Brevo Automation offers a user-friendly way to build the ideal marketing workflow effortlessly with just a few simple clicks. You can use a ready-made template or design a personalized workflow by blending various entry points, conditions, and actions. In this blog post, I will show you how to create a perfect flow.
What is Brevo?
Brevo is a popular email marketing platform that offers a wide range of features designed to streamline your email campaigns and drive better results.
When it comes to email marketing platforms, having a user-friendly interface is crucial. Brevo excels in this aspect, providing users with a simple and intuitive interface that makes navigating through the platform a breeze. Whether you’re a seasoned marketer or a beginner, Brevo’s user interface ensures a smooth and hassle-free experience.
Read Brevo Review on our blog.
Before you start: create a list
Before you start, you would need to create a contact list. You can have multiple lists. I have mine sorted and created by campaigns that I’m currently running on my blog. I have a special list of contacts that sign up for my free PDF. Depending on what you do, you can customize and create the list based on your preferences.
- Click on “contacts” on the left side menu
- Click on “lists”
- Click on “Create a list” in the upper right corner
- Enter a list name
- Select a folder for that list
- Click on “Create a list” to finish setting it up
Before you start: create an email template
*you can skip this step if you want. I like to create emails before because it is easier to create an automation flow later.
Think about emails that you want to send to your subscribers. When someone enters your marketing funnel, what is the first email that you will send? A welcome email with a brief intro is one example. Or if you have a PDF that you want to share, then send an email with a link to download this PDF.
You can use Brevo templates or you can start from scratch.
Here are the steps to creating an email template:
- Click on “Campaigns” on the left side menu
- Click on “templates”
- Click on “new template” in the upper right corner
- Give your template a name (this is for your internal tracking)
- Add a “subject line”
- Add “preview text”
- Add “from email” (this is automatic)
- Add “from name” – you can customize it a bit
- Click on “next steps”
- Pick a template for your email or start from scratch
- Add blocks, texts, colors, links, and customize your email
- Once you are finished, click on “Save and Quit”
- If you are happy with your email, click on “Save & Activate”
- Repeat these steps if you want to have more emails in your funnel
Perfect! Now you have everything for your first automation.
Create automation workflow in Brevo
An automated email funnel makes your job effortless. It is better to set up your automation immediately. Why? Because, without automation, you can miss out on the opportunity to convert your contacts once you start getting traffic.
Think about the customer journey and how your customer interacts with your website or blog. If they subscribe to your newsletter, what else can you offer? What is your third, fourth, or 25th email?
Don’t worry – you can always edit your flow later. You can change emails, rearrange them, add more triggers, and so on.
Here are the steps to creating an automation in Brevo:
- Click on “automations’’ on the left side menu
- Click on “create an automation” in the upper right corner
- Click on “custom automation”
- Name your automation (this is for your internal tracking)
- Optional: write a description for your automation
- Optional: select “allow your contacts to enter your automation more than once”
- Click on “create automation”
- Click on “add entry points” – this is what needs to happen in order for your contact to receive a first email
- Click on “contact details”
- Click on “a contact is added to the list”
- Pick a list name from the dropdown menu – this is the list you created before (check before you start: create a contact list)
- Click “ok” after you pick your list
- Click “+” to add step to your workflow
- Click on “send an email”
- Pick an email that you created earlier (see before you start: create email template)
- Click “ok”
- Click on “Activate Automation”
- Optional steps:
- Click on “+” to add condition to your workflow (you can add delays before you send your next email)
- Scroll down to add delays in minutes, hours, days, weeks…
- Repeat steps:
- Click “+” to add step to your workflow
- Click on “send an email”
- Pick an email that you created earlier (see before you start: create email template) – this email can be different than the first one you sent in your funnel
- Click “ok”
That’s it! Your automation is ready. You can change it whenever you want, rearrange steps, add delays, more trigger, more emails, etc.
