Overview
What is Ontraport?
ONTRAPORT offers customer relations management services that help with content management (creating and hosting webpages), lead tracking, traditional marketing approaches (e-mail, SMS, social media, direct mail), managing online payments, and workflow automation.
Day-to-day use of Ontraport in a coaching company
It allows all admin, …
Deeply disappointed
Ontraport the automation king
Ontraport review from someone who has used it for 5 years.
Ontraport User Review
ONTRAPORT can meet your sales needs!
ONTRAPORT is A Great Tool For Automating Sales & Marketing Messages
The Best Campaign Builder You'll Ever Use
Full featured, but intimidating and needs more polish
Ontraport is the best all in one solution I have found
How ONTRAPORT moved us from a manual business model to automation!
Love Team ONTRAPORT!
Connect to more client and grow your business with Ontraport
Ontraport has transformed the way we do business
We run ONTRAPORT. It doesn't run us.
Awards
Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards
Popular Features
- Landing pages (16)10.0100%
- List management (16)10.0100%
- WYSIWYG email editor (16)8.282%
- Email deliverability reporting (16)6.060%
Pricing
Entry-level set up fee?
- Setup fee optional
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Starting price (does not include set up fee)
- $29 per month
Product Demos
Demo With The Founder | Design a Landing Page in Ontraport Pages
Demo With The Founder | Email Deliverability: Everything You Need To Know
Ontraport Review - Marie Forleo Case Study
Demo With The Founder | Membership Site Walkthrough
Ontraport Demo - How To Build A Landing Page without wordpress
Ontraport Review and Demo | How to Start Your Online Business Easily With Ontraport.
Features
Email & Online Marketing
Using software to manage lists, send emails, automate email campaigns, and track results.
- 8.2WYSIWYG email editor(16) Ratings
Users can create html emails through a drag-and-drop interface, without html coding knowledge.
- 10Dynamic content(14) Ratings
Users can tailor email, website or landing page content depending on the viewer or recipient (e.g., email salutations that include the recipient’s name).
- 8.3Ability to test dynamic content(7) Ratings
Users can test dynamic content prior to launching a campaign.
- 10Landing pages(16) Ratings
Users can create web pages that are customized to a particular email or campaign. Landing pages often include web forms which can capture visitor information and integrate it back into the MA software.
- 9.9A/B testing(12) Ratings
Users can experiment with different variations of a campaign and measure results. Testable aspects might include subject lines, header images, or landing page copy.
- 8.4Mobile optimization(10) Ratings
Users can easily optimize emails and landing pages for mobile devices.
- 6Email deliverability reporting(16) Ratings
The software helps ensure inbox delivery of email campaigns, through features such as deliverability tests, opt-in management, bounce handling, suppression lists, dedicated IP addresses, and delivery monitoring.
- 10List management(16) Ratings
This involves creating, filtering, editing, merging and de-duping lists of contacts.
- 9.8Triggered drip sequences(13) Ratings
The software allows users to set up automatic / drip email campaigns triggered by certain events.
Lead Management
The process of tracking and managing prospective customers from lead generation to conversion.
- 7.1Lead nurturing automation(15) Ratings
Users can set up targeted drip email campaigns based on time intervals or prospect behavior, to automate the lead nurturing process and move them further down the sales funnel.
- 2.4Lead scoring and grading(13) Ratings
Users can set up the software to automatically rate leads based on calculations such as buying signals, such as form submissions, or page views, and automatically qualify leads based on demographic factors.
- 2.6Data quality management(14) Ratings
The software helps store, manage, and organize data around each lead, and avoid data problems such as duplicate contacts or non-standard formats.
- 10Automated sales alerts and tasks(16) Ratings
The software helps ensure that a sales person is notified of lead activity and can act on the information in a timely fashion.
Campaign Management
Users can schedule campaigns and/or events with reminders, announcements, etc.
- 6.2Calendaring(5) Ratings
The software helps users maintain a calendar of all marketing activities.
- 9.3Event/webinar marketing(8) Ratings
Users can streamline event marketing with features such as personalized invitations, registration, reminders and post-event follow-ups.
Social Media Marketing
Using social media networks to help amplify marketing endeavors.
- 7.1Social sharing and campaigns(3) Ratings
Users can incorporate social share buttons into campaigns to allow recipients to easily share content. Users can track shares as well.
- 7.2Social profile integration(4) Ratings
The software incorporates social profile data and social share histories to enhance segmentation and scoring of contacts.
Reporting & Analytics
Users can report on and analyze usage, performance, ROI, and/or other metrics of success.
- 10Dashboards(15) Ratings
Users can create, customize and share dashboards, which provide an overview of the most important metrics.
- 8Standard reports(12) Ratings
The software offers pre-built reports with metrics standard to the category.
- 10Custom reports(10) Ratings
Users can create custom reports.
Platform & Infrastructure
Features related to platform-wide settings and structure, such as permissions, languages, integrations, customizations, etc.
- 3API(11) Ratings
An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.
- 9Role-based workflow & approvals(9) Ratings
Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.
- 10Customizability(13) Ratings
Users can customize their instance with features like custom fields and custom objects.
- 7.3Integration with Salesforce.com(1) Ratings
The software can integrate with Salesforce.com bi-directionally, allowing for data syncs, activity alerts, campaign triggers, enhanced reporting, and lead assigning.
- 7.3Integration with Microsoft Dynamics CRM(1) Ratings
The software can integrate with Microsoft Dynamics CRM bi-directionally, allowing for data syncs, activity alerts, campaign triggers, enhanced reporting, and lead assigning.
- 7.3Integration with SugarCRM(1) Ratings
The software can integrate with SugarCRM bi-directionally, allowing for data syncs, activity alerts, campaign triggers, enhanced reporting, and lead assigning.
Product Details
- About
- Integrations
- Competitors
- Tech Details
- FAQs
What is Ontraport?
Ontraport Features
Email & Online Marketing Features
- Supported: WYSIWYG email editor
- Supported: Dynamic content
- Supported: Landing pages
- Supported: A/B testing
- Supported: Mobile optimization
- Supported: Email deliverability reporting
- Supported: List management
- Supported: Triggered drip sequences
Lead Management Features
- Supported: Lead nurturing automation
- Supported: Lead scoring and grading
- Supported: Data quality management
- Supported: Automated sales alerts and tasks
Campaign Management Features
- Supported: Event/webinar marketing
Social Media Marketing Features
- Supported: Social sharing and campaigns
Reporting & Analytics Features
- Supported: Dashboards
- Supported: Standard reports
- Supported: Custom reports
Platform & Infrastructure Features
- Supported: API
- Supported: Role-based workflow & approvals
- Supported: Customizability
Additional Features
- Supported: Membership site management tools
- Supported: SMS & Postcards
- Supported: Sales force automation
- Supported: Referral program management and tracking
- Supported: Task management
- Supported: Performance analytics on visual map
Ontraport Screenshots
Ontraport Video
Ontraport Integrations
Ontraport Competitors
Ontraport Technical Details
Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
---|---|
Operating Systems | Unspecified |
Mobile Application | No |
Supported Countries | International |
Frequently Asked Questions
Comparisons
Compare with
Reviews and Ratings
(41)Community Insights
- Business Problems Solved
- Pros
- Cons
- Recommendations
Ontraport has proven to be a versatile tool for businesses across various industries, addressing multiple needs and streamlining processes. Users have found it beneficial for marketing automation, sales workflows, and providing customer education about their services. The software's ability to automatically capture contact information, track sources, and keep them organized has been highly appreciated. It enables users to stay in touch with relevant communications and keep salespeople engaged throughout the process.
Additionally, Ontraport has been instrumental in achieving relationship development and helping companies reach their revenue goals. Users have leveraged its features for lead generation, lead nurturing, and managing sales funnels. The software's task automation feature has been particularly helpful in automating standard practices and providing management oversight.
Furthermore, Ontraport serves as an all-in-one system for email marketing, customer relations management, and managing internal tasks. It eliminates the need for multiple data sources by providing a clear picture of the business through its dashboard. Users have also benefitted from the seamless integration of Ontraport with third-party software programs.
Moreover, Ontraport excels at segmenting marketing and sales messaging based on prospects' positions within the funnels. This capability allows for more targeted and personalized communication with potential customers. Many organizations, such as information marketers, start-up business consultants, and full-service digital marketing agencies, have found value in using Ontraport to nurture relationships, track leads, sales, service, and referrals.
Furthermore, users have praised Ontraport's comprehensive solutions for contact management. Its advanced capabilities go beyond those offered by alternatives like Confusionsoft or Mailchimp while remaining less intimidating than platforms like Sendgrid. By leveraging Ontraport's features such as collecting data, automating processes, changing fields based on others, and automating document generation for clients, users have successfully scaled their businesses.
Overall, users confidently state that they utilize over 95% of the available features in Ontraport, highlighting its versatility and value in managing various aspects of their companies. Whether it's CRM, page editing, emailing, reporting, or purchase product pages, Ontraport has proven to be a powerful tool for business automation and growth.
High Customizability: Many users have found Ontraport to be highly customizable, allowing them to tailor their marketing, sales, and customer service processes according to their specific needs and workflows. This flexibility has been appreciated by multiple reviewers as it provides the ability to adapt the software to unique requirements.
Multi-Channel Communication: Reviewers have praised Ontraport for offering a mix of communication channels such as email, postcards, postal mail, and text messages. This variety of channels enables businesses to create a more personalized and engaging experience for contacts by reaching them through multiple mediums.
Intuitive Visual Campaign Builder: Users appreciate that Ontraport's visual campaign builder is easy to use with a modern feel. The intuitive interface simplifies the process of creating and managing marketing campaigns, making it efficient for users to design and implement strategies.
Cons:
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Steep learning curve: Several users have found Ontraport to have a steep learning curve, requiring significant time and effort to become proficient with the software. The complexity of its features and lack of clear examples in the documentation can contribute to this challenge.
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Limited reporting capabilities: Users have expressed frustration with the reporting functionality in Ontraport. Some users find it difficult to figure out how to generate reports, while others feel that there are not enough examples provided for guidance. There is a desire for more robust reporting options within the software.
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Tag management challenges: Multiple reviewers have highlighted difficulties with tag management in Ontraport. Renaming tags is not possible, which can lead to confusion and hinder productivity. Additionally, there is a lack of visibility regarding how many contacts are using specific tags, making it harder to keep track and manage them efficiently.
Users commonly recommend the following:
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Take advantage of Ontraport's outstanding support and unmatched customer service, as users find Ontraport's knowledgeable online support chat to be particularly helpful and even more valuable than MailChimp's. They also appreciate Ontraport's smart team, who are able to tailor a plan to fit specific needs.
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Have a clear marketing strategy in place and consider taking Ontraport's Consultation Course to fully understand its capabilities. Users suggest scheduling a demo and asking lots of questions to determine if Ontraport is the right fit for their business. They find that Ontraport offers broad possibilities to improve sales and customer service.
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Consider the cost and prerequisites before switching to Ontraport. Users recommend having a decent-sized contact list or making a good amount of online sales before transitioning to Ontraport due to its cost. Additionally, users advise against using Ontraport if deliverability and customer service are primary concerns, suggesting trying Ontraport's 30-day free trial and taking advantage of their free screen-share sessions to assess the platform.
Attribute Ratings
Reviews
(1-4 of 4)- Excellent CRM for small to medium businesses.
- Email tracking (date/time sent, received, opened, links clicked, etc).
- Automation of repetitive processes.
- Stats on emails, sequences, etc.
- Managing inventory.
- Shipping label integration with USPS/UPS/FedEx.
- More complete email delivery tracking. Some group messages not always received by everyone available in the group. Sent, Delivered but not read. Customer says they never got it.
Would automation make your job easier? How do you track customer behavior before, during and after the sale? How do you follow-up with a customer who buys or doesn't buy your product?
- Faster product creation, sales and conversion.
- Easier to create and manage multiple sales funnels.
- Easier to manage customer communication and follow-up.
- WYSIWYG email editor
- 90%9.0
- Dynamic content
- 100%10.0
- Ability to test dynamic content
- 100%10.0
- Landing pages
- 90%9.0
- A/B testing
- 90%9.0
- Mobile optimization
- 90%9.0
- Email deliverability reporting
- 80%8.0
- List management
- 100%10.0
- Triggered drip sequences
- 100%10.0
- Lead nurturing automation
- 90%9.0
- Lead scoring and grading
- 100%10.0
- Data quality management
- 100%10.0
- Automated sales alerts and tasks
- 100%10.0
- Calendaring
- 70%7.0
- Event/webinar marketing
- 90%9.0
- Social sharing and campaigns
- 100%10.0
- Social profile integration
- 100%10.0
- Dashboards
- 80%8.0
- Standard reports
- 90%9.0
- Custom reports
- 90%9.0
- API
- 80%8.0
- Role-based workflow & approvals
- 90%9.0
- Customizability
- 90%9.0
- Integration with Salesforce.com
- N/AN/A
- Integration with Microsoft Dynamics CRM
- N/AN/A
- Integration with SugarCRM
- N/AN/A
- 1ShoppingCart,AWeber
Love Team ONTRAPORT!
- Auto-responder sequences to tailor client engagement
- Tracking details of client history
- Managing affiliate partnerships
- Once you understand the Sequences and Rules, funnels can be easily created, but it would be SO MUCH EASIER to have a graphical interface for developing funnels
- The system is sometimes slow to respond
- The excellent landing pages and email templates could be even more excellent with additional customization options
- Efficient customer engagement
- Increase in lead generations
- Increase in online sales
- WYSIWYG email editor
- 90%9.0
- Dynamic content
- 90%9.0
- Ability to test dynamic content
- 100%10.0
- Landing pages
- 60%6.0
- A/B testing
- 100%10.0
- Mobile optimization
- 70%7.0
- Email deliverability reporting
- 90%9.0
- List management
- 100%10.0
- Triggered drip sequences
- 100%10.0
- Lead nurturing automation
- 100%10.0
- Lead scoring and grading
- 90%9.0
- Data quality management
- 90%9.0
- Automated sales alerts and tasks
- 100%10.0
- Calendaring
- 20%2.0
- Event/webinar marketing
- 60%6.0
- Social sharing and campaigns
- 60%6.0
- Social profile integration
- 60%6.0
- Dashboards
- 80%8.0
- Standard reports
- 90%9.0
- Custom reports
- 90%9.0
- API
- 90%9.0
- Role-based workflow & approvals
- 80%8.0
- Customizability
- 70%7.0
- Integration with Salesforce.com
- N/AN/A
- Integration with Microsoft Dynamics CRM
- N/AN/A
- Integration with SugarCRM
- N/AN/A
Ontraport has transformed the way we do business
- Email Marketing. Ontraport is outstanding. The control that we have over the content, the delivery, the experience that we can provide for our prospects and clients is second to none as far as I am concerned.
- Tracking. Everything is measured, compared, tracked, recorded and stored. The mountain of data that is available allows us to instantly see what is working and what isn't, and this saves us time and money.
- Customization. I have mentioned the control that we have in email marketing, but that is true in everything.
- Support. The team are always there for me. True I may have a problem outside hours, but the knowledge base, videos and Users Community are always there with a solution.
- Ontraport is a very powerful and robust system capable of a great many things. The time it takes to get to know the program is a little intimidating. Don't get me wrong, you can get started right away, but a year in I know I am still not making the most of all Ontraport can do. I am UK based so access to their advanced trainings means international travel, maybe some online events could be initiated.
- 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.
- WYSIWYG email editor
- 90%9.0
- Dynamic content
- 100%10.0
- Ability to test dynamic content
- 90%9.0
- Landing pages
- 70%7.0
- A/B testing
- 80%8.0
- Mobile optimization
- 50%5.0
- Email deliverability reporting
- 100%10.0
- List management
- 100%10.0
- Triggered drip sequences
- 100%10.0
- Lead nurturing automation
- 100%10.0
- Lead scoring and grading
- 90%9.0
- Data quality management
- 80%8.0
- Automated sales alerts and tasks
- 100%10.0
- Calendaring
- 100%10.0
- Event/webinar marketing
- 80%8.0
- Social sharing and campaigns
- N/AN/A
- Social profile integration
- N/AN/A
- Dashboards
- 100%10.0
- Standard reports
- N/AN/A
- Custom reports
- N/AN/A
- API
- 100%10.0
- Role-based workflow & approvals
- 100%10.0
- Customizability
- 100%10.0
- Integration with Salesforce.com
- N/AN/A
- Integration with Microsoft Dynamics CRM
- N/AN/A
- Integration with SugarCRM
- N/AN/A
- AWeber,Infusionsoft,MailChimp
We run ONTRAPORT. It doesn't run us.
- It automatically lets sales people and marketers know which contacts in the database are the most active and even allows you to see which web pages a particular contact has visited.
- The marriage of rules and sequences allows us to sit down with clients and map out their marketing, sales and customer service processes and then program ONTRAPORT to carry them out. The business guides the software, not the other way around.
- ONTRAPORT encourages a mix of communications; email, post card, postal and text messages. This helps keep the relationship real with the contacts. They don't feel like they are just on an email list. They are communicated in a way that matches their behavior and preferences.
- Its blessing is its curse. Too much flexibility and a broad range of features means it can be hard to use to its full potential if you're not familiar with it and some of the features are not as advanced as stand alone solutions; like email templates for example.
- The shopping cart and gateway communications are not really geared for product sales yet. It's coming though.
- Reporting is a challenge. It's very flexible because you can download just about anything. You just have to figure out how to report it.
- We have been meeting the needs of clients with this tool since 2008; exceeding revenue expectations.
- We have clients that set goals to get 100 leads. We end up getting them 1,000. Granted a lot of that is in the campaign strategy but the tool is legit.
- WYSIWYG email editor
- 70%7.0
- Dynamic content
- 100%10.0
- Ability to test dynamic content
- 90%9.0
- Landing pages
- 70%7.0
- A/B testing
- 90%9.0
- Mobile optimization
- 40%4.0
- Email deliverability reporting
- 80%8.0
- List management
- 90%9.0
- Triggered drip sequences
- 100%10.0
- Lead nurturing automation
- 100%10.0
- Lead scoring and grading
- 80%8.0
- Data quality management
- 60%6.0
- Automated sales alerts and tasks
- 100%10.0
- Calendaring
- 100%10.0
- Event/webinar marketing
- 80%8.0
- Dashboards
- 100%10.0
- API
- 80%8.0
- Role-based workflow & approvals
- 100%10.0
- Customizability
- 100%10.0
- Integration with Salesforce.com
- 80%8.0
- Integration with Microsoft Dynamics CRM
- 80%8.0
- Integration with SugarCRM
- 80%8.0
VTrenz, Marketo, Silverpop were all on the list back in 2008 when I looked at them but they were overboard on roles and structure not to mention unaffordable for small and midsize clients.
- Product manufacturers and profesional services looking for new leads
- Automatically stay in touch once you have leads
- Follow-up from sales when the time is right
- We have a behavior capture report that automatically goes out every morning showing contacts that opened an email, clicked something, visited a web page or logged a call.
- We use custom fields for sales managers to record quarterly sales goals vs actual. The data is downloaded and mail merged into a pre-formatted sales report.
- We use PURL's on printed mail to people that don't have an email. That [way] we can see if they visit a landing page but don't fill out the form.
- We're going to expand all of our clients into affiliate programs. The built in affiliate center is perfect.
- Using PilotPress, we will be displaying more dynamic content on web and landing pages.
- Membership sites!
- Price
- Product Features
- Product Usability
- Positive Sales Experience with the Vendor
- Implemented in-house
- Professional services company
- Getting clean data to import
- Recognizing business processes before setting up the system
- Recognizing market segments and clearly knowing their needs before setting up the system
- Build a sequence
- Create smart forms (web forms)
- Tag and organize contacts
- Use HTML email templates and send broadcasts
- New dashboard!
- Task outcomes within a sequence can be hairy
- Using email and landing page templates
- Displaying "report" like data