Brevo Workflow Templates: Automate Marketing in Minutes

Manual marketing tasks like sending welcome emails, following up with leads, and recovering abandoned carts eat up hours of your week. If you’re using Brevo (formerly Sendinblue) for your marketing, Brevo Workflow Templates are the shortcut you’ve been missing.

These pre-built, trigger-based automation sequences let you launch email, SMS, and WhatsApp campaigns in minutes, no coding required. According to Brevo’s official product documentation, 82% of users who use pre-built workflow templates see a 30% reduction in manual marketing tasks within the first month.

In this guide, we’ll break down what Brevo Workflow Templates are, walk through the top pre-built options, show you how to customize them step-by-step, and share pro tips to boost your results.

What Are Brevo Workflow Templates?

Brevo Workflow Templates are pre-designed automation sequences built into the Brevo marketing platform. Each template is triggered by a specific user action (like signing up for your newsletter or leaving items in a cart) and automatically sends a series of targeted messages across channels.

You can use them as-is or customize every element, from email copy to trigger conditions, using Brevo’s drag-and-drop workflow editor. They’re designed to eliminate the guesswork of building automation from scratch, even for teams with no technical experience.

Key Features of Brevo Workflow Templates

• Pre-built triggers: Includes common actions like newsletter signups, purchases, cart abandonment, and contact inactivity.
• Multi-channel support: Many templates include steps for email, SMS, WhatsApp, and even contact list updates.
• Drag-and-drop editor: No coding needed to adjust steps, add new actions, or change trigger rules.
• Segmentation integration: Templates automatically work with your existing Brevo contact segments for targeted messaging.
• Built-in analytics: Track open rates, click-through rates, and conversions for every workflow template you use.

Top 5 Pre-Built Brevo Workflow Templates You Should Use

Brevo’s template library has dozens of options, but these 5 are the highest-performing for most businesses:

1. Welcome Series Workflow: Triggers instantly when a contact joins your email list. Sends 3-5 automated emails introducing your brand, delivering lead magnets, and setting expectations for future communication.
2. Abandoned Cart Recovery: Fires when a user adds items to their cart but doesn’t complete checkout. Sends 2-3 follow-up messages via email or SMS, often including a small discount to nudge conversion.
3. Post-Purchase Follow-Up: Triggers 1-3 days after a customer makes a purchase. Sends a thank-you note, requests a product review, and cross-sells complementary products.
4. Re-engagement Workflow: Targets contacts who haven’t opened an email or interacted with your brand in 6+ months. Sends a win-back email with an exclusive discount, then automatically removes unresponsive contacts from your list.
5. Birthday/Anniversary Workflow: Triggers on a contact’s birthday or the anniversary of their first purchase. Sends a personalized discount code to boost loyalty and repeat sales.

How to Customize Brevo Workflow Templates (Step-by-Step)

Customizing a pre-built template takes less than 15 minutes, even if you’ve never used marketing automation before. Follow these steps:

1. Log in to your Brevo account and navigate to the Automation > Workflows tab in the left sidebar.
2. Click the blue "Create a Workflow" button, then select "Use a Template" from the dropdown menu.
3. Browse the template library by category (e-commerce, lead generation, customer retention) and click "Preview" on any template to check its triggers and default actions.
4. Click "Use This Template" to load it into Brevo’s drag-and-drop workflow editor.
5. Edit email/SMS copy, adjust trigger conditions (e.g., change the inactive contact window from 6 months to 3 months), add or remove steps, and update segmentation rules.
6. Click "Test Workflow" and enter a test contact email to ensure all steps fire correctly.
7. Toggle the workflow switch to "Active" to start running it automatically.

4 Pro Tips to Get the Most Out of Brevo Workflow Templates

• Segment first: Templates perform up to 2x better when sent to targeted segments (e.g., past purchasers) rather than your entire contact list.
• A/B test content: Use Brevo’s built-in A/B testing tool to optimize subject lines, CTA buttons, and discount offers for each template.
• Clean your list regularly: Remove invalid or bounced emails monthly to protect your sender reputation and improve deliverability for automated workflows.
• Review analytics monthly: Check open rates, click-through rates, and conversion rates for each template, and tweak underperforming steps every 30 days.

Frequently Asked Questions

Are Brevo Workflow Templates free to use?

All basic templates are included in every Brevo plan, including the free tier. Advanced templates with multi-channel triggers or custom segmentation may require a paid Starter, Business, or Enterprise plan.

Can I save my own custom workflows as templates?

Yes! After building a custom workflow from scratch, click the "Save as Template" button to reuse it for future campaigns or share it with team members.

Do these templates support SMS and WhatsApp?

Absolutely. Many pre-built templates include SMS or WhatsApp steps by default, and you can add these channels to any template in the drag-and-drop editor.

How long does setup take for a beginner?

Most users can customize and activate a pre-built template in 10-15 minutes, with no prior automation experience needed.

Conclusion

Brevo Workflow Templates are one of the fastest ways to automate repetitive marketing tasks, reduce human error, and boost conversions without hiring a technical team. Whether you’re running an e-commerce store, a SaaS business, or a local service brand, there’s a template that fits your needs.

Start with one high-impact template (like the abandoned cart or welcome series) to see results fast, then expand to more complex workflows as you get comfortable.

Ready to streamline your marketing? Sign up for a free Brevo account today and launch your first automated workflow in minutes. Have questions about customizing templates? Drop them in the comments below!