Get Started Steps

From account settings to reports, these steps will help you start sending messages with Bronto.

Set Up Your Bronto Account and Application Settings

Step Topic Description Links
1. About Bronto Review some Bronto basics that help you become productive quickly.
2. Manage Your Account Set up your Bronto account and user permissions.
3. Navigate Bronto and View Your Dashboard Move easily between different areas of the platform. On the dashboard, you can view snapshots of account statistics and application functionality.
4. Set Up a Domain and SSL Certificate Use a dedicated subdomain so that any changes to your marketing sending reputation won't impact deliveries of business emails from your corporate address. If you have an existing subdomain with a good reputation, continue to use it.
5. Email Best Practices Many factors contribute to creating and sending effective email messages. Review some guidelines for best practices.

Integrate Your Data: Contacts

Step Topic Description Links
1. NetSuite Connector The NetSuite connector integrates your Bronto and NetSuite accounts. You can exchange contact and order data.
Shopify Connector The Shopify connector integrates your Bronto and Shopify accounts. You can import Shopify contact, product, and order information. You can also export data to Shopify with Shopify Customer Data Sync.
Magento Connector The Magento connector integrates your Bronto and Magento accounts.
2. Other Ways to Import Contacts Contact import can also create new lists, update contact information, update people who have unsubscribed, and remove contacts from a list.
3. Contact Fields Contact fields are data containers to save information about your contacts.

Integrate Your Data: Orders

Step Topic Description Links
1. Configure NetSuite Order Data Imports When you have the NetSuite connector configured, you can import NetSuite transaction data into Bronto as order data.
Configure Shopify Order Imports When you have the Shopify connector configured, you can import your Shopify order data.
Configure Magento Order Imports When you have the Magento connector configured, you can import your Magento order data into Bronto.

Integrate Your Data: Products

Step Topic Description Links
1. Configure Shopify Product Imports When you have the Shopify connector configured, you can import your Shopify product data. Shopify stores product data by storing parent products with variants, where Bronto stores each product variant as its own product.
Configure Magento Product Imports When you have the Magento connector configured, you can import your Magento product data into Bronto. If you decide to use Magento to keep your product catalog up-to-date and have previously manually imported your product catalog, the product import settings on the Products page are disabled when the Magento Connector starts managing product data. This prevents data conflicts.
2. Product Recommendations With the Recommendations app, you can build customized lists of relevant product recommendations using what Bronto knows about your products and contact behavior. These recommendations can be used to build highly targeted email messages and campaigns that contain products relevant to your contacts.

Set Up Your Webforms and Pop-Ups

Step Topic Description Links
1. Webforms
2. Pop-Up Manager You can design pop-up messages to capture the email addresses of people who visit your site.

Create and Send Email

Step Topic Description Links
1. Email Message Editor You can use the email message editor to quickly and easily build your email messages.
2. Content Tags Content tags allow you to create reusable blocks of content for the body, header, and footer of your messages.
3. Message Personalization You can personalize messages for specific contacts or groups of contacts to improve the success of your marketing campaigns.
4. Send Messages You do the scheduling and Bronto does the sending.
5. Manage Scheduled or Sent Emails The Outgoing Deliveries page lets you see all of your outgoing deliveries or posts.
6. Send Test Deliveries Sending test deliveries of your message helps ensure that it is ready to be sent to your contacts.

Automation

Steps Topic Description Links
1. Workflows Workflows allow you to automate steps of a multichannel marketing lifecycle by specifying combinations of triggers, filters, and actions that determine how to handle contact data and which marketing communications to send.
2. Cart Recovery You can identify and capture contacts who have placed items in the shopping cart without completing their order.

Reports

Step 1. Get Started With Reports

Step Topic Description Links
1. Reports You can examine metrics from a variety of angles by viewing the same metrics in different types of reports.

Additional Features

Step Topic Description Links
1. Managing Your Contacts Segments and Lists allow you to organize your contacts.
2. Product Recommendations Premium Recommendations Premium helps you build recommendation lists based on contacts' order and browse histories combined with product data. You can create recommendations that are highly personalized and based on contact behavior. Create A Premium Recommendation
3. Browse Recovery Browse Recovery allows you to define rules to be used to send targeted messages to contacts based on their browse behavior. Browse Recovery App
4. SMS You can set up SMS messages to send to contacts. SMS Messages
5. Coupon Manager You can generate and track unique coupon codes to use in your marketing campaigns. Coupon Manager App