INTEGRATION
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 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 settings β "smtp & api" click "api keys" tab click "generate new api key" name it click "generate" 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 for existing customers click sync buttons to update recently added customers add customers who missed auto sync i mportant 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
