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Setup checklist

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 checking 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). 

Thousands of companies including Patreon, Greenpeace and Microsoft use the tracking code to supercharge their businesses. 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 new leads with Proactive Headsup

Proactive Headsup allows you to engage and convert anonymous visitors to your web pages:


If you have the tracking code on your website, Proactive Headsup takes just one minute to setup. Learn more.

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.

You can also add contacts from other apps using our Zapier integration (which integrates with hundreds of apps), native Salesforce integration, Segment integration or API.

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 contact flows through. Think of them as workflows. Learn more about Journeys here.


To create your first Journey we recommend visiting the templates library, which contains pre-configured, best practice Journeys with notes on how to get started. For example, this template shows you how to send an email newsletter.

8. Invite your team

Autopilot is designed to be used by everyone in your company, whether they are in sales, marketing, support or customer success. You can add as many team members as you like and it won't affect your pricing. 

Learn how to invite your team here.