Are you interested in adding users to your Brevo, formerly Sendinblue, lists through your Joomla forms? Are you seeking a solution to integrate Convert Forms with Brevo and automate lead generation effortlessly? With the Brevo app for Convert Forms, you can easily subscribe users in your Brevo account each time someone submits your form.
This tutorial will guide you through using and configuring the Brevo addon in Convert Forms.
If you were using our SendInBlue campaign (now deprecated), it's time for an update to ensure your integration will continue to work. For more details, please read the updated documentation below, featuring a step-by-step guide.
TABLE OF CONTENTS
- Setting Up Brevo Task
To use the Brevo integration, there are a few requirements you need to meet, listed below:
- Ensure you are using Convert Forms 4.2.3+ Pro. You can easily upgrade to Pro if you're currently in the Free version
- The "Convert Forms - Apps - Brevo" plugin is enabled.
- Your form includes an Email field.
Setting Up Brevo Task
To set up the Brevo task and sync your submissions to the Brevo service, go into your form, and follow the steps listed below:
From within your form, click on Tasks > CREATE YOUR FIRST TASK.
On the modal that will open, select the Brevo task.
Select New Submission under Trigger and Add/Update Contact under Action on the next screen, and click CONTINUE.
A connection is essential to be able to connect to a 3rd-party service, such as Brevo. Let's see how to create a new connection that will allow us to connect to Brevo.
On the next step, click SIGN IN to start creating our Brevo connection.
To create our connection with Brevo, Click ADD CONNECTION to get started.
Get your Brevo API Key
Before we can connect to Brevo, we need to create a Brevo API Key. Follow the steps listed below to grab your API Key.
Step 1: Go to your API Keys page, on your Brevo settings by clicking here, and click Generate a new API key
Step 2: Enter a name for your API Key, and click Generate.
Step 3: Copy the generated API Key which you will use in your Convert Forms Brevo Task.
Note: Store the API Key somewhere safe, as Brevo won't show it again for security reasons.
Now that we have created our Brevo API Key, we can continue setting up the connection with Brevo. Enter a connection name and paste your Brevo API Key in the fields Brevo Name and Brevo API Key, respectively. Then click ADD CONNECTION.
The connection has been added, and you can close the connections window.
If you see the "Connection added" message, your connection with Brevo has been established, and you can continue with the next step. If you see any error message, please review your API Key.
Select the newly created connection from the list and click CONTINUE.
Ensure that your newly created Brevo connection is selected in the dropdown.
After you've set up the trigger, action, and connection, it's time to set up the action itself and define what information to send to Brevo. In this step, you can view all available settings and map each option with a fixed or dynamic value using Smart Tags.
Let's see all available settings:
Select the list to which all subscribers will be saved in your Brevo account. A complete list of all your Brevo lists will be available, and choose from any form field, or Smart Tag.
Update existing user
Enable to update existing subscribers' information on your Brevo account. Disabling this will result in your users seeing an error message when the form is submitted, which prevents already subscribers from re-subscribing to your lists.
Select the email address of the submitter. This is the user that will be subscribed to your Brevo list. Choose the Email field in your form.
Brevo provides Custom Attributes, which allows you to store additional information when a subscriber is saved on your Brevo account, such as their name, age, company info, and more!
When you click on the Properties dropdown, you will automatically be shown a list of existing custom attributes from your Brevo account, and you will be able to map them with an existing form field, or Smart Tag.
To create new custom attributes, you can go to your Contact Attributes Brevo page.
Step 1: Click on the Add a new attribute button.
Step 2: Enter the attribute name and select the attribute type.
That's it! Your custom attribute is now available.
Add Conditional Logic
Conditional logic makes it possible to run tasks only if specific criteria are met, like a user’s email address matching a certain domain, the user being associated with a certain Joomla User Group, or a form submission having a specific value.
While editing the Brevo task, go to the Setup Action step and scroll down to the Conditional Logic section to set up Conditional Logic. Here's where you define all the rules the task should meet to run.
For example, let's say we need to sync submissions to Brevo, only if the email is coming from a specific domain: @domain.com.
- Click to enable the Run this task when certain conditions are met.
- Click Add Your First Condition.
- Select the Email field in the Trigger dropdown.
- Select Contains in the Operator dropdown.
- Enter @domain.com in the value. Replace this with your domain name.
The condition should look like this:
You can read more on Conditional Logic on the Working with Tasks documentation page.
The final step is to enable our task. To do so, click the toggle on the dialog’s top right corner, as shown in the screenshot below.
Finally, click Save to save the task, close the dialog, and then click Save from the top right corner of the form builder to save the changes on the form.
Congratulations! You’ve successfully created a form that syncs new submissions to the Brevo email marketing service!