Getting started with Automations

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 potentials: thanks to our various triggers, actions, and conditions, you can set up automations which automatically complete repetitive tasks in areas such as marketing, sales, and contact management. Automations help businesses boost efficiency and productivity while ensuring accuracy.

➡️ To learn more, check our dedicated series of articles Introduction to Marketing Automation.

🛠️ Create your first automation

💡 Good to know
In this guide, we'll explain how to create your first automation using our classic editor. Note that we also offer a new automation editor which is currently in beta. To learn more, check our dedicated article About the new automation editor.

Step 1: Choose a template or create a custom automation

To create your first automation, go to Automations and click Create an automation. You can then choose between using an automation template or creating a custom automation. For your first automation, we recommend you start with one of our simple templates to familiarize yourself with the Automations editor:

👋 Welcome message
Engage new customers with a series of welcome emails.

🎉 Anniversary date
Send a special email to your contacts on their birthday.

➡️ To learn more, check our dedicated articles Using a Marketing Automation workflow template and Create a custom Automation workflow.

Step 2: Build your automation

Automation template Custom automation

If you opt for an automation template, you'll be guided through the setup of each step of your automation. For example, if you select the Welcome message automation, we will help you set up the following steps:

automations_welcome-email_en-us (1).png

Step 3: Test your automation

After creating your automation, we recommend you test it. For example, by testing the Welcome message automation, you can ensure that the email sent to your contacts appears as intended.

➡️ To learn more, check our dedicated article Testing an Automation workflow.

Step 4: Activate your automation

Activating your automation will let the contacts who match its entry point enter it. They will then progress through each step automatically, receiving any emails or messages you've included.

📊 Analyze your automation report

automations_stats_en-us.jpg

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.

➡️ To learn more, check our dedicated article What are Marketing Automation statistics for? and What are Marketing Automation logs for?.

🚀 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 What is Brevo Tracker and how can I install it? .
  • Build more advanced automations
    Advanced automations can automate tasks linked 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 Use cases .
  • A/B test an automation to optimize its performance
    You can compare how some steps in an automation are performing to determine what works best for your contacts and drives more conversions.
    ➡️ To learn more, check our dedicated article A/B test an Automation workflow to optimize its performance.
  • Share or import automation templates
    You can share your automations across several Brevo accounts (clients, agencies, community, etc). Shared automations can be edited and re-shared endlessly without impacting the source automation.
    ➡️ To learn more, check our dedicated article Share or import automation workflows to your Brevo account.

🤔 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.

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