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.
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Contact records get complicated and overwhelming with so many fields.
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Data gets overwritten when you try to store a second related record.
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No history of previous records is stored.
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You have no ability to automate processes for more than one related record.
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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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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.
