Autopilot is an easy-to-use marketing automation tool that works for email, SMS and direct mail. Autopilot allows you to automate your customer journey, visually.
With this integration, your leads will go from your Instapage landing page to your Autopilot dashboard. From there, you’ll be able to create customer journeys for your leads based on their level of engagement.
Here’s how to set it up.
If you're in the editor, exit the builder to go to the Experience Manager interface:
Go to the Integrations tab of the Experience Manager and select Form Integrations:
If you have already connected your Autopilot account to Instapage, you will see it here and you can select it. Otherwise, you will see this screen and you can go to the main Integrations Dashboard to connect.
If you go to the main Integrations dashboard to connect, look for Autopilot in the page integrations list.
Our direct integration is using the API of Autopilot and in order to correctly connect your Autopilot account, you need to be the Autopilot account owner or a team member/user with API permissions.
Add the API Key to sign in your Autopilot account. Go to this link to get your API key.
This step is done once per workspace. After you’ve signed in, you will only select the account from a list. On the same page, you can add a new Autopilot account and disconnect the Autopilot integration for the page. After you select the account, click Continue;
NOTE: Only one account can be connected at a time, even if you have the option of adding more accounts to the list.
Once connected, go back to the Experience Manager for the page, to the Integrations tab, and follow the additional steps to finish the integration.
Now select which list you would like to use and click Continue;
On the next step, you can select triggers (optional). After you’re done, click Continue;
For the Field Mapping step that comes next, make sure that all the Instapage fields are mapped to the fields from Autopilot.
Make sure all the Autopilot fields marked with an asterisk (*) are mapped in order for the integration to work.
If you map a field with the [None] option, the data submitted in that field will not be sent to Autopilot.
The Auto Generate option will create a text field inside your integration.
If you map an Instapage field with a field from your CRM side that has predefined options/values, then the field from Instapage side must have those exact same predefined options/values, and it is recommended for the fields from both sides to be of the same type.
And that’s it. If you followed the steps correctly, your form submissions will be sent to Autopilot automatically.
- The integration only works on the live URL. It can not be tested on the preview mode. When testing on the live URL, make sure that your browser is not displaying an older cached version.
- Make sure to test the integration with different addresses because if you submit the form multiple times with the same email address the integration will flag the email as spam.
- Always test your integration with real email addresses as some systems recognize fake emails.