What is Ontraport? An Overview

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Ontraport is an all-in-one business automation tool that provides Customer Relations Management (“CRM”) and Marketing Support in an integrated online marketing platform.

It supports e-mail marketing and membership management within a seamlessly connected platform.

Ontraport manages all aspects of your customer interactions, including branded digital marketing campaigns on e-mail and SMS.

Your campaigns can have custom landing pages and pop-up forms. Built-In membership sites support loyalty programs.

With Ontraport, all of your marketing tools are integrated and in one place.

What Is Ontraport

Ontraport Features

Ontraport has merged marketing and CRM solutions into an integrated platform.  It allows you to create and use fully-integrated workflows in normal daily operations. 

By having a single authoritative source of information, you reduce the risk of using incorrect data.

You can use Ontraport to help you spend your money on sourcing leads that work.

It can also help you create relevant marketing, manage your customers better, and identify the best growth opportunities.

Ontraport CRM 

The Ontraport CRM systems provide a high degree of customization, enabling you to organize and process data to suit you.

Specific benefits include: 

  • Automated data collection – Ontraport can record the full range of your customer interactions.  Every page visit, link click, form-fill, and purchase – plus more besides.  
  • Marketing – Keep your sales processes and marketing messages in sync.
  • Automation – Automate your marketing SOP and post-sales processes.
  • Customization – The CRM and Sales automation platform allows you to know exactly what people are up to in your business.

Ontraport Email Marketing

E-mail marketing is an essential feature of any business.  Ontraport Email Marketing provides standard programs and more at an affordable price.

Specific benefits include: 

  • Flexible campaigns – The Ontraport campaign builder makes building an automated campaign possible in minutes.
  • Communication Channel Integration –  You can deliver accurately focused and targeted, personalized communications across several digital platforms simultaneously. Over one hundred integration options allow most channels to be incorporated.
  • Lead Source Tracking – Accurate information is the key to knowing who is who and what they want.
  • Performance Measurement – Knowing what works is vital to effective sales performance.  Campaign Performance Mode gives you that information. 

Ontraport SMS

SMS and E-Mail marketing are closely linked. All the benefits of the E-Mail marketing function are available in the SMS Feature, supplemented by specific SMS functionality.

Together they make up a very powerful, and right now, unique campaign automation platform. 

Other specific features included specifically with SMS in mind are:

  • Automated two-way smart device interactions using SMS
  • SMS sent according to the recipient’s local time
  • Private IP address support for sending high volumes of E-Mail and SMS
  • Integration with Google Analytics
  • Integration with Facebook Custom Audiences
  • Improved sticky contact tracking

Ontraport Landing Pages

The marketing modules drive traffic to your site.  When it gets there, you need a knock-em-dead landing page.  Ontraport provides a Landing-page and Forms module that is a power-tool for marketeers.

What it can do:

  • Powerful Personalization –  Ontraport offers multiple ways to personalize a web page for the visitor.  Suppose it’s a visitor who has visited previously. In that case, you can access their click history and a ready source of information to tailor the page dynamically.
  • Flexible Publishing – Publish on the Ontraport free domain or your own. SSL encryption is automatic.  For WordPress users, it only takes one click.

Ontraport Forms

The form builder allows you to create user-interactive forms with a minimum of fuss. 

Key benefits include:

  • Forms can be embedded anywhere – These are compatible with most website builders, including WordPress.
  • Forms can be full-or part page – They can pop up on a click, after a pre-determined time on the page, or at a particular point on the page. They can be fixed or floating.
  • Forms automatically capture and track lead source data – Even to prefilling user data.
  • Dynamic Content allows you to personalize content – This includes different audiences easily.  
  • Conditional Content –  You can change the page on the fly according to the visitor or audience.
Figure out Your Educational Style/Niche

Ontraport Membership Sites Feature

A powerful marketing tool that promotes customer loyalty is group membership, incentives, and other marketing offerings.  You can build customer relationships, upsell, cross-sell, and have “buy one,  get one free” style incentives. 

The membership functionality is built directly into Ontraport Pages, so it is easy-peasy to create membership sites. Other benefits include: 

  • Enhanced security with automatic password delivery and recovery – Subscription and payment management pages have password controls built-in.
  • Automated lockout
  • Full integration with CRM
  • Pre-built Sites
  • Multiple Sites – you can have as many membership sites as you need.
  • Action-based and timed content release

Ontraport User Base

Ontraport has a large user base, covering a wide range of industries and every stage of the business cycle. 

Ontraport currently has around 1300 users. The typical user has between 10 and 50 employees, although there are also some solo entrepreneurs such as bloggers, speakers, and personal and business coaches using Ontraport.

Currently, Ontraport has over 1300 users. The majority of these are in the US, but a growing proportion is overseas, for example, Australia and Europe.  The typical user has between 10 and 50 employees, although there are also some solo entrepreneurs (solopreneurs) such as bloggers, speakers, and personal and business coaches using Ontraport.

Again, typical users represent anything from a business in its formative stages to a mature enterprise seeking to consolidate and grow its customer base.

The customizable content makes it simple to link your CRM and marketing processes with your workflow. 

The range of features and functions in Ontraport allows the development of targeted marketing campaigns focused on the market segments you see as having the most significant potential.

Ontraport can help you identify those market segments too. The ability to easily customize it makes Ontraport ideally suited to both the B2B and B2C environments.

We use it ourselves and have moved to a niche specialization of assisting small and growing businesses and entrepreneurs.

Ontraport Layout 

Ontraport’s core is the contact database – both customers and prospects. You can add contacts or import existing contact databases. Ontraport has made it easy to import existing contact data in various formats.

The primary contact screen looks like this and is typical of the uncluttered, easy to read approach adopted by Ontraport.

Ontraport Contacts

Some users need help as they go along. An Ontraport standard is to have “I” and “?” buttons you can see in the bottom right corner of each screen. – these are the “About This Page” and “Help Center” buttons.

They help the user with any general questions about the platform and the functions on a current screen. 

Moving between linked functions is another example of the standard ease of use within Ontraport.

If you click on a “Campaigns” option and choose to create a new campaign, you transfer to a “Select Campaign Map.”   At this point, you can create your bespoke campaign template or use a pre-made one supplied with Ontraport.

If you go the bespoke route, campaign creation is designed to be easy and intuitive.  The flowchart style layout gives a helicopter view of the campaign processes. Pre-defined actions and triggers make it a cinch to create the workflow you want.

Later you can check the performance of the campaign using the Performance menu option.

Ontraport FAQ

What Marketing Solutions Does Ontraport Offer?

Ontraport is a fully-fledged online marketing and CRM system specializing in assisting sole entrepreneurs and small and medium-sized businesses.

With Ontraport, you can implement full-on content management and lead tracking, including collecting customer data and behavior and using traditional marketing approaches, such as e-mail, SMS, social media, and direct mail.

You can also create and host webpages with pop-up forms and manage online payments through automated billing support.

Is Ontraport a CRM?

Yes, exactly. Ontraport is a fully-fledged online CRM system specializing in assisting sole entrepreneurs and small and medium-sized businesses.

With Ontraport, you can implement full-on content management and lead tracking, including collecting customer contact and behavior data. You can also use traditional marketing approaches, such as e-mail, SMS, social media, and direct mail.

What is Ontraport Used for?

Ontraport is a fully-fledged online marketing and CRM system specializing in assisting sole entrepreneurs and small and medium-sized businesses.

With Ontraport, you can implement full-on content management and lead tracking, including collecting customer contact and behavior data.

You can also use traditional marketing approaches, such as e-mail, SMS, social media, and direct mail.

What Businesses Does Ontraport serve?

Currently, Ontraport has over 1300 users, a majority in the US, but a growing proportion overseas, for example, Australia and Europe. 

The typical user has between 10 and 50 employees, although we see some bloggers, speakers, and personal and business coaches using Ontraport.  

Users can be anywhere from their business’s formative stages to complete enterprise maturity, seeking to consolidate and grow their customer base.

Bottom Line 

Ontraport can work for you, whether you are a sole entrepreneur or small to medium business. If you seek a cost-effective, largely automated CRM and marketing system, Ontraport belongs near the top of your wish list. Being able to create membership sites is the cherry on the icing on the cake.

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Samuel Fletcher
Samuel Fletcher is an entrepreneur with over ten years of experience in knowledge commerce, business development, SEO, social media management, and blogging. Sam enjoys researching and experimenting with the latest online marketing trends and tools. Beyond this, Samuel is a blogger, online business coach, and regular contributor to community and volunteering projects. Samuel believes strongly that dedication, perseverance, and commitment are keys to success in any business. He was motivated to start SupplyGem after discovering how difficult it was to find good, honest, unbiased information online about knowledge commerce tools. Sam is a current member of the Association for Talent Development (ATD), the International Society for Performance Improvement (ISPI), ISA (the Association of Learning Providers), The Learning Guild, and the Training Magazine Network.
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