Integrating with Ortto (former AutopilotHQ)

Ortto (former AutopilotHQ) 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.

IMPORTANT: Since autopilot has merged with Ortto, it is not currently possible to use it as a direct form integration. To connect Ortto to your landing pages, please use one of the methods described in this article here: https://d.pr/Mo12xU. This also means that it is not possible to set up new Autopilot connections.
For any current Autopilot integration questions or issues, or if you would like to request a direct integration feature with Ortto, please write to our team at help@instapage.com. 

If you have existing Autopilot connections, you can still use or edit them according to the instructions below.

While in the Landing Pages list, click on the name of the desired page and select Integrations -> Form Integrations:

If you have already connected your Ortto (Autopilot) account to Instapage, you will see it here and you can select it.

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 Ortto (Autopilot).

Field mapping is the most important step in the setup process. To ensure your leads are successfully accepted by Ortto (Autopilot), you must adhere to the following mapping logic:

• Map All Required Fields: Every field marked with an asterisk (*) must be mapped. If a required field is missing, the integration will fail. The 'email' field is strictly required for every submission.
• Internal Value Matching: If an Ortto (Autopilot) field has predefined "internal values" (dropdowns, checkboxes, or radio buttons), your Instapage field must use the exact same options/values, including exact upper and lowercase, spacing, and characters.
• Type Consistency: We strongly recommend that fields on both sides (Instapage and Ortto (Autopilot)) share the same data type (e.g., Text to Text, Number to Number). There are exceptions, so make sure you respect the field values and type limits, then test the integration to see if it works.
• The [None] Option: Selecting [None] for an Instapage field means that the specific data will not be sent to Ortto (Autopilot).
• Auto-Generate Functionality: Using Auto-Generate will automatically create a new text field within your Ortto (Autopilot) list properties to house that specific data.
• Custom Fields Limitation: We support a limit of 100 custom fields. If you have more than 100 custom fields, your integration/field might not work. You can either delete the extra fields or use predefined ones in this case.

If you went through all the steps, click on FINISH, and you should see a confirmation message.

Then click on CLOSE.

In order for the changes to save on the page, you still need to update the experience. So after clicking on CLOSE, head back to the first page slide-out to UPDATE the page experience.

Note: While we try to keep all of our instructional articles that involve third-party services up to date, sometimes they make changes to their platform of which we are not aware, and, as a consequence, the user interface may differ from the provided screenshots.