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Annotate your journeys and Collaborate with team members in the editor.
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Templates
Templates for marketing automation.
Successfully onboard new customers
Ensuring that all new customers are successfully onboarded is one of the most important things a company can do. This journey makes it easy for your team to do just that.
Send an email newsletter
Send an email newsletter to a list and follow up people who don't open after the first send.
Send a Delighted NPS survey after an order has been completed
Repeat buyers are essential to any business. This journey sends an NPS survey after every order is completed.
Handling Incoming Leads
Add contacts to Hubspot when they submit your form.
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.
Capture and organize customer feedback using Trello
This journey provides a simple but highly effective way of capturing and organizing customer feedback using Trello.
Send a Delighted NPS survey 90 days after someone becomes a customer
A moment of truth in the customer journey is 90 days after someone becomes a customer. This journey helps you to find out how happy your customers are by sending an NPS survey using Delighted.
Display Facebook ads to people who haven't opened your emails
Add contacts to a Facebook Custom Audience if they haven't opened any emails. Once they open an email, they'll be removed from the Custom Audience.
Measure the ROI of an email offer using Salesforce campaigns
Update a lead's campaign status in Salesforce when they click through to claim an offer. You can then use this data to measure ROI in Salesforce.
Airbnb Onboarding
Onboard new customers into your product or service with this Airbnb inspired journey.
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