Customer Journey emails - Best approach?

English Automations
1

Hi I’m new to Brevo and mailing platforms.
(Current CRM only offers RTF emails)
I want to send them a series of informational, links, FAQs and upsell link emails, leading up to the client event day (Date in the future). Each client’s date will be at a different time. All the clients’ info is in a separate CRM system, which I think I can get across using webhooks with attributes. Should I use transactional emails, which are scheduled and fired by the CRM or would you recommend creating marketing campaigns with a finish date (their event date).
Any other suggestions are much appreciated.
Thanks in advance

2

Hi @SBrad99 , thanks for posting on this community!

I think the best way is to setup an automated flow for this.

Have you checked what our automation product allows you to do (a help article is accessible here)?

3

Thanks for your reply. I have had a read of the articles and checked out the automation builder. However I can not see how I would send an email say 3 months before date, 1 month before and then 6 weeks before clients event date.
Is this possible.
TIA

4

Hi @SBrad99 , ok thanks now I get it.

I think the best way to do that is the following:

  • you create an attribute of type date, let’s say you name it « CLIENT_DATE », where you’ll input each of the clients’ dates
  • then for each email sending you create an automation flow, with an entry point called « Anniversary » and an action that is the email sending itself

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So for example if you need to send an email one month before the event date

  • you’ll choose Anniversary
  • then you’ll choose « CLIENT_DATE » is in 30 days. Validate it
  • and as an action you’ll choose the email sending

Does this help?