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What’s the difference between event-based and behavior-based automation?

  • Event-based and behavior-based automation are related but distinct approaches to triggering emails.
  • Event-based automation:
  • Triggered by discrete, defined events in your system.
  • Account created
    Order placed
    Subscription renewed
    Password changed
    Support ticket opened
  • Events are typically singular, timestamped occurrences recorded in your database or system logs.
  • Behavior-based automation:
  • Triggered by patterns of user activity, often aggregated or analyzed.

Browsed products but didn't purchase
Visited pricing page multiple times
Engagement declining over time
Spent time on specific content categories

  • Behaviors often require interpretation or tracking over time rather than single events.
  • Key differences:
  • Clarity: Events are binary (happened or didn't). Behaviors often have thresholds ("visited 3+ times").
  • Timing: Events trigger at a specific moment. Behaviors may accumulate before triggering.
  • Complexity: Events are simpler to implement. Behaviors require more tracking and analysis.
  • Examples comparison:

Event: "Customer made a purchase" → Send order confirmation.
Behavior: "Customer browsed hiking boots 3 times this week" → Send targeted product email.

Event: "Trial started" → Send welcome email.
Behavior: "Trial user hasn't logged in for 5 days" → Send re-engagement prompt.

  • Best programs use both:
  • Events for transactional and immediate responses. Behaviors for nurturing and personalization.
  • Events capture what happened. Behaviors reveal what it means. Both inform how to respond.
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