Autopilot is a phenomenal tool for marketing automation and email workflows! It connects almost seamlessly with the tools I use every day which is essential for keeping our team in the know and on the same page.
Other things I like about Autopilot are:
-It has a ton of integrations with other tools
-Workflows are really easy to build and are visually appealing. You can also connect something to an existing path rather than building out the same flow in a different branch (something I had to do with HubSpot which was a big waste of time)
-You can set "goals" on your journeys which are super customizable to your company's needs because you can use lists and segments. This is so much more powerful because you can move beyond just email click and open rates
I would really like for Autopilot to develop native forms. The theme on our website has a variety of forms and pop-ups (the Divi theme with the Bloom plugin, which is a very popular Wordpress theme) but they won't work with Autopilot because it requires me to connect directly with an email provider and Autopilot is not one of them. Typically I could select the option to paste an HTML form, but since this isn't something Autopilot has, I don't have a way of connecting them.
The problem I now have is that I'm using a form plugin (Ninja Forms) but this can't be read by Autopilot's form reader. The submit buttons aren't actually coded in the right way for Autopilot to recognize them, so I've had to use Zapier to connect these tools. I have my workflow down and this works, but it's a bunch of extra steps for a simple task and it makes it difficult for my team to jump in and help because there are so many programs to coordinate.
There are form plugins that will work, but I have other criteria I need to consider and Ninja Forms was the best option. It was easier for me to just use Zapier and have my other criteria met by the form than using a plugin that connects well with Autopilot.
The other things I wish Autopilot did better or had solutions for are:
-Reporting beyond just emails
-Ability to customize the fields I see on contact views
-A section for emails so I didn't have to go through journeys themselves
-In the email reporting section, I would really like to be able to see the actual contacts in each bucket (opened, clicked, replied, etc) without having to export them or create a list
-I wish there was a way to have general journey enrollment criteria without having to create segments or lists (similar to how HubSpot is setup). I want to keep my segments and lists clean, and sometimes I need to create a really specific segment for a journey to run. It just makes for unnecessary clutter
-I wish it was easier to schedule an email at a specific time. It's a bit of a weird process because you can set your jounry live and "delay" the email by a certain time but it's a bit odd. It's because the tool is moreso meant for a series of emails rather than one-offs
If you want something that allows for super customizable marketing automation and email workflows, this is a great option! If you're looking for a more all-in-one tool, you will likely feel like Autopilot is missing some things. If you're resourceful and have a knack for tech, Autopilot is a ton of fun to work with.
Ensuring our marketing tool connects with our CRM so that we don't have data silos, and our team can see the full scope of the customer journey/engagements.
The main things I use Autopilot for is general marketing automation. This allows me to automatically update data based on a variety of criteria, seamlessly send leads to Salesforce, update our team via Slack and email about new opt-ins, and so on.
The other, more important thing I use Autopilot for is email workflows. We have a custom integration built with Salesforce where we pipe data in from our SaaS tool. This connects with Autopilot which allows me to send segmented emails to our customers and prospects with content tailored to them depending on how they use our product. This is fantastic because it makes our email marketing so much more relevant.