Follow up every trial on what they did.
Every trial, one person at a time.
Find who is close.
The snippet sees what each person does on your site, and Behavly spots the groups in it, like Visited /pricing and Gone quiet. A Pattern Campaign follows them up once, or always on, so everyone who joins the group later starts the path too.
Start the moment a trial ends.
Your backend sends an event when a trial is about to end, with the person’s email. A Trigger Campaign takes them in the moment it arrives, and when they upgrade or reply, the path ends.
Wait for what they do.
A wait can hold until they visit /pricing, not only for a set time, and a branch checks whether they opened, clicked, visited a page, replied or did an action in your product, so the next email fits.
Each email from what they did.
An email Behavly writes is put together at send time from what that person did and every earlier email on the path, in your sender’s voice. Instructions for Behavly Agent say what it is for.
From a trial to an upgrade.
Add the snippet to your app.
Paste one async script tag into your site, on your signed-in pages too. The snippet detects a signed-in session on its own, so each trial user’s visits are theirs, with no identify call.
Choose who to follow up.
Start a Pattern Campaign from a pattern Behavly detected, like Visited /pricing or Gone quiet, once or always on. Or start a Trigger Campaign from an event your product sends when a trial is about to end.
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.
It waits for what they do.
A wait can end the moment the person acts, not only when time passes. A branch checks whether they visited a page or did an action in your product within the days you set: yes goes one way, no the other.
It ends when they upgrade.
Name the Goal as an action in your product, such as upgraded. Behavly credits each person who reaches it to the last email they got, and reaching the goal can end their path. A reply ends it by default.
The rules around every trial.
- Across campaigns
- One person on several paths never gets an email from each. By default, different campaigns stay 24 hours apart, and nobody gets more than 3 emails in any 7 days.
- When they write to you
- A reply ends the path by default, and their other campaigns wait 3 days. Out-of-office replies don’t count.
- Sending window
- The days and hours emails may go out: Monday to Friday, 9:00 AM to 6:00 PM by default, in each person’s timezone.
- Goal
- Name an action or a page, and each person who reaches it is credited to the last email they got, counted up to 7 days after their last email.
- Leave when
- A reply ends the path by default, and unsubscribing or bouncing always does. Reaching the goal can end it too.
- Review before sending
- Off by default. Turn it on to hold every email Behavly writes until you release it. Templates sent as designed always go on time.