Overview

Behavior-based automations, also known as Sparks, are events that happen in the future that can set off (ignite) a series of actions. Common events are visits to a certain page, web form submissions and more. 

Types of Behavior Automations

There are two types of behavior automations, Real Time and Date. A Real Time automation triggers a set of actions based on an event such as a form submission, email open, website visit, etc. A date based automation triggers a set of actions based on a day in any calendar year. Use cases for date automations are explained in more detail below. 

Creating a Behavior Automation

To create a behavior automation do the following:

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All automation actions are repeatable by default:

Creating a Date Trigger

Date Triggers, or day triggers, use a date or date & time value stored in the database to launch a series of actions. Here are some examples of when a date trigger might come in handy:

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Example: Internal Reminder

In the example below we'll setup a date trigger to send the salesperson an internal notification when a customer's contract is 100 days out from expiration:

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• Click the Next button
• Add the Send Alert action to the canvas
• Notice that any Lead Liaison Standard or Custom field can be inserted into the alert, including the Date and/or Date & Time value you're using to trigger the action

Example: Birthday Postcard

In the example below, we'll send only our customers a postcard about one (1) week prior to their birthday. 

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