Frequently Asked Questions
Yes! Ontraport is the top CRM for organizations like yours. That’s because our platform comes with all the core solutions you need to power your management and marketing needs: 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 organization, you save time so you can focus on what matters most: your members and your mission.
Ontraport comes with several done-for-you systems. Whether you want to send out member feedback surveys, create a newsletter or simply stay top of mind with your list, our plug-and-play Setup Wizards make marketing for associations super easy — you’ll simply customize and launch your 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 associations 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 Ontraport alongside your existing software for associations.
When shopping for software for your association, you’ll want to take your entire organization into account — not just the marketing, just the sales or just the member management side of things.
Whether you choose Ontraport or not, we recommend making sure your CRM and email marketing software includes the following features, at the very least:
- A website builder to share your organization with the world online
- Marketing automation for associations to capture potential members and stay in touch
- A contact database to keep track of members and prospects
- A payment processing tool to collect membership fees online and charge credit cards
- Membership software for associations to launch a members-only community
As your organization grows, you’ll probably need more sophisticated tools than standalone website software or email marketing. 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 association grows.
Yep! Even if you have no idea how to create websites for associations, it’s super easy to launch a site that matches your vision and brand without hiring a web designer. Simply use one of our website templates for associations 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 member intake form to capture details about your leads and members and the services they’re looking for.
If you’re looking to reach more members or improve the overall member experience, here are a few ways you can use Ontraport to do just that:
- Keep members coming back by offering special promotions based on their past participation.
- Expand your offerings with a member portal for associations.
- Turn your workshops or educational resources into a monthly subscription or sell packaged deals to boost your sales.
- Create better member experiences by using feedback surveys to see how you can improve your offerings.