Auto-Pilot increases engagement with customers by automatically triggering emails, push, or text notifications based on specific user actions. 

To set up Auto-Pilots navigate over to your merchant dashboard and select the airplane icon as shown below .

To make things easier, we’ve created a list of most popular autopilots to get you started:

The instructions below allow you to customize the content of your campaign however the additional settings should not be adjusted. 

1. Click to Create Flight from template
2. Choose a flight from menu and toggle flight on
3. Select your audience as Customers
4. Choose your notification type (Push Notification, Email, SMS)
5. Customize the content to your preference
6. Click save

Included below are some examples of recommended customer Auto-Pilots: 

1. Welcome Series:
  1. New Subscriber Welcome Email - Email sent when any new subscriber signs up to the stores email list. Should include a short about us section, intro to how to shop online, and a first purchase promotion to help convert them to an online customer. 
  2. Case Discounts/Rewards Program/Referral Program - after an order has been placed, notifying the customers on how they can save next time (i.e sending a referral code, case discounts savings)
2. Abandoned Cart:
  1. Triggered 4 hours after the customer has abandoned their cart online. Includes a list of all products that the customer left so they can easily click to go back to the website and complete their order. 
3. Inactive:
  1. No activity such as order or abandoned cart from a customer within 21 days or 30 days 
4. Loyalty Program 
  1. Signup Message for T&C
  2. Points status
  3. Rewards earned (level) 
5. Product Recommender
  1. Category-based
  2. Pre-order
6. New Arrivals notification email

In addition, auto-pilots can be used to notify internal operation teams about suspicious activity, low inventory items, or fast selling products: 

Recommended Merchant User Auto-Pilots:
  1. Out of stock products 
  2. Orders over $250
After an Auto-Pilot has been sent you can track how successful it was based on the metrics below: 
  1. Sent - The number of times that the flight has triggered since it's been created. That means that every time someone earns loyalty points, it will "send"
  2. Success - The number of times that the parameters were met. So for example, the loyalty points were above 2500 and they hadn't received this flight before
  3. Delivered Successfully - The number of times the customer received the notification. This is to track how many times the email/push/sms actually reached the intended destination. More useful for SMS autopilots
  4. Failure - The number of times that the system encountered an error where the parameters were set incorrectly. If you see this number rise, let us know so we can investigate further.
  5. Failed Delivery - The number of times that delivery failed.i.e  a customer email doesn’t work / or they are opted out via sms 
  6. Aborted - The number that the parameters weren't met. This will be the difference between the number sent and the successes. So for example, when a customer earns loyalty points but it's below 2500.

Feel free to reach out to Support at if you have any questions regarding this! 
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