Ontraport is a no-code business software that helps service businesses systemize and scale. Ontraport manages and automates the buying cycle to drive faster growth while freeing up business owners and teams to deliver more customer value. Ontraport’s set of marketing, sales and business operations features include CRM, automation, payments, sales pipeline, web apps, tracking, email and SMS, landing pages, and membership sites. Ontraport is available to service providers of all kinds, including consultants and agencies, coaches and advisors, as well as personal and professional service providers.
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
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: Standard reports
Supported: Custom reports
Platform & Infrastructure Features
Supported: Role-based workflow & approvals
Supported: Membership site management tools
Supported: SMS & Postcards
Supported: Sales force automation
Supported: Referral program management and tracking
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.
ONTRAPORT has a great funnel system where you can drag and drop certain actions to do a variety of things within the system. For example, you can tag all donors that gave january 2018 - December 2018 as 2018 donors.
ONTRAPORT allows you to customize the information you want on each record by allowing custom fields
Import is pretty easy once you get the hang of your custom fields.
ONTRAPORT is a sales software so for historical donor information, it is not very easy to keep track of.
You should make sure that your software integrates with ONTRAPORT. Some software, like Shopify, integrates easier.
ONTRAPORT is stellar for building campaigns. Their visual editor is somehow completely user-friendly and insanely powerful. The ability to so easily set up a chain of dozens of events, conditions, and outcomes is a huge asset. It's easy to segment users based on things they've bought, sequences they've opted into, etc., and send them down automated funnels.
ONTRAPORT's page builder is great for basic-to-intermediate level sales/landing pages. It's certainly not perfect, but it does allow pretty much anyone to build a nice, clean, mobile-responsive landing page.
ONTRAPORT's contact management is extremely powerful. If you can think of a way you'd like to tag, organize, manage, segment, or otherwise manipulate contact data, Ontraport almost certainly has it built right in.
The page builder is... quirky at best, and sometimes outright frustrating. Blocks will often behave unpredictably, and there are a handful of pretty obnoxious bugs you eventually just learn to work around (for instance, after uploading and selecting an image to insert into a block, you need to move your cursor and hit "Save" on that block. In between your current cursor position and the Save button, there are a handful of stock placeholder images. On its route to the Save button, your cursor of course hovers across these images momentarily. This causes them to autofill into the block in the same split second you hit 'Save,' which means you now have a stock image in your block and you're forced to go all the way back to your image library and start again).
Campaign builder. The visual campaign builder is very easy to use and feels pretty modern.
CRM: customizing what type of data I'd like WHERE has been great. Custom fields, being able to move them around.
Task Management: one of the things that set ONTRAPORT apart from other similar automation platforms is the tasks. You can trigger automated tasks that cause your salespeople to take action, and the tasks stay in the queue until the salesperson takes that action and checks it off. This is great for putting together a web of accountability.
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.
Task management is my favorite feature. I love that I can send a task to an outside vendor and have them report on the interaction with my client without them needing to log into the Ontraport system
The Support Team ROCKS! I'm able to get quick help via live chat and knowing that they are just a phone call away is also great. (Even late at night and on weekends.)
The Executive Staff really care about their customers. They are active in the forum and really listen (and address) the challenges of their customer. Give them a use case for a divergent use of a feature that may need a small tweak to the system and they will seriously consider making that possible.
Reporting is not the easiest thing to do in the system.
Affiliate tracking/ reporting is not very intuitive or consistent
If you set-up your system yourself, you just don't know what needs to be set-up in order to track stuff later. Some basic KPIs need custom set-ups to be report-able.
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.
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.
Creating Custom Groups and applying the groups to automated filters. We use this to change large groups of contacts at once. We import contacts and use filters to assign the contacts to different territories based on zip codes.
Simple and intuitive rules to automate complex functions. My office staff doesn't even know it's happening. They update one field and magically a contact record is changed, a date is updated and a sequence is changed.
Mailing out post cards with purls is very important to our lead generation. Tracking post card response has always been difficult in the past.
Smart form integration and beyond. We use Ontraport smart forms to not only capture lead information but to qualify them based on their survey.
We follow up every prospect that doesn't buy with a survey generated by ontraport with the promise of a gift card for participation. The fulfillment of this gift card is completed using Ontraport tasks. (to my office manager to mail out. not to automatically mail out gift cards... that would be cool though)
The platform is pretty stable and fast. Every once in a while the system seems to run a little slow. There have been huge improvements in speed and stability since Oct 2014.
Mobile app needs improvement. I have not been able to use it on my smart phone and the web login doesn't work well for my iPad.
Graphic interface showing how all the sequences, forms and opt in pages are tied together in a funnel design would be cool.
Took them 7 days to fix a security certificate error - all eCommerce activity gave "unsecured or untrusted site" warnings, and it took HOURS to convince them how and where the problem was on their side, including video-capture of a detailed reproduction ruling out other issues. They just did not get the importance of SSL.
Charges made through their system do not send your product "description" through to your payment gateway. (confirmed deficiency with tech support)
The system supports adding/removing tags in one step. DON'T DO IT. Tags get lost. Add the new tag, wait 5 minutes until confirmed, then delete the old tag.
System cannot count. Never delete a step from a step-sequence; everything gets hopelessly thrown out of whack and re-creating the sequence is the only solution.
System lacks significant filtering abilities. No "and", "or" or parenthetical groupings available.
You can filter on "does not contain" for tags, but cannot do the same for sequences. Reason: it hurts their server's performance, so they don't make this feature available to users. You need to do a 3-step work-around that rapidly goes out of date.
No way to rename tags. You have to add a new one, copy over, wait, then delete the first one.
No DESCRIPTION for any tags you create. So you better think them through up front, since renaming is not available, and you can otherwise forget which one was used for what, when, or why. No way to even see how many contacts are using a given tag at a glance. You have to create a filter for each and every tag just to check.