Marketing Automation for Success with Autopilot

These templates are part of our Success with Autopilot series, where we look how to get the best success from your marketing.

Send a gated piece of content

Capture a gated content form, send new leads the content to download and assign the leads.

Data enrichment emails for personalization

Use a data enrichment email to ask your contacts a question and create a personalized pathway based on their response.

Double opt-in subscribers to a list

This journey shows you how to enforce double opt-in for subscribers to specific lists.

Prevent customer churn by alerting your team of at-risk customers

Preventing churn is critical for SaaS products. Changes in user behavior (for example, decreased product usage) can often signal a potential risk of churn. With Autopilot and Trello you can take action when these changes in behavior occur.

Day & Time Personalisation

Add a personal touch to your communications, with time and day personalization.

Staggering Emails Based on Engagement & Time

Stagger your email sends based on a contacts engagement, or over a select period of time.

Lead Qualification

Assign your leads to the appropriate team for the best follow up.

Scheduling & Following Up Appointments

Successfully capture, organize and follow up appointment enquires and bookings.

Overdue Payment Alerts

Alerts contacts when their payment is overdue, and remind them to pay before their account is cancelled.

Enquiry Form Routing

Route new enquiries based on their area of interest.
Showing 1 - 10 of 56 results

With Autopilot we’ve been able to scale up each time our customer base grows.”

HEAD of customer happiness at oscar razor
Free 30 day trial