Custom Fields + LiveChat + Survey Monkey integration
Use Autopilot to create journeys that use the Custom Fields, LiveChat and Survey Monkey integrations.
Marketing Automation ideas to integrate Custom Fields, LiveChat and Survey Monkey.
LiveChat Tag to Update Field to Send SurveyMonkey Survey
LiveChat Tag to Check Field to Send SurveyMonkey Survey
LiveChat Tag to Send SurveyMonkey Survey to Update Field
LiveChat Tag to Check Field to Send SurveyMonkey Survey
LiveChat Tag to Update Field to Send SurveyMonkey Survey
LiveChat Tag to Send SurveyMonkey Survey to Update Field
Showing 6 journey ideas for Custom Fields, LiveChat and Survey Monkey
About the Custom Fields integration
Capture the data about your leads and customers that’s important to you. Use it to trigger journeys and personalize messages.
About the LiveChat integration
Automate what happens after a chat to close more leads and delight your customers. You can also segment leads and contacts based on how they are tagged in LiveChat, and capture fields in your chat surveys to Autopilot.
About the Survey Monkey integration
SurveyMonkey is the world's leading online survey platform, but it is complicated and expensive. Autopilot has the ability to create "Capture forms" which can act as surveys. You can then send those responses to yourself via Slack, SMS, and analyse the responses in ledger form, reports, and advanced graphs. Autopilot also allows you to have automated survey follow ups and segment your customers into audiences based on their survey response.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Custom Fields integration, LiveChat integration and the Survey Monkey integration.
Journey Triggers
Field Match
Add a contact to a journey when a particular field's value meets your criteria (e.g. contains a particular word).
LiveChat Tag
Add a contact to a journey when they are tagged in LiveChat.
SurveyMonkey Survey Response
Triggers a contact into a journey when they respond to a SurveyMonkey survey.
Conditions
Check Field
Check if a field is a specific value, or meets some other criteria (e.g. contains a particular word).
Journey Actions
Update Field
Update a field to a specific value.
Send SurveyMonkey Survey
Send a SurveyMonkey survey to the contact in the journey.
