Brand Managed Campaign - SureBright Documentation

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 . 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.

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:

order_id

string

Platform Order Id (Example: Shopify Order Id)

order_amount

string

Total Order Amount

currency_code

string

Currency code (Example: “USD”)

order_created_at

datetime

Timestamp of order creation

merchant_logo_url

string

URL of the merchant’s logo

surebright_logo_url

string

Url for SureBright’s Logo

merchant_name

string

Name of the merchant

post_purchase_url

string

URL for post-purchase warranty actions

product_title

string

Title of the purchased product

is_eligible

boolean

Whether the order is warranty eligible

coverage_type

string

Indicates type of coverage

coverage_option_title

string

Coverage based dynamic title

coverage_options

array

Array of Coverage options provided with the warranty.

Show object

icon_url

string

Icon for the particular coverage text

text

string

Coverage text

Example Payload:

SureBright: Eligible Order

    {
      "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:

order_id

string

Platform Order Id (Example: Shopify Order Id)

contract_id

string

Unique identifier for the SureBright warranty contract

product_title

string

Title of the product covered by the warranty

policy_tenure

string

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

policy_price

string

Price paid by the customer for the warranty

warranty_purchase_date

datetime

Timestamp when the warranty was purchased

coverage_type

string

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

Example Payload:

SureBright: Policy Purchased

    {
      "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

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

Can I send post-purchase emails to all of my previous customers?

Event Data from SureBright begins flowing into Klaviyo only after the integration is enabled. This means that any historical SureBright Data—captured prior to activation—will not be available within Klaviyo.

Why can't I see the SureBright metric or data in Klaviyo to be used in creating a flow?

Once SureBright has completed the configuration on your account, the relevant events (e.g., SureBright: Eligible Order, SureBright: Policy Purchased) and associated data will appear in Klaviyo. If you’ve already shared access but still don’t see the events, please wait for confirmation from the SureBright team or contact support for an update.

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.

​Seamless Integration

​Flow Configuration

​Overview

​1. Navigate to the Flow Builder

​2. Set the Trigger

​3. Add a Trigger Filter

​5. Personalize Using Event Attributes

​6. Submit for Review

​Event Details

​Event - SureBright: Eligible Order

​Event - SureBright: Policy Purchased

​Implementation Use Cases

​SureBright: Eligible Order

​SureBright: Policy Purchased

​Flow Example

​Best Practices

​FAQs

​​Support

Seamless Integration

Flow Configuration

Overview

1. Navigate to the Flow Builder

2. Set the Trigger

3. Add a Trigger Filter

5. Personalize Using Event Attributes

6. Submit for Review

Event Details

Event - SureBright: Eligible Order

Event - SureBright: Policy Purchased

Implementation Use Cases

SureBright: Eligible Order

SureBright: Policy Purchased

Flow Example

Best Practices

FAQs

Support