🎯 General principles
🎯 General principles This template automates the management of marketing campaign from a CRM based on Airtable, using Brevo for sending and tracking emails. 🧩 It is based on two main steps: Sending emails to targeted companies in Airtable, creating an interaction record for each sent email. Real-time tracking of events (email delivered / opened / clicked, unsubscribe request) via a n8n webhook, updating the corresponding interaction or company record. This workflow provides precise tracking of marketing actions and facilitates the history of interactions with prospects or clients. Prerequisites Airtable with at least 3 tables: Company: Contains information about your clients or prospects. Interaction: Log of exchanges and events. Campaign: Information about the ongoing campaign. Brevo: A predefined email template, which can include a link to a form. API access for sending and tracking emails. ⚙️ Step-by-step description 1️⃣ Sending Emails Selecting targeted companies The workflow queries the Company table in Airtable, filtering on a tag or a specific field related to the campaign (e.g., Campaign = "1"). Preparing data for Brevo For each company, retrieves the necessary information: email address. Sending the email via Brevo Uses a Brevo Send Template node with a predefined template. Brevo returns a unique identifier for each email sent. Creating an interaction in Airtable A record is added to the Interaction table containing: Company Date and time of interaction Media = email Brevo email identifier 2️⃣ Tracking Events Receiving Brevo events Brevo triggers a webhook to n8n for each event: Delivered Opened Clicked Unsubscribed Matching with the interaction Based on the Brevo identifier received, the workflow finds the corresponding Interaction in Airtable. Updating the interaction The interaction status is updated based on the event (e.g., "Opened" with date and time). Managing unsubscribes In case of an unsubscribe: The workflow finds the Company associated via the interaction. A specific field in the Company table (e.g., Opt-in) is updated to "No" in order to exclude this company from future campaigns. ✅ Benefits of this template Automated sending and real-time tracking. Interaction history stored in the CRM. RGPD (European regulations) compliance through automatic unsubscribe management. Clear view of campaign effectiveness (open rates, clicks, etc.). 📬 Contact Need help customizing this (e.g., expanding Data Tables, connecting multiple surveys, or automating follow-ups)? 📧 smarthome.smartelec@gmail.com 🔗 guy.salvatore 🌐 smarthome-smartelec.fr. An n8n automation workflow template by Guy.
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