Which APIs would you recommend using if I want to take what’s manual today (steps below), and work with our engineering team to automate it? Existing flow:At our company, we close statements each month after reconciling our bank statement with the database ledger Once everything is verified I generate the email and names of everyone in last month’s statement I upload the CSV into Klaviyo and create a tag, example: “August2024_MonthlyStatement” I create the campaign by duplicating the previous statement email I add the audience, make some minor changes (like editing the month, example “Your August 2024 Statement” Hit send We want to start making it automated from step two. So once we create the list, it’ll get sent to Klaviyo, audience will be correctly tagged, the monthly statement campaign will run with the right copy, and send.Is this possible?

Hey @fundify!Thanks for posting this question in the community!Most of the process you mentioned can be done via API. I’ll lay out which APIs might work best for the different steps in this process.You’ll want to start by creating a list, using our Create List API endpoint.After that, the profiles will need to be added to your list. Use the Subscribe Profiles endpoint if you want these profiles subscribed, or the Add Profiles to Listendpoint, if you simply want them in your list.From here, you can begin setting up your campaign. I’d recommend checking our our Campaigns API document, which goes into detail on how to create a campaign via API. You’ll want to start using the Create Campaign endpoint.To update the template that the campaign uses, you’d use the Update Template endpoint. From there, assign the template to the campaign using the Assign Template to Campaign Message endpoint.Finally, once you’re ready to send the campaign, use the Send Campaign endpoint.Let me know if I can answer any additional questions regarding this, and best of luck!-Byrne

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fundify

Contributor II

Solved

How to create automated monthly statements

Forum|Forum|1 year ago
January 8, 2025
5 replies
147 views

Which APIs would you recommend using if I want to take what’s manual today (steps below), and work with our engineering team to automate it?

Existing flow:

At our company, we close statements each month after reconciling our bank statement with the database ledger
Once everything is verified I generate the email and names of everyone in last month’s statement
I upload the CSV into Klaviyo and create a tag, example: “August2024_MonthlyStatement”
I create the campaign by duplicating the previous statement email
I add the audience, make some minor changes (like editing the month, example “Your August 2024 Statement”
Hit send

We want to start making it automated from step two. So once we create the list, it’ll get sent to Klaviyo, audience will be correctly tagged, the monthly statement campaign will run with the right copy, and send.

Is this possible?

Campaigns

Best answer by Byrne C

Hey @fundify!

Thanks for posting this question in the community!

Most of the process you mentioned can be done via API. I’ll lay out which APIs might work best for the different steps in this process.

You’ll want to start by creating a list, using our Create List API endpoint.
After that, the profiles will need to be added to your list. Use the Subscribe Profiles endpoint if you want these profiles subscribed, or the Add Profiles to List endpoint, if you simply want them in your list.
From here, you can begin setting up your campaign. I’d recommend checking our our Campaigns API document, which goes into detail on how to create a campaign via API. You’ll want to start using the Create Campaign endpoint.
To update the template that the campaign uses, you’d use the Update Template endpoint. From there, assign the template to the campaign using the Assign Template to Campaign Message endpoint.
Finally, once you’re ready to send the campaign, use the Send Campaign endpoint.

Let me know if I can answer any additional questions regarding this, and best of luck!

-Byrne

MANSIR2094

Expert Problem Solver IV

Hello @fundify

Yes, automating your process is possible using Klaviyo’s API and potentially additional integrations. To streamline the flow:

1. Use Klaviyo’s Lists & Segments API to automate creating and tagging the list based on your reconciled CSV.

2. Use the Campaigns API to duplicate the previous email template, update the content dynamically (e.g., the month), and schedule it for sending.

You’ll need to work with your engineering team to script these steps, ensuring data flows seamlessly from your database or CSV into Klaviyo. For a detailed implementation or assistance, feel free to reach out.

Mansir Digital Portfolio

Christiannoerbjerg

2025 Champion

Hi @fundify

Thank you for posting in the Community!

Yes, it's possible to automate the process using APIs:

Step 1: Automatically send list to Klaviyo:

API to Use: Klaviyo List API
Automate the process of uploading your CSV to create/update a list in Klaviyo. Use the API to:
- Create a new list for the month (e.g., "August2024_MonthlyStatement").
- Add members (from your database or CSV) to this list programmatically.

Step 3: Tag audience correctly

API to Use: Klaviyo Tags API
If you use tags to categorize lists, you can leverage Klaviyo's tags functionality via the API to assign the proper tag (e.g., “Monthly Statement”).

Step 4: Duplicate and update the campaign:

API to Use: Klaviyo Campaign API
Use the Campaigns API to:
1. Duplicate an existing campaign template.
2. Update the campaign's content dynamically using variables like the month (e.g., "Your August 2024 Statement").
3. Set the new list/audience as the target for the campaign.

Step 5: Schedule or send the campaign:

API to Use: Klaviyo Campaign API
After updating the campaign, schedule it for a specific time or send it immediately.

Hope that helps! :-)

Christian Nørbjerg Enger
Partner & CPO
Web: Segmento.dk
LinkedIn: @christianfromsegmento
Voldbjergvej 22b, 8240 Risskov

Byrne CAnswer

Community Manager

Hey @fundify!

Thanks for posting this question in the community!

Most of the process you mentioned can be done via API. I’ll lay out which APIs might work best for the different steps in this process.

You’ll want to start by creating a list, using our Create List API endpoint.
After that, the profiles will need to be added to your list. Use the Subscribe Profiles endpoint if you want these profiles subscribed, or the Add Profiles to List endpoint, if you simply want them in your list.
From here, you can begin setting up your campaign. I’d recommend checking our our Campaigns API document, which goes into detail on how to create a campaign via API. You’ll want to start using the Create Campaign endpoint.
To update the template that the campaign uses, you’d use the Update Template endpoint. From there, assign the template to the campaign using the Assign Template to Campaign Message endpoint.
Finally, once you’re ready to send the campaign, use the Send Campaign endpoint.

Let me know if I can answer any additional questions regarding this, and best of luck!

-Byrne

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fundifyAuthor

Contributor II

Thank you for your help everyone! I’m going to try them in the next 10 days and report back.

F

fundifyAuthor

Contributor II

This was successful following everyone’s comments. Thank you!

Step 1: Automatically send list to Klaviyo:

Step 3: Tag audience correctly

Step 4: Duplicate and update the campaign:

Step 5: Schedule or send the campaign:

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