How to use Typeform and Autopilot to follow up after quizzes, demo requests, and surveys

Peter Sharkey on 17th of Oct 2017

We fill out forms all the time. We sign up for apps, subscribe to blogs, download things, give feedback, submit surveys and more.

But when’s the last time you completed an online form that was… fun? Typeform reinvented the decades-old form technology into something that is easy, human, and beautiful. Their enjoyable user experience combined with a “one question at a time philosophy” makes people actually want to fill in a Typeform. In fact, Typeform completion rates are 4x higher compared to the average survey completion rate of 14%, making lead generation and data collection a breeze.

Introducing the Autopilot + Typeform integration

So you created an engaging typeform. People submit them, but what happens next? Today, we’re thrilled to announce Typeform is a new built-in Autopilot integration. You can now continue the conversations you started on Typeform by automating the next steps of your customer’s journey in Autopilot.

“With Autopilot’s new Typeform integration, we’re enabling millions of people to automate follow up messages after surveys, quizzes, and contact us forms. No more manual download and upload.” —Jason Harmon, Chief Platform Officer at Typeform

typeform-logo

With the new integration, you’ll be able to:

Try it now for a little surprise!

Autopilot + Typeform use case examples

You can create engaging typeforms for all kinds of online interactions like:

  • Lead generation
  • Event invitations
  • Demo requests
  • Signups
  • Market research
  • Surveys
  • Feedback collection
  • Payment forms

Take a gander at examples in Typeform’s template gallery for more inspiration, and read on to learn how you can put your Typeforms to work in Autopilot.

1. Follow up with leads

Quizzes are an engaging way to capture marketing leads. You can use them to see how much your audience knows about relevant topics, and send follow up content based on the results. Click here to see an example of a Typeform quiz. Let’s say you create a quiz to test marketing automation knowledge (A quiz screenshot customized from Typeform’s template library ):

Typeform quiz screenshot

Imagine segmenting respondents into two different email tracks—like beginner and advanced—to create a more personalized experience. Here’s what that follow up journey would look like in Autopilot:

quiz

How it works:

  1. Lead completes your quiz
  2. Typeform Submitted trigger fires the journey
  3. Contact is added to the “Quiz Leads” list
  4. Autopilot sends follow up email sequences based on their “Level of Experience”
  5. After a one-day delay, both segments receive an invitation to sign up for a free trial

2. Assign demo requests to sales

Do you use Typeform for demo requests? Plus Salesforce for CRM? Beard Builder does.

Typeform demo request screenshot

A demo request screenshot customized from Typeform’s template library

Any time someone submits a demo request, you want to automatically assign the lead to a salesperson. Here’s what that lead assignment journey would look like in Autopilot:

journey

How it works:

  1. Lead completes your request demo from
  2. Typeform Submitted trigger fires the journey
  3. Lead is added to “Request Demo” list
  4. Autopilot sends a “Request Demo Follow Up” email
  5. Lead is assigned to a salesperson in Salesforce
  6. Sales team receives a “New Demo Request” Slack notification

3. Collect customer feedback

The first two examples demonstrate how to use the Typeform Submitted trigger. In this example, we’ll show how you can incorporate the new Has Submitted Typeform condition in your Autopilot journeys. Let’s say Bob has a business where he sells a lot of boxes. Any time someone buys a box, Bob asks the customer for their feedback using a Typeform survey:

Typeform feedback survey screenshot
A feedback survey screenshot customized from Typeform’s template library

Setting it up in Autopilot is easy:

survey

How it works:

  1. New customer purchases
  2. “Paying customers” Smart Segment trigger fires the journey
  3. After a 7-day delay, Autopilot sends a “Customer Survey” email to collect feedback
  4. After a 2-day delay, Autopilot checks if the “Customer Satisfaction Survey” Typeform has been submitted
  5. If the Typeform has not been submitted, Autopilot sends a “Customer Survey Reminder” email

How Beer & Brewing Magazine uses Autopilot + Typeform

Craft Beer & Brewing Magazine is a collaboration between a group of homebrewers and beer lovers, who also happen to have experience making magazines, books, apps, and websites. Their community has more than 50,000 beer drinkers and brewers.

magazine

Craft Beer & Brewing uses Typeform and Autopilot together to learn more about their readers. After a person subscribes to the company’s newsletter, they receive a welcome email sent from Autopilot:

welcome email

In the welcome email, there’s an invitation at the end that says “To help us create the best content for you, take this very brief survey (~1 minute).” This is where Typeform comes in.

typeform

The survey asks readers about their brewing experience level, how they heard about the magazine, and a few other personal details.

typeform

Using the Typeform Submitted trigger, Craft Beer & Brewing maps responses to custom fields in Autopilot.

Autopilot fields

With this information, the team can create a more personalized experience. Those who respond “Just got my first homekit” get beginner content, and “I literally know everything” brewers get advanced content. Readers love it.

Try it for yourself by signing up for a free trial of Autopilot. How do you plan on using the Typeform + Autopilot integration? Let us know in the comments.

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