Introduction
Harness the power of Brevo to achieve your goals. Stimulate repeat purchases with well-timed emails, drive customer acquisition via referral emails, and refine audience segmentation using information from your loyalty program. 🚀
Before you get started
If you don't already have a Brevo account, you can create one here.
💡 If you've already integrated Brevo, go straight to the email configuration guide. There you'll find a list of recommended automations to configure, as well as sample email bodies.
How to connect Brevo to Loyoly
There are two steps to connecting to Brevo.
1. Connect to Brevo.
To retrieve the API key :
Click on your company name, on the top right
Then on SMTP and API
In the API key tab, generate a new key and copy it to Loyoly.
To retrieve the tracking code :
Go to the Automations → Settings tab
Click on Tracking code
Choose the "JS tracking code" installation option
Copy the "client key" into the script:
2. Log in to your Loyoly backoffice.
Then go to :
Settings → Integrations
Click on Connect
Copy and paste your API key and tracking code
Congratulations! Brevo is now connected to Loyoly 🌟
Once successfully installed, a data synchronization process will be launched, transferring your customers' loyalty information. We synchronize all users present in the CRM.
💡 Keep in mind that, depending on the number of customers, data synchronization may take several hours.
Find out which properties are synchronized with Brevo
In order to configure your emails using Brevo, Loyoly needs to share certain customer information. Here are the details:
Telephone number: this property is synchronized if the "Complete your telephone number" mission is activated.
Customer's points balance: the customer's points balance, which can be used immediately.
Anniversary date: this property is activated if the mission "Indicate your anniversary date" is enabled.
Customer missions: the number of missions the customer has completed.
Number of customer rewards: represents the total number of rewards the customer has claimed.
Number of customer referrals: indicates the number of referrals made by the customer.
Customer tier: only displayed if the customer belongs to a tier. This variable is updated as soon as the customer changes tier, either by access method or by modifying tier parameters.
This is what you'll find in Brevo's user files:
And it's almost finished! ✅
Once you've set up your integration, you need to configure your email flows. Click here for a complete guide to setting up your emails.