Autopilot Features

Autopilot

Marketing automation software made visual.

4.62/5 (100 reviews)

Autopilot Features In Depth

Multi-channel Marketing Journeys

With multi-channel marketing journeys, Autopilot users can send the right messages to the right recipients at the precise moments when recipients are likely to be receptive to those messages. Businesses are able to automate their marketing, send personalized messages, and build workflows and processes in Salesforce.

Journeys are where your automated marketing program begins. To create and publish your first Journey, use Autopilot’s drag-and-drop Journey canvas. With Autopilot, you have the option of designing a program from scratch or selecting a program from the Guide Book, which is a collection of best practice programs.

Lead Capturing

Autopilot’s Universal Form Capture capabilities enable users to capture lead data from any website, blog, or app. This means that Autopilot users don’t have to worry about rebuilding landing pages or content before they can begin capturing lead data with the service.

To begin capturing submissions from the existing forms and landing pages on your website, add Autopilot’s tracking code. Once you’ve setup the tracking code, you can create a new Journey and drag the Form Submitted trigger onto your canvas. From that point, Autopilot’s wizard will track new forms and funnel the submissions into your contact database.

Guides

Guides are best practice Journey templates, and they help users quickly get started using Autopilot. Guides are built from tried-and-true marketing automation best practices, and they enable anyone to take advantage of years of marketing experience and research.

Autopilot’s Guide Book comes with tips and tricks for automated marketing. Search through existing Guides by keyword or make a Guide of your own from scratch. Selecting “Use Guide” will add the best practice Shapes and configurations to your Journey canvas. You can continue to make customizations by selecting the “Add Shapes” icon at any point along the way.

Automated Emails

Businesses that use Autopilot are able to personalize and automate their marketing emails. Autopilot helps organizations improve email performance by sending follow-up messages at optimal times. Advanced features make it possible for businesses to personalize the messages that Autopilot with dynamic text in the subject lines and body content.

To avoid straying too far from the look and feel of your typical company emails, upload branded HTML templates into Autopilot. You can import an HTML template or make your HTML email editable. If your goal is to make your automated email appear as personal as possible, you’ll want to add dynamic text into the content that you’re sending. First names, email addresses, and even birthdates can be pulled from your contact records automatically.

Insights & Reporting

The best way for an Autopilot user to measure the effectiveness of his or her new automated marketing program by using the application’s Insights and Reporting tools. With these tools, businesses can visualize revenue impacts, view trends, and view summaries of user and email performance data.

Autopilot provides you with data in real-time, which means you can immediately detect when changes to your marketing program are having an impact on the activity on your website. Reports can be filtered by date range. Or, you can filter reports by Journeys or individual email touch points.

Competitor Feature Comparison

AB Testing
API
Activity Tracking
Analytics/ROI Tracking
Appointment Scheduling
Audience Targeting
Auto-Responders
Behavior Tracking
Behavioral Targeting
CAN SPAM Compliance
CRM
Campaign Analytics
Campaign Management
Campaign Scheduling
Campaign Segmentation
Channel Management
Click Tracking
Collaboration Tools
Contact Database
Contact Management
Content Management
Contextual Targeting
Conversion Rate Optimization
Conversion Tracking
Customer Activity Tracking
Customer Segmentation
Customer Surveys
Customizable Branding
Customizable CTAs
Customizable Fields
Customizable Questions
Customizable Templates
Data Import/Export
Delivery Tracking
Direct Mail Management
Drag & Drop
Drip Campaigns
Dynamic Content
Email Campaign Management
Email Distribution
Email Marketing
Email Templates
Email Tracking
Engagement Tracking
Event Triggered Actions
Forms Management
Geotargeting
Goal Setting / Tracking
Image Library
Interaction Tracking
Landing Pages/Web Forms
Lead Capture
Lead Database Integration
Lead Distribution
Lead Management
Lead Nurturing
Lead Qualification
Lead Segmentation
Lead Verification/Validation
List Management
Mail Merge
Mailing List Management
Marketing Automation
Mobile Optimized Emails
Multi-Campaign
Multi-Channel Communication
Multi-Channel Marketing
Multivariate Testing
Performance Metrics
Personalization
Pipeline Management
Pipeline Reports
Preview Functionality
Progress Tracking
Push Notifications
Real Time Analytics
Real Time Data
Real Time Notifications
Real Time Reporting
Reporting & Statistics
Reporting/Analytics
Rules-Based Workflow
SMS Messaging
Sales Reports
Search Marketing
Search/Filter
Segmentation
Social Marketing
Social Media Integration
Source Tracking
Spam Blocker
Template Management
Third Party Integrations
Unsubscribe Database
Visitor Tracking
WYSIWYG Editor
Web Forms
Website Analytics
Website Visitor Tracking
Workflow Management
Visit WebsiteCompare App
AB Testing
API
Activity Tracking
Analytics/ROI Tracking
Appointment Scheduling
Audience Targeting
Auto-Responders
Behavior Tracking
Behavioral Targeting
CAN SPAM Compliance
CRM
Campaign Analytics
Campaign Management
Campaign Scheduling
Campaign Segmentation
Channel Management
Click Tracking
Collaboration Tools
Contact Database
Contact Management
Content Management
Contextual Targeting
Conversion Rate Optimization
Conversion Tracking
Customer Activity Tracking
Customer Segmentation
Customer Surveys
Customizable Branding
Customizable CTAs
Customizable Fields
Customizable Questions
Customizable Templates
Data Import/Export
Delivery Tracking
Direct Mail Management
Drag & Drop
Drip Campaigns
Dynamic Content
Email Campaign Management
Email Distribution
Email Marketing
Email Templates
Email Tracking
Engagement Tracking
Event Triggered Actions
Forms Management
Geotargeting
Goal Setting / Tracking
Image Library
Interaction Tracking
Landing Pages/Web Forms
Lead Capture
Lead Database Integration
Lead Distribution
Lead Management
Lead Nurturing
Lead Qualification
Lead Segmentation
Lead Verification/Validation
List Management
Mail Merge
Mailing List Management
Marketing Automation
Mobile Optimized Emails
Multi-Campaign
Multi-Channel Communication
Multi-Channel Marketing
Multivariate Testing
Performance Metrics
Personalization
Pipeline Management
Pipeline Reports
Preview Functionality
Progress Tracking
Push Notifications
Real Time Analytics
Real Time Data
Real Time Notifications
Real Time Reporting
Reporting & Statistics
Reporting/Analytics
Rules-Based Workflow
SMS Messaging
Sales Reports
Search Marketing
Search/Filter
Segmentation
Social Marketing
Social Media Integration
Source Tracking
Spam Blocker
Template Management
Third Party Integrations
Unsubscribe Database
Visitor Tracking
WYSIWYG Editor
Web Forms
Website Analytics
Website Visitor Tracking
Workflow Management
Visit WebsiteCompare App
AB Testing
API
Activity Tracking
Analytics/ROI Tracking
Appointment Scheduling
Audience Targeting
Auto-Responders
Behavior Tracking
Behavioral Targeting
CAN SPAM Compliance
CRM
Campaign Analytics
Campaign Management
Campaign Scheduling
Campaign Segmentation
Channel Management
Click Tracking
Collaboration Tools
Contact Database
Contact Management
Content Management
Contextual Targeting
Conversion Rate Optimization
Conversion Tracking
Customer Activity Tracking
Customer Segmentation
Customer Surveys
Customizable Branding
Customizable CTAs
Customizable Fields
Customizable Questions
Customizable Templates
Data Import/Export
Delivery Tracking
Direct Mail Management
Drag & Drop
Drip Campaigns
Dynamic Content
Email Campaign Management
Email Distribution
Email Marketing
Email Templates
Email Tracking
Engagement Tracking
Event Triggered Actions
Forms Management
Geotargeting
Goal Setting / Tracking
Image Library
Interaction Tracking
Landing Pages/Web Forms
Lead Capture
Lead Database Integration
Lead Distribution
Lead Management
Lead Nurturing
Lead Qualification
Lead Segmentation
Lead Verification/Validation
List Management
Mail Merge
Mailing List Management
Marketing Automation
Mobile Optimized Emails
Multi-Campaign
Multi-Channel Communication
Multi-Channel Marketing
Multivariate Testing
Performance Metrics
Personalization
Pipeline Management
Pipeline Reports
Preview Functionality
Progress Tracking
Push Notifications
Real Time Analytics
Real Time Data
Real Time Notifications
Real Time Reporting
Reporting & Statistics
Reporting/Analytics
Rules-Based Workflow
SMS Messaging
Sales Reports
Search Marketing
Search/Filter
Segmentation
Social Marketing
Social Media Integration
Source Tracking
Spam Blocker
Template Management
Third Party Integrations
Unsubscribe Database
Visitor Tracking
WYSIWYG Editor
Web Forms
Website Analytics
Website Visitor Tracking
Workflow Management
Visit WebsiteCompare App

Autopilot Feature Reviews

25 reviewers had the following to say about Autopilot's features:

Anonymous
(Oil & Energy company, 11-50 employees)

Great Tool For Those Looking For Ultimate Flexibility

2019-02-05

We have integrated every data point from our site to custom Autoplit fields and then uses custom segments and journeys to automate our email sequences, Google ad Audiences, and Hubspot lead assignment.

Pros

Unlike Pardot, Marketo and other marketing automation systems, Autopilot has allowed me to create, send, and sync customer data across platforms.

Cons

Where Autopilot excels at creating amazing journeys and automation, its reporting and contact management isn't quite as robust.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Ben B.

A great way to manage email campaigns.

2019-04-28

Autopilot is our email campagin management platform.

Pros

In just a few minutes, you can have a analytics-focused email campaign ready to go, all without a bit of code.

Cons

I know there is a very complex backend for Autopilot, but on occassion the slow performance is inexcusable.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from Autopilot


Thanks for taking the time to review Autopilot. We are always improving the experience of our clients.

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Aaron F.

Improving on improvement

2017-10-10

The cost per additional mobile app user is a bit annoying, but when we run the numbers, it still makes it a good investment to have most of our employees on the app.

Pros

I love the fact that it tracks my whole business from lead generation (that helps me fill in routes based on a map) to setting up the contract (with recurring services and pre-scheduled packages) to crew management (with photo uploads and clock-in/clock-out of jobs and contacting customers) to invoicing (which can be automatic) to receiving payment (even by credit card on the mobile app!).

Cons

Their asset management portion is in its beginning stages and is not incredibly useful at the moment, but they continue to build on their system and I suspect that they will soon have a robust equipment and vehicle management system.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
Read more
Anonymous
(Marketing and Advertising company, 1-10 employees)

Excellent Product For Marketing Automation

2019-05-20

This tool is super simple to sue, GUI interface, and has the ability to substantially accelerate pipeline processes.

Pros

Based on observed behaviors from email campaigns, digital ads, chat or site/page performance, Autopilot can update Contacts, Deals, and Organizations, assign activities, notes increase deal values, stages, assign work to sales people and move deals through the pipeline.

Cons

The only knock on the product is the inability to filter out your synchronization with Pipedrive based on custom fields or some other value.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Jeffrey W.

Verified Reviewer

Incredible Value. Make use of the templates. Explore the possibilities.

2016-03-22

Of course, those same principals could easily be applied to outbound marketing campaigns with complex engagement logic, which we haven't started to implement as this time.

Pros

- Slack Integration - Segment Integration - Easy to build complex logic, visually - Dashboard to keep track of latest events - Many journey and email templates to get you started - Built-in email open/link tracking is helpful to find your engaged users - Good support - Great blog with ideas of how others use Autopilot - They are continuing to develop cool new features - User idea voting for features not yet developed

Cons

- Ability to access email / Slack templates seems inefficient (need to dig into the journey to find them) - With all of the capabilities that Autopilot offers, you can easily have your custom contact lists get out of hand - remember to KISS so that others on your team can pick up where you left off

Rating breakdown

Value for money
Ease of use
Customer support

Time used: 1-2 years

Source: GetApp
Helpful?   Yes   No
Read more
Anonymous
(Market Research company, 51-200 employees)

Carry out email automation

2019-09-18

It allows us to have an overview of the basic performance of our campaigns by email.

Pros

In addition, Autopilot allows the Marketing team to create a coherent funnel, with intelligent and easy-to-use segments.

Cons

Some actions related to APIs are very limited, so it would be good if they could provide a little more freedom.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Shirin E.

Verified Reviewer

Automated Marketing done well

2015-12-28

Autopilot was a perfect fit for us, gives us code for our website for tracking, takes data from our pre existing forms on our landing pages, allows easy creation of nurture campaigns for multiple lists of people with sophisticated logic that is easy to implement.

Pros

The UI is clean and you don't need to be an expert to really craft some impressive nurture campaigns. The app is powerful yet simple which is rare.

Cons

Would love to see integration with more apps.

Rating breakdown

Value for money
Ease of use
Customer support

Time used: Less than 6 months

Source: GetApp
Helpful?   Yes   No
Read more
Willy O.

Easy to set up, powerful software

2017-08-29

Well worth the money

Pros

Their unique ui/ux make it very easy to set up campaigns that not only include email and SMS triggers, but unique integrations with companies such as Lob that let you programmatically send postcards.

Cons

There is room for improvement with people/user tracking. Currently we're using GoSquared to fill in the gaps.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
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Paul v.

Easiest marketing automation tool I have been able to find

2018-12-15

- Nice, easy and informative dashboard with exporting options.

Pros

I love how everything just works. In my experience with other, bigger tools, set-up and implementation takes months, not to mention huge investments. After implementation the tools took ages to get familiar with and didn't work smoothly. And customer service was slow and often unhelpful, regardless of their best intentions. Implementing autopilot has cost me (no external consultant needed) minutes. Using it has been as intuitive as one would expect from an up-to-date tool. The customer service has, up until this point, been very helpful and quick.

Cons

- no cons so far. And now I need to type this sentence to get this review approved.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Autopilot


Thank you Paul, is great to have you onboard.

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Bartosz B.

Verified Reviewer

Powerful tool with good UI and big API

2017-11-16

Pros

I also have experience with API and their customer support.

Cons

I had some problems understanding the conversion funnel in the dashboard and had some problems with sending autopilot_id information when we wanted to track the user after form submission.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: GetApp
Helpful?   Yes   No
Read more
Anonymous
(Higher Education company, 11-50 employees)

Extensive options at a reasonable price for automation

2019-10-28

It gave us sophisticated contact-tracking, marketing automation and Salesforce integration inside of a pleasant UI with tools that were easy to understand.

Pros

The visual feedback of the journeybuilder makes automation easy and enjoyable to construct The wealth of options available for triggering, and for actions to trigger in journeys The contact-tracking functions are extensive and sophisticated Support is quick and helpful

Cons

Journeys, segments, and emails can easily become cluttered and lead to a general feeling of disorganization The Salesforce integration has become increasingly expensive

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
Head of Customer Success (Computer Software company, 51-200 employees)
Verified Reviewer

Flexible tool for email campaigns

2019-02-04

Pros

I really like how easy it is to set campaign, even the one where you want to use multiple conditions along the road.

Cons

Deliverability of emails - we've compared it with other players on the market and with big campaigns it is an issue.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: GetApp
Helpful?   Yes   No
Read more
Bill S.

One of the most complete marketing automation tools

2017-06-16

Pros

It includes everything from email capturing widgets on the website (via chat popups and forms), setting up email campaigns, sms sending, custom lead scoring and much more.

Cons

Last one, is that the Proactive headsup feature definitely needs to be more customizable in terms of when the headsup messages are triggered (e.g. trigger on 2nd visitor session, after x minutes on page, after y minutes have gone by, etc.)

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Ratko I.

A great tool for personalising communications with customers through emails and SMS.

2017-11-16

Onboarded more than 100 users for a client. Created clients out of inquiries.

Pros

Easy to setup first for simple campaigns. Reporting is quite powerful and easy to use.

Cons

Price is too high. A bit more complex than what you can find in guides - you need to talk to support to fully understand it. Some things need to be sorted through support. Can't change account name or invoice details.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Veronica B.

An efficient assistant in email campaigns

2019-04-28

using it on a free trial has been very useful fur our business

Pros

Its excellent templates makes easier give shape to any marketing campaign.

Cons

So far I do not find deficiencies in the software

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Valerio P.

Really good, Autopilot does the work for you

2018-02-09

By using Autopilot we can send emails to our customers as soon as they show interest in our products, we can track their activity on our page.

Pros

You can send email or sms campaigns instantly.

Cons

It is not as intuitive as it should be; However, once it is understood, it is much easier to configure the campaigns. In the same way, the tasks that it executes are not simple, so I understand that simplifying it is something to admire.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Monthly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
John T.

Verified Reviewer

The Best-Kept Secret In Marketing Automation

2016-03-21

Marketing automation is the dream of every business.

Pros

Extremely Affordable Robust Easy to use Basic suite of app integrations Salesforce integration Outstanding documentation, tutorials, and how-tos Flight School lessons go beyond the basics and really fortify your skills

Cons

Needs more app integrations Needs more email templates Needs a mobile app Can be difficult to get responsive support after 3PM CT Support staff need a tool to revert accidental changes they may make during Journey reviews.

Rating breakdown

Value for money
Ease of use
Customer support

Time used: Less than 6 months

Source: GetApp
Helpful?   Yes   No
Read more
Anonymous
A verified reviewer

It is very good because its tools are functional

2018-05-12

a great help and good benefits obtained

Pros

You can send email or SMS campaigns instantly.

Cons

Cons: It's not as intuitive as it should be; However, once it is understood, it is much easier to set up campaigns. You must be an advanced user to understand how to do almost anything in the tool.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Jody P.

Strong marketing automation platform

2017-02-23

AutopilotHQ provides a comprehensive suite of marketing automation tools that have greatly enhanced our firm's inbound marketing strategy.

Pros

Offers email marketing & marketing automation.

Cons

It does not have a form builder and you must use a third party form provider with it.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
Read more
Justin W.

Easy to visualise and use marketing automation

2019-12-12

Great tool for getting started with marketing automation.

Pros

I loved how easy it was to create a campaign and get a feel for what was going to happen and when.

Cons

Integrations are a killer.

Rating breakdown

Ease of use
Features

Time used: 6-12 months

Frequency of use: Occasionally

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Richard H.

Great for automating Marketing requirements

2019-04-17

Very good. Customer service is incredible, so I feel like any issues or objectives I want to hit are fully supported by the team. I hope this only improves as they grow and doesn't become watered down.

Pros

You can plan multiple campaigns visually and then share the boards (completed with annotations) with the client.

Cons

The reporting in the email side of things could be better.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Jamie M.

Verified Reviewer

Marketing Automation on Steroids

2018-03-21

Pros

If you use tools such as Salesforce and Segment then you can get even more out of the tool with less work, but I personally don't use either and I still get a huge ROI on the product.

Cons

Some of the actions and triggers, particularly when it comes to API triggers are quite limited so some improvements with that would be great.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: GetApp
Helpful?   Yes   No
Read more
Ebona M.

Not an easy to navigate tool.

2018-06-07

Pros

The ability to add users to a campaign ad hoc and see how many people have received the email versus how many people are set to. 3.

Cons

Support was helpful but ran me in circles once trying to figure out how a user got unsubscribed from a campaign through an API, and I'm still kinda confused by it. 3.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Monthly

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
Read more
Matylda C.

Verified Reviewer

One of the best email automation tools out there

2018-09-08

Pros

I just can't beat their drag-and-drop email campaign flow tool!

Cons

I wish their dashboard was a bit easier to personalize and navigate.

Rating breakdown

Ease of use
Features

Time used: 6-12 months

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: GetApp
Helpful?   Yes   No
Read more
Tim H.

I'm in LOVE with this software

2017-11-21

Pros

Very easy to use, great automation, good heads up feature. Love the postcard integration.

Cons

Email templates are lacking.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Autopilot


Hi Tim,

We really appreciate your support of Autopilot and your feedback for improvements.

We're pleased to share we've made some improvements to our email editor. You can now fully customize your emails using drag and drop editing, save templates for later, and preview emails on desktop and mobile.

You can watch a short video on our blog to see how it works: https://blog.autopilothq.com/create-beautiful-emails-advanced-editor/

If you have any questions about this update or need help designing an email with the Advanced Editor, please email us at support@autopilothq.com.

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