Brevo 2025: Herramienta de Email marketing y CRM 2025

Introduction

In this tutorial, you will learn how to effectively use Brevo, a powerful tool for email marketing and customer relationship management (CRM). We'll guide you through the process of creating an account, understanding its functionalities, and leveraging its features to enhance your marketing efforts.

Step 1: Understanding Brevo

• Brevo is a platform designed to simplify email marketing and contact management.
• Key functionalities include automation of marketing campaigns, list management, and task management.
• Benefits of using Brevo include increased efficiency, better organization of contacts, and improved communication with customers.

Step 2: Creating Your Account

1. Visit the Brevo registration page: Create your account here.
2. Fill out the required fields with your personal information.
3. Agree to the terms and conditions and submit the form.
4. Verify your email address by clicking the link sent to your inbox.

Step 3: Changing Language Settings

• Once logged in, navigate to your account settings.
• Look for the language options and select your preferred language to customize your experience.

Step 4: Activating Two-Factor Authentication

1. Go to the security settings in your account.
2. Enable two-step verification to enhance account security.
3. Follow the prompts to link your phone number or authentication app.

Step 5: Creating Contact Lists

1. From the dashboard, click on the "Lists" section.
2. Select the option to create a new list.
3. Name your list and define its purpose (e.g., newsletter subscribers, leads).
4. Save your settings.

Step 6: Adding Contacts

There are several methods to add contacts to your lists

• Manually input contact details.
• Import contacts from a CSV file.
• Integrate with other platforms (like CRM systems) to sync contacts automatically.

Step 7: Exploring Additional Options

Explore features such as

• Email templates for campaigns.
• Segmentation tools for targeted marketing.
• Analytics to track the performance of your email campaigns.

Step 8: Managing Tasks

1. Access the task management section in your dashboard.
2. Create tasks related to your marketing efforts, such as follow-ups or campaign deadlines.
3. Assign due dates and priorities to keep your workflow organized.

Step 9: Making Calls

• Brevo allows you to manage calls directly from the platform.
• Set up your calling features in the settings.
• Use the integrated tools to make calls and track communications with your contacts.

Conclusion

Brevo offers a comprehensive suite of tools for managing email marketing and CRM efficiently. By following these steps, you can set up your account, organize your contacts, and utilize the platform's features to enhance your marketing strategies. Next, consider exploring advanced features like automation workflows to streamline your campaigns even further. Happy marketing!