Autopilot Tutorials - Field changes trigger & actions


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Autopilot Tutorials - Field changes trigger & actions

Video Transcript

Speakers in this video: Jimmy (GetApp) and Guy (Autopilot)

Guy: So, field change is an extremely powerful one as well. One action you can take in Autopilot, is you can update a field value. So, when someone downloaded that brochure, we could also create a new field here called Download, and we can actually change the value of that field from not having filled out the form, from no to yes.

Now, once we've updated that field value, you can use a field update to actually trigger a message as well. So, we can go in here and say 'company', and you can say, equals or does not equal to, and you can have blank. And that would mean that when somebody first fills out the form and there's a company value, you could now put them into a nurture journey.

Also, if you've integrated Autopilot with your application, for example with our API or with Segment, the event tracking service, then if somebody has purchased for the first time, you can change the field value from not paying to paying. You can also trigger based on if somebody's removed from a list, you can trigger from field values changing in Salesforce.

So, you can go to Salesforce. You could say - pick a table. You can pick from the lead or the contact, which the people count Salesforce - You can identify the specific field, and a very common one would be if a lead status changes from working in nurture, then you could add them into a nurture machine or a new journey.

A segment event would be if an event occurs in segment, like someone has publish first journey or is a module in your application, and you're connected to segment, with an event - [inaudible 00:01:48] service allows you to pass data between apps, then you can use that to say, "Great work on publishing your first journey!" Recurly subscription would be if there's a change in pricing status, to do with your subscription account.

We do other integrations as well. And lastly, you can do other integrations as well, and lastly you could integrate your app directly with Autopilot and pass events into Autopilot directly. So an API trigger might be if somebody has just started paying, you might update a field value that says they're paying and you can trigger that directly from the API.

So there's some of the triggers and the actions would be - delay steps is an important one. You can delay by minutes, hours, days or weeks. You can also restrict to specific windows of hours. So if you wanted to follow-up with a lead form, you can say, "We only want to do it between 8:00AM and 5:00PM on Mondays through Fridays, so it doesn't look as though it's coming - it's obviously artificial coming from someone at 11:00PM on a Sunday night. You can also use this to just do ongoing delays, ongoing nurture programs.

You can send emails, you can add to lists, send notifications, Slack messages; you can display different optimizing variations if you're using Optimizely to do AB split testing of web content. You can send us a message, you can actually send postcards. This is mailed by our integration partner called Lob. You can pick a small or large postcard, very effective for [inaudible 00:03:25] companies, maybe following up with purchases of new products or for awareness generating campaigns like for healthcare coverage for example.

Another really powerful action is AB split test. So let's say we had gone through here, filled up that form, and again that's his download, WineTime. And instead of just sending that one email, we actually want to send them an AB split test. So, we can very easily go through here, move these and we are going to actually split the response, there's A and B.

There's A up there, we're going to send another email which would be our - I guess this is our B, we'll do our A down below, there we go. And then you can also go in here and you can say, A, we want it to be 80 percent of the time, and B, 20 percent of the time, or do a 50/50 split.

You can actually split splits as well, so you'd go into four. So this AB splitter can be used to split test emails, but you can also actually split entire journeys, because if someone fills out a form, you can AB split into list A or list B and then use a list trigger to kick off a new journey. So, lots of flexibility there to optimize emails, to optimize in-app messages and heads-up messages, or to optimize entire journeys or any other actions as well.