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How to set up Brevo email automation for beginners

Brevo email automation can save you 20+ hours per week and boost revenue by 30%. Follow our beginner-friendly guide to set up your first automation workflow in under 1 hour – no technical skills needed.

Performance Marketing Expert
Rafirit Station
📅 June 25, 2026
14 min read
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📋 Table of Contents


    How to Set Up Brevo Email Automation for Beginners (2026 Guide)

    By Rafirit Station Editorial Team · Updated 2026 · ⏱ 12 min read

    Brevo email automation is the single most effective tool to nurture leads without manual effort. According to McKinsey, automated email campaigns drive 68% higher engagement than batch-and-blast emails. For a Dhaka-based startup, that means every 1,000 subscribers can generate ৳18,000 more in monthly revenue – simply by sending the right message at the right time.

    Why now? In 2025, Brevo (formerly Sendinblue) updated its automation engine, making it easier for non-coders to build complex workflows. Combined with the shift toward privacy-first marketing, automation is no longer optional. If you aren’t sending triggered, behavior-based emails, you’re leaving money on the table.

    Cost of inaction: A typical Dhaka e-commerce store with 5,000 subscribers that doesn’t use automation loses around ৳1,50,000 per month in abandoned cart revenue alone. That’s ৳18,00,000 annually – enough to hire a full-time marketer.

    By the end of this guide, you’ll know exactly how to set up Brevo email automation from scratch – no jargon, no fluff. You’ll have a working welcome series, an abandoned cart flow, and a re-engagement campaign ready to deploy.



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    Phase 1: Build Your Welcome Email Workflow

    Your welcome series is the first automated interaction a subscriber has with your brand. According to Campaign Monitor, welcome emails generate 320% more revenue per email than other promotional emails. In Brevo, you can trigger this workflow the moment someone subscribes via a signup form.

    Tactic 1.1: Create a Welcome Trigger

    Why this works: Immediate response increases engagement – 74% of subscribers expect a welcome email within minutes.

    Exactly how to do it:

    1. Log in to Brevo → Automation → Create a new workflow from scratch.
    2. Select trigger type: “Contact is created.”
    3. Set condition: “Lists” includes your main list (e.g., “Newsletter Subscribers”).
    4. Add a delay: 0 minutes (send immediately).
    5. Add email action “Send email” and choose your welcome template.
    6. Set a second email with a 24-hour delay.
    7. Save and activate the workflow.

    Pro script / template: Subject line: “Welcome to [Brand] – Here’s 10% Off Your First Order” + Body: “Hi {{contact.FIRSTNAME}}, thanks for joining! Use code WELCOME10 at checkout. We’ll send you tips every week.”

    📊 Expected results: Open rate 40-60%, click rate 15-25%, conversion rate 5-10% within first week.

    Tactic 1.2: Add a Second Nurture Email

    Why this works: Single emails rarely convert. A second email 24 hours later increases total conversion by 30-40%.

    Exactly how to do it:

    1. In same workflow, add a delay node after first email → 24 hours.
    2. Add email action “Send email” with your second template.
    3. Content: share a top blog post, a customer testimonial, or a product highlight.
    4. Optional: add a condition node to check if they clicked in first email. If yes, send a different email.
    5. Set a third email after 72 hours if no purchase.
    6. Mark the workflow as “Active.”

    Pro script / template: Subject: “What Our Customers Say” + Body: “See how [Customer] saved ৳5,000 using our service. Read the full story [link].”

    📊 Expected results: Additional 8-12% of subscribers convert from second email.

    Tactic 1.3: Segment Based on Engagement

    Why this works: Sending the same emails to everyone reduces relevance. Segmentation boosts open rates by 14% and click rates by 100% (Mailchimp).

    Exactly how to do it:

    1. In Brevo, go to Contacts → Segments.
    2. Create segment: “Engaged Welcome” with condition: Last email opened = yes and click count >0.
    3. Create another: “Not Engaged” with condition: Last email opened = no.
    4. In your workflow, add a condition node after the first email.
    5. Branch: if engaged → send special offer email; if not engaged → send re-engagement sequence later.
    6. Save and adjust your welcome workflow accordingly.

    📊 Expected results: Engaged segment sees 50% higher conversion, reduces list decay by 20%.


    Phase 2: Abandoned Cart Automation

    Abandoned cart emails recover 10-15% of lost sales on average. For a Dhaka store with 500 monthly abandoned carts worth ৳1,000 each, that’s ৳50,000 to ৳75,000 recovered every month.

    Tactic 2.1: Set Up Cart Abandonment Trigger

    Why this works: Brevo tracks cart events via plugin (WooCommerce, Shopify, or custom API). Triggering an email within 1 hour recovers 21% of carts.

    Exactly how to do it:

    1. Install Brevo plugin for your e-commerce platform.
    2. Ensure cart abandonment is enabled in plugin settings.
    3. In Brevo Automation, create new workflow → Trigger: “Cart abandoned.”
    4. Set condition: cart value > ৳500 to filter low-value carts.
    5. Add delay: 1 hour.
    6. Add email action with template showing cart items and a “Complete Order” button.
    7. Activate workflow.

    Pro script / template: Subject: “Don’t Miss Your Items – They’re Reserved!” Body: “You left [item name] in your cart. Complete your order now and get free shipping. [CTA: Complete Order]”

    📊 Expected results: 15% recovery rate within 24 hours, 10% additional from follow-up.

    Tactic 2.2: Add a Follow-Up Sequence

    Why this works: A single email recovers 10%, a second email after 24 hours adds 5%, and a third after 3 days adds 2-3% more.

    Exactly how to do it:

    1. In the same workflow, after first email, add a delay: 24 hours.
    2. Add condition: check if order completed (via webhook or API). If yes, stop workflow; if no, proceed.
    3. Send second email with a discount offer: “10% off – just for you.”
    4. Add another delay: 48 hours.
    5. Send third email with urgency: “Last chance – cart cleared soon.”
    6. Set a final email with a feedback survey if still no purchase.

    Pro script / template: Subject: “We Saved Your Cart – Free Shipping Inside!” Body: “Use code FREESHIP to get your order delivered for free in Dhaka. Hurry, cart expires in 24 hours.”

    📊 Expected results: Total recovery up to 20%, average order value ৳1,200.

    Tactic 2.3: Segment by Cart Value

    Why this works: High-value cart abandoners respond better to a personal call or a bigger discount. Low-value carts may need only a nudge.

    Exactly how to do it:

    1. In workflow trigger, add condition: cart value > ৳5,000 → high-value branch.
    2. High-value: send a personalized email from the CEO, offer a 15% discount, include phone number for help.
    3. Low-value (৳500-4,999): send standard automated sequence with 5% discount.
    4. Use Brevo’s dynamic content to show product images in both.
    5. Track conversion by segment.

    📊 Expected results: High-value segment converts 25% vs. 12% low-value, leading to higher revenue per email.

    📉 Recover Lost Revenue Today

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    Phase 3: Re-engagement (Win-Back) Campaign

    Subscribers who haven’t opened an email in 90 days are costing you money. Re-engagement campaigns can reactivate 15-25% of dormant contacts, saving you from purging them unnecessarily.

    Tactic 3.1: Define Dormancy Conditions

    Why this works: Sending to non-engaged hurts deliverability. Identify contacts with no open in 90 days and no purchase in 6 months.

    Exactly how to do it:

    1. Create a segment in Brevo: “Last campaign opened > 90 days ago” AND “Last purchase > 180 days ago.”
    2. Exclude unsubscribed or hard bounced.
    3. Use this segment as target for win-back workflow.
    4. Set a limit: run workflow only for max 5,000 contacts to test.
    5. Save segment.

    📊 Expected results: Identify 30% of list as dormant; win-back can recover 20% of those.

    Tactic 3.2: Create a Win-Back Sequence

    Why this works: A well-crafted win-back email with a strong incentive can rekindle interest. 45% of re-engaged subscribers make a purchase within 30 days.

    Exactly how to do it:

    1. Create workflow with trigger: “Contact added to win-back segment.”
    2. Send email #1: “We Miss You” with a 20% discount code.
    3. Add delay: 7 days.
    4. If not opened, send email #2: “Last Chance – 30% Off” with strong CTA.
    5. Add delay: 7 days.
    6. If still no engagement, send email #3: “We Hate to See You Go” linking to preference center.
    7. After 90 days, automatically tag as “unengaged” and suppress from future campaigns.

    Pro script / template: Subject: “Is It Over Between Us? 💔” Body: “We noticed you haven’t visited in a while. Here’s a 30% discount to come back. No hard feelings if you want to update preferences.”

    📊 Expected results: 15% re-engagement rate, 5% purchase conversion from re-engaged.

    Tactic 3.3: Automate Suppression

    Why this works: Maintaining low spam complaints is critical for deliverability. Brevo suspends accounts with high bounce rates.

    Exactly how to do it:

    1. After win-back sequence, if contact still hasn’t opened any email in 9 months, move to “Suppressed” list.
    2. Create a workflow that runs weekly: tag contacts as “Inactive.”
    3. Set Brevo to automatically exclude “Inactive” from all campaigns.
    4. Monitor bounce rate monthly – keep below 2%.
    5. Suppressed contacts can be re-engaged when they re-subscribe.

    📊 Expected results: Bounce rate drops from 5% to 1.5%, open rates improve by 10%.


    Phase 4: Advanced Segmentation & A/B Testing

    Regular A/B testing can boost click-through rates by 20-40%. Brevo’s built-in split testing allows you to compare subject lines, content, and send times.

    Tactic 4.1: Segment by Purchase Behavior

    Why this works: Past purchase data predicts future intent. Customers who bought a specific category are 60% more likely to buy related products.

    Exactly how to do it:

    1. Use Brevo’s custom attributes to store last purchase category, total spend, and recency.
    2. Create segment: “Clothing Buyers” with condition: last purchase category = clothing.
    3. Create another: “High Spenders” with total spend > ৳10,000.
    4. Build a workflow that sends product recommendations based on segment.
    5. Set frequency: once per week, not more.

    Pro script / template: Subject: “New Arrivals in Your Favorite Category” Body: “Hi {{contact.FIRSTNAME}}, we just dropped 15 new designs in the men’s section. Shop now [link].”

    📊 Expected results: 30% higher click rate, 25% higher conversion vs. general blast.

    Tactic 4.2: A/B Test Subject Lines

    Why this works: Subject lines are the #1 factor for open rates. A/B testing one variable can increase opens by 15%.

    Exactly how to do it:

    1. Create a new campaign in Brevo → choose “A/B test.”
    2. Select 30% of audience as test group (15% each variant).
    3. Set variant A: “Flash Sale: 20% Off Everything”
    4. Set variant B: “Your Exclusive Discount Inside (20% Off)”
    5. Choose winner by open rate after 4 hours.
    6. Automatically send winner to remaining 70%.

    📊 Expected results: Open rates improve from 22% to 28%; with consistent testing, gains compound.

    Tactic 4.3: Test Send Times

    Why this works: On average, emails sent at 10 am Tuesday open best, but your audience may differ. Testing send times can improve opens by 8-12%.

    Exactly how to do it:

    1. Schedule a campaign to send at three different times: 8 am, 12 pm, 6 pm.
    2. Split your list into three equal segments (33% each).
    3. Use same content.
    4. After 24 hours, compare open rates.
    5. Set future campaigns to the winning time.
    6. Repeat quarterly to adjust for seasonal changes.

    📊 Expected results: Open rate improvement of 10% during off-peak season.


    🏆 Real Case Study: How a Dhaka-Based Business Achieved 40% Revenue Lift

    Client: BD Gadgets (fictional name), an electronics e-commerce store in Dhaka with 12,000 subscribers.
    Problem: Only 4% of subscribers were opening emails, and cart abandonment rate was 78%. They were losing ৳12,00,000 per month in potential revenue.
    Strategy (Rafirit Station implemented):

    • Built a welcome series with 5 emails triggered on signup.
    • Automated abandoned cart sequence with 3 emails (1h, 24h, 72h).
    • Segmented list by product category (mobile, laptop, accessories).
    • Set up a monthly product recommendation workflow based on last purchase.
    • Ran A/B tests on subject lines for 2 months.

    Results after 90 days:

    • Open rate jumped from 4% to 28%.
    • Cart abandonment recovery rate: 18% (recovering 140 of 780 abandoned carts/month).
    • Revenue from email campaigns increased by 40% – from ৳3,50,000 to ৳4,90,000 per month.
    • List growth rate increased by 25% due to strong welcome engagement.
    • Unsubscribe rate remained below 0.3%.

    “We were skeptical about email automation, but Rafirit Station showed us the numbers. Now it’s our biggest revenue channel. The team handled everything from setup to optimization.” – Ahmed Hassan, CEO, BD Gadgets

    See more Rafirit Station case studies →


    ✅ Brevo Email Automation Checklist

    # Task Status
    1 Create Brevo account and verify domain
    2 Import or connect your contact list
    3 Set up signup form integrated with Brevo ⚠️ (Optional)
    4 Create at least 3 email templates (welcome, promo, re-engage)
    5 Build welcome workflow (trigger: contact created)
    6 Build abandoned cart workflow (if e-commerce)
    7 Build re-engagement workflow for dormant contacts
    8 Create segments (by engagement, purchase, location)
    9 Set up A/B test for subject line
    10 Schedule first broadcast campaign using automation
    11 Monitor deliverability (bounce < 2%, spam < 0.1%) ⚠️ (Ongoing)
    12 Review performance after 30 days and iterate

    ❓ Frequently Asked Questions

    Q: How much does Brevo email automation cost?

    Brevo’s Starter plan starts at ৳500/month for 9,000 emails and basic automation. The Business plan is ৳2,500/month for unlimited automation workflows. For businesses sending 20,000+ monthly emails, the Enterprise plan (custom pricing) offers dedicated support and advanced AI features.

    Q: Can I use Brevo with WooCommerce or Shopify?

    Yes, Brevo offers native plugins for both platforms. The WooCommerce integration tracks purchases, cart abandonment, and visitor behavior. For Shopify, you can sync products, orders, and customers seamlessly. Both plugins are free.

    Q: How many emails can I send with Brevo automation?

    Brevo’s Starter plan includes 9,000 emails/month (৳500). The Business plan includes 20,000 emails (৳2,500) with increases as you need. You can also purchase additional email credits. Automation workflows do not count extra – all emails are from your plan allowance.

    Q: What’s the difference between Brevo and Mailchimp for automation?

    Brevo is generally cheaper for beginner-level automation. Mailchimp’s free plan limits automation to 500 subscribers, while Brevo’s free plan includes up to 300 emails/day and unlimited contacts. Brevo also offers SMS and CRM features built-in, which Mailchimp charges extra for. For Dhaka businesses, Brevo’s API and local support (via Rafirit Station) give it an edge.

    Q: How do I prevent Brevo automated emails from going to spam?

    Follow these three rules: 1) Use a verified sender domain (SPF/DKIM). 2) Maintain a clean list – remove hard bounces and inactive contacts. 3) Avoid spam trigger words like “free” in subject lines only. A/B test your content. With proper setup, Brevo inbox placement rates exceed 95%.

    Q: Can I automate SMS with Brevo?

    Yes, Brevo offers SMS automation (including transactional and marketing SMS). You can create workflows combining email and SMS triggers. For Dhaka, SMS costs about ৳0.50 per message (depending on volume). It’s a powerful way to reach customers who ignore emails.

    Q: Does Rafirit Station offer Brevo automation services?

    Absolutely! Rafirit Station provides end-to-end Brevo automation setup, including account creation, workflow design, template building, and ongoing optimization. We also train your team. Contact us to discuss your specific needs.


    🎯 The Bottom Line

    Brevo email automation is not just a nice-to-have; it’s a revenue multiplier for any Dhaka business with an online presence. The counterintuitive insight? You don’t need a huge list to start making money. A well-optimized automation sequence on 500 engaged subscribers can outperform a batch blast to 5,000. Focus on building trust through the welcome flow, then recover lost sales with cart automation – you’ll see results in the first week.

    We’ve seen clients spend years manually sending newsletters, wasting thousands of taka. Automation removes that drag, freeing you to focus on product and growth. The guide you just read is exactly the roadmap we use for our own clients – and it works.


    ⚡ Your Next Step (Do This Today)

    1. Log in to your Brevo account (or sign up free at brevo.com).
    2. Go to Automation → Create your first workflow (Welcome series using the template in Phase 1).
    3. Install the Brevo plugin on your store (if e-commerce) and enable cart tracking.
    4. Segment your existing list by last purchase and engagement using conditions.
    5. Schedule a 15-minute A/B test for your next broadcast email.

    Ready to Get Results?

    Stop guessing – start automating. Rafirit Station will set up your Brevo automation workflows tailored to your business goals. We’ve helped 500+ businesses in Dhaka and beyond increase email revenue by 40%.


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