👉 If you haven't heard much about behavioral emails before, you should go to What are Behavioral Emails? first to learn about them.
👉 If you already know what Behavioral Emails are, now it's time to start creating your own.
First, go to Engage > Behavioral Emails > + Create Behavioral Email.
To create behavioral emails, follow these simple steps:
Step 1 - Trigger
Select the event that you want to trigger this email, you have several event options to choose from.
Then, choose how long after that event occurs your behavioral email will be sent.
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Step 2 - Conditions
You can choose to add more conditions to filter who this email will be sent to.
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This means that, once if the event you have chosen occurs and these conditions are met, then the behavioral email will be sent.
Also, you can load a segment that you have previously created or we have predefined, and the conditions of that specific segment will be automatically applied.
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Choose which agent you want the email to be sent from, and in case that the recipient replies, where you will get that email.
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By personalizing your behavioral emails with attributes such as the recipient's name, you will increase engagement and effectiveness.
For more information go to Personalized Messages Using Variables .
Step 4 - Status
Set a name and description so you and other agents can easily identify your behavioral email.
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Also, you can allow your users to unsubscribe with or without a message.
If your behavioral email is ready to go, don't forget to activate it!