Behavioral Automation

Behavioral Automation is designed to monitor your contacts engagement and to alert you to when specific behaviors occur or are exhibited by your leads when they interact with your website. It will also send some communication on your behalf to ensure speed to lead and increase opportunities for you to have more conversations

6 steps

Boldtrail

Navigate to the Omnisearch bar.

Type "Behavioral Automation"

Click "Marketing > Behavioral Automation."

"Behavioral Alerts" are automatic messages triggered by a contact’s activity on your website, helping drive engagement and keeping you top of mind. They are controlled by the **status** of your contacts. These settings apply system-wide but can be turned off for individual contacts. We recommend keeping the defaults. Take a moment and review the Contact Statuses on *your* platform that are set to receive these messages (toggled to the right is "ON", toggled to the left is "OFF")

By default, a text is sent (or an email if no phone number is available). You can also choose to receive agent alerts.

If this toggle is in the "on" position a contact’s status can be automatically updated to **Active** the first time they engage (inbound text, email, call) or when you mark an outbound call as “contacted.” This change is logged in the contact’s timeline, and you’ll receive an email notification.

**Please Note:** The **Automatic Lead Status Shift** described above does not apply to contacts who have been in your Smart CRM for less than 2 minutes to prevent leads captured via text from automatically being moved from New Lead to Active the moment they are added to your Smart CRM.

Behavioral Automation

6 steps

Boldtrail

Navigate to the Omnisearch bar.

Type "Behavioral Automation"

Click "Marketing > Behavioral Automation."

By default, a text is sent (or an email if no phone number is available). You can also choose to receive agent alerts.