You can start using this system right away – no setup required – as long as your marketing site is up and running. If you want to customize any of the copy on the pages or in the email, follow the steps below.
Step 1: Click here to go to your client reactivation system. This is where you will find all the automations, emails, landing pages, and products included in this system.
Step 2: Customize the drip emails.
- Click on each of the emails (Client Reactivation: Email #1 - Client Reactivation: Email #5) to edit the existing content.
- When you finish editing each email, click SAVE.
- Click the back arrow to return to the system page.
Step 3: Edit the copy on the order page to align with your brand.
- From the system page, click on the order page to edit the content. Hover over any block of text, and click the gear icon to edit its contents. Click the checkmark when you are finished.
- If you want to remove images or text elements, hover over the element and click on the trash icon.
- Click SAVE to save your edits to pages.
- Click PUBLISH when you are ready to make your pages live.
Step 4: Navigate to Sales → Settings → Gateways, then click +New Gateway.
- Follow the instructions here for your specific integration.
- Add your payment gateway to Ontraport.
Step 5: Click on “Marketing Website: Order” to customize the order form.
- Edit the example product with your own product’s information.
- Edit the Public Name to something you want your page visitors to see, and edit the price to align with your product.
- Internal Name and SKU are optional fields.
- Add a payment gateway by clicking +ADD and selecting your gateway.
- Optional: Collect sales tax on your form by following these instructions.
- Optional: Create a coupon code that you can provide to your leads.
Step 6: Open the automation and click EDIT in the top right.
Step 7: Click on the WAIT element to edit the number of days the system should wait before sending the contacts the first reactivation email.
- In the Wait settings, adjust the “How much time?” field to your preferred days and hours.
- Click Done to return to your automation.
Step 8: Click on the PRODUCT IS PURCHASED trigger at the top of the path.
- In the Purchases dropdown, select +NEW PRODUCT. Or select it from the dropdown if your product is already saved.
- Enter your product’s public name, then click Save & Edit.
- Enter your product data and click SAVE.
- Click the back arrow to return to your automation.
- Repeat the steps above for the goal at the end of the path.
- Click SAVE and PUBLISH to update your automation.
You’re ready to launch!
