SureBright

Brand Managed Campaign

Follow the steps below to configure a Klaviyo Flow that targets customers eligible for warranty upsell emails using your own email templates and messaging

Access credentials must be shared and initial configuration steps completed as outlined in the Klaviyo Integration Guide. Once setup is complete, you may proceed with this guide.

Seamless Integration#

To power these campaigns, SureBright automatically sends enriched customer and order data to your Klaviyo account once you have shared access as mentioned in integration guide. This includes:

  • Warranty plan details

  • Order and product information

  • Coverage summary

  • Personalized post-purchase journey links

This enables you to craft dynamic, timely, and relevant messages to drive conversions and enhance customer trust.

Flow Configuration#

Overview#

To engage customers with eligible warranty options, you'll set up a custom flow in Klaviyo based on SureBright's eligibility events. This involves:

  • Creating a new flow tailored for warranty outreach.

  • Selecting the specific SureBright: Eligible Order event as the trigger.

  • Filtering the trigger to target only eligible orders.

  • Designing email steps that leverage SureBright Event data for personalized messaging.

  • Inserting dynamic links and details from the events to enhance relevance.

  • Test the functionality end-to-end by creating an order with SureBright Warranty Eligible product.

    All post-purchase emails must be approved by the SureBright team to ensure brand and compliance alignment.

1. Navigate to the Flow Builder#

  • Log in to your Klaviyo account.

  • Go to Flows from the left-hand menu.

  • Click Create Flow.

  • Choose Build your own, and name your flow something like SureBright Post-Purchase Warranty.


2. Set the Trigger#

  • For the Trigger, select Metric.

  • In the dropdown, **choose **SureBright: Eligible Order.

Do not use the generic "Placed Order" trigger—this will not capture warranty-eligible events.


3. Add a Trigger Filter#

  • After selecting the trigger, click "Trigger Filters".

  • Add a condition:

    • Field: is_eligible

    • Condition: equals

    • Value: true

This ensures that only orders eligible for a post-purchase warranty offer are included.


SB Trigger Example Pn

4. Build Your Flow

  • Add your email step(s) to the flow as desired.

  • Use SureBright event data to personalize your messaging.

5. Personalize Using Event Attributes#

In your email content, you can dynamically insert values from the SureBright event payload. One key attribute to include is:

  • {{ event.post_purchase_url }} – This is a unique, customer-facing link where protection plans can be directly purchased.

You can also use additional attributes like:

  • {{ event.order_id }}

  • {{ event.product_title }}

  • {{ event.coverage_options }}

  • {{ event.person.first_name }}

6. Submit for Review#

Before activating the flow, please submit a preview or test email to the SureBright team for compliance review and approval.

Event Details#

Event - SureBright: Eligible Order#

This event is triggered when a customer purchases a product that is eligible for a SureBright warranty. Here are the attributes available to you in Klaviyo about SureBright eligibility on your store's orders:

string

Platform Order Id (Example: Shopify Order Id)

string

Total Order Amount

string

Currency code (Example: "USD")

datetime

Timestamp of order creation

string

URL of the merchant's logo

string

Url for SureBright's Logo

string

Name of the merchant

string

URL for post-purchase warranty actions

string

Title of the purchased product

boolean

Whether the order is warranty eligible

string

Indicates type of coverage

string

Coverage based dynamic title

array

Array of Coverage options provided with the warranty.

Example Payload:

json
    {
      "order_id": "1234567890",
      "order_amount": "199.99",
      "currency": "USD",
      "created_at": "2025-04-10T14:57:11.451046",
      "merchant_logo_url": "https://yourstore.com/logo.png",
      "merchant_name": "Your Store Name",
      "post_purchase_url": "https://yourstore.com/?quoteLeadId=1234567890",
      "product_title": "Sample Product Name",
      "is_eligible": true,
      "coverage_type": "AD",
      "coverage_option_title": "Your Accidental Damage Protection Plan ensures:",
      "coverage_options": [
        {
          "icon_url": "https://cdn.example.com/icons/damage.png",
          "text": "Protection against unforeseen damage such as drops, spills, and falls."
        },
        {
          "icon_url": "https://cdn.example.com/icons/breakdown.png",
          "text": "Coverage for mechanical and electrical breakdowns, including power surges."
        },
        {
          "icon_url": "https://cdn.example.com/icons/repair.png",
          "text": "Full coverage for parts, labor, and repairs."
        },
        {
          "icon_url": "https://cdn.example.com/icons/wear.png",
          "text": "Protection against wear and tear impacting functionality."
        },
        {
          "icon_url": "https://cdn.example.com/icons/replace.png",
          "text": "If it can't be repaired, it will be replaced."
        }
      ]
  }

Event - SureBright: Policy Purchased#

This event is triggered when a customer successfully purchases a warranty for their product. Most merchants use this event to stop further warranty marketing once coverage has been bought.

Here are the attributes available in Klaviyo when a policy is purchased:

string

Platform Order Id (Example: Shopify Order Id)

string

Unique identifier for the SureBright warranty contract

string

Title of the product covered by the warranty

string

Duration of the warranty coverage (e.g., 1 year, 2 years)

string

Price paid by the customer for the warranty

datetime

Timestamp when the warranty was purchased

string

Type of warranty coverage (e.g., AD for Accidental Damage, B for Breakdown)

Example Payload:

json
    {
      "order_id": "1234567890",
      "contract_id": "4efcf6ce8f7b465da14fe1d65c64dsd",
      "product_title": "Sample Product Title",
      "policy_tenure": "1 year",
      "policy_price": "29.99",
      "warranty_purchase_date": "2025-04-10T15:00:41.301007",
      "coverage_type": "AD"
}

Implementation Use Cases#

SureBright: Eligible Order#

Use this event to drive engagement and conversion among customers who didn't buy a warranty at checkout:

  • Timed Drip Flows: Create flows that trigger based on time elapsed since purchase, nudging non-buyers at key intervals.

  • Follow-up Campaigns: Send reminder emails prompting customers to purchase protection for eligible products.

  • Direct to Purchase: Use the post_purchase_url to guide customers to a pre-filled, personalized warranty offer page.

SureBright: Policy Purchased#

Leverage this event to build customer trust and extend your brand experience post-purchase:

  • Acknowledge and Appreciate Your Customers: Brand's customized thank-you message.

  • Stop further communications: Scheduled communications can be terminated based on this event.

Flow Example#

FlowChart Example

Best Practices#

Ensure your campaign delivers maximum value and conversion by following these recommendations:

  • Dynamic Personalization: Use attributes like product_title, coverage_type, and policy_price to tailor messaging.

  • Contextual Journeys: Differentiate your flows based on warranty type—e.g., breakdown vs. accidental damage—to increase relevance.

FAQs#

Support#

Need help with setup or strategy? Reach out to your SureBright Representative, email us at support@surebright.com, or your Klaviyo account manager for hands-on support.