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Configuring with Klaviyo for BrazeAI Decisioning Studio™ Go

Set up a placeholder template and a flow in Klaviyo to trigger activations through BrazeAI Decisioning Studio™ Go.

Before creating a flow in Klaviyo, you must have the following details from your BrazeAI Decisioning Studio™ Go portal to reference:

  • Flow name
  • Trigger event name

Creating a placeholder template in Klaviyo

BrazeAI Decisioning Studio™ Go imports templates that are associated with existing flows in your Klaviyo account. To use a template that isn’t associated with any flows, you can create a placeholder flow containing the templates you’d like to use. The flow can be left as a draft; it doesn’t need to be live.

Step 1: Set up your flow

  1. In Klaviyo, select Flows.
  2. Select Create flow > Create From Scratch.
  3. Give the placeholder Flow a name you’ll recognize, then select Create Flow.

A Flow named "OFE Placeholder Flow".

  1. Select any trigger, then save the flow.
  2. Select Confirm and save.

Step 2: Create the placeholder template

Next, create the placeholder template:

  1. Drag and drop an Email node after the Trigger.

A Flow with a Trigger node followed by an Email node.

  1. In the Email node, select Select template.
  2. Then, choose the template to use and select Use template.
  3. Select Save > Done.
  4. (Optional) To add more templates to be used in BrazeAI Decisioning Studio™ Go, add another Email node and repeat steps 2–4.
  5. Leave all emails in Draft mode and exit the Flow.

In the BrazeAI Decisioning Studio™ Go portal, your templates should be selectable under your placeholder flow.

An example of a placeholder Klaviyo template in the Decisioning Studio Go portal.

Creating a flow in Klaviyo

Step 1: Set up the flow

  1. In Klaviyo, select Flows > Create flow.
  2. Select Build your own.
  3. For Name, enter the flow name from your BrazeAI Decisioning Studio™ Go portal. Then, select Create manually.

The option "Create manually" selected for an example flow.

  1. Select the trigger.
  2. Match the metric name to the trigger event name from your BrazeAI Decisioning Studio™ Go portal.

An example metric name that matches the trigger event name "OFE_TEST_CASE_API_EVENT_TRIGGER".

  1. Select Save.

Step 2: Add an email to your flow

  1. Drag and drop an Email node after the Trigger node.
  2. In the Email details, select Select template.

"Select template" option in the "Email details" section.

  1. Find and select your base template. You can search for your template by the template name in the Resources to use section of the BrazeAI Decisioning Studio™ Go portal.

An example base template in Klaviyo.

  1. Select Use template > Save.
  2. For the Subject line, enter {{event.SubjectLine}}.
  3. For Sender name and Sender email address, enter the details you’d like to use.

An example subject line, sender name, and sender email address for "Email 1".

  1. Select Done.
  2. Unselect the Skip recently emailed profiles checkbox, then select Save.
  3. In the email node, update the mode from Draft to Live.

The Klaviyo flow editor showing a Trigger node connected to an Email node.

You’re all set! You can now trigger activations through BrazeAI Decisioning Studio™ Go.

Step 3: Add a trigger split to your flow

  1. Drag and drop a Trigger split node after the Trigger node.
  2. Select the Trigger split node and set the Dimension to EmailTemplateID.

Klaviyo flow diagram showing a Trigger node feeding a Trigger split configured with Dimension EmailTemplateID.

Step 3.1: Add your email template

  1. In the BrazeAI Decisioning Studio™ Go portal, find the Email Template ID for your first template under the Resources to use section. Enter the Email Template ID for the Dimension field, then select Save.
  2. Drag and drop an Email node to the Yes branch of the Trigger split.

A Klaviyo flow with a Trigger split node, which has a Yes branch leading to an Email node and a No branch connecting to another Trigger split.

  1. In the Email details, select Select template.
  2. Find and select your base template. You can search for your template by the base template name in the Resources to use section of the BrazeAI Decisioning Studio™ Go portal.
  3. Select Use template > Save.
  4. For the Subject line, enter {{event.SubjectLine}}.
  5. For Sender name and Sender email address, enter the details you’d like to use.

A selected email template and fields for the subject line, sender name, and sender email address.

  1. Select Done.
  2. Unselect the Skip recently emailed profiles checkbox, then select Save.
  3. In the email node, update the mode from Draft to Live.

Step 3.2: Add a new trigger split

Next, create a new Trigger split and Email node for each additional base template your experimenter will use.

  1. Drag and drop another Trigger split node into the No branch of the previous Trigger split node.
  2. Set the Dimension to EmailTemplateID and fill in the Dimension value with the Email Template ID of the base template you’re setting up.
  3. Select Save.

Diagram of a Klaviyo flow editor showing a Trigger node leading into a Trigger split. The Trigger split has a Yes branch that leads to an Email node and a No branch that connects to another Trigger split which leads to additional Email nodes.

  1. Drag and drop an Email node in the Yes branch of your new trigger split.
  2. Repeat steps 1-5 in Step 3.1 to select the corresponding template.
  3. Set the Subject line to {{event.SubjectLine}}, and uncheck the Skip recently emailed profiles checkbox.
  4. Repeat this process until you have one Trigger split node and one Email node for each base template your experimenter is using. Your last Trigger split should have nothing in the “No” branch.

A Klaviyo flow with multiple Trigger split nodes that branch to multiple Email nodes.

  1. In each of your Email nodes, update the mode from Draft to Live.

The option to update the node status to "Live".

You’re all set! You can now trigger activations through BrazeAI Decisioning Studio™ Go.
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