Presentation Title Subhead Can Be Placed Here Branding Journey.
Journey Overview - Autopilot (New Branding)
-
Upload
james-oconnor -
Category
Documents
-
view
128 -
download
3
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
www.autopilothq.com | blog.autopilothq.com | @autopilotus
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