Email + Custom Fields + LiveChat integration
Use Autopilot to create journeys that use the Email, Custom Fields and LiveChat integrations.
Marketing Automation ideas to integrate Email, Custom Fields and LiveChat.
LiveChat Tag to Check Email Status to Update Field
LiveChat Tag to Send Email to Update Field
LiveChat Tag to Update Field to Send Email
LiveChat Tag to Check Field to Send Email
Field Match to Update Field to Send Email
LiveChat Tag to Check Email Status to Update Field
Field Match to Check Field to Send Email
LiveChat Tag to Check Field to Send Email
Email Activity to Check Field to Send Email
Email Activity to Check Email Status to Update Field
LiveChat Tag to Send Email to Update Field
Field Match to Send Email to Update Field
Email Activity to Send Email to Update Field
Field Match to Check Email Status to Update Field
LiveChat Tag to Update Field to Send Email
Email Activity to Update Field to Send Email
Showing 16 journey ideas for Email, Custom Fields and LiveChat
About the Email integration
Send beautiful, responsive and personalized marketing emails. All with drag and drop. Send newsletters, blog posts, webinar invitations, lead nurture emails, drip email sequences and more. You can also use Autopilot for transactional email. Send timely, personalized and professional transactional emails. Send order confirmations, purchase receipts, account updates, system messages, form submission confirmations, cart abandonment emails and more. Autopilot supports the Liquid template language. This provides a powerful and flexible way to personalize your emails. Liquid allows you to include dynamic content in your emails. It also allows you to personalize your emails using dynamic logic.
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.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Email integration, Custom Fields integration and the LiveChat integration.
Journey Triggers
Email Activity
Add a contact to a journey when they are sent, or interact with (e.g. open or click), any email or a specific email.
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.
Conditions
Check Email Status
Check whether a contact has interacted with an email in a specific way (e.g. opened or clicked it).
Check Field
Check if a field is a specific value, or meets some other criteria (e.g. contains a particular word).
Journey Actions
Send Email
Send a contact a personalized marketing or transactional email.
Update Field
Update a field to a specific value.
