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