When creating a marketing automation workflow, you will build a series of steps that include entry points, actions and conditions. In the article, we'll detail each entry point to help you create the best workflows!
Workflow example
The following workflow is a workflow to send a coupon to your contact after their first purchase. You'll find:
- The entry point: Website purchase
- A condition: If/Else condition "Is it their first purchase?"
- 2 Actions: Send a coupon if YES and Add to Loyal customer list if NO
What is an entry point?
An entry point is a condition to filter your contacts and allow them to begin the workflow.
In Brevo Marketing automation you can choose between 4 types of entry points:
You can specify several entry points so that a contact will enter the workflow if they match at least one of the entry points, e.g. a contact was added to a list OR visited a specific page on your website.
For example, here are the entry points for the following workflows:
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Abandoned Cart |
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| If the cart has been updated, the contact will enter the workflow. | Website activity > An event happens > cart updated | |
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Welcome Message |
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| If the contact is added to a new list, the contact will enter the workflow. | Contact details > A contact is added to a list | |
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Anniversary Message |
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| If the contact's birthday is today or in X days, the contact will enter the workflow. | Contact details > Anniversary | |
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Product Purchase |
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| If a contact purchases an item in your store, the contact will enter the workflow. | Website activity > An event happens > cart completed. | |
Email activity
With both of the entry points Email Marketing Activity and Transactional Email Activity, you can filter your contacts when they opened, clicked or unsubscribed one or multiple campaign.
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Open |
Click |
Unsubscribe |
Contact details
You can start a workflow with one of the entry points in Contact details:
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Anniversary |
Contact attributes condition |
A contact is added to a list |
Contact filter conditions |
Anniversary
This entry point will be useful if you want to create a marketing automation workflow according to the birthday of your contact: send a voucher 1 week before their birthday, send a special offer on the day of their birthday etc.
Contact attributes condition
This entry point is customizable with the contact attributes that you can create for each contact.
It can be useful if you want to create a custom contact attribute for a discount code for instance.
A contact is added to a list
This entry point will trigger the workflow for the contacts added to a specific list. If you add your new contacts to a specific list, you can create a Welcome Workflow (see picture above) with this entry point.
When is a contact added to a list?
| ✅ A contact is added to a list when | ❌ A contact is NOT added to a list if |
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Contact filter conditions
With this entry point, you can choose to target the unengaged contact and non readers. This can be a good opportunity to send specific emails to try and re-engage them.
A contact submits a form
A contact submits a form
You can start a workflow with the entry point A contact submits a form. This will allow you to precisely target your contacts and create follow-up emails after they submit one of your forms.
You can only choose a Brevo form for this entry point.
Learn more about forms in our series of articles: Create a subscription form - Introduction to subscription forms.
Website activity
You can start a workflow with one of the entry points in Website activity:
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A contact visits a page |
A contact clicks an external link |
An event happens |
A contact visits a page
You can filter contacts when they visit a page on your website. For this entry point, you can use a specific URL, or bits of a URL (start with/contains) as well as regular expression.
A contact clicks an external link:
You can filter contacts when they click on links on your website. The page you are referring to must contain the Brevo tracker.
For this entry point, you can use a specific URL, or bits of a URL (start with/contains) as well as regular expression.
An event happens
Events are either:
- Automatically added after an action performed by a contact and registered on one of the Brevo apps (ex: meeting booked on Meetings, or a conversation ended on Conversations), or
- Automatically added by the plugin, or
- Added manually by yourself (advanced usage).
You can then track events and launch automated emails, for example for abandoned cart or order tracking.
The events can be when an item is added to the cart (cart_updated), when the contact purchased an item (cart_completed), etc.
⏩ What's next?
- What are the conditions in Marketing Automation?
- What are the actions in Marketing Automation?
- Creating a custom Automation workflow
- Automation use cases (abandoned cart, welcome messages, birthday emails, etc.)
🤔 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.