Behavior-based Audiences help you follow up based on what people did, not just what is stored on their profile. Use them for timely outreach and automation.

What this guide helps you do

• Target people from recent forms, purchases, email activity, bookings, or other tracked behavior.
• Combine behavior with customer fields for practical follow-up.
• Preview behavior rules before using them in a send.

Before you start

• Know the behavior that should qualify someone, such as submitted a form, clicked a link, bought a product, or missed a booking.
• Confirm the tool that records the behavior is connected and working.
• Decide how recent the behavior should be.

Do it manually

1. Open Audiences and create or edit an Audience.
2. Choose a behavior or activity rule.
3. Set the event, timeframe, and any related conditions.
4. Add profile rules when needed, such as lifecycle stage, location, tag, or owner.
5. Preview the count and sample members.
6. Save the Audience and test it in a draft broadcast or journey before launch.

Ask Faster AI

• Create an Audience of people who submitted the consultation form in the last 14 days and have not booked yet.
• Find useful behavior-based Audiences for re-engaging customers who clicked but did not buy.
• Explain why this behavior Audience count changed since last week.

Review before saving, sending, or starting

• Check event timing so old activity does not trigger current outreach.
• Confirm the behavior really signals intent before sending promotional follow-up.
• Respect contact preferences and subscription groups before email sends.

Common issues and fixes

• If behavior is missing, check whether the form, booking, commerce, or email tool is connected.
• If people enter too often, add a timeframe or suppression rule.
• If the Audience feels too broad, combine behavior with customer status or owner.

Lead capture workflow

For how form behavior can become useful audience and follow-up signals after the submission is mapped correctly, read the lead capture forms article. Lead Capture Forms That Actually Convert.

Audience segmentation strategy

For deciding which behaviors are strong enough to deserve their own follow-up segment, read the customer segmentation article. Customer Segmentation for Small Teams: Send Less, Sell More.

First visit to loyal member

For segment ideas such as first visit completed, package not purchased, renewal at risk, or quiet member, read the wellness studio growth article. Growing a Wellness Studio: From First Visit to Loyal Member.

Email marketing playbook

For examples of using behavior signals to send more relevant email instead of blasting everyone, read the email marketing guide. Email Marketing for Small Businesses: The Only Guide You Need.

Referral systems for local businesses

For examples of behavior segments that identify repeat customers, happy responders, reviewers, and proven referrers, read the referral strategy article. Referral Strategies for Local Businesses That Don't Feel Awkward.

Newsletters people open

For how newsletter clicks and replies can become useful follow-up audiences without turning the newsletter into a hard-sell channel, read the newsletter growth article. Grow a Newsletter People Actually Open.

Win-back customer journeys

For how to build a lapsed-customer segment from behavior instead of guessing from a generic rule, read the win-back article. Win Back Lapsed Customers with Three Emails.

Connected workflows

• Connect a form to an Audience or journey
• Send a newsletter
• Create a welcome journey
• Use customer activity for follow-up

Placeholder media

• Screenshot placeholder: add an annotated screenshot of create a segment from customer behavior with customer names, emails, counts, and private campaign data blurred.
• Video placeholder: add a short walkthrough that starts from Engagement, shows the manual path, then shows the review step before any journey, broadcast, newsletter, or sequence goes live.

Related help

• Create an Audience
• Preview Audience counts before sending
• Respect unsubscribe and contact preferences