Brevo Setup Checklist: Essential Lead Magnet for New Businesses

By Azon Vault On May 3, 2026

Introduction

Launching a new business is exciting, but without a reliable way to capture and nurture leads, growth stalls fast. Brevo (formerly Sendinblue) offers a powerful all‑in‑one platform for email marketing, automation, and CRM. This checklist walks beginners through the exact steps to get Brevo up and running so you can start turning visitors into loyal customers.

Why a Brevo Setup Checklist Matters

Using a checklist eliminates guesswork, ensures nothing falls through the cracks, and speeds up the time‑to‑first‑email. When you follow each item, you’ll have a fully integrated lead capture system that works from day one.

Brevo Setup Checklist

1. Create and Verify Your Account

Sign up at brevo.com using your business email.
Complete email verification within 24 hours to unlock sending limits.
Choose a plan that matches your expected contact volume.

2. Configure Your Sender Identity

Add and verify your domain (DKIM, SPF, and DMARC).
Set up a professional ‘From’ name and reply‑to address.
Upload a branded logo for use in all campaigns.

3. Build Your First Contact List

Navigate to Contacts > Lists and create a list named “Website Leads”.
Import existing contacts (CSV) and map fields accurately.
Enable double opt‑in to comply with GDPR and improve deliverability.

4. Design Your Lead Magnet Offer

Choose a high‑value asset (e‑book, checklist, template).
Create a compelling landing page headline and call‑to‑action.
Upload the asset to Brevo’s file manager for a secure download link.

5. Set Up the Capture Form

Go to Forms > Create a Form and select ‘Embedded’.
Include only essential fields: Name, Email, and Company (optional).
Enable the “Add to List” action and select “Website Leads”.
Customize the thank‑you message with a direct download link to the lead magnet.

6. Embed the Form on Your Site

Copy the generated HTML snippet.
Paste it into the sidebar, footer, or a dedicated landing page.
Test on desktop and mobile for proper rendering.

7. Create an Automated Welcome Sequence

Navigate to Automation > Create a Workflow and choose ‘When a contact subscribes to a list’.
Add the first email: “Thank you for downloading – Here’s your lead magnet”.
Schedule a follow‑up email 2 days later with related content.
Include a clear CTA to book a demo or visit a key product page.

8. Set Up Tracking and Analytics

Enable Brevo’s real‑time tracking code on all pages.
Create custom conversion goals for form submissions.
Integrate with Google Analytics for deeper insights.

9. Test Everything

Submit a test lead using a personal email.
Verify the contact appears in the “Website Leads” list.
Confirm the welcome email lands in the inbox and the automation triggers correctly.

10. Go Live and Monitor

Publish your landing page and start driving traffic (SEO, social, ads).
Review daily metrics: new contacts, open rates, click‑through rates.
Adjust subject lines or email content based on performance.

FAQ

Do I need a paid Brevo plan to use automation?: Automation is available on the Free plan but limited to 300 emails per day. For unlimited contacts and advanced workflow steps, upgrade to the Lite or higher plan.
Can I integrate Brevo with my e‑commerce platform?: Yes. Brevo offers native plugins for Shopify, WooCommerce, and Magento, plus webhook support for custom integrations.
How do I stay GDPR‑compliant?: Enable double opt‑in, keep a clear privacy policy link on your form, and store consent timestamps in the contact profile.

Conclusion & Next Steps

Following this Brevo setup checklist gives your new business a reliable lead‑generation engine from day one. Once you’ve captured and nurtured your first 100 leads, start segmenting by behavior and launching targeted campaigns.

Call to Action

Ready to launch your lead magnet with Brevo? Contact us today for a free 30‑minute strategy session and let’s convert traffic into customers.