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Leadinfo Autopilot - Help Centre
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4.83l-.1.12c-.39.59-.72 1.21-1 1.86v.02a11.11 11.11 0 008.62 15.4 13.47 13.47 0 001.7.13 11.1 11.1 0 007.89-3.26 11.74 11.74 0 001.11-1.32l.05-.06.5-.74.08-.14.38-.72.1-.22a13.39 13.39 0 00.62-1.63l.11-.44c.05-.19.1-.37.13-.55l.09-.6.05-.43a10.92 10.92 0 000-2.06" id="a" /> </g> </svg> </span> </button> <button id="kb-header__main-nav-target" class="kb-header__nav-toggle" role="button" aria-label="Open main navigation menu" aria-controls="kb-header__nav"> <span class="kb-icon menu"> <svg width="25" height="17" xmlns="http://www.w3.org/2000/svg"> <g fill="#2D3E50" fill-rule="nonzero"> <path d="M24.56897 2.295c0 .85-.2931 1.513-1.72414 1.513H2.15517C.72414 3.808.43103 3.1365.43103 2.295c0-.85.2931-1.513 1.72414-1.513h20.68966c1.43103 0 1.72414.6715 1.72414 1.513zM24.56897 8.8315c0 .85-.2931 1.513-1.72414 1.513H2.15517c-1.43103 0-1.72414-.6715-1.72414-1.513 0-.85.2931-1.513 1.72414-1.513h20.68966c1.43103 0 1.72414.6715 1.72414 1.513zM24.56897 15.3595c0 .85-.2931 1.513-1.72414 1.513H2.15517c-1.43103 0-1.72414-.6715-1.72414-1.513 0-.85.2931-1.513 1.72414-1.513h20.68966c1.43103 0 1.72414.6715 1.72414 1.513z" /> </g> </svg> </span> </button> </div> </div> </div> <!-- Mobile Menu --> <div class="kb-mobile-search-section"> <div class="kb-mobile-header"> <div class="kb-mobile-menu"> <div class="kb-mobile-menu__current-page"> Leadinfo Autopilot <svg class="kb-mobile-menu__arrow" width="12" height="7" xmlns="http://www.w3.org/2000/svg"> <path d="M10.6817 1.6816l-4.5364 4-4.5364-3.9315" stroke="#00A38D" stroke-width="2" fill="none" fill-rule="evenodd" stroke-linecap="round" stroke-linejoin="round" /> </svg> </div> <ul> <li> <a href="/en/installing-leadinfo"> Installing Leadinfo </a> <ul> <li> <a href="/en/installing-leadinfo#starting-your-trial-period-at-leadinfo"> Starting your trial period at Leadinfo </a> </li> <li> <a href="/en/installing-leadinfo#add-leadinfo-to-your-privacy-statement"> Add Leadinfo to your privacy statement </a> </li> <li> <a href="/en/installing-leadinfo#leadinfo-tracking-code"> Leadinfo Tracking Code </a> </li> <li> <a href="/en/installing-leadinfo#ways-to-install-leadinfo"> Ways to install Leadinfo </a> </li> </ul> </li> <li> <a href="/en/starting-with-leadinfo"> Starting with Leadinfo </a> <ul> <li> <a href="/en/starting-with-leadinfo#step-1-give-your-colleagues-access"> Step 1: Give your colleagues access </a> </li> <li> <a href="/en/starting-with-leadinfo#step-2-organize-your-inbox"> Step 2: Organize your inbox </a> </li> <li> <a href="/en/starting-with-leadinfo#step-3-keep-your-inbox-tidy-by-hiding-certain-companies"> Step 3: Keep your inbox tidy by hiding certain companies </a> </li> <li> <a href="/en/starting-with-leadinfo#step-4-set-up-your-email-reports"> Step 4: Set up your email reports </a> </li> <li> <a href="/en/starting-with-leadinfo#step-5-set-up-your-functions-and-integrations"> Step 5: Set up your functions and integrations </a> </li> <li> <a href="/en/starting-with-leadinfo#step-6-secure-leadinfo-with-two-factor-authentication"> Step 6: Secure Leadinfo with Two-Factor Authentication </a> </li> </ul> </li> <li> <a href="/en/leadinfo-inbox"> Leadinfo Inbox </a> <ul> <li> <a href="/en/leadinfo-inbox#tags"> Tags </a> </li> <li> <a href="/en/leadinfo-inbox#segments"> Segments </a> </li> <li> <a href="/en/leadinfo-inbox#company-information"> Company information </a> </li> </ul> </li> <li> <a href="/en/leadinfo-automation"> Leadinfo Automation </a> <ul> <li> <a href="/en/leadinfo-automation#triggers"> Triggers </a> </li> <li> <a href="/en/leadinfo-automation#reports"> Reports </a> </li> <li> <a href="/en/leadinfo-automation#liquid-content"> Liquid content </a> </li> <li> <a href="/en/leadinfo-automation#persona"> Persona </a> </li> </ul> </li> <li> <a href="/en/leadinfo-integrations"> Leadinfo Integrations </a> <ul> <li> <a href="/en/leadinfo-integrations#general"> General </a> </li> <li> <a href="/en/leadinfo-integrations#most-used-crm-integrations"> Most used CRM integrations </a> </li> <li> <a href="/en/leadinfo-integrations#crm-integrations"> CRM integrations </a> </li> <li> <a href="/en/leadinfo-integrations#communication"> Communication </a> </li> <li> <a href="/en/leadinfo-integrations#google"> Google </a> </li> <li> <a href="/en/leadinfo-integrations#ads"> Ads </a> </li> <li> <a href="/en/leadinfo-integrations#automation"> Automation </a> </li> <li> <a href="/en/leadinfo-integrations#analytics"> Analytics </a> </li> </ul> </li> <li class="active open"> <a href="/en/leadinfo-autopilot"> Leadinfo Autopilot </a> <ul> <li> <a href="/en/leadinfo-autopilot#general"> General </a> </li> <li> <a href="/en/leadinfo-autopilot#campaigns"> Campaigns </a> </li> <li> <a href="/en/leadinfo-autopilot#contacts"> Contacts </a> </li> <li> <a href="/en/leadinfo-autopilot#linkedin-email-account-information"> LinkedIn & Email Account information </a> </li> </ul> </li> <li> <a href="/en/leadinfo-leadbot"> Leadinfo Leadbot </a> <ul> <li> <a href="/en/leadinfo-leadbot#building-a-leadbot"> Building a Leadbot </a> </li> <li> <a href="/en/leadinfo-leadbot#editing-a-leadbot"> Editing a Leadbot </a> </li> <li> <a href="/en/leadinfo-leadbot#leadbot-integrations"> Leadbot integrations </a> </li> <li> <a href="/en/leadinfo-leadbot#leadbot-analytics"> Leadbot Analytics </a> </li> <li> <a href="/en/leadinfo-leadbot#leadbot-forms"> Leadbot Forms </a> </li> <li> <a href="/en/leadinfo-leadbot#whatsapp-business"> WhatsApp Business </a> </li> <li> <a href="/en/leadinfo-leadbot#leadbot-submissions"> Leadbot submissions </a> </li> <li> <a href="/en/leadinfo-leadbot#lead-gen-form"> Lead Gen Form </a> </li> </ul> </li> <li> <a href="/en/leadinfo-analyses"> Leadinfo Analyses </a> <ul> <li> <a href="/en/leadinfo-analyses#dashboard"> Dashboard </a> </li> <li> <a href="/en/leadinfo-analyses#export"> Export </a> </li> </ul> </li> <li> <a href="/en/tutorials-and-webinars"> Tutorials and webinars </a> <ul> <li> <a href="/en/tutorials-and-webinars#webinars"> Webinars </a> </li> </ul> </li> <li> <a href="/en/gdpr"> GDPR </a> <ul> </ul> </li> <li> <a href="/en/account"> Account </a> <ul> </ul> </li> <li> <a href="/en/best-practices"> Best practices </a> <ul> <li> <a href="/en/best-practices#triggers"> Triggers </a> </li> <li> <a href="/en/best-practices#follow-up"> Follow-up </a> </li> <li> <a href="/en/best-practices#integrations"> Integrations </a> </li> </ul> </li> <li> <a href="/en/faq"> FAQ </a> <ul> <li> <a href="/en/faq#general"> General </a> </li> <li> <a href="/en/faq#portal"> Portal </a> </li> <li> <a href="/en/faq#recognition"> Recognition </a> </li> <li> <a href="/en/faq#invoices"> Invoices </a> </li> <li> <a href="/en/faq#cookie-consent-solutions"> Cookie consent solutions </a> </li> </ul> </li> <li> <a href="/en/troubleshooting"> Troubleshooting </a> <ul> <li> <a href="/en/troubleshooting#general"> General </a> </li> <li> <a href="/en/troubleshooting#integrations"> Integrations </a> </li> <li> <a href="/en/troubleshooting#installation"> Installation </a> </li> </ul> </li> </ul> </div> <div class="kb-mobile-search kb-search" kb-language-tag="en" kb-group-id="56446057553"> <div class="kb-mobile-search__placeholder"></div> <div class="kb-mobile-search__box"> <div class="kb-mobile-search__bar"> <svg class="kb-mobile-search__mag" width="15" height="15" xmlns="http://www.w3.org/2000/svg"> <path d="M14.02 12.672l-3.64-3.64a5.687 5.687 0 0 0 1.06-3.312A5.726 5.726 0 0 0 5.72 0 5.726 5.726 0 0 0 0 5.72a5.726 5.726 0 0 0 5.72 5.72 5.687 5.687 0 0 0 3.311-1.06l3.641 3.64a.95.95 0 0 0 1.348 0 .953.953 0 0 0 0-1.348zm-8.3-3.139a3.813 3.813 0 1 1 0-7.626 3.813 3.813 0 0 1 0 7.626z" fill="#4A4A4A" fill-rule="evenodd" /> </svg> <form action="/en/kb-search-results"> <input type="text" class="kb-mobile-search__input kb-search__input" name="term" autocomplete="off" placeholder="Search for answers"> <input type="hidden" 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.5471-.2325l5.0376-5.2501c.0101-.0105.0146-.023.0217-.0345.0166-.025.0322-.0515.0489-.077.0277-.0415.0614-.08.0795-.125.0187-.0455.0222-.0935.0313-.141.009-.0465.0237-.0925.0237-.14 0-.047-.0147-.093-.0237-.1395-.009-.0475-.0126-.096-.0313-.141" fill="#7C98B6" fill-rule="evenodd" /> </svg> <li itemprop="itemListElement" itemscope itemtype="http://schema.org/ListItem"> <span itemprop="name">Leadinfo Autopilot</span> <meta itemprop="position" content="2"> </li> </ol> </div> <div class="main-body"> <div class="kb-sidebar"> <div class="kb-category-menu"> <ul> <li> <a href="/en/installing-leadinfo"> <div class="kb-category-menu-option" data-id="56450491688"> <span class="kb-category-menu-option__color-bar" style="background-color: #0d5068;"></span> Installing Leadinfo </div> <div> <svg width="12" height="7" xmlns="http://www.w3.org/2000/svg"> <path d="M10.6817 1.6816l-4.5364 4-4.5364-3.9315" stroke="#0d5068" stroke-width="2" fill="none" fill-rule="evenodd" stroke-linecap="round" stroke-linejoin="round" /> </svg> </div> </a> <ul> <li data-id="56447887686"> <a href="/en/installing-leadinfo#starting-your-trial-period-at-leadinfo"> <span class="kb-category-menu-option__color-bar" style="background-color: #0d5068;"></span> Starting your trial period at Leadinfo </a> </li> <li data-id="56450408797"> <a href="/en/installing-leadinfo#add-leadinfo-to-your-privacy-statement"> <span class="kb-category-menu-option__color-bar" style="background-color: #0d5068;"></span> Add Leadinfo to your privacy statement </a> </li> <li data-id="56450491692"> <a href="/en/installing-leadinfo#leadinfo-tracking-code"> <span class="kb-category-menu-option__color-bar" style="background-color: #0d5068;"></span> Leadinfo Tracking Code </a> </li> <li data-id="56447887660"> <a href="/en/installing-leadinfo#ways-to-install-leadinfo"> <span class="kb-category-menu-option__color-bar" style="background-color: #0d5068;"></span> Ways to install Leadinfo </a> </li> </ul> </li> <li> <a href="/en/starting-with-leadinfo"> <div class="kb-category-menu-option" data-id="56450408801"> <span class="kb-category-menu-option__color-bar" style="background-color: #0d5068;"></span> Starting with Leadinfo </div> <div> <svg width="12" height="7" xmlns="http://www.w3.org/2000/svg"> <path d="M10.6817 1.6816l-4.5364 4-4.5364-3.9315" stroke="#0d5068" stroke-width="2" fill="none" fill-rule="evenodd" stroke-linecap="round" stroke-linejoin="round" /> </svg> </div> </a> <ul> <li data-id="56450408761"> <a href="/en/starting-with-leadinfo#step-1-give-your-colleagues-access"> <span class="kb-category-menu-option__color-bar" style="background-color: #0d5068;"></span> Step 1: Give your colleagues access </a> </li> <li data-id="165608034315"> <a href="/en/starting-with-leadinfo#step-2-organize-your-inbox"> <span class="kb-category-menu-option__color-bar" style="background-color: #0d5068;"></span> Step 2: Organize your inbox </a> </li> <li data-id="56447887718"> <a href="/en/starting-with-leadinfo#step-3-keep-your-inbox-tidy-by-hiding-certain-companies"> <span class="kb-category-menu-option__color-bar" style="background-color: #0d5068;"></span> Step 3: Keep your inbox tidy by hiding certain companies </a> </li> <li data-id="56447887690"> <a href="/en/starting-with-leadinfo#step-4-set-up-your-email-reports"> <span class="kb-category-menu-option__color-bar" style="background-color: #0d5068;"></span> Step 4: Set up your email reports </a> </li> <li data-id="56447887684"> <a href="/en/starting-with-leadinfo#step-5-set-up-your-functions-and-integrations"> <span class="kb-category-menu-option__color-bar" style="background-color: #0d5068;"></span> Step 5: Set up your functions and integrations </a> </li> <li data-id="56451360124"> <a href="/en/starting-with-leadinfo#step-6-secure-leadinfo-with-two-factor-authentication"> <span class="kb-category-menu-option__color-bar" style="background-color: #0d5068;"></span> Step 6: Secure Leadinfo with Two-Factor Authentication </a> </li> </ul> </li> <li> <a href="/en/leadinfo-inbox"> <div class="kb-category-menu-option" data-id="172799844715"> <span class="kb-category-menu-option__color-bar" style="background-color: #0d5068;"></span> Leadinfo Inbox </div> <div> <svg width="12" height="7" xmlns="http://www.w3.org/2000/svg"> <path d="M10.6817 1.6816l-4.5364 4-4.5364-3.9315" stroke="#0d5068" stroke-width="2" fill="none" fill-rule="evenodd" stroke-linecap="round" stroke-linejoin="round" /> </svg> </div> </a> <ul> <li data-id="173418473618"> <a href="/en/leadinfo-inbox#tags"> <span class="kb-category-menu-option__color-bar" style="background-color: #0d5068;"></span> Tags </a> </li> <li data-id="172796488597"> <a href="/en/leadinfo-inbox#segments"> <span class="kb-category-menu-option__color-bar" style="background-color: #0d5068;"></span> Segments </a> </li> <li data-id="172817116316"> <a href="/en/leadinfo-inbox#company-information"> <span class="kb-category-menu-option__color-bar" style="background-color: #0d5068;"></span> Company information </a> </li> </ul> </li> <li> <a href="/en/leadinfo-automation"> <div class="kb-category-menu-option" data-id="172796488526"> <span class="kb-category-menu-option__color-bar" style="background-color: #0d5068;"></span> Leadinfo Automation </div> <div> <svg width="12" height="7" xmlns="http://www.w3.org/2000/svg"> <path d="M10.6817 1.6816l-4.5364 4-4.5364-3.9315" stroke="#0d5068" stroke-width="2" fill="none" fill-rule="evenodd" stroke-linecap="round" stroke-linejoin="round" /> </svg> </div> </a> <ul> <li data-id="172796488883"> <a href="/en/leadinfo-automation#triggers"> <span class="kb-category-menu-option__color-bar" style="background-color: #0d5068;"></span> Triggers </a> </li> <li data-id="172817117071"> <a href="/en/leadinfo-automation#reports"> <span class="kb-category-menu-option__color-bar" style="background-color: #0d5068;"></span> Reports </a> </li> <li data-id="173406174132"> <a href="/en/leadinfo-automation#liquid-content"> <span class="kb-category-menu-option__color-bar" style="background-color: #0d5068;"></span> Liquid content </a> </li> <li data-id="180244174455"> <a href="/en/leadinfo-automation#persona"> <span class="kb-category-menu-option__color-bar" style="background-color: #0d5068;"></span> Persona </a> </li> </ul> </li> <li> <a href="/en/leadinfo-integrations"> <div class="kb-category-menu-option" data-id="56447887682"> <span class="kb-category-menu-option__color-bar" style="background-color: #0d5068;"></span> Leadinfo Integrations </div> <div> <svg width="12" height="7" xmlns="http://www.w3.org/2000/svg"> <path d="M10.6817 1.6816l-4.5364 4-4.5364-3.9315" stroke="#0d5068" stroke-width="2" fill="none" fill-rule="evenodd" stroke-linecap="round" stroke-linejoin="round" /> </svg> </div> </a> <ul> <li data-id="64242548334"> <a href="/en/leadinfo-integrations#general"> <span class="kb-category-menu-option__color-bar" style="background-color: #0d5068;"></span> General </a> </li> <li data-id="176338674284"> <a href="/en/leadinfo-integrations#most-used-crm-integrations"> <span class="kb-category-menu-option__color-bar" style="background-color: #0d5068;"></span> Most used CRM integrations </a> </li> <li data-id="56447887664"> <a href="/en/leadinfo-integrations#crm-integrations"> <span class="kb-category-menu-option__color-bar" style="background-color: #0d5068;"></span> CRM integrations </a> </li> <li data-id="56451360930"> <a href="/en/leadinfo-integrations#communication"> <span class="kb-category-menu-option__color-bar" style="background-color: #0d5068;"></span> Communication </a> </li> <li data-id="56451360932"> <a href="/en/leadinfo-integrations#google"> <span class="kb-category-menu-option__color-bar" style="background-color: #0d5068;"></span> Google </a> </li> <li data-id="56447887692"> <a href="/en/leadinfo-integrations#ads"> <span class="kb-category-menu-option__color-bar" style="background-color: #0d5068;"></span> Ads </a> </li> <li data-id="80820766842"> <a href="/en/leadinfo-integrations#automation"> <span class="kb-category-menu-option__color-bar" style="background-color: #0d5068;"></span> Automation </a> </li> <li data-id="137874173859"> <a href="/en/leadinfo-integrations#analytics"> <span class="kb-category-menu-option__color-bar" style="background-color: #0d5068;"></span> Analytics </a> </li> </ul> </li> <li class="open"> <a href="/en/leadinfo-autopilot"> <div class="kb-category-menu-option" data-id="144271928609"> <span class="kb-category-menu-option__color-bar" style="background-color: #0d5068;"></span> Leadinfo Autopilot </div> <div> <svg width="12" height="7" xmlns="http://www.w3.org/2000/svg"> <path d="M10.6817 1.6816l-4.5364 4-4.5364-3.9315" stroke="#0d5068" stroke-width="2" fill="none" fill-rule="evenodd" stroke-linecap="round" stroke-linejoin="round" /> </svg> </div> </a> <ul> <li data-id="144469917779"> <a href="/en/leadinfo-autopilot#general"> <span class="kb-category-menu-option__color-bar" style="background-color: #0d5068;"></span> General </a> </li> <li data-id="144440215300"> <a href="/en/leadinfo-autopilot#campaigns"> <span class="kb-category-menu-option__color-bar" style="background-color: #0d5068;"></span> Campaigns </a> </li> <li data-id="144469917714"> <a href="/en/leadinfo-autopilot#contacts"> <span class="kb-category-menu-option__color-bar" style="background-color: #0d5068;"></span> Contacts </a> </li> <li data-id="156995951105"> <a href="/en/leadinfo-autopilot#linkedin-email-account-information"> <span class="kb-category-menu-option__color-bar" style="background-color: #0d5068;"></span> LinkedIn & Email Account information </a> </li> </ul> </li> <li> <a href="/en/leadinfo-leadbot"> <div class="kb-category-menu-option" data-id="167040023963"> <span class="kb-category-menu-option__color-bar" style="background-color: #0d5068;"></span> Leadinfo Leadbot </div> <div> <svg width="12" height="7" xmlns="http://www.w3.org/2000/svg"> <path d="M10.6817 1.6816l-4.5364 4-4.5364-3.9315" stroke="#0d5068" stroke-width="2" fill="none" fill-rule="evenodd" stroke-linecap="round" stroke-linejoin="round" /> </svg> </div> </a> <ul> <li data-id="169521439330"> <a href="/en/leadinfo-leadbot#building-a-leadbot"> <span class="kb-category-menu-option__color-bar" style="background-color: #0d5068;"></span> Building a Leadbot </a> </li> <li data-id="169521439352"> <a href="/en/leadinfo-leadbot#editing-a-leadbot"> <span class="kb-category-menu-option__color-bar" style="background-color: #0d5068;"></span> Editing a Leadbot </a> </li> <li data-id="169521333547"> <a href="/en/leadinfo-leadbot#leadbot-integrations"> <span class="kb-category-menu-option__color-bar" style="background-color: #0d5068;"></span> Leadbot integrations </a> </li> <li data-id="169521439387"> <a href="/en/leadinfo-leadbot#leadbot-analytics"> <span class="kb-category-menu-option__color-bar" style="background-color: #0d5068;"></span> 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Integrations </a> </li> <li data-id="74693609615"> <a href="/en/troubleshooting#installation"> <span class="kb-category-menu-option__color-bar" style="background-color: #0d5068;"></span> Installation </a> </li> </ul> </li> </ul> </div> <script> kbDom.whenReady(function() { document.querySelectorAll('.kb-category-menu svg').forEach(function(el) { el.addEventListener('click', function(e) { e.preventDefault(); var li = kbDom.closest('li', this); if (li) { li.classList.toggle('open'); } }); }) }) </script> </div> <div class="kb-content"> <div class="kb-categories"> <h1 id="leadinfo-autopilot">Leadinfo Autopilot</h1> <h6 class="kb-categories__category-description">Automate your follow up</h6> <h6 class="kb-categories__item"> <ul> <li> <a href="https://help.leadinfo.com/en/autopilot-linkedin-login-session-resets">LinkedIn Automation in Autopilot and Login Session Resets</a> </li> </ul> </h6> <div class="kb-categories__item" id="general"> <h4>General</h4> <h6> <ul class="kb-subcategory__articles"> <li><a href="https://help.leadinfo.com/en/what-is-leadinfo-autopilot">What is Leadinfo Autopilot</a></li> <li><a href="https://help.leadinfo.com/en/sending-limits-within-autopilot">Sending Limits within Autopilot</a></li> <li><a href="https://help.leadinfo.com/en/navigating-gdpr-and-cold-emailing-7-practical-tips-for-compliance">Navigating GDPR and Marketing Emails: 7 Practical Tips for Compliance</a></li> <li><a href="https://help.leadinfo.com/en/manage-your-autopilot-seats">Manage your Autopilot Seats</a></li> </ul> </h6> </div> <div class="kb-categories__item" id="campaigns"> <h4>Campaigns</h4> <h6> <ul class="kb-subcategory__articles"> <li><a href="https://help.leadinfo.com/en/how-to-create-a-campaign">How to Create a Campaign</a></li> <li><a href="https://help.leadinfo.com/en/autopilot-campaign-settings">Campaign Settings</a></li> <li><a href="https://help.leadinfo.com/en/add-your-email-signature-to-autopilot">Add your email signature to 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