Streamline your data management process with the CSV Online File + AutopilotHQ integration

A CSV file is a type of file used to store your contacts data from different sources, such as your email marketing software, CRM, etc. For example, by downloading a CSV file of your leads, you can upload these data on other tools in order to better manage your follow up and sales processes. CSVs contain information separated by commas, saved in a .csv format.

CSV files can be used with any spreadsheet program, such as Microsoft Excel, Open Office Calc, or Google Spreadsheets. However, with CSVs you can’t define or save cells, columns, or rows. Moreover, you can’t save formulas.

CSVs are also used for managing ecommerces for importing and exporting product, customer, and order information.

Autopilot is a self-service, multi-channel marketing solution, which helps you create and automate your customer journeys. Thanks to its easy interface and a highly personalizable marketing automation, Autopilot is one of the leading tools for email marketing and customer relationship management. Autopilots, in fact, allows you to: Understand where your leads come from By syncing Autopilot HQ with your favorite marketing tools, you can acquire new leads and understand EXACTLY where they come from (web forms, apps, etc.). By doing so, your customers can start a personalized journey that drives them through your pipeline.

Nurture and reactivate your leads After the leads subscribed to your list, Autopilot HQ allows you to engage them with automated follow ups. Moreover, with Autopilot HQ you can segmentate your lists to take the most out of your marketing activity. Improve loyalty and sales Depending on how they respond to the journey, you can run personalized campaigns to your customers and leads, in order to improve their lifetime value.

You can get feedback, offer webinars, trainings, in-app updates and much more. Optimize your marketing The self-hosted tracking system allows you to analyze the performance of your campaigns and get insight into which messages convert, how journeys are trending, and what’s driving more sales. By doing so, you can optimize your marketing and define the best strategies for your needs.