Quick Answer
For search, voice, and "just tell me what to do".
Use behavioral triggers to match intent: when someone clicks, visits pricing, or abandons checkout, send the next most helpful message.
Key Takeaways:
- Behavior beats batch-and-blast.
- Keep triggers simple: high-intent actions first.
- Send helpful messages, not pressure sequences.
- Use AI to draft and personalize variants by segment.
Playbook
Define high-intent actions: pricing visit, demo watch, checkout start, link click.
Map each action to a next-step email: proof, FAQ, comparison, case study.
Write one template per trigger; ask AI for variations.
Start with 2–3 triggers and expand only after they perform.
Review monthly and prune weak triggers.
Common Pitfalls
- Too many triggers causing chaotic messaging.
- Sending sales pressure immediately after a click.
- No mechanism to stop triggers after purchase.
Metrics to Track
Triggered email CTR
Time-to-conversion
Revenue per subscriber
Unsubscribe rate
FAQ
What triggers should I start with?
Pricing page visit and checkout abandonment are high-leverage because they indicate real buying intent and clear objections.
How do I avoid annoying people?
Send fewer, better emails. Reference the action, be helpful, and include an easy way to opt out of the sequence.
Where does AI fit in?
AI helps draft variants and summarize performance insights. You decide strategy, tone, and which proof assets to deliver.
Related Reading
Next: browse the hub or explore AI Operations.