Ontraport vs. SwagUp

Here are some cases where Ontraport is well suited : - When writing emails, you can easily access to preview, manage the changes and go back to what you did before - When using automations, if there's an error, you can go back to a previous version of it. There are also some super tools that allows to see where a clients is on an automation without having to go through the all automation. It is less appropriate when you are several colleague that are addressing an issue on an email/automation as it doesn't allows you to be multiple person on the item.

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In my experience, it was a horribly complicated process with an account manager, who takes things very personally in my opinion. SwagUp came highly recommended from some client-serving companies, who I believe, apparently, spend a lot of money with them. For a company that is supposed to help other companies wow their clients, I find their customer service is woefully lacking in my opinion. I believe “swag” doesn’t make up for the bad service. Not recommended because I believe I did not get the customer service or product fulfillment I expected when initially choosing this product, service, and company.

• Dashboards for our daily stats.
• The email follows up and broadcasts are simple and easy.
• Sales and marketing can now see the impact they have working together. Nobody can point finger anymore.
• They have the best customer support. I can't tell you how many times they have walked me through the problems that I created.
• Amazing email inboxing.

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• Customer Services has gotten better.
• Platform is organized.
• Communication.

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• Wish they had more options for their forms. Would really like to use multi-step forms.
• A lot of times their forms load slowly on the website. Would like to see them speed up their services.
• Their broadcasting options are legacy. There are better options out there for sending broadcast messages.

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• UX
• International shipping.

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My client was already using Ontraport and had a decent investment in the tool. As soon as we turn around the revenue situation with my client's products, we will be ditching OAP immediately, despite the significant re-implementation cost we are going to face moving to a new system. I am part of a high-end, professional marketing group, and the overwhelming sentiment with these other professionals is that one should run away from this as fast as humanly possible. I thought their words were just ungrounded opinion, and I deeply regret that I did not heed them more closely before sinking still more time and effort into OAP.

The software is just easy to use. The UI is fairly intuitive. The help system is pretty good. I find it is pretty quick to get my work completed and if I don't document my things well, I can always figure out how I did something when I need to make changes. When I have a problem the tech support is easy to deal with and when things need to get escalated they are resolved quickly.

Most of the time OP runs fine. But I've had to submit more support tickets this year do to messages, seq.'s or rules not running correctly. Also experienced slow response times moving in and around OP.

The techs are reasonably savvy, highly courteous and want to do right by their customers. Unfortunately, the product they are supporting is so deeply flawed that there's only so much they can do when your legitimate business requirements are simply not supported.

We have an active order in with SwagUp at this moment for $1400+, but the poor customer service, complicated process, the entitled attitude of their account manager who is on some sort of weird power trip, and the fact that our clients won't ever be receiving what we ordered makes that amount irrelevant in my opinion and experience. I feel like the time I wasted with their account manager was worth much more than what we spent with SwagUp. First of all, I’m not the type to be critical of anyone doing their job. People are busy, tech has issues, emails get lost, etc. in our digital world. It happens and true professionals who work online understand that. Unfortunately, in my opinion, there are employees who don’t get this and feel entitled to express their emotions freely. I believe that while this doesn’t harm them, it definitely harms the bottom line of the company. In my opinion, an angry and insulted client WILL spread the word about said company - which is precisely what I will do. Let's talk about this what I feel like is a completely unprofessional account manager first, because, in my opinion, this is the type of employee who causes companies to bleed revenue unless they are checked. The call was recorded, so whoever is in charge can feel free to review it for consistency. The purpose of my call was simple - to smooth out what I believe was a simple miscommunication. In my opinion, what should have been a simple process became stalled because the person who I feel like was an entitled account manager was more concerned with flexing his “client boundary” muscles than actually doing his job, which was taking care of the account. I believe that an account manager who gets upset and emotional because he didn’t receive a response to an email, and who can’t even disguise that fact on a zoom call, needs to fix it or work elsewhere. Because if he had this attitude with me, I feel like lord knows how many others of his accounts are receiving the same treatment. During my experience, here are a few statements I believe he made on the call: -I believe he talked about how my business was “not the type of clients SwagUp wants to work with”… -I believe he complained out how it was “unfair” it was to bring up their January 18th delay. -I believe he asked, “what sort of company we run” (because an email was missed - even though from my understanding from SwagUp, communication is encouraged mainly through their portal). -I believe he proceeded to talk about “how busy” he was and had other people to talk to, while he was on the call with me, a paying client. -I believe he also complained about third-party vendors and stated that they (SwagUp) don’t even want to have third-party materials sent to them (which to me, is confusing as a customer, because then why on earth do you even allow it through your product and service?) -I believe he denied that the company had anything to do with “fulfillment” and then proceeded to try to explain what sort of company SwagUp was. Nevermind that when our order was delayed the email literally started with (what I believe is a copy and pasted message) “You are receiving this message because we've been notified that your order is experiencing a longer than normal fulfillment timeline.” -During my experience, after what I feel like was him constantly implying that our company was incompetent because we missed an email, he proceeded to give what I felt like was a half-hearted “apology” and state that “he hopes we consider SwagUp in the future”. After all of this happened during my experience with them, I informed him that we would not based on what I felt like was his horrible customer service to me, and guess what Mr. Emotional Customer Service does? I believe he ended the call by saying, “Well, the feeling is mutual”. With all of that personal customer service experience I had out of the way, here’s the context of our experience using SwagUp: We began the process with SwagUp on November 29th. Mockups were completed and approved on December 28th. In the meantime, we had originally wanted to add a third-party item to our order, so they linked us up with an account executive. Throughout the process, the account executive was adamant that we use the SwagUp dashboard to stay informed of the progress of our materials and order. In my opinion, based on my experience there with the account executive, the implication was that everything could be one on there (SwagUp dashboard). The problem, in my opinion, is (and now I know) that it can’t. On January 18th, our order was delayed. The message I believe we received was: “We know you and your recipients are looking forward to receiving your custom swag and understand the frustration of missing holiday expectations. We appreciate your patience, apologize for the inconvenience, and look forward to getting you your order as soon as possible.” No complaints on our part for that. On the 20th, our account manager reached out to ask about the third-party material we requested to be included. Unfortunately, on our part, due to a personnel change, the email thread was archived. Nevertheless, we were informed it was shipped to their warehouse. However, at this time on their online portal (SwagUp dashboard), where we were previously constantly encouraged to check for updates, there was nothing to see in my opinion. I couldn't find any new updates or any new information. As far as we knew at that point, our order was still delayed. Bear in mind that at this point in our experience, we had paid our invoice and were assuming that SwagUp still had logistics problems due to COVID and other factors mentioned in their email. On February 16th, I believe the account manager emailed to state that due to lack of responsiveness, they were going to go ahead and pack the packages without the third-party material we had requested. I believe we did not hear back from SwagUp till February 21st when were informed that our order was ready to ship. This is when my customer service experience began, which was when the account manager was called and I believe his entire attitude was based around being upset that his emails were not responded to. In my experience, he kept repeating that under no circumstances would they place our requested material in the boxes - never mind that I didn’t even call about that. I never asked, but during our call, it seemed like to me that he got some sort of kick out of explaining how their process worked and why he would send the boxes back, which was information that I had no interest in hearing because I didn’t call about any of that. It seemed to me that he wasn't informed that SwagUp had delayed the process and that we received no feedback from their portal, which I feel like they heavily push. The craziest part, in my opinion, was that at the end of everything, he STILL redirected us to the portal to fill out everything else. I recommend SwagUp to listen up. This company (SwagUp) *looks* good as a brand. I understand that logistics is tough. This could have been a good experience - even just using your portal, but, in my opinion, there are two issues: 1) Your third-party fulfillment is clunky and 2) Your account managers (the human element) need to be better managed and trained based on my experience. Just because they had a poor experience with one client, I hope they don't treat all other clients with the disdain and disrespect that I feel like I experienced during my time using SwagUp. In my experience, we still paid for our product on time and fulfilled every aspect of the complicated process, despite a delay, which we never complained about. Even though we requested it, our third-party order will not even be included when it's shipped out to our clients – and we still had no complaints either. But, in my opinion, what we won’t put up with or will actively share is an employee that I believe is emotional, condescending, and acts like he owns the company towards clients.

I went to their Ontrapalooza event, and it opened my mind as to how the software can be used.

If you know your business, ONTRAPORT is easy

Task management was the main thing that separated ONTRAPORT for me. Keeping things accountable. As well, I felt the campaign builder was slicker, and that the contact management was more robust. Custom fields are very customizable.

SwagUp has more options to order swag and items for the organization and is more user-friendly, the others are but SwagUp is easier to figure out on the first try!

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With the new lower priced options, it's now easier for newer businesses to start with a more basic version and upgrade as they need more features.

• We are providing better customer service as a direct result of Ontraport. We can track where all of our customers are, what pages/sites/modules they are visiting with ease and tailor our communication accordingly.
• Our marketing funnel has become vastly improved, meaning that our ROI for marketing has gone up. Sales this April are double what they were last year.
• Our team works better together because we all have a better idea of what the other needs and when. The tasks that we can assign in Ontraport mean nothing gets missed, creating a better customer and employee experience.

• Negative- The process takes too long, comes with delays, and based on my experience, involved a lot of miscommunication.
• Negative- In my experience, I believe the account manager was rude and entitled.
• Negative- In my opinion, employees may say one thing, but their automated portal proceeds at a different rate, so I feel like there is constantly conflicting information for the customer.