demobook

Manage and segment contacts in Brevo

Demo summary

Shows how to import contacts manually or via database, organize them into lists, and apply filters for segmentation.

Step-by-step

  1. Import contacts manually, individually, or via database
  2. Organize contacts into lists
  3. Apply filters to segment contacts based on data like phone numbers
  4. Save segments for use in automations

Options

  • Import contacts individually
  • Import contacts via database upload
  • Segment contacts using signup data

All demos from “Discover Brevo platform

  1. 1:481:09Manage and segment contacts in BrevoCurrentShows how to import contacts manually or via database, organize them into lists, and apply filters for segmentation.BrevoTag & manage subscribers
  2. 3:191:03Design email campaigns with Brevo templatesDemonstrates using the email editor to customize templates, adjust colors, buttons, and personalize content.BrevoDesign a newsletter / email (drag-and-drop editor)
  3. 4:200:58Setting up automation triggers and actionsWalks through the automation builder interface, showing how to define triggers and subsequent email actions.BrevoBuild a welcome / drip automation
  4. 5:170:45Analyze campaign performance and retentionA brief look at the analytics dashboard to track unsubscribes, open rates, and automation performance.BrevoTrack opens / clicks / revenue (reporting)
  5. Watch “Discover Brevo platform” →

Tag & manage subscribers

  1. 5:022:00Create and manage a new deal in Brevo CRMA walkthrough of creating a new deal by entering the deal name, selecting a pipeline, setting an estimated close date, and moving the deal through different stages using drag-and-drop.EmailTooltester
  2. 3:411:07Manually add contacts in BrevoShows how to navigate to the contact management section and manually enter contact details like email and name to add them to the database.Speak About Digital
  3. 1:481:09Manage and segment contacts in BrevoCurrentShows how to import contacts manually or via database, organize them into lists, and apply filters for segmentation.Brevo
  4. 0:540:46Navigate to Brevo CRM and Contact HubThe AI demo engineer shows how to access the CRM section from the left navigation bar to view the contact hub.Wolgol
  5. 2:111:41Create and Associate DealsShows the process of creating a new deal, associating it with existing contacts and companies, and moving it through pipeline steps.ASHUTOSH KUMAR
  6. 3:520:52Manage Deal Tasks and HistoryDemonstrates adding notes and creating tasks within a specific deal's detail page to track sales progress.ASHUTOSH KUMAR
  7. 5:001:54Customizing Company and Deal AttributesA walkthrough of creating custom data fields (attributes) like multiple-choice text or numbers for companies and deals, and making them required in forms.ASHUTOSH KUMAR