Ontraport Review-All about Marketing Automation - Softwares Forever

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Saturday, August 29, 2020

Ontraport Review-All about Marketing Automation

ontraport review



Ontraport is that one place where you can find all the automated marketing tools required to shape up your brand image and business.  It is a fully featured email marketing platform that exhibits highly potential marketing automation and an inbuilt CRM for effective management of your prospective contacts.



Founded by Landon Ray in the year 2006, Ontraport has its headquarters at Santa Barbara, California and is currently functioning with over more than 100 employees. Ontraport takes pride in empowering thousands of business around the globe     and helps the entrepreneurs around the world to visualize success by removing the burden of technology.


In a nutshell Ontraport is a Visual Marketing automation and Reporting platform that delivers essential features such as a powerful CRM system, marketing automation, membership sites, one-click WordPress hosting, excellent email delivery, payment processing system, direct mail printing, affiliate management and their innovative business automation suite.


Let’s navigate and find out why Ontraport is one of the top most choices for entrepreneurs around the globe.


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Ontraport Tools and Solutions


Ontraport tools provide hassle free and centralized solutions to run your business with ease and self-assurance. This blog will give you a detailed insight into the Tools of Ontraport and their efficiency factor.


The Ontraport solutions are primarily divided into:


  • Marketing Must Haves
  • Business Basics
  • Sales Essentials


Ontraport Marketing Must Haves


The Ontraport Marketing Must haves comprises of:


  • Marketing Automation
  • Email+SMS
  • Pages+Forms
  • Marketing Analytics
  • Referral Programs


Marketing Automation


Ontraport offers a very powerful and influential Marketing Automation platform that uses various components within to understand your customers’ needs and to deliver more effective marketing solutions on the first go


The different components of the Ontraport Marketing Automation tool are:


Ontraport Systems- the Ontraport Systems has all the factors that will help you initiate the process and will ultimately get you up and running fast. Automatic Setup, a huge of library of Pre-designed systems, Content Sharing with your friends and other Ontraport users and a Single Screen to view your business systems are some of the unique features of Ontraport Systems.


Campaign Automation- the Campaign Automation component of Ontraport Marketing Automation is one of the best campaign builders in the industry with features like the Drag and drop campaign editor, Cross channel experiences, Split test feature and Deep funnel conversion reporting.


Email+SMS Messaging- this component of Marketing Automation is a highly powerful tool suitable for email and SMS messaging. It comes with 3 email editors, 2-way text messaging, well designed Tracking system and a Time Control system for the message delivery.


Email Deliverability- the Email Deliverability element ensures to deliver the emails right into your inbox. This component gives you Access to a team of postmasters to coach you for success, SPF, DKIM and custom sending domains, Seedlist testing and Private IPs for large senders.


Tracking+Attribution- the Tracking and Attribution is the best guide that helps you make the right decisions for your business through Sticky Contact tracking system, Pre-cog for web leads and Advanced Attribution for Google Analytics.


Facebook Custom Audiences- the Facebook Custom Audiences helps you launch brilliant Facebook Campaigns and you get Direct integration with Facebook Custom Audiences, helps you drive the immediate next action, allows you to use campaigns to automate and track your Facebook retargeting and presents endless possibilities from new client onboarding, referral requests and much more.


What is Exceptional about Ontraport Marketing Automation?


Ontraports Marketing Automation tool showcases an array of features that makes it one of the best marketing platforms in the industry. The features are:


Good Amount of Data to work with


Ontraport accumulates a huge chunk of data about your contacts than any other system. This helps you to section your prospects and deliver more efficient messaging automatically.


Well Designed Campaign Builder


Ontraport features a well structured and extremely flexible Campaign Builder. This Campaign Builder ensures to create well-refined automations, and houses a wide range of proven templates to help you get started.


Communication Channel Integration


Ontraport integrates with various communication channels so that you can deliver targeted, personalized marketing messages via email,SMS  and calls from the sales teams.


Lead Source Tracking


The Lead Source Tracking feature of Ontraport gives you the exact information about the players in the marketing field


Clear idea on the working


The Ontraport Campaign performance builder provides you with a complete report of any visual builder and a clear view of the entire functioning.


First-Class Email Deliverability


Ontraport’s team of well experienced postmasters manages the largest email programs on their own delivery infrastructure.


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Ontraport Email Marketing


Customize and personalize your emails, activate the high performing email campaigns and ensure to deliver the emails to relevant addresses with the Email Marketing tool of Ontrasport.  High email delivery rate is one of the top most priorities for Ontraport Email Marketing tool.


How is Ontraport Email Marketing is different from the others?


It is definitely true that Email Marketing is not outdated and this is rightly proven with the Ontraport Email Marketing features.


  • Ontraport Email Marketing enables you to craft brilliant and mobile friendly emails in few simple clicks so that you can send them to any group of customers instantaneously or on a scheduled date and time.
  • Well designed email templates of Ontraport that can be easily customized to suit all the perspectives of your brand so that you can be up and running in no time.
  • Create visually stunning emails for your audience by infusing images, video buttons and much more.
  • Gain smooth and uninterrupted email reputation with Private IP setup.
  • Keep away all the negative issues with the strong email sender reputation management.
  • Connect with your old contacts with automated email re-engagement campaigns that can remove unresponsive or dormant contacts.
  • Ontraport’s integrated contact database system will help you divide and streamline your list to create core-targeted groups for personalized form of email marketing.
  • Mark criterias and assign leads and customers to email campaigns accordingly with Ontraport.
  • Form groups based on leadscore, demographics, behavior interests so that you can personalize your emails based on these groups to boost engagement and sales.
  • Ontraport allows you to track your email send bounce rate so that you can remove inactive email addresses.
  • Keep a tab on the customers when they open or click the email messages and make use of the automation technique to follow up when there is active engagement between your customers and emails.
  • The email open rate technique of Ontraport will give you an insight into what works and what does not work in your email so that you can improvise at every step.


Ontraport SMS and Postcards


Instead of waiting for your customers to open your email, Ontraport gives you the opportunity to get in instant touch with your customers through the SMS texts and Postcards. The SMS and Postcard option of Ontraport showcases the following features


  • The opt-ins system of Ontraport allows you to easily add the contacts to your list while on the move.
  • Keep yourself up to date with the SMS appointment reminder and confirmations to prevent no-shows and to duly organize your schedule and calendars.
  • Maintain a healthy, fun and pleasant rapport with your customers by sending birthday and holiday greetings, thank you notes etc through SMS and Postcards


Pages and Forms


The Ontraport Pages and Forms component is definitely an inevitable tool of the Marketing pitch. The unqiue feature that sets the Ontraport Pages and Forms apart from rest of the others is its Drag and Drop technique specifically designed for its online marketing. The different elements of Ontraport Pages and Forms are:


Drag-and-Drop Editor:  The Drag-and-Drop page builder of Ontraport eases your Web page building job by double or triple. It is one of the most influential and powerful web page editor that can help you visualize better.  The Drag-and-Drop editor gives you features such as an Extensive template library, Global blocks, Order forms and Split test for your pages.


Membership Sites: You can create Membership sites with Ontraport and enjoy features like Quick and easy setup, Unlimited flexibility, Create as many sites as you like and Easy Customer Management.


Form Builders: Embed forms anywhere with the Ontraport Form builders that is featured with Pop, Exit and Scroll technique, Full page and floating bar and Capture lead source data.


Dynamic Content: The Dynamic content component of Ontraport helps you personalize content for your audience and gives you Conditional content, Personalization and PURLs, Timed Content delay, and allows you to Merge URL variables.


WordPress Integration: Ontraport allows you to connect effectively with your WordPress site and you can see features like Embed Ontraport Pages, Embed Lead Capture forms, Membership sites and Customer Center.


Why should you choose Ontraport’s Pages and Forms over the others?


Ontraport’s Pages and Forms give you a huge collection of features that will clearly prove that they are way above their competitors when it comes to professionalism and its expertise.


  • Ontraport’s Pages and Forms are power houses of possibilities for marketers who need to increase lead and customer conversion.
  • Ontraport Pages and Forms offers innumerable ways to personalize the experience you deliver to each visitor.
  • You can build a one to one rapport with your visitors with Ontraport’s Pages and Forms. This in turn delivers excellent web service and definitely gives you the desired results.
  • Ontraport gives you a transparent and clear view of your visitors, leads and customers origin that forms the foundation for better decision making.
  • Ontraport’s free domains help you publish instantly or you have all the freedom to use your own domain. Either ways you can get hold of a free SSL encryption.
  • Ontraport allows you to access Built-in membership sites so that you can hide the required pages from the public and only give access to the rightful people.
  • Ontraport gives you powerful and staunch payment gateways that can be trusted with your heart and soul. You do not have to worry about any of your financial aspects being compromised with the Ontraport Payment options.


Ontraport Marketing Analytics


Gauge your marketing results, get relevant data about leads and customers, convert more customers to enhance growth and make the best of your detailed data and insights with Ontraport Marketing Analytics.


Ontraport uses a simple 4 step procedure that helps you base your marketing decisions on relevant data.


  1. Track
  2. Analyze
  3. Convert
  4. Optimize


Let’s scan each step in detail to learn more about Ontraport’s Marketing Analytics


#1. Track


  • Use the interactive tracking capabilities to measure and improve your results. Get a clear and comprehensible understanding of your campaign’s results that will give you valuable insight into how to streamline your finance effectively and allocate it to make best use of it.
  • A simple click of a button and you can pull out an extensive set of data about your campaign’s performance so that you can pace yourself for further improvement.
  • You do not have to worry about the authenticity of the data collected as the Track option of Ontraport gives you accurate and comprehensive data. Also you are given the right opportunity to make the right choices and fitting improvements from the data retrieved through the tracking capabilities of Ontraport.


#2. Analyze


  • Simply view the entire process of leads and customer engagement with your landing pages, emails, campaigns and more so that you can have the right plan of action in place for better improvements.
  • Have a close view of the customizable statistics in your account to gain an in-depth insight into the on goings of what’s happening in your business live.
  • Track your customer’s action that will give you the most critical metric to determine the path of your business growth.


#3. Convert


  • This step of Ontraport’s Marketing Analytics helps you scan your conversion statistics from different points to find out which factor leads to the best conversions for your business.
  • Examine the campaign elements that show efficiency in motivating the leads to take action.
  • Closely inspect the effect of email messages, forms, landing pages and other elements on the overall campaign conversions.
  • Study the time taken by your contacts to open an email, fill out a survey etc so that you can plan better.


#4. Optimize


  • The Optimize section of Ontraport’s Marketing Analytics is a brilliant filtering system that allows you to focus on your optimization efforts.
  • This step arranges your report by date range to imbibe how certain events or changes affected your results.
  • The UTM variable data source filters the reports so that you can clearly focus on the sources that are driving the most or best new leads.
  • Do a comparative study on your emails, landing pages and more to measure the effectiveness of different campaign elements using weighted split testing system.


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Ontraport Businesses Basics


Ontraport Businesses Basics elements are just what you exactly need to deliver more engaging, more effective experiences across every channel.


Ontraport Businesses Basics comprises of:


  • Sales+CRM
  • Business Process Automation
  • Membership Sites


Sales+CRM


The different components of Ontraport Sales and CRM are:


Segment+Organize- This element of Ontraport’s Sales and CRM stores and organizes all your customer data in one central platform. The Segment+Organize section helps you organize your businesses according to your preferences, saves your time from navigating through different screens as a single screen handles all the common tasks, focuses on group segmentation and assigns set permissions for access control based on the roles.


Smart Pipelines- Ontraport Smart Pipelines plays an important role in managing your sales pipelines, customer onboarding, product launch and much more. Streamline your automations effectively, customize and personalize the card fields and colors and sum up everything to monitor total progress.


Unified Contact History- The Ontraport Sales+CRM helps you track your customer’s journey through Unified Contact History system. With this element you can see the origin of every lead, view every point between ad and sale, find out what works and what does not and gives you a complete report on automation.


Task Automation- The Task Automation element of Ontraport Sales and CRM creates a strong link between your team and automation. This system integrates offline and online marketing, checks the previous tasks so that the upcoming tasks can be duly automated, helps to retrieve data using internal forms and effectively track everything with automated overdue task notifications, easy filtering and built-in reminders.


Custom Objects- The Custom Objects part of Ontraport Sales and CRM allows you to store, manage and automate anything. You can create new record types from custom data, Add relationships between records, create sophisticated automations for complex businesses and get started with custom object templates.


Lead Scoring and Routing- The Lead Scoring and Routing helps you retrieve prospective leads hidden in your list, direct leads to the right rep automatically and notifies you duly when the right lead strikes your website


Business Process Automation


Ontraport’s Business Process Automation is a single point where all the automation tools combine forces to prepare your business to scale up. And how do they do it is clearly defined in 4 simple steps which are:


  • Organize
  • Process
  • Manage
  • Improve


Organize- the Organize function of Ontraport’s Business Process Automation ensures to combine all the automation tools to provide an all-in –one solution to automate all the prospects.


Process- with the Process function you can automate all the repetitive tasks so that you and your team can focus on more important matters related to your project and business.


Manage- develop a favourable environment for your businesses to scale with the Manage function of Ontraport’s Business Process Automation. This function reorganizes the processes to increase the output of your team and to elevate your business to a better position.


Improve- the Improve function ensures that every communication with your customer is as pleasant and amazing as the last. This function gives you the opportunity to improvise at every step of the way to strengthen the bond between you and your customer.


Membership Sites


Ontraport actively links you with WordPress site to create a membership site. Earn passive income by building and selling online courses. 


Ontraport performs this action through a 4 step process which are


  • Build
  • Manage
  • Integrate
  • Expand


Build- With the Build function of Ontraport, just one software is more than enough to create, launch and manage an entire membership site. You do not need any extra accessories like plugins or toggling between multiple tools.


Manage- the automated member management function of Ontraport has built-in systems to handle all the administrative tasks related to managing a membership site.


Integrate- this function of Ontraport allows you to integrate with your existing WordPress site so that you can create web forms in Ontraport and effectively track the members visiting your site.


Expand- the Expand function of Ontraport’s Membership sites helps you reach more potential members, sell more memberships and maintain strong communications with your existing members.


Ontraport Sales Essentials


The Ontraport Sales Essentials comprises of tools such as:


  • Sales Force Automation
  • Ecommerce


Sales Force Automation


The Ontraport Sales Force Automation effectively takes care of your visual sales pipeline, form leads by stage in the leads cycle and much more. 


The Ontraport Sales Force Automation helps you with a simple 5 step process which is:


  • Organize
  • Automate
  • Nurture
  • Score
  • Route


Organize- Reorganize and restructure your sales process with Ontraport’s Sales Force Automation. And by doing so you will able to generate more prospects, nurture your leads, and eventually close more sales.


Automate- free yourself from manually tracking your sales tasks and use Ontraport’s Sales Force Automation to automat task prompts and reminders to reach out to specific leads.


Nurture- the automated follow-up funnels of Ontraport’s Sales Force Automation directs leads back to your sites, sells leads on your products and builds stronger relationships that completes the deal.


Score- Rank your contacts based on behavior and demographic information using the Score function of Ontraport’s Sales Force Automation. This function helps you target the most qualified leads.


Route- assign and allocate leads to your sales team using the Route function of Ontraport’s Sales Force Automation. The Round Robin feature of this function allows you to easily distribute leads equally among your sales team members.


Ecommerce


Ontraport’s inbuilt payments platform is all engineered to boost your online sales to all impossible limits. Ontraport’s Ecommerce comes up with the following tools such as:


Order Forms- Ontraport’s Order Forms allows you to accept one-time payments, subscriptions and more. You can create pages with its Drag-and drop designer, select your desired template from Ontraport’s library of proven templates, Integrate with a wide selection of payment gateways to activate your online business and to capture lead data through Multiple-page forms.


Offline Transactions-Ontraport’s Offline Transactions allows you to charge cards manually and is featured by PCI Level 1 Certification, Anytime manual transactions, No gateway lock-in and store offers for 2-click orders.


Complex Offers-Create offers that comes to your mind, mix and match them for unlimited novelty and creativity through the Complex Offers component.  This element of Ontraport’s Ecommerce displays features like Subscription Management, Free or Paid Trials, Payment Plans and Charge later options.


Upsells +Order Bumps- The Upsells and Order Bumps of Ontraport Ecommerce helps Increase Average Order Value, initiates Smart Order Batching and uses Order Bumps for optional add-ons


Decline Recovery- This element automates collection management to recapture more charges and retain more customers. It captures declined transactions, sends card expiration reminders, features Automatic retry and write-offs and offers Self-service card updates.


Customer Center- Initiate self-service option with the Customer Center element of Ontraport Ecommerce .This component comes up with features such as Self-service customer support, Drag-and –drop design, Instant Hosting and Ontraport Pages or WordPress.


Referral Tracking- Keep a tab on referrals and reward your partners for spreading word through the Referral Tracking option of Ontraport’s Ecommerce. With this option you can clearly understand who is driving new business, Set up reward programs, Create custom referral links and get access to Flexible Commission structure.


What’s in store for me with Ontraport’s Ecommerce Platform?


The Ontraport Ecommerce Platform exhibits features that clearly provide a strong support for your online business ventures. The reason why you should choose Ontraport’s Ecommerce Platform is


  • It leads to a faster business intitation and selling process through various Ecommerce tools such as Order pages, gateway connects, unlimited design flexibility and robust payment options.
  • Better and definite conversions through Ontraport’s order forms.
  • One-time offers and order bumps ensure to increase the average order values.
  • Better Subscription Management through Ontraport’s Payments
  • Card Control option with Level-1 PCI certification.


Ontraport Pricing Plans


Ontraportgives you an opportunity to try their products and services for free for a 14day trial period. During this course you can see how Ontraport’s all-in one CRM and marketing software can help scale your business. Apart from that Ontraport’s pricing plans are set on a  month-to month basis  and you can cancel the plan anytime.


ontraport pricing plans



Ontraport offers their pricing in with 4 major plans which are:


Basic Plan- priced at $79/month and gives you


  • 1000  Contacts
  • Unlimited Emails
  • 1 Account User


Plus Plan- priced at $147/month and gives you


  • 2500 Contacts
  • Unlimited Emails
  • 2 Account Users
  • Account Setup
  • Ecommerce


Pro Plan- priced at $297/month and you get


  • 10,000 Contacts
  • Unlimited Emails
  • 3 Account Users
  • Account Setup
  • Ecommerce
  • Email Consultation


Enterprise Plan-priced at $497/month and you get


  • 20,000 Contacts
  • 200,000/month Emails
  • 5 Account Users
  • Account Setup
  • Ecommerce
  • Email Consultation
  • Personal Account Rep


Additional Account users are charged at $47/month.


Ontraport Support Team


Ontraport prides itself over an award winning support team who gives you direct access to well trained, highly knowledgeable and supremely efficient Ontraport Experts. You can get in touch with the Ontraprot Support team through Chat, Email and Phone.


Final Thoughts


Where to begin and How to start off? Are these the questions lingering in your mind when it comes to the marketing phase of your business? Well, look no further as Ontraport gives you the right set of products and services for completely automating the marketing process related to your business. The wide range of products, services and their related features ensures to provide a good back up support for the marketing activities of your business.


So Simply Automate your Business with Ontraport and Automatically Reach your Target!



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