Email automation for onboarding customer

Updated over a week ago

To onboard influencers to the program, you first need to update the email list setting in automation. This enables the collection of emails directly from influencers’ Instagram DMs. You can add a specific keyword to start gathering emails.

Email is required for Klaviyo email automation flow, as all marketing data is synced to Klaviyo.

1. Click on Automation from the left sidebar menu

2. Click on email

3. Update the form fields
  1. Keywords

    Select the ‘If message’ dropdown if the DM text should be ‘is’, ‘contain’, ‘whole words’, or ‘begins’.

    Add max 5 keywords to start the trigger.

  2. Send message

    When a user DMs the brand with the keyword you’ve set, the system responds back to the user with the message you’ve updated.

  3. Error message

    When a user enters the wrong email address, the system sends an error message with the message you’ve updated.

  4. Success message

    After entering the correct email address, the system sends a success message.


After the success message, the customer profile is built and an email is linked to their profile.

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