Trigger Klaviyo emails & SMS messages

when integrated with klaviyo, roster allows brands to leverage klaviyo's robust messaging capabilities by setting up klaviyo flows in response to specific events in roster these events include ambassadors being added to programs, invited to campaigns and actions, and unlocking milestones to facilitate creating flows in klaviyo, upon connecting klaviyo to roster, roster creates a dummy profile in the brand's klaviyo account named jane doe roster roster then triggers the five events to ensure that once your klaviyo account is connected, these triggers can be used for creating flows below is a guide for setting up a flow in klaviyo to send a welcome text when ambassadors are added to a program video walkthrough video transcript this is a transcript from the loom video walkthrough \[00 00] hey, this is jeff at roster in this video, i'm going to show you how you can use your klaviyo connection that you integrated with roster to send out text messages and emails from your klaviyo account based on certain triggers that happen in your roster profile \[00 16] so for this video, let's assume that i've already connected my klaviyo account in roster then we're just simply going to go into klaviyo at this point and set up what klaviyo calls flows \[00 29] and these flows allow you to send out messages based on certain triggers that happen but before i create a flow, i just want to show you one thing that we do \[00 39] and this is, uhm, something we have to do in order to get the events initially seeded into your account so we create \[00 48] we create a profile in your account when you initially connect your klaviyo called, and that profile is jane doe roster and the reason we do that is so that we can fire off the events that roster has, which allows these events to become triggers for your flows \[01 07] once you start, so let me just go through these real quickly, so the triggers that exist are when a contact gets added to a program, that's either by accepting their application form, or manually adding them, or if they get upgraded when unlocking a milestone from one program to another uhm, there's \[01 26] a trigger when somebody gets invited to a campaign, when the reminder to join campaign is sent, when a new action is published, and when they unlock a milestone \[01 36] so, these happen when somebody, when it happens to somebody in your program, and nothing happens automatically in klaviyo when these happen, except that they just get recorded here, and any custom properties that we add for them get added here \[01 51] but that's where flows come into play so, i'm gonna click on flows, and i've already created a flow here, just as a quick example \[01 57] this is called, this flow i named ambassadors ambassadors are welcome text and, basically, i just said, when, uhm, the trigger is that when somebody, when the event roster added to program occurs, and i added even a sub filter to that, so that the program key has to equal, uhm, this, i just put in \[02 16] an example, but you would get that program key from inside your roster program settings so, when this trigger happens, then this text message will be sent \[02 24] and, it has a link to, uhm, it's actually the wrong link i meant to put in a magic link so, uhm, but you can basically have that text message be anything, and it could also be an email \[02 36] you could also do other things with it, like emit a webhook so, there's quite a lot you can do with klaviyo flows \[02 41] they're really powerful, which is great so, let's go ahead and create a flow together, though, just so you can see the end to end test \[02 48] so, i'm going to click create flow, and then i'm going to select build your own, and we can call this, uhm, influencer program welcome text and email \[02 53] okay and then if you want to tag these things in your klaviyo account, you can and now we're asked to select a trigger, so i'm going to click all triggers right here, and then you're going to want to select metric \[03 15] and that will bring up all of the different events that are getting triggered by both klaviyo and any of the other apps that you have connected to your klaviyo account, like roster \[03 26] so, right here at the top, you see those five events that we triggered for the jane doe profile, and i want to select this added to program \[03 36] for my event, and then i want to, uhm, add a sub filter onto that, and that would let me select from some options here, and i'm going to select program key, and then i'm going to come over into my roster account and go to program settings, and then i'm going to click on settings for my influencer program \[03 58] , and then i'll click on integrations and here i can find my program key for this program, so i'm just going to select copy to the clipboard, and then i'm going to paste that into the dimension value \[04 11] okay, and then i'll click save, and so we just basically, uh, narrowed down this trigger, so that means that when a profile in your account receives this metric added to a program in roster, and that program key is the influencer program key, then it will do whatever we say it should do \[04 33] so let's go ahead and drag an sms onto the canvas, and we can edit the content of the sms and then you can put in whatever else you want \[04 49] there's the option to add personalization, so you can select that any of the settings that you have, and here's where you could put in, for example, their magic link, which lets them log into their roster account \[05 01] you can also specify default value for that magic link, so in case, for whatever reason, roster didn't send the ambassador's magic link up, you could put in a price link, probably a good default would be roster link, and then your brand's handle, and you can find your brand's handle by coming to back \[05 21] in roster, clicking in your brand name and logo in the bottom left hand navigation, and then clicking on brand settings, and if you scroll down towards the bottom, you'll see brand handle, so for me it's bell nutrition, and i can come back in here and put that \[05 36] so this would be the default value for the magic link, so, uhm, basically, we could say, like, click here to log in, to log in, your, uh, profile, okay, so now they will have a link in there, and that link should be their magic link, and if they don't have for whatever reason, they don't have the magic \[06 03] link, then it will default to this value right here, which, if we were to, i don't know if i'm logged in to here, so this might not work, actually, but, uhm, okay, perfect, so, if they were to put that in there, then it would just prompt them for their email address, and they could type that in, and \[06 22] when they hit next, it will text them a link to log in to their profile otherwise, it will just give them their magic link, and they can log right in \[06 29] so i'm going to click save and continue, and then i'm going to hit review and turn on, and i can do a preview of this, and it looks like, uhm, it looks like i have two profiles that have this event \[06 47] this is the default profile i mentioned that we automatically trigger just like a fake user, but this person i actually added to a program a few minutes ago, so, uhm, and then looks like i just need to click, uhm, this is a preview, okay, so here's the, i can see the full message, uhm, preview and turn \[07 14] on, i thought i could preview that better than this, okay, so previewing is this user, it's a live preview, i thought i could see the whole message, okay, i'm not a klaviyo pro, that is for sure, but i don't know why \[07 37] letting me see it, i was able to see it a minute ago okay, well, this is how some demos go \[07 46] uhm, when you click save here, then the flow is enabled and it goes live, and you can exit the preview, and then your flow is live \[08 01] and it's working, so, uhm, i guess you'll see how many times that flow gets triggered, but the best thing to do at this point would be to come into your roster account, and you might have a test user, a test ambassador that you're working with, but for me it's pretty, it's just dummy data, so i'm actually \[08 23] going to change to the influ, oops, influencer program, and hit continue, this is for carl johnson, and this actually, uhm, won't work for me, i just remembered we don't send events up to klaviyo for when the email address is example com, so i won't be able to show you their, their trigger, butt \[08 49] what it would look like, actually, is this this is a non example com user uhm, so it looks like three events have been triggered for this user, the roster added to program, and then the invited to campaign, and i guess they got added to two campaigns \[09 07] uhm, so, you can also actually, that brings up a good point, you can also send out a, email or text from klaviyo when you add somebody to a campaign \[09 18] text message might be a great option, and when we send out that message, we actually push up to klaviyo, the name of the campaign, and a link, their magic link to access the campaign directly \[09 30] so you could send out a text message to say, hey, join our ambassador welcome campaign, click here to see the campaign \[09 37] it could be in a text or an email or something like that, so, uhm, hopefully this helps you get off the ground with triggering some emails and text messages in klaviyo based on roster events \[09 49] if you have any questions whatsoever, shoot us an email, support at getroster com, and in the meantime, have a great day step by step instructions ensure klaviyo is connected with your roster account verify that your klaviyo account is properly integrated with roster see connect klaviyo to roster docid\ cgez6fpza0jf axaeciu3 for detailed steps locate the jane doe roster profile in klaviyo upon initial integration, roster creates a profile named jane doe roster in klaviyo this profile helps seed the events necessary to trigger flows, such as when a contact is added to a program or invited to a campaign log into your klaviyo account and search for this user so that you can see examples of the events that roster triggers create a new flow in klaviyo navigate to the flows section in klaviyo click create flow and select build your own name the flow appropriately, e g , "influencer program welcome text and email" consider tagging the flow for easy identification later set a trigger for the flow choose the event trigger by clicking all triggers , then select metric identify and select the relevant event, e g , roster added to program to optionally narrow down the trigger, add a sub filter select program key and fetch it from roster by navigating to program settings > integrations copy the program key and paste it into the sub filter in klaviyo click save to confirm the trigger setup create the message to send drag an sms action onto the canvas to configure the text message content utilize personalization options like adding magic links that provide direct access to ambassador accounts define default values for elements like magic links in case data is unavailable review and activate the flow click save and continue , then review and turn on to activate the flow conduct a test to preview the message, ensuring the placeholder data displays as expected once satisfied with the configuration and preview, exit the preview mode, and your flow will be live test and adjust use a test profile or ambassador to verify the functionality of the flow adjust the content and settings as necessary to ensure messages are sent correctly need help? if you need any additional assistance with with your roster account, feel free to contact our support team at support\@getroster com mailto\ support\@getroster com we're here to help!