Delighted + Smart Segments + Pandadoc integration

Use Autopilot to create journeys that use the Delighted, Smart Segments and Pandadoc integrations.

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Marketing Automation ideas to integrate Delighted, Smart Segments and Pandadoc.

Smart Segment Trigger to Send Pandadoc Document to Send Delighted NPS Survey

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Smart Segment Trigger to Check Pandadoc Status to Send Delighted NPS Survey

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Smart Segment Trigger to Send Delighted NPS Survey to Send Pandadoc Document

Try this free

Smart Segment Trigger to Check Delighted NPS Response to Send Pandadoc Document

Try this free

Showing 4 journey ideas for Delighted, Smart Segments and Pandadoc

About the Delighted integration

With Delighted send NPS surveys and automate follow up to promoters and detractors. Delighted is the easiest and most beautiful way to measure customer happiness. Are your customers delighted? The fastest and easiest way to gather actionable feedback from your customers. Delighted uses the Net Promoter System® to gather real feedback from your customers – in minutes not weeks. No technical knowledge required.

About the Smart Segments integration

Targeting the right people with the right message has never been this easy. Easily segment and engage your leads and customers based on any combination of field values, behaviors, list memberships and much more. Add them to journeys automatically when they meet your criteria.

About the Pandadoc integration

Automatically send documents based on actions people take in the customer journey with Pandadoc and Autopilot. Easily follow up eSignatures status changes including after the document is successfully complete. Pandadoc streamlines the way your team creates, sends, and tracks sales documents so you can close more deals faster.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Delighted integration, Smart Segments integration and the Pandadoc integration.

Journey Triggers

Delighted NPS Response
Trigger a journey based on an NPS Response grouped by Promoter, Passive or Detractor.
Smart Segment Trigger
Add contacts on a smart segment to a journey.
Pandadoc Document Status Change
Triggers when the last document status changes to either draft, completed, sent, viewed or paid.

Conditions

Check Delighted NPS Response
Check the previous NPS response of the contact in the journey.
Check Pandadoc Status
Checks the current status of the Pandadoc for the user.

Journey Actions

Send Delighted NPS Survey
Send an NPS survey via Delighted to the contact in the journey.
Send Pandadoc Document
Sends a Pandadoc document to the user in the journey.

What is Autopilot?

Simple and visual customer journey marketing software you’ll love.

Automate your marketing & grow your business. With Autopilot follow up new leads, nurture existing leads, send messages on every channel and automate your marketing with simple and visual customer journey marketing software. It’s as easy as dragging and dropping Triggers, Actions and Conditions to automate your marketing. Best of all Autopilot integrates and automates the applications you’re already using like Delighted, Smart Segments and Pandadoc.