I’d appreciate some help on how to harness the full power of Brevo automations. On previous platforms I’ve used, I could create a trigger/entry point for an automation in a highly curated way - like only if they meet these 2 criteria, proceed.
Right now I can only see a way to add multiple entry points but they’re not connected, is there a way around this? To only proceed if ALL criteria is met.
Secondly, I would love to add emails to a sequence to be sent in a specific way - e.g., « send 1 week and 5 days after user opens X email » OR, « send 3 weeks from the date of this email being opened where it falls on a Saturday for the user ». Is this possible?
To trigger an automation based on multiple criteria, you can use the entry point ‹ A contact is in a segment at a given time ›. This ensures the contact enters the automation only if they meet all specified criteria. You can find more information here: Launch an automation when a contact matches one of your segments.
For your second point, you can create the following automation sequence:
Entry point: ‹ A contact is in a segment at a given time ›
Action: ‹ Send an email › (e.g. Welcome email 1)
Condition: ‹ Wait until › → ‹ Email Marketing activity › → ‹ Opened › (select the same email as in the previous step)
(In the Yes branch) Condition: ‹ Add a delay › → specify the delay you want the contact to wait for before receiving the next email
Action: ‹ Send an email › (e.g. Welcome email 2)
For now, I don’t think you’ll be able to specify a day of the week, though, only the number of hours/days/months before the next email is sent. However, we’re working on a new beta automation editor, and you’ll be able to achieve this exact scenario in the future (and it will be even easier)! You can find more information about the new editor here: About the new automation editor [BETA] and New automation editor [BETA] - Available triggers, actions, and rules.
It’s been a few months and the beta has launched and still don’t see the specific date/time feature as a wait condition. Will it be coming out anytime soon?
You should now be able to achieve this use case with the new editor by using the same process as for the classic editor and combining a « Wait until an event happens » rule, an « Add a delay » rule, and the « Send an email » action:
Trigger: « A contact is in a segment » or « A contact matches custom filters »
Action: « Send an email »
Rule: « Wait until an event happens »
Select the « Email opened » event and use filters to specify the name of your first email. Set the maximum time to wait for the contact to open the email before they exit the automation.
Note: For now there’s only one path, but there should soon be a “No” branch in the « Wait until an event happens » rule.
Rule: « Add a delay »
Choose how long to wait after the contact opens the email before they receive the next one (e.g. 21 days).
Action: « Send an email »
In the « Additional Settings » of the email, activate the « Set up when to send the email » option and choose the specific days of the week you want to send the email (e.g. only on a Saturday). You can also specify the applicable timezone.
That way, you can control both how long after they open the email to send the next one and the specific days of the week for delivery.
this is not really achieving anything, if you just want to send emails at certain times.
Example you have a webinar and you say, the hour after the webinar, lets say it is at 11am. you want to send emails at:
12 am
8am next day
7pm next day
8am day after
and so on, that they don’t go out when a contact does something, but when you say they should.
how is that not possible?
You just have to add « wait until event happens » and then for us to choose time, date, day of month, month and year and it should be going. I don’t know how to send a single automation out right now with brevo