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Autopilot

Autopilot boosts customer engagement by automatically sending emails, push notifications, or text messages in response to specific user actions!

 

  1. Begin on the Autopilot section of your dashboard

  2. Click  (+) to view the dropdown Screenshot 2024-07-31 at 11.50.23

  3.  Choose "Create Flight" to start from scratchScreenshot 2024-07-31 at 16.42.33

    You can also select "Create From Template" for a more convenient optionScreenshot 2024-07-31 at 17.52.18 

  4.  Start by activating your flight and updating your details

     Screenshot 2025-01-21 at 15.23.28

  5. Once completed, click "Add trigger" to set up when the flight should send Screenshot 2024-09-18 at 16.17.24

  6. Select your preferred option for triggering the flight Screenshot 2024-09-18 at 16.19.55

    Event - Choose the action that will trigger the flight, then specify the desired time delay, in minutes, before the flight is sent after the action occurs

    Screenshot 2024-09-18 at 16.33.02

    Schedule - Selecting a specific day and time when you would like a flight to be sent

    Screenshot 2024-09-18 at 16.34.25 

  7. Click "Submit" at the bottom to save Screenshot 2024-02-07 at 12.30.03 PM

  8. Once this has been set, you can add further Actions and Conditions by clicking on Screenshot 2025-01-21 at 12.30.21

    Screenshot 2024-09-18 at 16.44.35

  9. Click "Update Flight" to save changes Screenshot 2024-09-18 at 16.45.30

Examples of recommended customer Autopilots: 

Welcome Series New Subscriber Welcome Email - 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 Case Discounts/Rewards Program/Referral Program - After an order is placed, notify customers about ways to save on their next purchase, such as by sending a referral code or offering discount savings
Abandoned Cart Triggered 4 hours after the customer abandons their cart Showing all left-behind products for easy click-through to complete the order
Inactive No activity from a customer Ex. orders or abandoned carts, within 21 or 30 days 
Loyalty Program Post signup message with Terms of Service Points status/Rewards earned (level) 
Product Recommender Category-based Orders over $250
Recommended Merchant User Autopilots Out of stock products  Orders over $250
Verify CC Transaction confirmation Fraud prevention

Monitor your flights using the metrics

  1. Sent - The count of times the flight has triggered since creation, i.e., whenever someone earns loyalty points

  2. Success - The count of times parameters were met, such as when loyalty points were above 2500 and the flight had not been received before

  3.  Delivered Successfully - The count of times the notification reached the customer, useful for tracking email, push, or SMS delivery, especially for SMS autopilots

  4. Failure - Amount of errors due to incorrect parameter settings. If this increases, please let us know for further investigation

  5. Failed Delivery - Number of times delivery failed, such as when a customer's email is invalid or they have opted out of SMS

  6. Aborted - The number of times parameters weren’t met, representing the difference between sent and successful triggers

Autopilots can alert internal operations teams to suspicious activity, low inventory, or fast-selling products. Feel free to schedule a time with your account manager for assistance on this set up. 

Feel free to reach out to support@cityhive.net for any questions/concerns.