Overview of Autopilot Journeys

Autopilot Journeys is a user-friendly marketing automation tool that helps businesses create multi-channel customer journeys. With Autopilot Journeys, businesses can nurture leads and customers through personalized experiences, utilizing channels like email, SMS, and direct mail. It empowers users to visually map out and automate the customer journey, ensuring seamless progression from awareness to conversion.

ID Verification in Autopilot Journeys

Integrating IdentityCheck with Autopilot Journeys can add a robust layer of ID verification to your marketing automation workflows. This ensures that sensitive operations, such as account access or high-value transactions, are only performed by verified individuals, enhancing security and compliance.

Imagine being able to trigger a verification check before progressing a lead through a funnel or sending out sensitive information. This integration can be especially valuable for businesses in industries like finance, healthcare, or e-commerce where verification is critical.

Possible Uses for ID Checks in Autopilot Journeys

• Account Creation: Ensure users verify their identity during or after sign-up.
• Transaction Approval: Require verification for high-value or sensitive transactions.
• Access Control: Verify identity before granting access to exclusive content or services.
• Compliance: Meet regulatory requirements by embedding ID verification in your workflows.

Setting Up the Integration

Follow these steps to set up the integration between IdentityCheck and Autopilot Journeys via Zapier:

1. Create Accounts: Ensure you have active accounts for IdentityCheck, Autopilot Journeys, and Zapier.
2. Log into Zapier: Go to Zapier and log in.
3. Create a New Zap: Click on “Make a Zap” to start creating a new Zap.
4. Select Trigger App: Choose Autopilot Journeys as the trigger app and configure the specific trigger (e.g., a new contact or a form submission).
5. Set Up Action App: Select IdentityCheck as the action app. Choose the specific action you want (e.g., “Verify ID”).
6. Configure Details: Set up the necessary details in the action step to define how IdentityCheck should verify the user’s ID.
7. Test and Activate: Test the Zap to make sure everything works correctly. Once verified, turn on your Zap.

Using the Integration

Once set up, you can incorporate ID verification into your Autopilot Journeys as follows:

1. Design Your Journey: Create a new journey or edit an existing one in Autopilot Journeys. Add the steps your leads or customers will go through.
2. Add Trigger for ID Check: Insert a trigger where you want IdentityCheck to verify a user’s ID. This could be after form submission, before granting access to resources, or prior to a transaction.
3. Monitor and Adjust: Monitor the results of your ID checks within Autopilot Journeys. Adjust your journey steps and criteria based on the verification results to optimize the user experience.

By integrating IdentityCheck with Autopilot Journeys, you can enhance the security and compliance of your customer interactions while maintaining a seamless user experience. This powerful combination allows you to automate ID verification processes and focus on building stronger relationships with your verified users.