How to personalize your website for Autopilot contact segments

By connecting Autopilot to ConvertFlow, you can now personalize your website for your  Autopilot contact segments.

Using ConvertFlow's visual builder, you can design landing pages, forms, popups, surveys, quizzes, sticky bars, embedded content and more, all of which can be dynamically displayed on your website to returning  Autopilot contact segments based on conditions.

Dynamically displaying website content for Autopilot contact segments

Once you've connected your Autopilot account, you'll now find these Autopilot targeting condition options: 

  • If person is subscribed to list in Autopilot
  • If person is NOT subscribed to list in Autopilot
  • If custom field contains value in Autopilot
  • If custom field does NOT contain value in Autopilot

When building a call-to-action in ConvertFlow, to display it only for a certain Autopilot contact segment, head to the Launch page and you'll be able to add Autopilot targeting conditions by clicking "Add Condition".

Click the dropdown field to select a condition type, and you'll now see there are Autopilot targeting conditions to select from.

Select a condition type, enter any additional info needed for the automation and then click "Create Condition".

Once you've clicked to create the condition, it will then display above in the targeting conditions list for that CTA. If you want to delete it, click the "X" icon to the right of the condition.

Personalizing website content with Autopilot contact fields

Using ConvertFlow's personalization merge tags, you display dynamic text content using Autopilot contact fields. 
Some ideas for merge tag personalization on your website include:
  • Greeting returning contacts by their first name to welcome them back to your website.
  • Localizing your messaging by mentioning the current subscriber's city, state and country.
  • Displaying the Autopilot contact's custom field interest selections in your website copy.

For example:  Welcome back ({person.firstname}), are you shopping for your ({person.autopilot.PET_TYPE}) today? Check out our latest ({person.autopilot.PET_TYPE}) toys..

When ConvertFlow syncs a contact record with a Autopilot contact, it pulls in their Autopilot contact fields to populate these personalization merge tags.  
In ConvertFlow's CTA builder, when editing text elements, click on the "Personalize" option and you can add preset contact field merge tags, as well as merge tags for your Autopilot custom fields.   

Personalizing funnel outcomes for Autopilot segments

In ConvertFlow, you can build multi-step funnel pages, forms and surveys that conditionally display personalized outcomes to people based on their progress, as well as based on their contact segmentation in Autopilot.

For example, by using conditional actions, when a returning Autopilot contact on your website engages with a survey, you can display a personalized outcome of that survey based on their current Autopilot list subscription, as well as add them to a specific Autopilot journey.

You can also use skip logic to tailor your funnels for returning contacts based on their current Autopilot segmentation. An example of this would be skipping contacts of a certain Autopilot list past the email collection step of your funnel, so they don't have to re-enter their email address.

Targeting Sync – How to target your existing Autopilot contacts 

ConvertFlow syncs a visitor's tracking with their Autopilot contact record when either... 
  1. The visitor submits a form
  2. The visitor visits your website with their Autopilot ID in the URL
So, this means once ConvertFlow is installed on your website, you will be able to target all of your new form submissions by their Autopilot data. 
If you want to sync the tracking with your existing Autopilot contact database, all you have to do is append their contact details to your email hyper links in Autopilot, and ConvertFlow will sync their visitor session with their Autopilot data. 
You would do this by adding...
?autopilot_id=--Email--
...to the end of all of your Autopilot email’s links, like how you would add any other URL parameter. 

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