Behavioral Trigger Automation Based on Product Events
System of automated emails triggered by specific user actions within the product, with cooldown logic and prioritization.
Implement an automated communication layer that reacts to user behavior in real time, sending the right message at the exact moment to maximize retention and revenue expansion.
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Prompt objective
Implement an automated communication layer that reacts to user behavior in real time, sending the right message at the exact moment to maximize retention and revenue expansion.
Real use case
ContábilPro, an accounting platform for Brazilian sole proprietors with 12,000 active users, discovered that users who don't issue an invoice within the first 7 days are 4x more likely to cancel. They need intelligent triggers to address this.
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Replace the placeholders with your own context before you run the prompt. That usually improves the first output more than adding more instructions later.
Prompt
Design a complete email system based on behavioral triggers for [PRODUCT NAME], a [NICHE] platform with [NUMBER] active users. Context: - Automation tool: [TOOL: ActiveCampaign/HubSpot/Customer.io/Mautic] - Tracked events: [LIST OF PRODUCT EVENTS] - Maximum acceptable frequency: [NUMBER] emails/week per user - Tracking stack: [SEGMENT/MIXPANEL/AMPLITUDE + EMAIL TOOL] **Map triggers to 6 categories:** **1) Activation (first 30 days):** - Trigger: Completed setup → Congratulations email + next step - Trigger: Did NOT complete setup in 48h → Help email + video - Trigger: Used core feature for the 1st time → Educational email about feature - Trigger: Invited colleague → Celebration email + benefit - Full copy for each email **2) Engagement (ongoing):** - Trigger: Discovered advanced feature → Deep-dive educational content - Trigger: Milestone reached (e.g., 100 [ACTIONS]) → Celebration + shareable badge - Trigger: Power user (3+ logins/week) → Beta invite for new feature - Trigger: 7-day inactivity → Gentle check-in - Full copy for each email **3) Expansion (upsell/cross-sell):** - Trigger: Approaching plan limit (80% usage) → Upgrade suggestion - Trigger: Tried premium feature → Preview + special offer - Trigger: Consistent usage for 3 months → Annual plan offer with discount - Full copy for each email **4) Retention (churn prevention):** - Trigger: Usage drop (50% vs. average) → Reengagement email - Trigger: Negative support ticket → CEO/founder follow-up - Trigger: Cancellation initiated → Conditional retention offer - Full copy for each email **5) Transactional:** - Trigger: Payment confirmed → Receipt + next steps - Trigger: Payment failed → Update instructions (empathetic tone) - Trigger: Renewal in 7 days → Notice + value recap **6) Advocacy:** - Trigger: NPS 9-10 → Google/G2 review request - Trigger: Successful referral → Thank you + reward **Global rules:** - Priority system: Transactional > Retention > Activation > Engagement > Expansion - Cooldown: Maximum [NUMBER] emails per week per user (except transactional) - Quiet hours: Do not send between 10pm and 8am (user's timezone) - Suppression list: Users with open tickets don't receive marketing - Document each trigger: Event → Condition → Delay → Email → Exit
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How to use this prompt
- 1Replace the key placeholders first: PRODUCT NAME, NICHE, NUMBER, TOOL: ActiveCampaign/HubSpot/Customer.io/Mautic.
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- 3Add extra background information when you want more tailored results.
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