How to set up an email campaign?

1. Create a new email campaign

From Brevo, go to the Campaigns tab (1), then click Create a campaign (2). Next, select the Email type.

You will then access the first setup page, where you can define the general elements of the campaign.

Campaign name: visible internally only. It is recommended to use a clear and explicit name to facilitate tracking and organization.

Tags and Folder: allow you to organize your campaigns and easily find them later. These fields are optional but strongly recommended for regular campaign management.

Once these elements are completed, click Create campaign.

2. Set the sender

The first configuration step concerns the sender, meaning the person or entity that will send the email.

You can:

• select an existing sender from the list,
• or create a new one if the desired sender is not available.

Once selected, the sender name is automatically filled in based on its initial setup. You can still modify it to better fit your campaign.

Note that you can also define a default sender in Brevo’s global settings.

Once the sender is configured, click Save.

3. Define recipients

The second step consists of selecting who will receive the campaign. In the Send to field (1), a dropdown menu allows you to access your lists/segments.

You can also exclude inactive contacts by selecting the corresponding option (2). These contacts will be automatically removed from the recipient list.

Finally, the Advanced options (3) allow you to:

• exclude one or more specific lists (e.g. a list already contacted),
• add filtering conditions to your recipients.

For example, you can choose to send the campaign only to contacts who did not open a previous email, as part of a follow-up.

4. Set the subject and preview text

This step allows you to define the subject of your campaign. You can insert variables {} to personalize your subject using different attributes (e.g. first name).

You will also need to define a preview text. This text appears after the subject line in recipients’ inboxes and helps increase open rates. Variables {} can also be used here.

5. Design the email

This step is detailed in a dedicated article, accessible here.

6. Additional settings

Before sending, several additional settings can be configured in Brevo.
These options are not fully detailed in this article, except for a few key elements:

• Reply-to address: allows you to define an address different from the sender, to avoid receiving replies in the sending inbox.
• Expiration date: allows you to define a date after which the email will be automatically removed from recipients’ inboxes.
• Custom unsubscribe page: allows you to redirect contacts to a specific unsubscribe form (same for the profile update form).

7. Schedule the sending

Once all steps are completed, click Schedule to choose when and how to send your campaign.

Several options are available:

• Send now: the campaign is sent immediately after validation.

• Schedule for later: allows you to define a specific date and time.

• Send at the best time: Brevo automatically optimizes the sending time for each contact to maximize open rates.

• Send in batches: the sending is split into multiple waves, useful for managing sending load or when using a dedicated IP.

Once your option is selected, click Send now to finalize the campaign.