With this update, you can now set up recurring email surveys that send themselves on a schedule you choose — every 3, 6, 12 months or custom frequency — without having to trigger anything manually. This makes it easy to run continuous customer feedback programs like quarterly NPS, biannual CSAT, or annual relationship surveys with zero ongoing effort.
Key Features
🔁 Set a Recurring Schedule, Once
Pick how often you want each customer to be surveyed — every 3, 6, or 12 months, or a custom interval — and Auto Pilot handles the rest. Every cycle, the next survey goes out automatically. No need to remember when each round is due or rebuild your contact list every quarter.
📊 Smart Distribution Across the Cycle
Auto Pilot doesn't send to everyone on Day 1. Sends are spread evenly across your chosen cycle — every day, every week — so your feedback comes in as a steady stream instead of a single burst followed by silence. Your team gets responses to act on throughout the quarter, your email deliverability stays clean, and the signal you're tracking reflects the whole period, not just the first 48 hours.
🔔 Built-In Reminders That Stop on Reply
Add up to 2 follow-up reminders per cycle, set the gap between them (1 to 7 days), and write the subject and message yourself. Auto Pilot will only send reminders to contacts who haven't replied yet. The moment a contact responds, any pending reminders for them cancel automatically — no awkward nudges after they've already given feedback.
Why This Matters
Running a recurring feedback program by hand is a chore — remembering each round, rebuilding the contact list, chasing non-responders one by one. Auto Pilot lets you stop thinking about scheduling and focus on the feedback itself.
With Auto Pilot, teams can:
- Run quarterly NPS, biannual CSAT, or annual relationship surveys without manual scheduling
- Maintain a steady stream of feedback across the quarter instead of Day-1 spikes
- Boost response rates with automatic reminders that respect the customer
- Add or remove contacts anytime via manual entry, CSV upload, or contact segments — without breaking the schedule
Plan Availability
Available on on Growth and Enterprise Plans