<\/span>1. Trigger (Entry point)<\/span><\/h3>\nThis starts the automation.<\/p>\n
Common triggers:<\/p>\n
\n- Contact joins a list<\/li>\n
- Form submitted<\/li>\n
- Email opened or clicked<\/li>\n
- Website visit (via tracker)<\/li>\n
- Date-based event (birthday, renewal, etc.)<\/li>\n<\/ul>\n
\n<\/span>2. Actions (What happens)<\/span><\/h3>\nThese are the tasks Brevo performs:<\/p>\n
\n- Send email<\/li>\n
- Add\/remove from list<\/li>\n
- Update contact attributes<\/li>\n
- Send SMS (optional)<\/li>\n
- Create deals in CRM<\/li>\n
- Tag or segment contacts<\/li>\n<\/ul>\n
\n<\/span>3. Rules (Logic & timing)<\/span><\/h3>\nThese control flow:<\/p>\n
\n- Wait 1 hour \/ 2 days<\/li>\n
- If\/else conditions (branching)<\/li>\n
- A\/B split testing<\/li>\n
- Exit conditions<\/li>\n<\/ul>\n
\n<\/span>\u00a04. Step-by-Step: Build Your First Automation<\/span><\/h1>\n<\/span>Step 1 \u2014 Create workflow<\/span><\/h2>\nGo to:
\nAutomations \u2192 Create \u2192 Custom workflow<\/strong><\/p>\n
\n<\/span>Step 2 \u2014 Choose trigger<\/span><\/h2>\nExample setup:<\/p>\n
\n- Trigger: \u201cContact added to list\u201d<\/li>\n<\/ul>\n
OR:<\/p>\n
\n- \u201cForm submitted (signup form)\u201d<\/li>\n<\/ul>\n
\n<\/span>Step 3 \u2014 Add delay (important)<\/span><\/h2>\nExample:<\/p>\n
\n- Wait: 5 minutes (so email doesn\u2019t feel instant\/spammy)<\/li>\n<\/ul>\n
\n<\/span>Step 4 \u2014 Send email<\/span><\/h2>\nSelect:<\/p>\n