Newsletter - connecting Brevo, AI design and sending to lists
Connect a Brevo account on the Integrations page, create a newsletter (with the AI designer too), choose who gets it from the people who agreed to receive email, send a test and send now or schedule.
The newsletter is emailed to leads, customers and contacts who agreed to receive marketing email. It lives in the sales department under Newsletter, and the sending itself goes through the business's Brevo account.
Connect Brevo
In the marketing department go to Integrations, and on the Brevo email card click Connect Brevo. In the "Connect your Brevo account" window paste the API key from your Brevo account and choose the Sender address from the addresses verified in Brevo. Only business owners can connect or change Brevo. Until it is connected, the newsletter page shows "Connect Brevo first" with a Connect Brevo button.
Get to know the newsletter page
The page has two tabs: Newsletters and Mailing lists. The top shows how many addresses agreed to receive email. Each newsletter shows its status (draft, scheduled, sending, sent, failed), and after sending also how many were sent, opened, clicked and unsubscribed.
Create a newsletter
Click New newsletter and fill in the Internal name, Subject line, preview text (optional) and Email content. Write the content as text, in the Rich editor or as HTML. When the email is built in HTML, the three tabs are three views of the same email: the code, editing on the design itself, and the list of texts.
Design with AI
Click Create with AI, write What is this newsletter about?, and the designer creates a complete branded email with the business's logo, colours and buttons. The first design is kept as the business's house style, and later newsletters build on it; to replace it tick New design (replaces the house style). Each AI design costs 8 credits (see Credits).
Choose who gets it
Under Who gets it choose Everyone (every lead, customer and contact) or a mailing list. Either way, only people who agreed to receive email get it.
Who agrees to receive email? People who ticked the box on a sales page form, people arriving from a Webhook that has marketing consent switched on, and people you marked with the envelope icon on the lead, customer or contact card.
Build mailing lists
In the Mailing lists tab click New list and give it a List name. You can tick leads, customers and contacts by hand, and turn on New leads join by themselves - every new lead matching the source, product, status or tag you chose joins the list. The Add to mailing list step in automations also adds people to a list.
Send a test, then send or schedule
Under Send a test to type up to 3 addresses and click Send test. When it all looks right, click Save and send (or Send now), or pick Send at and click Save and schedule. A scheduled newsletter goes out within a few minutes of the time you chose, and Cancel schedule stops it.
Did not find an answer?
Fastest: the support button inside the app - the bot answers right away and passes you to an agent when needed. You can also email us, and the support team replies within one business day. Tell us what you tried to do, on which screen, and attach a screenshot if you have one.