How to set up your Brevo-Move To Happiness environment

Step-by-step guide for setting up your communication environment so you are ready to launch campaigns

In this guide, we will guide you through the steps to set up your Brevo-Move To Happiness environment effectively. You will learn how to configure your profile, manage users, and modify your campaign settings. For comprehensive details on campaigns, please refer to our dedicated article.

Step 1: Setting up your profile

1. • Access the admin portal and select 'Brevo' from the navigation menu on the left side.
   • Navigate to 'My Profile' by selecting your company name located in the top right corner of the screen.
   • Here, you will see some personal and company information. Ensure that the company information is correct, as it will appear in the footer of your emails.

Step 2: Managing users

• Navigate to the 'Users' section by selecting your company name located in the top right corner of the screen. Here, you will find a list of users and predefined user roles.
• There are different user roles:
  • Admin User: Has full access.
  • IT User: Can set up domain settings.
  • Communication Users:
    • Communication Responsible User: Can prepare and send out emails.
    • Content Creator: Can only prepare emails but cannot send them out.
• To add a user, click 'Add a User,' fill in the correct email address, and continue. You can choose full permission, a predefined user role, or custom permissions.

Step 3: Campaign settings

• Navigate to the 'Campaign' section in the left menu and choose 'Settings.'
• Set the default settings to align with your preferences, including selecting the correct time zone and defining essential campaign parameters such as the sender name and email address. Additionally, verify that your DNS records are appropriately configured to ensure successful email delivery.
• Create a test list containing email addresses to which you can send your campaign prior to distributing it to your entire database. This step enables you to verify URLs and obtain necessary approvals for your email content.
• The unsubscription page is a required feature that comes preconfigured but can be customized to better suit your needs. For instance, you have the option to create separate lists for Wellbeing communications and general company updates. Additionally, you can include an 'Update Your Preferences' link, allowing employees to select which types of emails they wish to receive.