Setting Up Renewal Email Automation in Brevo?

English Automations
1

Hello,
I have a WordPress-based SaaS website where I offer both monthly and yearly subscriptions. However, I’ve been facing an issue with not being able to send renewal reminder emails to my customers, which has led to significant losses. After consulting ChatGPT, I learned about using Brevo automations, but I’m unsure how to set it up properly.

I’ve already created an account and installed the plugin to connect my WordPress site with Brevo. My main concern is automating the import of customer data, including product expiration dates, into Brevo. Additionally, I need to set up automatic reminders to notify customers before their subscriptions expire.

Could you help me with the process to ensure everything syncs smoothly and efficiently?

2

Hi @evan007 ,

Have you had a look at this article? https://help.brevo.com/hc/en-us/articles/208849249-Brevo-plugin-for-WordPress-Connect-your-WordPress-site-with-Brevo#h_01JGY6F3077FPSC876CBC8CKNV
It will help you better understand how to setup the installation of your wordpress plugin to sync your attributes.

About the automation: you can absolutely trigger automations based on contact attributes, see my reply here about how to do it: Let users auto segment themselves and send emails based on multiple criterias - #3 par dmartial