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We offer two options for out-of-the-box communication to your customers: Firmhouse and our Klaviyo integration.

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Sending Emails from Firmhouse

Firmhouse has a series of transactional emails that can be set up to inform customers of successful sign-ups, upcoming payments, or overdue invoices. By default, transactional emails are sent directly from Firmhouse, where you can edit the standard HTML email template and dynamically insert customer data. This option is great for teams who want to get things set up fast and without a hassle. For more details on editing emails and using dynamic tags, see Customer Communication.

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Sending Emails through Klaviyo

Would you rather use a separate service for your transactional emails? You can opt for our Klaviyo integration. Once the integration is set up, you can send triggers from Firmhouse to cover the same scenarios and dynamic information as with the Firmhouse mailing option. Additionally, Klaviyo can be used for data segmentation and email marketing. Most often, the teams we see opting for Klaviyo work with more complex marketing strategies and have the internal capacity to set up and maintain the Klaviyo setup. For more information on setting up Klaviyo, see Using Klaviyo.