Most CRMs limit you to at most three different record types - contacts and maybe deals and companies
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What is a custom object?
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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.
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But, when you need to store anything else you’re out of luck.
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With Ontraport, the sky is the limit.
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Everything is properly connected.
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How will you use custom objects?
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Here are a few ideas to give you a sense of what’s possible.
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Create new record types
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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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Set up relationships between records
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Connect different kinds of records together in three different ways: one-to-one, one-to-many, or many-to-many.
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Serial Numbers ↔ Buyers: A buyer can only have one serial number, and a serial number has only one buyer.
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Pets ↔ Owners: Each pet has one owner, but an owner may have many pets.
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Surveys ↔ Responses: Each survey will have many respondents and each respondent may fill out multiple surveys
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Automate anything for your business
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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.
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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.
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Example: Send a birthday campaign to the owner on a pet’s birthday… but what happens when you have two pets? Three?
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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.
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You have no ability to automate processes for more than one related record.
settings
Example: Send a birthday campaign to the owner on a pet’s birthday… but what happens when you have two pets? Three?
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Keep data organized in appropriate record types.
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Relate records to each other for easy access.
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Manage and view different types of data differently.
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Never overwrite data.
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Sophisticated automation is easy.
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Example: Easily automate birthday campaigns for each pet separately.
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"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."
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- Christo Hall and Franziska Iseli, Basic Bananas
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Custom objects work seamlessly with the rest of your toolset.
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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:
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Every custom object has its own campaigns, messages, forms and more, enabling unlimited flexibility for scaling effective messaging.
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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.
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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.
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Turn your business on with Ontraport.
