Hello there,
I am new to Brevo and have been exploring its various features for email marketing and customer relationship management. I am currently managing a small business and looking to streamline our communication processes to better engage with our customers and optimize our marketing efforts.
I have been creating manual email campaigns; but I recently learned about Brevo’s automation capabilities. Could someone guide me on how to set up automated workflows?
Specifically; I am interested in automating welcome emails for new subscribers; follow-up emails based on user interactions, and re-engagement campaigns for inactive users.
How detailed can these automations be? For instance; can I segment users based on specific actions they take on our website and then trigger personalized emails accordingly?
I understand Brevo also offers CRM functionalities. What are the best practices for integrating these features with existing customer data? I’m particularly interested in tracking customer interactions and using this data to inform our marketing strategies.
Are there any tools or resources within Brevo that can help with analyzing this data to better understand our customer base and tailor our communications? 
As someone new to Brevo; I am excited to learn more about maximizing the platforms potential. Are there tutorials; webinars; or community resources you would recommend for beginners? Any tips for avoiding common pitfalls while setting up these systems?
Also, I have gone through this post; https://community.brevo.com/t/how-to-send-campaign-non-transactional-emails-inside-an-automation-aws-devops/ which definitely helped me out a lot.
I am looking forward to any advice or resources you can share. Your expertise will greatly help in enhancing our marketing efforts and customer engagement strategies.
Thank you in advance for your help and assistance. 
Hi domsalvatorr,
Welcome to Brevo! It’s great to hear you’re diving into email automation and CRM integration. To get started with automated workflows:
- Setting Up Automations: Brevo allows you to create detailed workflows, such as welcome emails, follow-ups, and re-engagement campaigns. You can segment users based on their actions on your website and trigger personalized emails accordingly. Start by exploring the « Automation » tab, where you can create workflows using pre-built templates or customize your own.
- CRM Integration: Brevo’s CRM features let you track customer interactions and sync this data with your campaigns. Best practices include regularly updating your customer data, segmenting your audience, and using tags or attributes to personalize communication.
- Analyzing Data: Brevo offers reporting tools that provide insights into your campaigns and customer behavior. Use these analytics to refine your strategies and target your audience more effectively.
- Learning Resources: For beginners, Brevo’s knowledge base, tutorials, and webinars are invaluable. The community forum is also a great place to ask questions and share experiences.
Avoid common pitfalls like over-segmenting or not testing your automations before going live. Good luck, and enjoy exploring Brevo’s capabilities!
Best,
[Khan Zain]
Hi @domsalvatorr , thanks for posting on this community.
That’s great to read that you want to know more about Brevo and its wide range of features.
1. Automation
About automation: I’d recommend to start by this help article: https://help.brevo.com/hc/en-us/articles/208775609-Introduction-to-Marketing-Automation
As well, if you wish to create a welcome email, here are the steps to follow: https://help.brevo.com/hc/en-us/articles/211241049-Welcome-Message-send-a-welcome-email-to-your-new-contacts
2. Segments and automation
Then, about the segmentation: you can have here quite an exhaustive view of the conditions you can use to segment your contacts: https://help.brevo.com/hc/en-us/articles/14902945335954-What-conditions-are-available-to-segment-my-contacts
Once a segment is created, you can use it to trigger an automation: https://help.brevo.com/hc/en-us/articles/115000046585-Launch-an-automation-when-a-contact-matches-one-of-your-segments
3. Personalized emails
If you want to personalize an email template based on your contacts’ attributes, you can do so by following these steps: https://help.brevo.com/hc/en-us/articles/360000946299-Personalize-your-emails-using-Brevo-Template-Language
=> Does all of this make sense?