Who this applies to#
- Use behavioral selection only when the observed event is relevant to the message and the contact remains eligible for that message type
What Behavioral email requires#
- Define the triggering event, delay, audience exclusions, and stop condition before activating the message
OnVoard
OnVoard describes automated workflows that respond to customer activity and lifecycle events
What this does not require#
- A behavioral trigger does not turn a promotional message into a transactional message or override an opt-out
Common mistakes#
- Ignoring opt-out because an event fired
- Sending after the customer completed the intended action
- Using an unrelated event as personalization
Behavioral email checklist#
- Define the event
- Define the delay
- Recheck eligibility
- Set the exit condition