Autopilot: Frequently Asked Questions
In this article - click to jump to section:
- Is there a video demonstration?
- What should I prepare before using Autopilot?
- How many credits does Autopilot use?
- Where can I see my new contacts?
- Can I delete or move contacts?
- Can I change an Autopilot after it's started?
- Where can I see my sent emails?
- Can I sequence multiple email messages?
- How can I share feedback?
Please also reference the Autopilot User Guide for additional topics.
❓ Is there a video demonstration?
⏱️ Time 2:04
❓ What should I prepare before using Autopilot?
For the best results, follow this checklist of recommended steps:
- Verify that your email account is connected - Verify Here
- Save an email template for your initial outreach - Save Templates Here
- Set your preference for work email or personal email - Set Here or Learn More
- Find relevant prospects or candidates - Find Here or Learn More
- Start your first Autopilot!
❓ How many credits does Autopilot use?
Using Autopilot will consume 1 Lookup Credit (or if you have Unlimited Lookup Credits, 1 Export Credit) for every new contact where RocketReach provides verified contact info. Learn More
By default, Autopilot will try to return contacts with verified contact info (unless you select the option "Include contacts without verified data"). For example, if you setup Autopilot to find 25 contacts and repeat daily, then every day that Autopilot runs successfully you will use 25 credits.
❓ Where can I see my new contacts?
Every contact that is added by Autopilot is saved to its history. From the Autopilot management page, find the job and select the blue button "Action" at the right; in this menu, select 'View Contacts' to see contacts in the web app. Or select 'Download Contacts' to instantly download the CSV spreadsheet with all contact data:
❓ Can I delete or move contacts?
You can see the contacts returned by an Autopilot run by going to the Autopilot management pageand selecting 'View Contacts' from the "Action" button menu. This is a history or log of the contacts found by this Autoopilot; it is not a list that you can edit.
Note: In the next 1-2 months, you will be able to copy contacts from a Autopilot log into a contact list, thereby creating a customized list of contacts.
❓ Can I change an Autopilot after it's started?
Yes, you can make certain changes. From the Autopilot management page you can view all Autopilot jobs and their details.
For any Autopilot that was created with a repeating frequency, you can toggle the Active status to stop (OFF) or resume (ON) future runs. Please Note: One-time jobs cannot be changed to recurring jobs. Please create a new Autopilot.
From the "Actions" button on the right, you can choose 'Edit' to open the Autopilot configuration. Any settings which are allowed to change will be selectable; if you cannot click or interact with a setting, that means it is locked. Please Note: The search criteria associated with the Autopilot cannot be changed here. Please create a new Autopilot.
❓ Where can I see my sent emails?
The Messages > Activity page provides a history or log of all the emails you have sent using Messages or Autopilot. You can see total stats on email delivery, opens, replies, etc. to help you gauge the results. The Messages > Template page also shows these stats, broken down per template.
To see the actual email body content, please go to your Gmail account and check the Sent folder.
❓ Can I sequence multiple email messages?
Currently Autopilot works to send one email immediately once verified contact information is found. We're working on additional functionality that will include creating series or sequences of emails. Stay tuned for these exciting updates coming soon!
❓ How can I share feedback?
We would love to hear your thoughts and suggestions! All user feedback is reviewed by staff and frequently influences future updates. Please share by emailing us: support@rocketreach.co