09 - Settings and Governance
Settings and Governance
In short: Settings is where you connect services, set house rules for your team, and control who can change them. Most of it is set once.
You rarely visit Settings after setup, but what lives here shapes every page your team makes. This page is a reference for each section.
The settings sections
In short: Settings is split into a few tabs. Here is what each one does.
Tab | What it controls |
|---|---|
Content instructions | House rules for the copy, by page type and framework |
UI instructions | House rules for how each page type looks |
Email instructions | House rules for the email copy |
API key | Your AI provider, model, and key |
Klaviyo | Your Klaviyo connection, list, and metric |
General settings | Account-wide options |
AI provider and API key
In short: You bring your own AI provider. The model you choose is billed for each page you generate.
Open the API key tab. Choose your provider, choose the model, and paste your key.
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A few things to know:
Each provider keeps its own key. Switching providers shows that provider's key.
The model is billed per run. A heavier model costs more and may take longer; a lighter one is faster and cheaper.
Your key is protected. It is encrypted at rest, and after saving only the last four characters are ever shown.
Test, Replace, Remove. Use Test connection to confirm it works, and Replace to rotate the key.
Quick tip: A connected status and a green check mean you are ready to generate. If generation fails, test the connection here first.
Klaviyo
In short: Connect Klaviyo so your pages capture opt-ins and your emails can be sent.
Open the Klaviyo tab and set three things.
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Private API Key. Paste your Klaviyo private key (it starts with
pk_), found on your Klaviyo account page, then click Connect.List ID. Set the list where new opt-ins are added. There are list IDs for email and SMS.
Metric. Create the Landing Page Subscribe metric once. In Klaviyo, pick it as your Flow trigger so opt-ins start the email flow.
See Email Flows for how these pieces send your emails.
Content, UI, and Email instructions
In short: These are your team's house rules, applied automatically to every page and email.
Instructions let you set standards once so everyone's output stays consistent, without each person remembering the rules.
Instruction tab | Sets the rules for |
|---|---|
Content instructions | The copy, and you can set them per page type and per framework |
UI instructions | The look of each page type |
Email instructions | The copy in your email flows |
Example: Aerix could add a content instruction that every page avoids guaranteeing match results, so no page ever crosses that line.
Quick tip: Put rules that should always apply here, not in each brief. House rules in Settings carry across the whole team.
General settings
In short: Account-wide options live here.
General settings holds broader account configuration. Set these to fit how your team works.
Governance: who can change settings
In short: Role-based access keeps Settings view-only for the people who should not change it.
Settings holds sensitive things: API keys, Klaviyo credentials, and your house rules. Role-based access protects them. The right roles can edit Settings, while others see it as view-only.
This keeps credentials and house rules safe as your team grows, so a new teammate cannot accidentally change a key or a rule everyone depends on.
Back to Email Flows · Continue to Best Practices
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