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Brevo: crm features and setup
A marketing and customer platform that connects email, messaging, and automation. It suits ongoing customer engagement based on customer data rather than disconnected campaigns.
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Overview
Managing a customer journey requires separating marketing messages from operational notifications because their purpose and audiences differ. Keep the signup source and build segments based on clear data, such as an interest the person selected. In a pilot, also check who should not receive a message: a contact who unsubscribed or already completed the process. This helps assess automation accuracy, not just the design of the email sent.
Features
- Email campaigns and messaging channels
- Customer automation and segmentation
- Operational messages and CRM tools
Business uses
- A welcome series for new subscribers based on their interests
- Separating an operational update from a marketing message after purchase
Getting started
- Import a small group with its consent source and define an event that starts one journey.
- Build a small segment based on a defined interest field and send a message only to test addresses that match it.
- Remove a test contact from further marketing and change another contact's interest field. Check who stays in the journey and who should not receive the next message.
What to check
- Check billing based on messages, contacts, and the channels your business needs.
- Make sure unsubscribing from a marketing channel is preserved when customer data is updated through an external integration.
Sources to check next
Vendor features and prices change. Confirm details on the linked official pages before you rely on them.