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Integrations
Klaviyo
Getting Started
What is CarePortals?
Understanding the CarePortals Platform
Who Uses CarePortals?
How to Use the Documentation
Glossary of CarePortals Terms
Frequently Asked Questions (FAQ)
Payment Integrations & Supported Methods
CRM
A Tour of the CRM Portal
Dashboard Overview
Create a Product (One-Time and Subscription)
Product Configuration Fields
One-time Product Setup
How to Create Email Templates
How to Create a Coupon
How to Configure a CRM Web Form
How to Create a Promotion
Use Templates Premade Components
Understand the Patient Referral Program
How to Set Up Pay Later
How to Create a Subscription for a Patient
EMR
A Tour of the EMR Portal
Consultations Overview
Subscriptions Overview
Managing Orders in CarePortals
Manage Your Drug Catalogue
Prescriptions Management
The Patient & Order Journey on CarePortals
Manage an Order from Start to Finish
Refills
EMR How-To Guides
EMR Data References
Test your Patient Journey
Workflows
The Workflow Automation Engine
Workflow Events/Triggers
Available CRM Actions
Workflow Filters
How to Use Adapters
How to Use CRM Actions
How to Use Conditions
How to Use the Wait Component
How to Configure a Workflow Trigger Filter
How to Manage Failed Workflow Runs
Troubleshooting a Failed Workflow Run
Use Cases
Trigger Events Payloads
Troubleshooting
Visit Request Not Sent to Integrated Provider Network
Pharmacy Delays or Integration Errors
Payment Processing Issues and Failures
Missing or Incomplete Order Information
Incorrect or Incomplete Products Setup
What to Do when a Pharmacy Product is Out of Stock
Track Stuck Orders
Account and User Management
How to Access Your Account and Recover Your Password
User Roles and Permissions
How to Manage Team Members’ Access
How to Reset a Team Member’s Password
Integrations
Klaviyo
Klaviyo Integration Guide
E-commerce
Google Tag Manager
ShipStation
Twilio Integration Guide
FAQs
Intake Forms vs. CRM Web Forms
Understanding Promotions and Coupons
Integrations
Klaviyo
Enable event-based workflows and data synchronization from CarePortals to Klaviyo.
Klaviyo Integration Guide