Ontraport

What is Ontraport?

Ontraport is the go-to sales and marketing platform for growing businesses looking to streamline their processes and scale their operations. With features like marketing automation, sales automation, CRM, and payments handling, Ontraport offers a comprehensive suite of tools to help businesses succeed. The platform allows users to build engaging experiences across every channel, from email marketing to customer portals, all without the need for coding. Ontraport caters to various industries and business stages, making it a versatile choice for startups, SMBs, and enterprise-level companies.

One of the standout features of Ontraport is its ease of use and all-in-one solution for managing sales, marketing, and business processes. By consolidating data and tools in one platform, users can launch new ideas quickly and make informed decisions based on detailed customer insights. The platform's support team is praised for its exceptional service and willingness to assist users, setting Ontraport apart from other CRM systems. With a focus on scalability and security, Ontraport is a reliable choice for businesses looking to grow and thrive in today's competitive market.

Testimonials from satisfied users showcase the effectiveness and impact of Ontraport on their businesses. Customers praise the platform's versatility, comprehensive CRM system, and powerful automation capabilities. From managing leads and sales pipelines to creating personalized customer journeys, Ontraport empowers businesses to reach their goals faster and more efficiently. The platform's setup wizards and done-for-you campaigns make it easy for users to get started and see results quickly. With a 14-day free trial and world-class support, Ontraport is a top choice for businesses seeking a reliable and innovative sales and marketing solution.

How to Use Ontraport?

Step 1: Getting Started with Ontraport

• Visit Ontraport's official website at Ontraport.com
• Click on the 'Start your free trial' button to initiate your 14-day free trial
• Fill in the required details to create your account
• Log in to your new Ontraport account

Step 2: Migrating and Setting Up Your Data

• Access the 'Migration + Setup' section from the Ontraport main menu
• Safely migrate your data by following the guided instructions
• Take advantage of the personalized account setup if needed
• Use video courses or the done-with-you setup package to expedite the setup process

Step 3: Building and Automating Campaigns

• Navigate to the 'Marketing Automation' section in Ontraport
• Use the Setup Wizards to create custom campaigns by answering a few questions and filling in basic information
• Automate sales and marketing processes, ensuring each customer has a personal journey
• Leverage Ontraport's ready-made campaign templates like 'Persuasive Sales Funnel' or 'Webinar Promotion Funnel' to get started quickly

Step 4: Managing Sales and CRM

• Go to 'Sales Automation + CRM' in the Ontraport dashboard
• Organize and segment your contacts for better tracking
• Use the smart pipelines feature to track prospects visually
• Implement task automation and lead scoring to manage your sales efforts efficiently
• Use the unified contact history to keep a detailed and consistent record of all interactions

Step 5: Creating Pages and Forms

• Head over to the 'CMS' section in Ontraport
• Utilize the drag-and-drop page builder to create engaging web pages without coding
• Build forms to capture leads and customer information
• Implement conditional content and dynamic CMS features to personalize user interactions
• Integrate with WordPress if needed

Step 6: Handling Payments

• Go to the 'Payments' section on Ontraport
• Set up high-converting order forms using the provided templates
• Configure flexible payment options and creative upsell opportunities
• Manage subscriptions and recurring payments efficiently

Step 7: Launching Membership Sites

• Navigate to 'Membership Sites' section in Ontraport
• Choose the Membership Starter Kit to quickly launch a membership site
• Sync member management tasks such as generating login information and gating access to pages
• Integrate with member emails and subscription payment systems

Step 8: Leveraging Support Resources

• Access the 'Support Center' from the Ontraport main menu
• Utilize the 7-day a week chat or 1-on-1 screen share support if needed
• Join Ontraport University or the Automation Club for more in-depth learning
• Explore the setup wizard library and live events for additional support

Ontraport Features

Sales Automation + CRM

The Sales Automation + CRM feature in Ontraport is designed to help businesses segment and organize their contacts efficiently, track prospects and customers, and automate tasks to streamline the sales process.

Function Detail

• Users can create smart pipelines to visualize the sales process and identify hot leads.
• Self-scheduling and calendar integration make it easy to set up appointments and follow-ups.
• Task automation allows users to automate repetitive tasks and focus on high-value activities.
• Lead scoring and routing ensure that sales teams prioritize leads based on their potential.
• The unified contact history provides a comprehensive view of all interactions with each contact.
• The mobile app allows users to access CRM data on the go and stay connected with prospects and customers.

Marketing Automation

Ontraport's Marketing Automation feature empowers businesses to automate and scale their marketing processes, delivering personalized customer journeys at scale and on autopilot.

Function Detail

• Campaign automation allows users to automate marketing campaigns and engage with leads and customers at every stage of the funnel.
• Email and SMS messaging enable businesses to reach out to prospects through multiple channels and enhance customer engagement.
• Email deliverability tools ensure that marketing messages reach the intended recipients and maximize open rates.
• Facebook custom audiences integration helps businesses target specific audience segments on the social media platform.
• Tracking and attribution features provide insights into the performance of marketing campaigns and support data-driven decision-making.

Pages + Forms

The Pages + Forms feature in Ontraport offers powerful tools for creating high-converting webpages and forms to capture leads and drive customer conversions.

Function Detail

• Drag-and-drop page builder allows users to create custom webpages without the need for coding skills.
• Dynamic CMS enables users to build engaging web experiences with customizable content.
• Access control and membership features help businesses create exclusive customer portals and membership sites.
• Form builder simplifies the process of creating custom forms to capture lead information and drive conversions.

Ontraport Frequently Asked Questions