ClickDimensions vs Ontraport

• The nurture campaign builder was great. Easy to use and to follow along with.
• The drop and drag editor was easy to use and you could start using it with no training.
• I always like when a service offers a certification for their product. ClickDimensions training was easy to follow, gave good content/tips/tricks and really helped me learn the platform.

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• User segmentation for specific messaging is key for us because it helps drive our new client conversions and existing client repurchasing.
• ONTRAPORT plays nice with our scheduling software and WordPress so we can implement new material without hassle.
• Campaigns and automation is simple to set up and monitor which helps us use more of their tools instead of paying for complex features we'll never use.

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• Intergration with Dynamics CRM actually turns out to be a disadvantage, as the system is constrained heavily in its utility by how Dynamics runs. For example, creating marketing lists for segmentation is particularly arduous if Contacts and Lead entities are in use.
• Clickdimensions relies on Dynamics business processes to run automation events, which means if there's a lot going on then it can snarl up the CRM server significantly.
• Getting data imported into CRM and Clickdimensions is extremely clunky - when it doesn't fail entirely, it is often buggy.
• Drag and drop email editor is not great, often introducing undesired stylings due to cut and pasting.
• The real power in this system is being able to monitor key metrics, such as email clicks or page views. However, all of these have to be set up manually in Dynamics to truly leverage the system. And to act on these metrics requires business processes in CRM, as only email clicks and form submissions can be used as triggers from within CRM.

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• Integrations. Basically, all integrations are done using Zapier. This is a huge time suck. In other programs like ActiveCampaign, you have WordPress plugins to import your data from Gravity Forms. It takes 2 minutes to set up. With Zapier, even a simple integration takes a minimum of 30 minutes to setup and test to the point where you trust it.
• Documentation: there is a lot of documentation, but a lot of it is confusing with not enough examples to make something clear.
• Templates: other programs like Drip focus on more templates for campaigns. While there are a few here, there's really not a ton and they don't seem carefully curated.
• Learning curve: it took a really long time to get it set up for our business. I appreciated the onboarding sessions, which definitely helped a lot, but it could have been simpler.
• Version 5: last year ONTRAPORT launched their newest version of their software. I can see that it's a foundation that they will be able to build a lot on, but it's not fleshed out yet. Like a fresh foundation and a good building, but not a lot of paint or polish yet.
• Sales funnels: managing people through a sales funnel just happens through a custom field that you set up. There's no predetermined "section" for something that a lot of sales teams would want. It makes it easy to not know what's going to happen with your automation when you send someone to a new part of the sales funnel (ie. you move someone to the next part of the sales funnel, it triggers an automation, maybe you weren't aware of that). It would be great if it gave you a quick summary of some of the automation you're about to send when you take actions.
• Intimidation: enough said. It just feels intimidating to set this stuff up. This may be true for all the other automation programs too though.

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• Made sending emails easier
• Brought landing page creation inside our company and was easy to do
• Opened the door to new ways of marketing ourselves

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• We can save costs on excessive mailings as we are more targeted in our efforts and wasting less communication.
• We have been able to more effectively target relevant donors that have given more recently.
• ONTRAPORT has consolidated the tracking software that we have used for contact information.

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