In this Getting started with Automations guide, we will provide the initial steps and best practices for creating and launching your first automation.

🤖 What is an automation?

Brevo Automations has a lot of potential: thanks to our triggers, actions, and rules, you can set up automations that automatically complete repetitive tasks across marketing, sales, and contact management. Automations help businesses boost efficiency and productivity while ensuring accuracy.

📹 Watch the video below to learn more about what automation is:

👀 Examples of automations

Brevo Automations helps you automate your marketing tasks, from simple actions like sending welcome emails to more complex workflows. 

Here are some examples of automations you can create:

🛠️ Create your first automation

Step 1: Create your automation

To create your first automation:

1. Go to Automations > Workflows.
2. Click Create an automation. You can then create your own custom automation or select a pre-built automation.

For your first automation, we recommend starting with a simple use case to help you get familiar with the editor, such as:

Step 2: Add the steps to your automation

Manually add each trigger, action, and rule that you want your contacts to follow in the automation. You can either drag and drop the steps onto the canvas or click on them and select where to place them.

➡️ To learn more, check our dedicated article Available triggers, actions, and rules in an automation.

Step 3: Activate your automation

Once you activate your automation, any contacts who trigger it will enter the workflow and progress through each step automatically, receiving any emails or messages you’ve included along the way.

Step 4: Analyze your automation statistics

After activating your automation, you can access its statistics. This includes tracking the number of contacts who have started, are currently engaged, or have finished the automation.

Additionally, you can monitor email metrics such as opens, clicks, and unsubscribes.

🚀 Take your automations to the next level

• Install the Brevo tracker to monitor your website visitors
  The Brevo tracker can monitor your website visitors and track their activities. It enables you to use Brevo more extensively by leveraging your website's real-time events.
  ➡️ To learn more, check our dedicated article FAQs - What is the Brevo tracker and how to install it? .
• Build more advanced automations
  Advanced automations can automate tasks related to activities on your website, such as sending abandoned cart or product purchase emails. It can also help target contacts more efficiently by putting in place a lead scoring model, for example.
  ➡️ To learn more, check our dedicated section in the Help Center.
• A/B test an automation to optimize its performance
  You can compare how some steps in an automation are performing to determine which work best for your contacts and drive more conversions.
  ➡️ To learn more, check our dedicated article Add a percentage split to an automation for A/B testing and random distribution.

🤔 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 Agency partner.