Marketing Automation

Behavioral Trigger

An automation that fires in response to something a contact does — a page view, an opened email, an abandoned cart.

Definition

A behavioral trigger is a workflow-starting event based on a contact's observed behavior rather than a fixed schedule or static attribute. Typical signals include visiting a high-intent page, opening or clicking an email, abandoning a cart, replying to a message, or going inactive for a set period. Behavioral triggers make automations feel timely and relevant, and they're the foundation of techniques like cart-abandonment recovery, browse-abandonment, and re-engagement sequences.

Example

A contact visits the pricing page twice in 48 hours. A behavioral trigger sends a personalized WhatsApp message offering a short call with sales.

How it relates to WellPlan

WellPlan listens for page views, email engagement, form fills, replies, and pipeline changes — any of which can trigger a behavioral workflow. See AI Workflow.