Most CRMs limit you to at most three different record types — contacts and maybe deals and companies.
What is a custom object?
What is a custom object?
These allow you to see all the contacts who work for a company, or all the deals that a particular contact is involved with. That’s nice.
But, when you need to store anything else you’re out of luck.
With Ontraport, the sky’s the limit.
With Ontraport, the sky’s the limit.
Everything is connected just right.
How will you use custom objects?
How will you use custom objects?
Here are a few ideas to give you a sense of what’s possible.
Create new record types
Create new record types
Each custom object has its own fields, messages, automations and more.
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Events
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Pets
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Parents
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Serial numbers
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Surveys
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Applications
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Anything else you can dream up
Set up relationships between records
Set up relationships between records
Connect different kinds of records together in three different ways: one-to-one, one-to-many, or many-to-many.
Serial Numbers ↔ Buyers: A buyer can only have one serial number, and a serial number has only one buyer.
Pets ↔ Owners: Each pet has one owner, but an owner may have many pets.
Surveys ↔ Responses: Each survey will have many respondents and each respondent may fill out multiple surveys.
Publish custom object data on the web
Publish custom object data on the web
Build dynamic web pages that pull data from your custom objects and populate on your front end.
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Customer portals with purchase history, rewards perks and more
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Project portals with clients’ important documents
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Membership sites for online courses
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Directories listing members of an organization, real estate listings, or spa service providers
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Event management sites including speaker bios and photos, topics and agendas
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A blog with personalized content and calls to action
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A client-facing knowledge base covering common questions
Automate anything for your business
Automate anything for your business
Because each custom object has its own campaigns, your imagination is the only limit to what is possible.
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Events/Attendees
Email everyone the day before, and follow up separately with people who don’t show up.
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Parents/Students
Tell the parent if a student isn’t logging in.
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Surveys/Responses
Respond to each survey without losing information about the last one.
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Pets/Owners
On the pet’s birthday, send a promotion to the owner.
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Serial Numbers/Buyers
Remind the buyer that it’s time for annual maintenance on an item’s purchase anniversary.
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Applications/Applicants
Accept applications, schedule interviews, process approvals, and more.
Automate anything for your business
Automate anything for your business
Because each custom object has its own campaigns, your imagination is the only limit to what is possible.
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Events/Attendees
Email everyone the day before, and follow up separately with people who don’t show up.
check
Parents/Students
Tell the parent if a student isn’t logging in.
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Surveys/Responses
Respond to each survey without losing information about the last one.
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Pets/Owners
On the pet’s birthday, send a promotion to the owner.
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Serial Numbers/Buyers
Remind the buyer that it’s time for annual maintenance on an item’s purchase anniversary.
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Applications/Applicants
Accept applications, schedule interviews, process approvals, and more.
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You have to create custom fields in contact records to store things like surveys, policies, projects, events, deals or pets.
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Keep data organized in appropriate record types.
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Contact records get complicated and overwhelming with so many fields.
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Relate records to each other for easy access.
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Data gets overwritten when you try to store a second related record.
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Manage and view different types of data differently.
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No history of previous records is stored.
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Never overwrite data.
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You have no ability to automate processes for more than one related record.
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Sophisticated automation is easy.
Example: Send a birthday campaign to the owner on a pet’s birthday… but what happens when you have two pets? Three?
Example: Easily automate birthday campaigns for each pet separately.
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You have to create custom fields in contact records to store things like surveys, policies, projects, events, deals or pets.
cancel
Contact records get complicated and overwhelming with so many fields.
cancel
Data gets overwritten when you try to store a second related record.
cancel
No history of previous records is stored.
cancel
You have no ability to automate processes for more than one related record.
Example: Send a birthday campaign to the owner on a pet’s birthday… but what happens when you have two pets? Three?
check_circle
Keep data organized in appropriate record types.
check_circle
Relate records to each other for easy access.
check_circle
Manage and view different types of data differently.
check_circle
Never overwrite data.
check_circle
Sophisticated automation is easy.
Example: Easily automate birthday campaigns for each pet separately.
“We have around 40 workshops running in 13 different cities every month, and Ontraport ensures everyone gets the correct reminder, information they need, and follow-ups. This would be impossible for a team member to manage — and it's all automated. New members are added to their correct group without any human intervention.”
– Christo Hall and Franziska Iseli, Basic Bananas
“
We have around 40 workshops running in 13 different cities every month, and Ontraport ensures everyone gets the correct reminder, information they need, and follow-ups. This would be impossible for a team member to manage — and it's all automated. New members are added to their correct group without any human intervention.
Christo Hall and Franziska Iseli
Basic Bananas
Custom objects work seamlessly with the rest of your toolset.
Custom objects work seamlessly with the rest of your toolset.
Getting your data organized right is a key part of the foundation that enables you to innovate, iterate quickly, and uncover successful strategies. Related features:
Every custom object has its own campaigns, messages, forms and more, enabling unlimited flexibility for scaling effective messaging.
Use your custom object data along with dynamic pages and blocks to create personalized, interactive web experiences for your visitors.
Whether you need to send an email or get a team member to perform a task or anything else, it’s possible with custom objects.
Frequently Asked Questions
When you’re shopping for a platform for your business, you’ll want to take your entire business into account — not just your CRM needs. Whether you choose Ontraport or not, we recommend making sure the platform you choose includes the following features, at the very least:
- A website or page builder to share your business with the world online
- A system for capturing leads and sending marketing emails
- An automated sales pipeline that keeps your deals moving
- A payment processing tool to collect orders and charge credit cards/li>
You can use Ontraport’s CRM platform to track, store and organize all your business data in one place! Our advanced contact tracking captures every page visit, link click, form fill-out, purchase and much more. You can even use custom record types to manage your sales deals and companies, events and attendees, teachers and students and any other data you use to run your business.
We built our CRM software for small business owners like you who are ready to scale. Our features will grow with you, and you’ll never end up with a price tag that’s disproportionate to your business size. From the moment you sign up, we consider ourselves as a partner in your business, offering you over-the-top helpful support and setup services to make sure you have what you need to grow for the long haul.
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