To offer you a better experience when building automations, we launched a new version of the automation editor in September 2024. This new version offers more flexibility with a drag-and-drop canvas, an easily accessible step library, and the ability to design messages directly within the editor.
To support your transition from the classic editor to the new one, we’ve included two helpful tables in this article:
- A comparison table that highlights the key differences between the two editors
- A feature equivalence table to help you locate matching features across both editors
Comparison table
This comparison table highlights the key differences between the new and classic automation editors ⬇️:
| New automation editor | Classic automation editor | |
|---|---|---|
| Design |
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| Availability | Available to all users |
Only users who have not been migrated yet. All others can only use the new editor for new automations. |
| User interface and experience |
A user-friendly editor with:
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A legacy editor with:
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| Type of automations |
Contact-based and object-based automations ✅ Plan availability
Object-based automations are only available on Professional and Enterprise plans. For more information, check our pricing page or talk to one of our sales experts.
|
Contact-based automations |
| Pre-built automations |
Pre-built automations with guided setup, including: |
No pre-built automation |
| Triggers |
More trigger options with:
🔈 Coming soon
Trigger an automation when a contact clicks an external link |
Fewer trigger options with:
|
| Actions |
Actions available only in the new editor:
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| Channels |
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| Rules |
Same rules, with more flexibility:
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Same rules, but with limited options:
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| Audience management | Centralized menu for audience re-entry, exit, and restart rules |
Scattered options that are harder to find and use |
| Message creation and personalization |
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| Testing messages |
The new editor makes testing messages easier:
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The classic editor has limitations when testing:
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| Sharing |
Not possible yet |
Possible to share automations between different accounts and sub-accounts |
| Statistics and reporting |
✅ Plan availability
Reports for percentage splits are only available on Professional and Enterprise plans. For more information, check our pricing page or talk to one of our sales experts.
|
Only basic statistics and reporting are available |
Feature equivalence table
This feature equivalence table will help you locate matching features across both editors ⬇️:
| Classic editor feature | Equivalent in new editor |
|---|---|
| Entry points/Triggers | |
|
Email Marketing and Transactional Activity:
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Email:
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Contact details:
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Contacts:
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A contact submits a form |
Forms:
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An event happens |
All the events are available as different triggers |
|
Website activity
|
Website:
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| Actions | |
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Send an email |
Messaging:
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Send an SMS |
Messaging:
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Send a WhatsApp message |
Messaging:
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Send a notification |
Messaging:
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Add the contact into a list |
Contacts:
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Remove the contact from a list |
Contacts:
|
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Call a webhook |
Webhooks:
|
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Update contact attribute |
Contacts:
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Blocklist a contact |
Contacts:
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Start another workflow |
Automations:
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Go to another step |
Automations:
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Perform a CRM action:
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Deals:
Contacts:
|
| Record a conversion | Available via the new conversion engine |
| Conditions/Rules | |
| Add a delay | Time delay |
| Wait until | Wait until an event happens |
| If/Else condition | Conditional split |
| A/B split | Percentage split |
| Exit and restart conditions/Audience entry and exit | |
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Exit & Restart the workflow:
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Settings:
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Workflow settings:
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Settings:
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FAQs
General FAQs
All Brevo users have access to the new editor.
Only users who have not been migrated yet. All others can only use the new editor for new automations.
From the Automations > Workflows page, your automations have a specific tag based on the editor they were created with.
About the new editor
The new editor includes most of the features of the classic editor, with added improvements such as:
- Refined triggers with advanced conditions based on contact and event data
- Wallet and push notifications
- Manual additions of contacts to automations
Known missing steps and options include:
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The new editor offers several improvements, including:
- Pre-built automations for easy setup
- A flexible canvas to organize automation steps more intuitively
- More messaging channels, including wallet and push notifications
- Advanced conditions and filtering for triggers and rules
- Built-in email and SMS creation directly within the editor
- The ability to manually add contacts to an automation
Yes, automations created with the classic editor will continue to work. You can use both editors simultaneously if needed. However, we recommend gradually migrating to the new editor to take advantage of its improvements.
➡️ To learn more, check our dedicated article Migration to the new automation editor: what you need to know.
To get started with the new editor, we recommend reading our introductory article About the new automation editor. Then, try one of our pre-built automations to familiarize yourself with the editor and learn how to create an automation:
Yes, the new editor will be continuously enhanced with new features and improvements over time.
About the classic editor
Only users who have not been migrated yet. All others can only use the new editor for new automations.
No, the classic editor will not receive any new updates or improvements.
Yes, the classic editor will be deprecated, but no specific date has been set. The transition will be gradual, and you’ll be notified in advance before any changes are made.
➡️ To learn more, check our dedicated article Migration to the new automation editor: what you need to know.
⏭️ What's next?
- Migration to the new automation editor: what you need to know
- About the new automation editor
- Send an email from an automation
🤔 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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