Store your data right so you can make sense of it

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Custom Objects
Unique Feature

Store your data right so you can make sense of it

For your data to be useful, it needs to be organized and stored correctly. Most small business CRMs make that impossible.

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Custom Objects
Unique Feature

Store your data right so you can make sense of it

For your data to be useful, it needs to be organized and stored correctly. Most small business CRMs make that impossible.

settings
settings
Start your free trial

What is a custom object?

Most CRMs limit you to at most three different record types - contacts and maybe deals and companies

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 is the limit.

Everything is properly connected.
How will you use custom objects?

Here are a few ideas to give you a sense of what’s possible.

Step 1

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

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Step 2

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.

One to one

Serial Numbers Buyers: A buyer can only have one serial number, and a serial number has only one buyer.

One to many

Pets  Owners: Each pet has one owner, but an owner may have many pets.

Many to many

Surveys Responses: Each survey will have many respondents and each respondent may fill out multiple surveys

Step 3

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.

Without custom objects

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You have to create custom fields in contact records to store things like surveys, policies, projects, events, deals or pets.

With custom objects

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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.

Without custom objects

cancel

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?

With custom objects

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

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:

Campaign Automation

Every custom object has its own campaigns, messages, forms and more, enabling unlimited flexibility for scaling effective messaging.

Segment + Organize

Custom object records can be segmented using groups, viewed in table view, or dragged around in card view so it’s easy to keep track of everything.

Sales + CRM

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.

Get to know your customers and give them better experiences.

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“I simply cannot believe how powerful Ontraport is. The ability to know each and every touchpoint that clients/prospects have with my business is so important.
We would be lost without Ontraport.”

— Matthew Watts, Freedompreneur Business Academy

Get to know your customers and give them better experiences.

settings
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Start your free trial
Or get a demo arrow_forward

“I simply cannot believe how powerful Ontraport is. The ability to know each and every touchpoint that clients/prospects have with my business is so important.
We would be lost without Ontraport.”

— Matthew Watts, Freedompreneur Business Academy

Turn your business on with Ontraport.
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