How to Create a Customer Data Update Campaign with BRIO

Creating a Customer Data Update Campaign with BRIO involves several steps to ensure your campaign runs smoothly, from preparation to execution. This guide will walk you through everything you need to do, step by step.

Preparation Steps

Before starting your campaign, make sure the following prerequisites are completed:

1. Ensure You Have the Right Form Template:

   • Verify that the Mise à jour de la fiche client form template exists in your workspace (Under the Form Template menu)
   • If it's not available, contact Penbox support for assistance : [email protected]

2. Connect Penbox to BRIO:

   • Your Penbox account must be connected to BRIO to access customer data.
   • Connect your BRIO account to Penbox (reach out to BRIO support for help if needed).

3. Set Up Your Workspace:

   • Ensure your domain DNS settings are properly configured for both email and form hosting.
   • Set up your branding so your emails and forms reflect your company identity.

     Learn how to set up your workspace.

Once these preparations are complete, you’re ready to begin creating your campaign.