"Thanks for all your help! I've got the "autopilot" bug now, and am constantly looking for ways to systemize everything. With any luck I'm going to automate my way out of a job soon..." read more

- Zac Adler
  President
  yourHA.com

There are several ways to get help learning to put OfficeAutopilot to work. Of course, online videos and documentation is available.

But, maybe you’d like someone to walk you through it all.

One-on-One training is part of the two setup packages. But if that’s not enough, more extensive one-on-one or group training can be done over the phone or even at your office.

At the end of a one-on-one training, you’ll know how to:

  • Import and Export Contacts
  • Segment and manage your list with Tags
  • Design and develop a multi-step marketing sequence in the Automation Engine
  • Track everything
  • Build a SmartForm and use it to segment your list
  • Write ActiveResponse rules with confidence
  • Use Tasks to manage internal and external processes
  • Conform to CAN-SPAM laws
  • And much more…