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Getting started videos
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Introduction
Welcome
Intro to customer journey marketing
Setup
How to install the Autopilot tracking code
How to import contacts into Autopilot
How to set up your custom email domain in Autopilot
How to capture forms in Autopilot
How to utilize Proactive Headsup
How to invite your team members into Autopilot
Contact manager
Creating lists
Creating segments
Managing contacts
Managing lists
Exporting contacts
Custom fields
Journeys
What is a journey?
Creating a journey
Using journey templates
Stopping a journey
Removing contacts from a journey
Organizing journeys
Email
Creating & sending emails
Managing emails
Email templates
Setting up list unsubscribe
Tips on duplicating an email
What are hard and soft bounces?
SMS
How do I configure Twilio for Autopilot?
Capturing replies
Sending SMS
Headsup
Proactive Headsup
Headsup messages
Proactive & Headsup overview
Reports
What is Live View?
Insights
Headsup reports
Email reports
Reporting & insights overview
Frequently asked questions
Testing a journey
Troubleshooting invalid emails
How to share a journey across accounts
How do I send emails and SMS on specific times and dates?
What are UTM parameters?
Email manager
Creating an email asset
Editing an email asset
Organising the email manager
Browse categories
Getting started videos
Dashboard
Tracking Code
Forms
Contacts
Journeys
Shapes
Email
Insights and Reports
Salesforce
API and Zapier
Segment
Settings