Email + Help Scout + Survey Monkey integration

Use Autopilot to create journeys that use the Email, Help Scout and Survey Monkey integrations.

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Marketing Automation ideas to integrate Email, Help Scout and Survey Monkey.

Help Scout Create Conversation to Send Email to Send SurveyMonkey Survey

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Help Scout Tag to Send Email to Send SurveyMonkey Survey

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Help Scout Tag to Send SurveyMonkey Survey to Send Email

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Help Scout Create Conversation to Check Email Status to Send SurveyMonkey Survey

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Help Scout Create Conversation to Send SurveyMonkey Survey to Send Email

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Help Scout Satisfaction Rating to Send SurveyMonkey Survey to Send Email

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Help Scout Satisfaction Rating to Check Email Status to Send SurveyMonkey Survey

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Help Scout Tag to Check Email Status to Send SurveyMonkey Survey

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Help Scout Satisfaction Rating to Send Email to Send SurveyMonkey Survey

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Showing 9 journey ideas for Email, Help Scout and Survey Monkey

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 Help Scout integration

Help Scout makes excellent customer service achievable for companies of all sizes. The Autopilot and Help Scout integration allows you to display customer information directly in Help Scout. Shapes allow you to create new tickets in journeys and trigger new journeys when conversations are tagged.

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 Email integration, Help Scout integration and the Survey Monkey 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.
Help Scout Tag
Trigger when a new tag is added to a Help Scout conversation.
Help Scout Satisfaction Rating
Triggers when a conversation has a satisfaction rating.
Help Scout Create Conversation
Creates a new Help Scout conversation.
SurveyMonkey Survey Response
Triggers a contact into a journey when they respond to a SurveyMonkey survey.

Conditions

Check Email Status
Check whether a contact has interacted with an email in a specific way (e.g. opened or clicked it).

Journey Actions

Send Email
Send a contact a personalized marketing or transactional email.
Send SurveyMonkey Survey
Send a SurveyMonkey survey to the contact in the journey.

What is Autopilot?

Simple and visual customer journey marketing software you’ll love.

Automate your marketing & grow your business. With Autopilot follow up new leads, nurture existing leads, send messages on every channel and automate your marketing with simple and visual customer journey marketing software. It’s as easy as dragging and dropping Triggers, Actions and Conditions to automate your marketing. Best of all Autopilot integrates and automates the applications you’re already using like Email, Help Scout and Survey Monkey.