charge Email: Select "Conjured Memberships - Failed Charge" as the metric.
Once you've selected your trigger metric, and set any filters you'd like, click "Done" at the bottom of the left side of the screen. Next, select the "Email" action, and drag it under your trigger in the flow chart:
Clicking on the flow chart box (where it says Email #1 in the screenshot above) lets you customize the email. Once you're finished customizing the email, make sure the "Send Status" of your email is set to send, and click "Save & Exit" in the top right of your screen. Your flow should be active and will send your email to customers matching your trigger event going forward.
Add Conjured Variables to Klaviyo emails
Once you're finished setting up your email templates, you may include some of the basic variables that our app brings with each event trigger. For instance, a Membership Started event will include the membership and tier names that can be added to the email text.
While editing your templates, you can include some variables associated with the Conjured events. To find those variables, you can go to "Preview & test" at the top right corner, then click "Event" and choose Conjured events; you'll then be able to copy the events variables from the Event Properties tab.
You must include the variables by pasting them anywhere you need them in your content. And they will populate the properties associated with the campaign and tier chosen by the member.
Klaviyo templates on Conjured Emails
Alternatively, if you like Klaviyo emails but would rather send the emails from Conjured to keep them centralized, you may also just create templates on Klaviyo and install them into Conjured templates.
Just make sure that you include the variables in the same way that you include them in the unstyled emails. You can find those variables on the side of each email in the Conjured settings.
This, of course, doesn’t require any integrations. You may check this article to learn How to export the HTML for an email template from Klaviyo.