Submit flow templates for your app

Before you begin

In order to submit flow templates for your app, your OAuth app must be published in Klaviyo’s Integration Directory.

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Note that app-created flow templates are in a beta exclusively available to OAuth enabled apps.

Now that your app has been published to Klaviyo’s Integration Directory, you may publish up to 3 flow library templates to Klaviyo’s flow library (pictured below).

Flow library templates help your customers set up useful flows that are triggered by events in your app. Learn about the required components of a flow template (the flow itself, flow email template, and flow library card) and submit a flow template for your integration.

Flow requirements

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Note that apps are limited to 3 flow library templates. Each submitted template must comply with our flow requirements.

It’s important that your flow focuses on one of your app's most intuitive use cases and meets our flow requirements. Ensure that your flow:

• Is a metric-triggered flow, i.e., your app’s metric exists in your Klaviyo account.
• Is not a multi-channel flow (includes email and SMS). In this case, you should make variations of the same flow to support each channel.
• Has been created in the same Klaviyo account that contains the reviewed and published OAuth app.
• Belongs to a category that makes logical sense.

Limitations

• Your flow must include no more than 8 steps.
• Your flow cannot leverage push as a channel.
• Your flow cannot leverage webhooks.

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Note that flow templates can only include flows that are triggered by metrics that have been created by your app. No date, segment, or list-triggered flows are allowed at this time.

Flow email template requirements

Below we’ve outlined key elements of a flow email template that effectively communicate areas of customization to marketers:

• Simple content
  • The message is concise and does not include any header/footer content or lengthy descriptions.
• Generic design
  • The message clearly indicates where marketers can insert their own content.
  • It is clear which content, logos, or images are needed from the marketer.
  • Instead of including a photo or other media, the message contains a placeholder block (e.g., an empty image block).
• Correct logic and syntax
  • The message’s template logic is properly configured.
  • All dynamic fields contain proper syntax.
  • Split paths are rejoined into one path wherever applicable to reduce manual template/content creation.

Check out the existing Klaviyo email template library in your test account for inspiration.

Manual content updates

Your flow email template may require manual intervention. For example, your template might use Django logic to dynamically display content only to certain recipients. In this case, you should flag these fields to marketers:

1. Create a text block at the top of your email template with conditional logic that will never be true (e.g., 1==0). In the left side panel of the template editor, click Display > Create Logic. Then, type 1==0 in the text field. Adding this logic is important so that if the customer using your template forgets to remove it, it will not render in the email message.

2. Paste the following message inside the text block:

   **Note to customers using this template: Be aware that items highlighted in yellow require manual content updates. Please also delete this block prior to finalizing or publishing your flow.**

3. Fill the box with yellow (F4F3B5) for visibility and highlight any parts of the email that require manual content updates.

Flow library card requirements

Your flow template will appear in Klaviyo’s flow library as a card, like the example below:

When the card is clicked, the full flow description and support URL will appear:

As shown above, your flow library card should contain the following elements:

• Primary header

  The name of the flow (<= 31 characters), for example, “Welcome Series.”

• Secondary header

  The type of flow (<= 31 characters)

  • For a unique use case:

    Use “Standard” + (Channel type + “Only”). For example, “Standard (SMS Only).”

  • For a variation of an existing use case:

    Use Variation type + (Channel type + “Only”). For example, “New vs. Returning (Email Only).”

• Flow description

  A description of the flow’s functionality and key benefits (>= 150 characters), for example, “Welcome new subscribers with a 3-email series that provides an introduction to your business and encourages conversion.”

• Support URL

  The link to relevant help documentation that appears when a marketer selects your app’s flow template from the flow library.

Categorization

For easy discoverability, you’ll need to categorize your flow into one of our predefined flow collections listed below:

Testing

Before submitting your flow template, you’ll need to install and test your app’s end-to-end flow in a test account. Ensure that the test account is separate from the main partner account containing your flow. After testing, complete any necessary steps to make sure your flow is ready to start sending.

Submit your flow template

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Once you have created a valid flow for your flow template, create a reference flow in the same Klaviyo account that contains your app. The reference flow will be reviewed in your submission.

When your flow library template is ready to be published, fill out our app-created flow submission form. Once submitted, the Klaviyo Ecosystem Team will review your flow template and provide feedback.

Additional resources

• Branding for app metrics
• Create help docs for your integration
• Create promotional material for your integration