Brevo Account Setup & Configuration

Service Scope

Brevo Account Setup & Configuration is a fixed-scope service for one business, one Brevo account, one primary contact list, and one approved email sender identity.

The service creates or reviews the account’s essential foundation, configures the available business and campaign settings, prepares a basic contact structure, organizes user access, and validates readiness for future email marketing work.

Contact imports, campaigns, templates, automations, integrations, and domain authentication are separate services.

Create or Review the Brevo Account

We configure one new Brevo account or review one existing account supplied by the client.

The account review covers:

• Account ownership and administrator access
• Available Brevo plan and feature limits
• Business and organization information
• Account language and regional settings
• Existing users and permissions
• Visible sender identities
• Existing contact lists and attributes
• Default email campaign settings
• Obvious configuration gaps

The Brevo account remains registered to and controlled by the client.

Review the Brevo Plan

We review the client’s active Brevo plan against the immediate account-setup requirements.

The review may identify whether the selected plan supports the required number of users, sending volume, contact storage, reporting, Brevo branding options, or other relevant email features.

Any Brevo subscription, additional user seat, sending credit, add-on, or plan upgrade must be purchased directly by the client and is not included in the service price.

Configure Business Information

We review and configure the available account information using details supplied and approved by the client.

This may include:

• Business or organization name
• Business address
• Account contact information
• Website address
• Default regional information
• Other available account-level business details

The client is responsible for ensuring that all supplied business and contact information is accurate and legally appropriate for its email communications.

Establish the Primary Contact Structure

We create or organize one primary contact list that can serve as the foundation for future email marketing.

We also configure up to five approved core contact attributes. These may include:

• First name
• Last name
• Company name
• Customer type
• Lead source
• Location
• Signup source
• Other approved contact information

This service prepares the structure only. Importing, updating, cleaning, enriching, deduplicating, or segmenting contact records is not included.

Configure One Sender Identity

We create and verify one approved sender identity using a working email address supplied by the client.

The sender configuration includes:

• One From name
• One From email address
• One default reply-to email address
• Available sender verification
• Basic sender consistency review

The client must be able to receive and approve any verification message sent by Brevo.

DNS configuration, Brevo domain authentication, DKIM, DMARC, dedicated IP setup, and sender-reputation remediation are not included in this service.

Review Subscription and Consent Settings

We review one intended method through which the client expects email contacts to enter the Brevo account.

We identify the appropriate subscription status, list destination, and available consent-related contact information required for the planned email use.

The client is responsible for confirming that its contacts have the necessary permission to receive marketing emails. This service does not provide legal advice, determine regulatory compliance, or create a complete signup form or consent-management system.

Configure Default Campaign Settings

We review and configure the available default settings used when future Brevo email campaigns are created.

Depending on the client’s active plan and available account options, this may include:

• Default sender identity
• Default reply-to address
• Basic campaign tracking preferences
• Available organization information
• Basic email footer readiness
• Other directly related campaign defaults

This service does not include campaign strategy, copywriting, email design, recipient selection, testing, scheduling, or campaign launch.

Configure User Access

We invite or review access for up to three client-provided users.

Where supported by the active Brevo plan, we assign available roles or permissions according to each user’s approved responsibilities.

Additional user seats, custom permission architecture, Admin account configuration, sub-organizations, and access across multiple Brevo accounts are not included.

Validate Account Readiness

After configuration, we complete one final account-readiness review.

The validation covers:

• Account ownership and access
• Business information
• Primary contact list
• Core contact attributes
• Sender verification status
• Default reply-to configuration
• User invitations and permissions
• Available campaign defaults
• Visible in-scope configuration issues

Validation confirms that the agreed account foundation has been configured. It does not guarantee account approval, email delivery, inbox placement, campaign performance, or access to features outside the client’s active Brevo plan.

Implementation Summary

The client receives a concise implementation summary identifying:

• The Brevo account configured
• The primary contact list created or reviewed
• The contact attributes configured
• The sender identity prepared
• The users invited or reviewed
• The default settings configured
• Any plan-related limitation discovered
• Any unresolved client or third-party requirement
• Recommended next steps

Client Requirements

Before work begins, the client must provide:

• Brevo owner or administrator access
• Accurate business and organization information
• The approved business address and website
• One working email address on the business-owned domain
• The approved From name and reply-to address
• The requested primary contact list name
• Up to five requested contact attributes
• Email addresses and responsibilities for up to three users
• Information about the intended contact subscription method
• Timely review and approval of the completed setup

Delivery and Revisions

Standard delivery is 3–5 business days after all required access, information, and approvals are received.

One consolidated correction round is included when submitted within seven days of delivery and remains within the original service scope.

Delays caused by missing access, sender verification, account review, plan limitations, Brevo restrictions, or client response times may extend completion.

Important Scope Boundaries

The following are not included:

• Brevo subscription, user-seat, credit, or add-on fees
• Configuration of additional Brevo accounts
• Admin accounts or sub-organizations
• Contact file preparation or import
• Contact cleanup or deduplication
• Advanced segmentation or personalization
• Signup form or landing page creation
• Email template design
• Newsletter or campaign creation
• Marketing automation
• Transactional email or SMTP configuration
• Shopify, WooCommerce, CRM, or API integrations
• Sending-domain authentication
• DKIM or DMARC configuration
• Dedicated IP setup or warming
• Deliverability or sender-reputation repair
• Legal or regulatory compliance advice
• Ongoing account or campaign management
• Guaranteed account approval, delivery, or inbox placement