Frequently Asked Questions
Yes! All types of event planners thrive with Ontraport. That’s because our management software for event planners comes with all the core solutions you need to power your business and marketing: a complete CRM, marketing automation, pages and forms, payments, membership site features and more — all in one place. When you have one home for your entire business, you save time so you can focus on what matters most: your clients and your passion.
Ontraport comes with several done-for-you systems. Whether you want to send out client feedback surveys, recapture lost sales or simply stay top of mind with your list, our plug-and-play Setup Wizards make it possible to customize and launch your marketing campaigns in minutes.
We know that learning new software can be daunting, which is why we’ve made it easy to get started with Ontraport. When you sign up, we offer you over-the-top helpful support services to make sure you have what you need to grow for the long haul. Our highly rated support team is ready to answer all your questions via chat, email and screen share, and you can quickly learn how to use any feature using our 150+ Ontraport University video courses.
Most event planners use some other software before they upgrade to Ontraport. It’s a common tale: You start with one tool and, over time, keep adding more and more until you realize you need an all-in-one system that can handle your growth.
Ontraport integrates with almost everything, so you’ll be able to run it alongside your existing tools for event planners for as long as you need.
When shopping for software, you’ll want to take your entire business into account — not just the marketing, just the sales or just the client management side of things.
Whether you choose Ontraport or not, we recommend making sure your CRM and email marketing software includes the following tools for event planners, at the very least:
- A landing page builder and event planner website templates to share your business with the world online
- A system for capturing leads and sending marketing emails
- A contact management system to keep track of clients and prospects
- A payment processing tool to charge credit cards online
- A membership site component to launch a client portal
As your business grows, you’ll probably need more sophisticated tools than standalone email marketing or website software. With everything running in Ontraport, you’ll have all you need now and in the future — all under one roof so you won’t have to switch platforms as your business scales.
With Ontraport, it’s super easy to create a site that matches your vision and brand without having to hire an event planner web designer. Simply use one of our prebuilt templates or, if you’d rather start from scratch, you can use our drag-and-drop editor to customize your pages to look exactly how you want.
You’ll also get access to our web form builder, which lets you create a fully customizable client intake form to capture details about your leads and clients and the services they’re looking for.
We get it — you got into event management because you love what you do, and you want to pull off great events that your clients will remember for years to come.
But you don’t get to spend as much time bringing events to life if you’re having to deal with a bunch of single-point solutions for all your essential marketing tasks: following up with contacts, sending out marketing messages and tracking campaign performance.
With our event planner software, you have everything you need to market yourself in one place: a campaign-builder, email and SMS messaging, marketing analytics tools, lead source tracking and more. Instead of dealing with multiple integrations or pulling data from different sources to get things done, Ontraport lets you handle all your marketing needs in one place.