This article provides an overview of the basic steps you need to take in order to get the most out of Autopilot and supercharge your marketing. Most of them only take a minute or two. If you prefer learning by video, we recommend check out our free training webinars.
1. Add the tracking code
The first thing you should do is add the Autopilot tracking code to your website, blog or landing pages. This will allow you to track all activity of both known and anonymous visitors. It will also allow you to acquire new leads (see below). Learn more.
2. Capture leads from your forms
Autopilot allows you to capture submissions from existing forms on your website or landing pages. This makes it easy to nurture new leads in Autopilot:
To get started, we recommend choosing at least one form on your website and capturing it. Learn more.
3. Acquire leads with Proactive Headsup
Proactive Headsup allows you to engage and convert anonymous visitors to your web pages:
4. Import your existing contacts
If you have a spreadsheet of your existing contacts you can import them very easily by following the instructions here:
5. Segment your contacts
Smart segments allow you to divide your contacts into meaningful groups, so you can carry out more effective marketing. For example, you could create a segment with all contacts from San Francisco:
Try creating a smart segment of a group that you'd like to target in your marketing.
6. Setup your custom email domain
You can make the emails you send from Autopilot look even more professional by setting up your custom domain:
7. Create your first Journey
"Journeys" are the term we use in Autopilot to describe the path a person flows through. Think of them as workflows. Learn more about Journeys here.
To create your first Journey we recommend viewing the Guide Book, which contains pre-configured, best practice Journeys with notes on how to get started.