AutopilotHQ Destination

Autopilot helps thousands of organizations around the world automate their marketing with visual and simple customer journey marketing software.

This destination is maintained by Autopilot. See Autopilot’s documentation for more information. For any issues with the destination, please reach out to our friends at Autopilot.

Are you instead trying to setup Autopilot as a Source to get data from Autopilot into your data warehouse or other downstream tools? See our documentation on our Autopilot source instead.

This document was last updated on October 12, 2018. If you notice any gaps, outdated information or simply want to leave some feedback to help us improve our documentation, please let us know!

Getting Started

The first step is to make sure AutopilotHQ supports the source type and connection mode you’ve chosen to implement. You can learn more about what dictates the connection modes we support here.

WebMobileServer
📱 Device-based
☁️ Cloud-based
  1. From your Segment UI’s Destinations page click on “Add Destination”.
  2. Search for “Autopilot” within the Destinations Catalog and confirm the Source you’d like to connect to.
  3. Drop in your “API Key” from here or go to Autopilot: Settings -> App Connections -> Segment and copy/paste the API key which is listed there.
  4. Once enabled ‘identify’ and ‘track’ calls will be sent to Autopilot.

Identify

If you haven’t had a chance to review our spec, please take a look to understand what the Identify method does. An example call would look like:

analytics.identify('12091906-01011992', {
  name: 'John Joe',
  email: 'john.doe@example.com'
});

Track

If you haven’t had a chance to review our spec, please take a look to understand what the Track method does. An example call would look like:

analytics.track("Step Activated", {
  property: "test"
});

Appendices

Additional Autopilot Tracking code will be required on your site to unlock the following features:

  • Website activity for anonymous and known visitors (‘page’ calls).
  • Capturing form submissions.
  • Triggering Headsup messages.
  • User association via the Autopilot Javascript library.

For complete details, visit the Autopilot page How to use Segment with Autopilot.


Personas

You can send computed traits and audiences generated through Segment Personas to this destination as a user property. To learn more about Personas, reach out for a demo.

For user-property destinations, an identify call will be sent to the destination for each user being added and removed. The property name will be the snake_cased version of the audience name you provide with a true/false value. For example, when a user first completes an order in the last 30 days, we will send an identify call with the property order_completed_last_30days: true, and when this user no longer satisfies we will set that value to false.

When the audience is first created an identify call is sent for every user in the audience. Subsequent syncs will only send updates for those users which were added or removed since the last sync.

Settings

Segment lets you change these destination settings via your Segment dashboard without having to touch any code.

API Key

Get your API key from here or go to Autopilot: Settings -> App Connections -> Segment and copy/paste the API key which is listed there.


If you have any questions, or see anywhere we can improve our documentation, please let us know!