Working with data sources

Autpilot’s data sources is a powerful feature that automatically synchronizes and organizes all of your customer data in a single place (known as your customer data platform or CDP*), providing you with a single source of truth for all your customers and the data sources they belong to.

Autopilot allows you to configure multiple data sources, where each data source represents an integration of Autopilot to your customer data on an external business platform (e.g. Shopify, WooCommerce, etc.)

These Autopilot features help you:

  • Create customer audiences to target each customer lifecycle stage;

  • Segment your customers based on activity and demographics;

  • Send highly relevant and personalized marketing campaigns;

  • Understand your customer data and marketing performance with reports and dashboards; and

  • Organize all of your customer information in one place.

* The CDP’s data can be accessed directly from the People page.

Accessing the data sources page

To access Autopilot’s Data sources page:

  1. Ensure you are signed in to Autopilot.

  2. Click Data sources in the navigation drawer on the left to open Autopilot’s Data sources page, which lists all of your Autopilot account’s configured data sources.

    On this page, you can manage all aspects of your data sources in Autopilot, including the ability to: