Good to know: This plugin has been developed by Zoho, if you have any questions, send an email to their support team: support@zohomarketplace.com.

Overview

Manage Brevo Contacts, Lists, and Campaigns from Zoho Desk. With this integration, support teams can easily get the full picture of their campaigns, see their statuses, and even send campaigns right from Zoho Desk.

From Zoho Desk, you can:

• View all Brevo campaigns and their statuses.
• Check to see if a user has opened the campaign from their ticket's detail page.
• Understand the engagement levels of all Brevo Mailing Lists.
• Send Email campaigns/SMS campaigns.

Before getting started

You will need to gather the following information prior to setting up the integration:

• Brevo account credentials. If you don't have one, sign up for free.
• Brevo API v3 key.  Follow the instructions on how to do so here.  
• Zoho Desk account credentials. If you don't have one, sign up here.

Install and Configure Brevo Extension

The Brevo extension can be installed from Zoho Marketplace or from your Zoho Desk.

Follow the steps below to install the Brevo Extension from Zoho Desk account.

1. Log in to your Zoho Desk account with Administrator privileges.
   
2. Click the Setup icon (  ) in the top menu bar.
3. In the Setup Landing page, click All under Marketplace.
   
4. Search for Brevo in the search bar.
   
5. Click Install.
   
6. In Brevo Installation Setup page,

• Select Profiles whose agents can access the extension in Zoho Desk.
  
• Agree to Terms of Use.
• Click Install.
  The extension will be installed for the specified profiles.

Viewing Brevo Data from Zoho Desk

• The top menu bar
• A ticket's details page subtab

View Brevo Data from the Top Menu Bar 

1. Click on the () icon in the top menu bar.
2. Click Brevo in the drop-down menu to load the widget.
3. Choose Contacts from the left panel of widget page to view All Contacts and Lists of Brevo. 
   

• All contacts: All the contact details are listed with their email, name, first name and mobile number.
  
• Lists: Displays names of the list with number of subscribers in each list.
  

• Email Campaigns: Under the sent tab, names of campaigns and percentage of opens and clicks of each campaign will be listed.
  All the campaign drafts are listed under draft tab.
  
• SMS Campaigns: You can send SMS campaigns from here.

View Brevo Data from a Ticket's Details Page Subtab

1. Click on the subtab icon () in a ticket's details page.
2. Click on Brevo.
3. All the campaigns sent to the email of the requestor will be displayed in the Campaigns tab with the status of either Not Yet Open or Opened.
   
   
   
   
4. The Mailing List tab contains Subscribed List and Other List.
   

• Subscribed List: Displays the lists the customer is subscribed to. A customer can be unsubscribed from the list by clicking Unsubscribe.
• Other List: Displays Brevo lists the customer is not subscribed to. You can subscribe the customer to the required Lists by clicking Add.

Manage Contacts and Lists from Zoho Desk

To manage Brevo Contacts from Zoho Desk:

1. Choose Brevo from () in the top menu bar.
2. Click Contacts > All contacts from the left panel of the Brevo widget page.
   
3. Click Add Contact in the top-right corner.
4. Provide the required details and click Add.
   The contact will be added and subscribed to the chosen list.

• A user should be subscribed in a list to be added to contacts.

To manage Brevo Lists from Zoho Desk

1. Choose Brevo from () in the top menu bar.
2. Click Contacts > Lists from the left panel of the Brevo widget page.
   
3. Click Add User.
   Provide the email address of the user and click Subscribe.
4. Click the More icon (  ) to rename or delete a list.
   

• If the user is new, you need to add a contact to subscribe that user to this List. If the user is already subscribed to another list, the user will be subscribed to the current list instead.

Send Email Campaigns from Zoho Desk

1. Choose Brevo from () in the top menu bar.
2. Click Campaigns > Email campaigns from the left panel of the Brevo widget page. The campaigns will be listed under either Sent or Draft.
   
   
   
   
3. In the Sent tab, click on the More icon (  ) to view an email or replicate a campaign. 
   All replicated campaigns will be listed under the Draft tab.
4. To send a campaign, click on a campaign listed under the Draft menu.
   
5. In the pop-up, provide the Lists name to whom the campaign needs to be sent.
6. Click on the Save button, and then click the Send button.
   
   
   
   

• Email campaign can only be sent to lists. It will be delivered to all users who are subscribed to the list.

Send SMS Campaigns from Zoho Desk

1. Choose Brevo from () in the top menu bar.
2. Click on Campaigns > SMS campaigns from the left panel of the Brevo widget page.
   
3. Provide the sender's name, list name and the message. 
4. Click Send.

• SMS campaigns can only be sent to lists. It will be delivered to all users who are subscribed to the list with valid mobile numbers.

Uninstall the Extension

1. Click the Setup icon (  ) in the top bar.
2. In the Setup Landing page, click All under Marketplace.
   
3. In the Marketplace page, click Installed Extensions.
4. Choose Brevo from the list of extensions.
   
5. Click the More icon ( ) at the upper-right corner of the Brevo extension setup page.
6. Select Uninstall Extension.
   
7. Click Confirm to uninstall the extension.​

🤔 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.