Your Actis service must be configured to integrate with the Brevo digital marketing platform. The level of integration available depends on the Brevo subscription level that your organisation has chosen.
The easiest way to create a segmented and targeted mailing list is in Data Explorer using the various searches and filters provided.
Think about the Channel Preference filters you need to use, i.e. if your campaign is by email, then you’ll need to ensure your list contains only customers that have selected this an a communication method and have provided an email address.
Similarly if your marketing message is to be sent by SMS, then your list will need to contain customers that have provided a mobile phone number.
Open the result list and change to Customer – Channel Preferences view
When you’re happy with your resulting list, under the Actions tab click Add all to Brevo List
OR
Click or Ctrl+click to highlight customer name(s) and under the Actions tab click Add to Brevo List which will add the selected customers only.
The Brevo Customers Management box will open
Click the Down button to select a folder from the list that appears, or click in the Enter new folder name box to create a new folder. Click the Add button to add the new folder to the list.
Important: Folders are a way of grouping your mailing lists together for a specific reason, i.e. you might cover several therapy areas, so you could have a folder for each.
Click the Down button to select a mailing list from the list that appears, or click in the Enter new mailing list name box to create a new mailing list. Click the Add button to add the new mailing list to the list.
Once you’re happy with the folder and mailing list selection, click the OK button to transfer the list to Brevo.
Use all of the features included within your Brevo subscription to create and send your message.
All messages sent via Brevo will be recorded against the customer record in Actis.