Getting Started with Behaviour Triggered Emails: A Guide for Marketers

Getting Started with Behavior-Triggered Emails: A Guide for Marketers

In the intricate web of digital marketing, staying one step ahead is the key to grabbing and retaining the attention of your audience. At the heart of this strategy is the utilization of behavior-triggered emails. These timely and targeted communications are not just a buzzword; they are a potent tool to propel engagement and boost conversions.

In this comprehensive guide, we’ll walk you through everything you need to know to get started in crafting your own behavior-triggered email campaigns that resonate with your audience and drive results. This is a fundamental read for marketing professionals and content creators looking to personalize their customer communications and maximize their email marketing efforts.

Understanding Behavior-Triggered Emails

Imagine unlocking a way to speak directly to a customer’s interests and needs, precisely when they require your attention. That’s the magic of behavior-triggered emails. They are automated messages that are sent to your subscribers based on interactions with your brand, such as website visits, link clicks, or product purchases.

Types of Behaviors to Target

Understanding your customer’s digital footprint is the first step to realizing the full potential of behavior-triggered emails. Here are some key types of behaviors you can harness:

Abandoned Carts: When a customer adds items to their online shopping cart but doesn’t complete the purchase, this is a signal for a potential loss. An email reminding them of their items can be the gentle nudge they need to return and complete the sale.

Browsing History: Knowing which products or services a customer has shown interest in on your website allows you to curate an email that caters to their exact needs.

Purchase History: This history is a goldmine when it comes to cross-selling or suggesting related products. It can enhance their overall experience with your brand.

Inactive Users: Re-engage those who haven’t interacted with your brand for a while by offering something of value, such as a discount or an update.

Benefits of Personalized Communication

The personal touch in email marketing cannot be overstated. A study found that personalized emails deliver six times higher transaction rates. Behavior-triggered emails create a one-to-one connection that resonates with recipients on a personal level. Personalization includes dynamic content such as product recommendations or tailored messaging based on user behavior. The result? Increased engagement and a better return on your marketing investment.

Perpetual and dynamic countdown timers are a simple way of creating a personalised experience and injecting a sense of urgency to your email communications. Perpetual timers start when the email is opened, and can optionally use a ‘Unique User’ feature to keep counting down if the user reopens the email. These are often used when there is not actually a limited offer, and the idea is to continue to offer the illusion of scarcity/time limit regardless of when the email is opened.

Dynamic timers are useful for situations where you may want to programmatically create timers, usually based on the send time of the email.  An example of a common use case might be an abandoned cart email (e.g. “Check out within 24 hours for free shipping!”) where you want a timer that is a specific time in the future based on when the email is sent.

Setting Up Behavior-Triggered Email Campaigns

Crafting a successful behavior-triggered email campaign involves more than just knowing your audience’s behavior. It’s about setting up the right systems to respond effectively and efficiently.

There is a plethora of email marketing platforms, each offering different features and levels of sophistication for automated campaigns. Your choice should align with your brand’s needs, from the complexity of your triggers to your budget. Advanced automation features to look for include:

  • Rule-based triggers
  • Segmentation capabilities
  • A/B testing functionality
  • Robust reporting and analytics

Segmenting Your Audience

Not all behavior-triggered emails are created equal, and neither is your audience. Segmenting your subscribers allows you to send more relevant and targeted emails, which has been shown to improve open rates by 14% and click-through rates by 100%. Key segments to consider may include:

  • New subscribers
  • Frequent purchasers
  • Customers with a high lifetime value
  • Inactive users

Creating Relevant Triggers

Your trigger points should be strategic. They need to reflect valuable engagement opportunities that enhance customer experience and drive conversions.

Steps to define triggers:

  • Map out your customer’s potential journeys
  • Identify touchpoints that indicate high intent
  • Craft compelling, timely, and clear call-to-actions

Measuring Success

Data is the currency of digital marketing, and behavior-triggered email campaigns are no different. They allow for precise tracking and measurement. Keep an eye on these crucial KPIs:

  • Conversion Rate: How many triggers result in the desired action? This KPI is the bottom line of your campaign’s success.
  • Open and Click-Through Rates: These metrics tell you if your emails are engaging enough to drive further action.
  • Revenue Generated: Your ultimate goal is to impact your bottom line, so tracking the revenue generated by your campaigns is vital.


Unlock the potential of behavior-triggered emails to create a dynamic, personalized customer experience that increases engagement and drives sales. Remember, it’s the artful combination of data, automation, and personalization that gives these campaigns their edge.

By adhering to the strategies, examples, and best practices outlined in this guide, you’re well on your way to mastering this potent form of email marketing. Keep experimenting, keep optimizing, and most importantly, keep listening to what your audience’s online behavior has to say. It’s your strongest ally in the quest for more meaningful and more successful email campaigns.

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