Starting up with the Brevo plugin for Salesforce

❗️ Important
The Salesforce plugin is only available to Enterprise users. Note that we no longer maintain or provide support for this plugin.

The Brevo module for Salesforce lets you set up an effective email marketing strategy directly from Salesforce:

  • Match your Brevo contact lists and details with Salesforce fields
  • Add your Salesforce contacts and leads to a Brevo list
  • Import your Brevo contacts as Salesforce leads
  • Create newsletters directly from Salesforce and/or from Brevo using a highly powerful and intuitive newsletter builder
  • View the advanced statistics for your campaigns and contacts on your Salesforce account.

In this article, we will explain how to manage:

Before you start

  • To learn how to install the Brevo plugin for Salesforce, take a look at this article.

Manage your campaigns

Create a Brevo campaign from Salesforce

  1. In the Campaigns tab, click New to create a new campaign
  2. Name your new campaign
  3. Click Save
    campaign_EN.png
  4. Click Create in Brevo to design your campaign
    create_in_Sib_EN.png
  5. In the pop-in that appears, enter the campaign details
  6. Click Next
  7. In step 2 of your campaign creation, the default editor is HTML editor. To use Brevo's responsive design builder, click Restart
    restart_EN.png
💡 Good to know
To learn more about the creation of email campaigns in Brevo, read this article.

Preview your campaign

  1. Click Campaign Preview
  2. A pop-in opens up to show you what your campaign will look like on a PC or mobile
    campaign_preview_EN.png

View your campaign statistics

The statistics for your email campaigns sent by Brevo can be viewed directly in Salesforce. You have are several options for this:

  • On the main page of your Salesforce campaign, you'll find:
    • the campaign's overall statistics
    • the statistics for each list
    • the statistics per user
    • the link statistics
      statistics_EN.png
  • When you click Brevo Statistics, a pop-in opens up and you are able to view a detailed Brevo campaign report
    campaign_reports_EN.png

Data is refreshed according to the frequency you selected from the drop-down menu when you created your campaign. You can also manually refresh statistics by clicking Sync Now.

Importing campaigns from Brevo

From Salesforce, you can import campaigns created in Brevo over the previous two weeks:

  1. Go to the Brevo settings tab
  2. Click Campaign Configuration
    campaign_config_EN.png
  3. Select the type of campaign and status
  4. Click Find to see all of the Brevo email campaigns that match the specific criteria
    campaign_status_EN.png

Campaigns with a red cross are all the campaigns that have not been imported in Salesforce. You can import them by selecting them and clicking Import Selected Campaigns.

Similarly, for campaigns that have already been imported, you can also synchronize data by selecting each campaign and clicking Sync Selected Campaigns.

Manage your lists and contacts

Manage your contacts

When a contact is added to a Brevo list in the "SF" folder (default plugin folder), it will automatically be added to Salesforce according to the timing of synchronization that you defined in the global settings, and vice versa if the contact is added to the list from Salesforce. When contacts are added to Salesforce, they are treated as Contacts by default. For your contacts to be automatically added as leads, don't forget to check the option under Salesforce in your list settings.

❗️ Important
Do not remove the dedicated folder for Salesforce from your Brevo account.

Tip: differentiate leads and contacts according to Salesforce

  • Lead: an individual with whom you may be able to have a business relationship, but one that is not yet qualified. You're not sure that you'll sell them a product one day.
  • Contact: an individual with whom you already have a business relationship, someone who has already been qualified. This person has already purchased a product in the past.

Create a new list

The Brevo plugin for Salesforce enables you to manage your Brevo lists directly from Salesforce.

  1. To create a new list, go to the Brevo Lists tab
  2. Click NewSib_lists_EN.png
  3. Name your list
  4. Define the timing of Salesforce/Brevo synchronization for this list
  5. Define if this list must generate leads in Salesforce during the synchronization with Brevo by checking or not checking the Create leads box. When the the list is created under Salesforce, the list will also automatically be created in your Brevo account, in the folder containing the dedicated lists for Salesforce "SF".

Once synchronization has taken place, you'll be able to see for each list:

  • The Brevo username
  • The date of the last synchronization
  • Statistics such as the number of contacts in the list, the number of unsubscribers as well as the open and click rate
❗️ Important
For the lead creation option to work you need to activate the global parameter in the general settings.

synchronization_EN.png

Import lists from Brevo

As with campaigns, you can import your Brevo lists already in the "SF" folder:

  1. To import your Brevo lists, go to the Brevo Configuration tab
  2. Click Lists Configuration

All of the Brevo lists available in the "SF" folder will be displayed.

lists_config_EN.png

Lists with a red cross are the lists that have not been imported into Salesforce: You can import them by selecting them and clicking Import Selected Lists.

Similarly, for lists that have already been imported, you can synchronize data by selecting each list and clicking Sync Selected Lists.

Brevo reports

The Brevo Report tab allows you to access the statistics for all of your Brevo campaigns. Select the time period for which you would like to access statistics and they will be automatically displayed.

Sib_statistics_EN.png

🤔 Have a question?

If you have a question, feel free to contact our support team by creating a ticket from your account. If you don't have an account yet, you can contact us here.

If you’re looking for help with a project using Brevo, we can match you with the right certified Brevo expert partner.

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