Templates

Templates for marketing automation.

Send a Delighted NPS survey five days before the end of a free trial

Increase your conversion rate by sending a Delighted NPS survey to people who trial your product or service.

Airbnb Onboarding

Onboard new customers into your product or service with this Airbnb inspired journey.

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.

Handling Incoming Leads

Add contacts to Hubspot when they submit your form.

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.

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.

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

HEAD of customer happiness at oscar razor
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