Proactive & Headsup overview

Journeys

• What is a journey?
• Creating a journey
• Using journey templates
• Stopping a journey
• Removing contacts from a journey
• Organizing journeys
• Can I update journeys after publishing?
• Tips for troubleshooting journeys
• List/Segment trigger options
• Smart segment logic
• Date based smart segment

Email

• Creating & sending emails
• Managing emails
• Email templates
• Setting up list unsubscribe
• Tips on duplicating an email
• What are hard and soft bounces?
• Introduction to Liquid in Autopilot

SMS

• Sending SMS
• Capturing replies
• How do I configure Twilio for Autopilot?

Headsup

• Proactive & Headsup overview
• Headsup messages
• Proactive Headsup

Reports

• Reports & insights overview
• Email reports
• Headsup reports
• Insights
• What is Live View?

Frequently asked questions

• What are UTM parameters?
• Testing a journey
• How do I send emails and SMS on specific times and dates?
• How to purchase a plan
• How to share a journey across accounts
• Troubleshooting invalid emails

Campaigns

• Overview of campaigns
• Creating a campaign
• Scheduling a campaign
• Reviewing a campaign
• Stopping a campaign
• Archiving a campaign
• Deleting a campaign
• Campaign templates
• Organising campaigns
• Campaigns calendar

Email manager

• Creating an email asset
• Editing an email asset
• Organising the email manager