Follow up every lead who filled in a form.

Behavly keeps form leads apart from your users and writes each one an email that introduces your product, for a business lead from what their company does.

Start for free

A lead needs a reason to start.

Lead follow-up in Behavly is a Pattern Campaign on Form leads: people who arrived through one of your forms, or who you added or imported, and have not signed in. Each email starts from your Brand info, and for a business lead Behavly also reads their company’s website to say what your product would do for them.

Business or private, written to fit.

For a business lead, Behavly reads their company’s public homepage and writes one concrete thing your product would do for what their company does, and one next step. A private lead gets your product introduced person to person.

Leads are their own group.

Form leads are excluded from All users: a lead is not yet a user, and mixing the two makes both groups wrong. A Pattern Campaign offers Form leads as its own group, once or always on.

See the exact email before it sends.

Preview any email step for a real lead: Behavly writes it exactly as it would when it sends, and nothing is sent. Write again shows another version.

A reply, with a draft waiting.

Behavly reads every reply and files it by what it says. When they are interested or ask something, a suggested answer waits in the Unibox for you to check and send.

From a form to a sign-up.

Leads come in on their own.
The snippet identifies people who submit one of your forms as leads, and never reads a form with a password field. You can also add leads or import a CSV on the Leads tab.
Start a campaign on Form leads.
Choose Form leads on the Who enters step of a Pattern Campaign, once or always on. Always on, each new lead enters once, the moment they join.
Describe the path, or build it.
Say who it is for and what each email should do, choose Build the path, and check what Behavly lays out. Or use the + on any connection to add an email Behavly writes, one of your templates, a wait, a branch or a stop.
Each reply is filed by what it says.
Behavly reads every reply to a campaign email and gives it the status it fits: High-intent when they are interested, Follow up for a question, Suppress for a no or an unsubscribe. A status you set yourself is never replaced.
The goal is a sign-up.
Name the Goal as the action or page that means they signed up. A lead moves to Contacts when they sign up, and with They reach the goal on under Leave when, their path ends there.

The rules around every lead.

Form leads: People who arrived through one of your forms, or were added to your leads. Excluded from All users, and their own group.
Business or private: A business lead’s address is at a company, you sell to businesses, and the company’s website can be read. Everyone else is private.
Read once: Each company’s website is read once, stored for your workspace and reused by every later email, and read again after six months.
Never says how: The email never says how Behavly knows about their company, and never states anything their website doesn’t.
Contact limit: Imported leads count toward your plan’s contact limit, so check Settings → Usage against the rows in your file first.
Leave when: A reply ends the path by default, and unsubscribing or bouncing always does. Reaching the goal can end it too.

Questions about lead follow-up.

Why aren’t leads in All users?

A lead needs a reason to start; a user needs a reason to come back. Folding them together makes both campaigns worse, so All users excludes leads and a Pattern Campaign offers Form leads as its own group.

Is the email written from what the lead did?

No. Emails to Form leads are never written from activity. They start from your Brand info: what you saved on Brand, plus what Behavly reads from your website.

What does Behavly read about a lead’s company?

Only the public homepage, plus the About page when the homepage says too little. Each company is read once, stored for your workspace and read again after six months.

Can I import a list of leads?

Yes. The Leads tab has Add and Import. Imported leads count toward your contact limit, and they move to Contacts only when they sign up.

Meet the Behavly Agent.

It reads what each user does in your product and writes their follow-ups. Free to start, no credit card.