ABCDEFGHIJKLMNOPQRSTUVWXYZ
1
PHASE 1: GETTING STARTED
2
✔️
3
Completed?Getting Started - Key Setup & Configuration StepsSupport Documentation
4
1. Adding the Autopilot tracking code to your Web pageshttps://autopilothq.zendesk.com/hc/en-us/articles/203881275-Track-visitors-to-your-web-pages
5
 > Guide for Wordpress Siteshttps://autopilothq.zendesk.com/hc/en-us/articles/207933036-How-to-add-the-tracking-code-to-a-Wordpress-website
6
2. Capturing your formshttps://autopilothq.zendesk.com/hc/en-us/articles/206717416-Capture-your-forms
7
3. Importing your contactshttps://autopilothq.zendesk.com/hc/en-us/articles/206716226-Import-your-contacts
8
4. Segmenting your contacts into meaningful groupshttps://autopilothq.zendesk.com/hc/en-us/articles/203151129-Contact-management-overview
9
10
11
Additional Reading
12
How Autopilot turns visitors from Anonymous to Knownhttps://autopilothq.zendesk.com/hc/en-us/articles/207816463-How-does-a-visitor-go-from-being-anonymous-to-known-
13
An overview of the Lead Funnel in your Autopilot dashboardhttps://autopilothq.zendesk.com/hc/en-us/articles/204322669-How-does-the-Lead-Funnel-work-
14
Using a Salesforce Web-to-Lead form with Autopilothttps://autopilothq.zendesk.com/hc/en-us/articles/204849449-Use-a-Salesforce-Web-to-Lead-form-with-Autopilot
15
16
More Advanced 'How To' Tips & Tricks
17
How to track user activity in your App and display in-app messageshttps://autopilothq.zendesk.com/hc/en-us/articles/205777916-Track-user-activity-in-your-app-and-display-in-app-messages
18
How to prevent an invalid form from being captured in Autopilothttps://autopilothq.zendesk.com/hc/en-us/articles/205676845-Prevent-invalid-form-submissions-from-being-captured
19
How to capture hidden form fields using Autopilot's form capturehttps://autopilothq.zendesk.com/hc/en-us/articles/204812579-Capture-hidden-form-fields
20
How to export form submissions from Autopilothttps://autopilothq.zendesk.com/hc/en-us/articles/204299699-Export-form-submissions
21
How to add and manage custom fields in your Autopilot accounthttps://autopilothq.zendesk.com/hc/en-us/articles/203886215-Add-and-manage-custom-fields
22
How to create a date-based Smart Segmenthttps://autopilothq.zendesk.com/hc/en-us/articles/217302546-Create-a-date-based-smart-segment
23
24
Useful Blog & Flight School Articles
25
★Course 1: Why Customer Journey Marketing?https://flightschool.autopilothq.com/course/why-customer-journey-marketing/
26
★Course 2: Set the Foundation - Autopilothttps://flightschool.autopilothq.com/course/customer-journey-software/
27
Smart Segments Reengineered http://blog.autopilothq.com/smart-segments-reengineered/
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100