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Brevo Automation & Workflows

Brevo Automation Templates (Complete Beginner Breakdown)

Automation templates inside Brevo remove 80% of the setup time — beginners should always start with templates, then customize triggers and segments.

Automation templates inside Brevo are built to make beginners look advanced without the struggle. Instead of building every workflow from scratch, Brevo gives ready-made automation templates that already include triggers, delays, email steps, segmentation logic, and conditions. These templates help you launch onboarding sequences, welcome flows, retargeting cycles, and re-engagement journeys within minutes.

In this breakdown, you’ll learn what each automation template does, when to use it, how to modify it, and how to improve it for real-world performance. You’ll also see exactly which template beginners must activate first — and how to scale your automation system without breaking deliverability.

Why Brevo Automation Templates Matter

Most new marketers fail because they don’t know what to automate first. Templates eliminate that guesswork. Every Brevo automation template is designed using proven behavior patterns — signup → nurture → conversion → retention. When used correctly, templates:

  • Increase conversions with structured nurturing
  • Boost engagement by sending timely, relevant messages
  • Improve deliverability through automated warm-up patterns
  • Create consistency in your marketing without manual effort
  • Keep your list active and segmented in real time

Templates aren’t shortcuts — they are the foundation of scalable email systems.

The Most Important Brevo Automation Templates

1. Welcome Series Template

This is the first automation every new Brevo user should activate. It includes:

  • A trigger (contact added to list / form submitted)
  • Email 1: Welcome + value
  • Email 2: Brand story + credibility
  • Email 3: First offer or CTA

This template warms up new leads and boosts early engagement.

2. Lead Magnet Delivery Template

Perfect for creators, course sellers, and marketers. Automatically sends your free resource, then continues the nurturing sequence. It ensures:

  • Instant delivery
  • Higher trust
  • Better early engagement

3. Abandoned Cart Template

For ecommerce. This workflow detects when users add a product but don’t buy. It includes:

  • Reminder email
  • Follow-up with product benefits
  • Optional discount email

4. Re-engagement Template

This template is designed to revive cold subscribers and prevent list decay. It detects inactivity and attempts to restart engagement through:

  • Value-based emails
  • Preference update prompts
  • Final reactivation CTA

5. Post-Purchase Follow-Up Template

For ecommerce or services. Includes:

  • Thank-you email
  • Review request
  • Recommended products

6. Behavioral Tag Automation Template

This template reacts to clicks, page visits, or interest tags. It builds dynamic personalization for advanced workflows.

Key Tip: Always edit the delays in Brevo templates. Default delays are too generic — adjust timing based on your audience behavior.

Best Use Cases for Brevo Automation Templates

  • Creators: Use lead magnet + welcome
  • Ecommerce: Use abandoned cart + post-purchase
  • Service businesses: Use onboarding + nurture + review request
  • Coaches: Use value drip + consultation CTA
  • Newsletters: Use engagement scoring + re-engagement

How to Customize Brevo Templates Like a Pro

1. Replace generic subject lines

Brevo templates use safe placeholders — change them to emotional, curiosity-driven lines.

2. Add behavior tags

Every click should trigger a tag for future personalization.

3. Adjust timing based on your industry

Fast offers → short delays.
High-ticket sales → longer delays.

4. Add segmentation rules

Don’t send the same flow to all users — personalize based on interests and intent.

5. Add win-back messages

Every long workflow should include a re-engagement branch.

Companies Using Brevo Automation Templates

  • BrightNest Home Goods — using Brevo templates since 2024
  • FlowTech Digital — migrated to Brevo in 2023
  • PeakWell Fitness — running template-based workflows since 2022

Brevo Pricing & Included Features (2025)

Plan Price Features Included
Free 300 emails/day Unlimited contacts
Basic automation
Drag-and-drop editor
1 sender identity
Starter $9/month All Free features
5,000 emails/month
Automation templates
Advanced analytics
SMS sending
Enhanced deliverability tools
Standard $18/month All Starter features
Marketing workflows
A/B testing
Custom branding
Workflow templates
Advanced segmentation
Send-time optimization
Professional $499/month All Standard features
150,000+ emails/month
Multichannel automation
Advanced reporting suite
Dedicated IP support (optional)
Priority routing

Key Tip: Combine multiple Brevo templates into a single ecosystem — welcome flow → segmentation tagging → re-engagement → upsell automation.

Pros & Cons

Pros

  • Beginner-friendly templates
  • Pre-built triggers and delays
  • Scalable for advanced workflows
  • Strong personalization options
  • Affordable pricing

Cons

  • Templates still need customization
  • Advanced branching requires learning curve

Final Verdict

If you're new to automation, Brevo templates are the fastest way to build high-quality workflows. They provide structure, reduce guesswork, and help beginners launch complex customer journeys within minutes. Whether you're running ecommerce, newsletters, or a service business, these templates form the backbone of a long-term automation strategy.

EmailSchool Recommendation

Start with the welcome template, then add re-engagement and product-specific templates as you grow. For official tutorials and template documentation, visit Brevo Official.

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