Integrate Onvocado with Brevo: A Comprehensive Step-by-Step Guide

Before you begin, ensure you have the following:

Active Accounts:

• An active Onvocado account.
• An active Brevo account.

1. Start by Logging Into Your Onvocado Account

Begin by accessing your Onvocado account:

Log In:

• Navigate to the Onvocado login page and enter your credentials to access your dashboard.

Select the Desired Campaign:

• Once logged in, go to the Campaigns section.
• Choose the campaign you want to integrate with Brevo and navigate to the "Publish" settings.

2. Access the Brevo Integration Form

Within the "Publish" settings:

Locate Integrations:

• Once in your campaign's "Publish" page, scroll to the integrations menu and click on the "Browse More Integrations" button:

Select Brevo:

• From the list of available integrations, select "Connect to Brevo". This action will open the Brevo integration window where you’ll establish a secure OAuth connection.

3. Configure Brevo Integration Details

Once the connection is established, the Brevo integration form will appear.

a. Integration Name

• Field: Integration Name
• Description: Provide a name for this integration. This helps in identifying it, especially if you have multiple integrations set up.
• Action: Enter a descriptive name, such as "Brevo Email Marketing Integration".

b. Select Your Brevo Audience

• Field: Brevo Audience
• Description: Choose the specific audience (previously known as a list) from Brevo where you want to sync your Onvocado leads.
• Action:
  • Click on the "Brevo Audience" dropdown.
  • Select the desired list from the dropdown of available audiences in your Brevo account.

Note: If you haven’t set up an audience in Brevo yet, you’ll need to create one before proceeding.

c. Configure Field Mapping

Mapping your internal Onvocado fields to Brevo fields ensures that data is correctly transferred and utilized in your email campaigns.

• i. Internal Field
  • Description: These are the labels of the form elements used in your Onvocado widget.
  • Action: Review the list of internal fields displayed on the left side of the mapping section.
• ii. External Field
  • Description: These are the corresponding field names in Brevo where the data will be sent.
  • Action: For each internal field, select the appropriate Brevo field from the dropdown on the right.

Important: Ensure that the “email” field is mapped and active, as it’s mandatory for Brevo.

• iii. Activate All Fields (Optional)
  • Feature: All Fields Active Checkbox
  • Description: This checkbox toggles the activation state of all field mappings.
  • Action: Use this checkbox to quickly activate or deactivate all mappings as needed.

4. Save and Activate the Integration

After configuring the necessary fields:

Review Your Settings:

• Ensure all required fields are filled out correctly.
• Verify that the email field is mapped and active.

Save Changes:

• Click the "Done" button to save and activate the integration.

Confirmation:

• A success message, such as "Save successful!", will appear, confirming that the integration has been set up successfully.

5. Test the Integration

To ensure everything is working as expected:

Add a Test Lead:

• Create a new lead in Onvocado and submit the form.

Verify in Brevo:

• Log into Brevo and check if the new lead appears in the selected audience with the correct data mapped.

Troubleshoot if Necessary:

• If the lead doesn’t appear or data is mismatched, revisit the integration settings to ensure that all fields are correctly mapped and that the OAuth connection is valid.

Maximize Brevo’s Features:

• After setting up the integration, take advantage of Brevo’s automation, segmentation, and advanced email marketing tools to optimize your campaigns.

Maintain Field Accuracy:

• Ensure that the fields in Onvocado align with those in Brevo to prevent errors and guarantee seamless data synchronization.

1. Missing Required Fields

   Issue: Essential lead information, such as the Email field, is missing in Brevo.
   Fix: Double-check that all required fields are properly mapped in the integration settings and that the Email field is active.

2. Permission Issues

   Issue: The integration cannot authenticate or execute actions.
   Fix: Confirm that your Brevo account has the appropriate permissions to access and manage audiences and contacts through the API.

Integrating Onvocado with Brevo allows you to unlock the full potential of your email marketing. By automating data syncing and utilizing Brevo’s powerful CRM and email tools, you can improve customer engagement, simplify your workflows, and achieve better results for your business. Follow the steps in this guide to set up the integration with ease and start enhancing your marketing efforts today.

If you run into any issues or have questions during the process, our support team is here to help!