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Choose how your project sends customer emails in Settings > Email configuration > General, under Customer emails > Send emails to customers with.

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Sending Emails from Firmhouse

Select Built-in Firmhouse email notifications (default) to send transactional emails directly from Firmhouse. These include notifications about successful sign-ups, upcoming payments, and overdue invoices. You can edit the standard HTML email templates and 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

For the new integration:
  1. Install the Firmhouse Klaviyo app.
  2. In Apps > Klaviyo > Lifecycle events, enable the events you need and configure and test the corresponding email flows in Klaviyo.
  3. When your flows are ready to take over customer emails, choose Email flows via the new Klaviyo integration under Send emails to customers with and save your changes.
Installing the app leaves your existing email setting unchanged. You can keep Built-in Firmhouse email notifications (default) selected while using profile and segment synchronization. Check for overlapping messages before turning on Klaviyo flows.

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Existing Klaviyo v1 setups

The previous integration appears as Custom Klaviyo metrics via the old Klaviyo integration. If the native integration preview is not enabled, its label is Custom Klaviyo metrics configured in Email configuration. This option sends the notification events configured in Email configuration. See Klaviyo v1: transactional email setup to maintain that setup, or Migrate from Klaviyo v1 to Klaviyo v2 to move to the new integration.