Securely integrate Autopilot with Chartio
Autopilot is a visually-focused marketing software that provides tools for automating a customer’s journey. These include custom triggers that can be mapped out and automated ahead of time so that you can send the right kind of follow-up communications to the right customers. Autopilot can also automatically capture visitors, segment contacts using pre-established filters, and track the progress that a company is making towards a marketing goal. This allows users to make modifications that increase efficiency in real time.
Chartio is a business intelligence solution that prides itself on ease of use. With its out-of-the-box connections to Snowflake, Google BigQuery, Amazon Redshift, and other popular data sources — along with its ability to provide direct access to information in Google Sheets, CSVs, and cloud applications — Chartio deploys in a few clicks and doesn’t require additional hardware.
Popular Use Cases
Bring all your Autopilot data to Amazon Redshift
Load your Autopilot data to Google BigQuery
ETL all your Autopilot data to Snowflake
Move your Autopilot data to MySQL
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Autopilot's End Points
Manage your contacts by updating, deleting, or retrieving contact data, including names, emails, phone numbers, the source of the lead and their affiliated company. With this information, you can more easily segment each contact into appropriate groupings that will make your marketing more targeted and effective.
Autopilot Smart Segments
Retrieve a list of existing smart segments, including the names and IDs for those segments. Then, gather data from a single smart segment to see relevant contact information, including how many contacts are grouped into that segment and who the first 100 contacts are. You will also get a bookmark link to the next batch of contacts, should there be more.
Get a list of Autopilot journeys that have API triggers, which includes their names and trigger IDs. Then, use that trigger to automatically add a contact to a journey via the contact’s ID or email address.
Chartio's End Points
Chartio Analytics with Visual SQL
Chartio's 'visual SQL' makes it easy for anyone without coding experience to explore, transform, and visualize your data through an intuitive, drag-and-drop user interface. When employees without SQL knowledge can set up a custom report in minutes, this frees up data and engineering teams to focus on more important tasks. Moreover, since the platform is built on SQL, Chartio offers more advanced capabilities to those with SQL knowledge.
Chartio's visual user interface makes it easy to customize dashboards for a more brand-consistent experience. Chartio also allows you to schedule and automate the sharing of dashboards by email, PDF, or a link. In addition, you can create alerts to track your most important metrics and receive notifications that tell you when to take action in response to new developments. Lastly, Chartio dashboards offer a 'Snapshots' tool for viewing historical data and keeping track of the most important metrics for your company.
Chartio Data Security and Compliance
Chartio's database connections offer full control by utilizing a reverse SSH tunnel for the connection. The platform also makes it easy to manage your team members' access and permissions to different types of information. Finally, transferred data is subjected to SSL-encryption, so you don't have to worry about your information being exposed.
Chartio Business Intelligence Features
Chartio's advanced business intelligence features offer the following: (1) data blending to combine different types of data for more robust insights; (2) data stores to save data segments in Chartio without needing to change operational databases; (3) drill-downs to easily dig deeper into your data; (4) drag-and-drop table joins that are automatically built into queries when using Chartio's visual SQL interface; (5) customizable schemas by writing SQL to create specialized tables and columns; (6) extrapolation features to forecast future trends; and many other features.