Behavior Based Messaging

Userlist sends lifecycle emails to SaaS users based on what they do in your product. A Beam agent reads incoming events and enrolls users into the right campaigns by your rules, writing them into sequences and updating their stage as behavior changes. When an event looks wrong, like a signal firing far too often, the agent pauses enrollment and asks a person to check before mail goes out. Each send and stage change is recorded, so users get relevant messages on time and marketers review only the cases the rule cannot trust.

User and Company Profiles

Userlist stores properties on both individual users and their companies for messaging at the account layer. A Beam agent reads and writes these profiles, updating traits like plan, role, and activity so segments stay accurate as accounts change. Conflicting updates, or a change that would move a whole company into a different tier, are held for a person to confirm. The agent logs each write, so campaigns target the right people with current data, and the wider account decisions that carry weight go to a human before they take effect.

Segment Enrollment Rules

Userlist groups users into segments that start and stop automated campaigns. A Beam agent reads segment membership as it shifts and enrolls or removes users from campaigns under your rules, writing each change back so people receive only the sequences that still fit them. If a user would land in contradictory campaigns, or a segment suddenly swells beyond an expected size, the agent stops and alerts a marketer. Every enrollment is recorded, so lifecycle messaging stays consistent while a human resolves the overlaps and anomalies the rule was not built to settle.