28 Jan 2020
This is a guide on how to integrate Autopilot and ConvertFlow. You will learn how to leverage these best of breed tools to deliver epic marketing automation that is a pleasure to use. We have extensive experience with many CRMs and marketing...
Blog
This is a guide on how to integrate Autopilot and ConvertFlow. You will learn how to leverage these best of breed tools to deliver epic marketing automation that is a pleasure to use.
We have extensive experience with many CRMs and marketing automation platforms and pride ourselves on being platform agnostic. However, today I want to show you how to integrate two best in class tools: Autopilot, one of our favourite marketing automation platforms, and ConvertFlow, an amazing conversion optimisation tool.
Autopilot and ConvertFlow are a match made in heaven. Why?
Well, because they:
Autopilot is an Australian-based marketing automation platform.
It is widely used by large international companies around the world including Atlassian, Microsoft, Samsung, TypeForm, Instapage, Lyft and more (according to their website).
It is also the number 1 ranked marketing automation tool of G2Crowd for ease of use. ?
Autopilot clearly states that they are not an 'all-in-one' tool. They focus on doing one thing and one thing well, namely marketing automation.
Autopilot's marketing automation features include:
We love Autopilot (especially for B2B) because of its:
Autopilot is also really cost-effective:
Annual pricing is available at a 20% discount to the listed prices.
ConvertFlow is a platform for converting website visitors.
That's all they do. ConvertFlow is best in class conversion optimisation software. They don't try to be all things to all people. They don't even do the email confirmation side of things - for this you need to integrate with a marketing automation tool, such as Autopilot.
Many large companies, including marketing automation platforms, provide glowing testimonials for ConvertFlow, including:
If marketing automation platforms are using ConvertFlow and providing glowing testimonials, you know it must be good!
No coding is required to use ConvertFlow. It allows you to create, personalise and launch really sophisticated calls to action (CTAs) such as...
We are huge fans of ConvertFlow because...
ConvertFlow has a number of pricing points with a range of different features starting at US$39 per month for 2,500 visitors up to US$300 per month for 250,000+ visitors. Full details are on their website.
Alternatively, you are able to use our multi-site account if you'd like. Just contact us ;)
The first step in integrating Autopilot and ConvertFlow is to create a journey in AutoPilot that you'll use for a follow up campaign when people.
There are various ways of triggering journeys in Autopilot, such as when people are added and removed from lists or when certain fields are updated.
When integrating Autopilot and ConvertFlow we tend to use the 'API Trigger' workflow. You can also use a List trigger but our preference is the API trigger.
Here's an example of a real eBook Download journey that use the API trigger.
Once you've created a journey in Autopilot, the next step is to create a Call To Action in your ConvertFlow account.
A call to action is simply anything that is designed to collect a person's details on a website, such as an embedded form, popup or landing page.
Thankfully, creating a CTA in ConvertFlow is really easy thanks to their huge library of great templates.
Here's an example of a multiple-step exit intent popup created in ConvertFlow.
Once you've built your journey in Autopilot and a CTA in ConvertFlow, the next step is to connect them together.
This is all done in ConvertFlow. First open one of your websites in ConvertFlow (integrations are at the website level not the account level).
To do this, select Settings in the main menu, select Integrations in the drop down and click 'Connect' on the Autopilot card in the Integrations page.
Enter your AutoPilot API key...
Once you've connected AutoPilot to ConvertFlow, open your CTA and select the form component...
Then click on the 'Confirmation Actions' in the right hand panel.
Then select the relevant Autopilot automation. As we used the 'API Trigger' we would select 'Trigger a journey' and then select the relevant journey from the drop down list.
Note that you can also trigger multiple confirmation actions and fire scripts (e.g. Facebook conversions) in the CTA confirmation actions but we won't go into that here.
I hope you've found this brief tutorial helpful in someway. Hopefully, it's demonstrated how relatively easily it is to integrate Autopilot and ConvertFlow - two best of breed tools that work like a charm together.
Feel free to contact us if you'd like to discuss marketing automation or conversion rate optimisation.
Here are some suggested articles that are closely related to this post
Marketing automation converts inbound leads to paying customers and builds customer loyalty and retention over time. Here are the marketing automation best practices that are essential for implementing successful campaigns. Broadly speaking,...
Owning a small business is a galactic undertaking. Technically, you are your own boss, but it sometimes feels like the customers are calling the shots. Beyond pleasing your consumer, you have to manage operations, innovate new ideas for growth,...
The continued growth in technology means that your business now has more ways than ever to generate leads. This, of course, should mean more sales, and more profits in your bank account. However, with new technology comes a changing digital...
WordPress is one of the most widely used website building platforms in the world for a number of reasons. It’s easy to use, reliable and ultimately it allows people to create websites without needing knowledge of coding. However, aside from the...
Despite the strong urge for brands to embrace new software and tech, e-mail remains the top mode for one-to-one communication. That means you already have a powerful marketing tool at your fingertips! Read on to learn all the great features you may.
Small businesses should be pivoting their digital marketing practices to all-in-one platforms – Kristy Hunter explains why. Marketing is a critical aspect of any business, and it's essential to have the right tools to support your marketing...