Brevo
12 min
INTRODUCTION:
Brevo is a powerful newsletter platform that helps businesses design, send, and track email newsletters with ease. It enables consistent delivery, audience segmentation, and performance insights to engage subscribers effectively
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Step 1:
- Go to https://www.brevo.com/ β Click "Sign In"
- Enter your email, create password
- Complete email verification
- You now have a Brevo accoun
Step 2: Get Your API Key
In Brevo : Log into your Brevo account
- Click your profile β Settingsβ"SMTP & API"
- Click "API Keys" tab
- Click "Generate New API Key"
- Name it.
- Click "Generate"
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- COPY the key shown (it only shows once!)
Step 3: Connect to MYFUNDBOX
- Log into your MYFUNDBOX account
- Go to: Configuration β Integration
- You can see Brevo Newsletter in middle of the other integrations nearby Mailchimp Newsletter
- Click the Brevo connect button
- Paste your API key in the box
- Click "Connect"
β Connection successful! Your dashboard now shows "Connected"
Dashboard - Three Tabs After Connection:
Tab 1: Keys
- Shows:ββββββββββββββββββββ (your hidden API key)
- Help button: Links to Brevo guides
Brevo API Guide :
Tab 2: Configuration
ON/OFF Switch:
- GREEN (ON) = New customers auto-sync immediately
- BROWN (OFF) = No auto-sync.
Delete Button:
- Confirmation popup appears first
- Removes the connection completely
Tab 3: Sync (Visible when switch is ON) - Three Buttons:
- Sync Newsletter enabled Customers
- Customers who enabled newsletter checkbox
- Sync Recurring Cancelled
- Customers who stopped recurring donations
- Sync Recurring Customers
- Monthly/regular giving customers
For New Donations:
Nothing to do! System automatically sync contacts when Brevo newsletter is enabled :
- Checks if customer opted-in for newsletter
- Adds to correct lists based on donation type
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For Existing Customers:
Click sync buttons to:
- Update recently added customers
- Add customers who missed auto-sync
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Important Note :
- In Customize your checkout page tab , you can see Newsletter module, it will be automatically enabled if we connected any one of the newsletter.
- If we disable the newsletter toggle, a warning popup will show as Brevo is connected.
- If we click disable button, it will disable both the toggle and the Brevo newsletter in the integration tab.
- You can see a checkbox named as βI want to stay connected β sign me up for the newsletterβ. If someone checks this box and donates, he will be synced to the lists/tags.
MultipleDBox checkout page :
OVP checkout page :
- After donating for a recurring plan, the customers will be synced to the recurring list and newsletter enabled customer lists in the Brevo newsletter account .
- We can see the Recurring customers in the Subscription module which is in the left side of the dashboard
- If the end date has been set or cancelled a plan by a customer in the Subscription module, the recurring cancelled customers will be synced to the lists/tags of Brevo Newsletter account as Recurring Cancelled customers and also if the customer reactivates the plan again they will be removed from recurring cancelled list.
- You can see the Lists section in the left side of dashboard under CRM.