How to Build Marketing Automation Workflows in Brevo (Complete 2025 Workflow Setup)

In today’s data-driven marketing world, automation workflows are the difference between chaos and consistency. If you’ve ever struggled to follow up with leads, send the right messages at the right time, or nurture relationships without constant manual effort — Brevo makes it effortless.

Published by RenoEasy Marketing Edge

Introduction

In 2025, Brevo’s automation suite lets you:

• Create personalized workflows for every customer journey.
• Integrate multiple channels (email, SMS, WhatsApp).
• Track behavior in real-time and respond automatically.
• Build sequences that convert — 24/7.

In this step-by-step tutorial, you’ll learn how to set up Brevo marketing automation workflows from scratch, with examples, visual flow tips, and working video tutorials embedded for real demonstration.

1. What Are Brevo Automation Workflows?

Brevo Workflows are visual blueprints that define how and when your audience receives messages or actions based on specific triggers and conditions.

“Automation isn’t about less human touch — it’s about timing that feels personal.” — RenoEasy Insight

2. Accessing the Workflow Builder

1. Log into your Brevo dashboard.
2. Navigate to: Automation → Workflows → Create a New Workflow
3. Choose a starting point: “Start from Scratch” (best for learning), “Welcome Message” (prebuilt), or “Abandoned Cart” (eCommerce-ready).

Pro Tip: Always name your workflows clearly (e.g., “Lead Nurture 2025 – Main Funnel”) to manage them easily later.

3. Understanding the Workflow Structure

Each workflow in Brevo is built with three main components:

4. Building Your First Workflow (Step-by-Step)

Step 1: Choose Your Trigger

Common triggers include: A contact joins a list, A contact submits a form, A website visit or page viewed, or An email clicked. Example: “When a contact subscribes to ‘Newsletter 2025’ list.”

Step 2: Add an Action

After the trigger, decide what happens next. Common actions include: Send Email, Add Tag, Send SMS or WhatsApp, Wait (delay before next step), or Add to another workflow. Example: “Send welcome email → wait 2 days → send SMS reminder.”

Step 3: Add Conditions

You can use IF / ELSE logic to branch your workflows. Example: If contact opens the email → Send a discount. Else → Send a reminder email.

Step 4: Add Delays (Wait Steps)

To space out messages and avoid overwhelming contacts: “Wait for 3 days before sending the next step.”

Step 5: Combine Channels

This is where Brevo shines. You can use: Email, SMS, WhatsApp, Web push notifications. Example: Day 1 → Send Email, Day 3 → Send SMS reminder, Day 5 → Send WhatsApp coupon code.

RenoEasy Tip: “Always start with email + SMS; add WhatsApp only when you’ve built consistent engagement.”

5. Designing Emails for Automation

Inside the Email Editor, Brevo gives you a drag-and-drop email builder within workflows. Include a personalized greeting, a clear call to action, and visual consistency with your brand. Use A/B Testing to test two subject lines. Brevo can automatically select the best performer for the remaining audience.

6. Using Tags and Segmentation

Use tags like “Engaged_Users”, “Cart_Abandoned”, or “New_Lead” to trigger new workflows. Example: Tag added: “Cart_Abandoned” → Trigger: Send Recovery Email + SMS.

7. Integrating CRM and Custom Fields

Every workflow can connect to your Brevo CRM, allowing dynamic personalization based on CRM fields like FIRSTNAME, LAST_PURCHASE_DATE, LEAD_SCORE, or CITY. Example Trigger: “When LEAD_SCORE ≥ 75 → send premium content email.”

8. Testing and Activating the Workflow

Before activation: send test emails, verify links, and check the opt-out flow. Once satisfied, click Activate Workflow.

9. Monitoring Workflow Performance

Go to Automation → Statistics to track metrics like Emails Sent, Open Rate, Click Rate, Completion Rate, and Unsubscribes. Use these insights to refine your workflows.

Reference: Brevo Automation Reporting

10. Workflow Examples

Welcome Series Workflow

Trigger: Contact joins list “Newsletter.” Actions: Send “Welcome” email. → Wait 2 days → send “Top Resources” email. → Wait 3 days → send SMS: “Get your RenoEasy toolkit now!” → End workflow.

Abandoned Cart Automation

Trigger: Visitor adds product but doesn’t complete checkout. Actions: Send “Reminder” email. → Wait 2 hours → send WhatsApp with image & CTA. → Add “Abandoned_Cart” tag.

Lead Nurturing Flow

Trigger: Form submission (Download eBook). Actions: Send confirmation email. → Wait 1 day → send related blog link. → Wait 2 days → send discount SMS. → End workflow.

11. Pricing & Plan Overview

Best Choice for Agencies: “Business” plan — gives you everything from automation to reports and user access control.

12. Compliance and Deliverability Tips

13. Troubleshooting Common Errors

14. Advanced Tip: Multi-Channel Customer Journey

Combine all channels for best engagement: Email → WhatsApp → SMS → Retargeting. Use goal nodes to track conversions at any stage.

15. RenoEasy Verdict

“For RenoEasy Marketing Edge, Brevo automation has become the foundation of smart client campaigns — consistent, data-backed, and scalable.”

Conclusion

With Brevo automation, your marketing runs even when you don’t. Every message is timed, personalized, and tracked — ensuring you never miss an opportunity to connect or convert.

“The smartest marketers don’t work harder — they let Brevo work for them.” — RenoEasy Marketing Edge, 2025.