Journey Overview - Autopilot (New Branding)

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Multi-Channel Marketing Software | Journey Overview What is Autopilot? Autopilot is easy-to-use software for multi-channel marketing. Autopilot enables marketers to connect their systems, create multi-channel marketing journeys, and convert leads into customers. Triggers, Actions, and Conditions Triggers, Actions, and Conditions are the elements that comprise every Autopilot Journey and are represented by shapes. What are Journeys? Think of a Journey as a workflow detailing the complete experience your brand delivers to your audience. Through an easy-to-use drag and drop interface, Autopilot’s Journey canvas allows you to visually design, personalize, and automate the exact path customers will experience with your brand across multiple channels, such as email, text, direct mail, and more.

Transcript of Journey Overview - Autopilot (New Branding)

Multi-Channel Marketing Software | Journey Overview

What is Autopilot?

Autopilot is easy-to-use software for multi-channel marketing. Autopilot enables marketers to connect their systems, create multi-channel marketing journeys, and convert leads into customers.

Triggers, Actions, and Conditions

Triggers, Actions, and Conditions are the elements that comprise every Autopilot Journey and are represented by shapes.

What are Journeys?

Think of a Journey as a workflow detailing the complete experience your brand delivers to your audience. Through an easy-to-use drag and drop interface, Autopilot’s Journey canvas allows you to visually design, personalize, and automate the exact path customers will experience with your brand across multiple channels, such as email, text, direct mail, and more.

Built-in Integrations

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Triggers Actions Conditions

Added to List

Trigger at Time

Form Submitted

Field Changed

Removed from List

Field Changed (Salesforce)

Opp Stage Changed (Salesforce)

Campaign Status (Salesforce)

Event (Segment)

Add Delay

Send Email

Add to List

Add from List or Segment

Update Field

Remove from List

Send Notification

Send SMS (Twilio)

Mail Postcard (Lob)

Handwritten Note (MailLift)

Update Field (Salesforce)

Add a Task (Salesforce)

Assign Lead (Salesforce)

Assign Lead to Group (Salesforce)

Set Member Status (Salesforce)

Create Opportunity (Salesforce)

Send Event (Segment)

Send Survey (SurveyMonkey)

Add Lead Intelligence (InsideView)

Check Email Status

Is on List or Segment

Has Submitted Form

Visited Page

Check Field

Notification Status

Field Check (Salesforce)

Is a Lead (Salesforce)

Is an Opportunity (Salesforce)

Opportunity Stage (Salesforce)

Campaign Status (Salesforce)

Event Status (Segment)

Survey Status (SurveyMonkey)

About Autopilot

Autopilot is a cloud-based software company that helps companies connect their marketing systems, automate their marketing touchpoints, and convert more customers. Autopilot’s built-in integrations to best of breed marketing, messaging, lead intelligence, and CRM tools make it easy to message consistently using email, SMS, and physical mail. Founded in 2012, Autopilot is based in San Francisco and has raised $15M in venture funding. Backers include Rembrandt Venture Partners, Southern Cross Venture Partners, Blackbird Ventures, Tim Draper, and Terry Garnett.

Salesforce CRMAchieve sales and marketing alignment in real time

InsideViewCapture accurate company and contact information

SegmentCollect, translate, and route your customer data

LobSend postcards and other physical mail as easily as email

TwilioAutomate phone calls and text messages to your audience

MailLiftSurprise your contacts with handwritten letters and postcards