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.
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.
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.
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.