Unlike systems that limit the way you view and organize your contacts, Ontraport gives you nearly unlimited flexibility so you can work more efficiently.
What's in it for you?
Unlike systems that limit the way you view and organize your contacts, Ontraport gives you nearly unlimited flexibility so you can work more efficiently.
Segment customer data based on granular attributes to give each individual a unique experience, rather than using limiting, one-size-fits-all lists.
Create new record types, custom fields, and relationships between data so everything is stored correctly, makes sense, and is usable throughout your business.
Ontraport automatically stores more data about your prospects and customers than any other system, so you have more opportunities to target your messaging.
Get quick access to all your customer data.
See where customers are in your funnel for a topographic view and to make quick updates with drag-and-drop ease.
View and update large sets of contact records and easily sort them by any data point for a clearer picture.
Save notes, quickly set appointments, send email and SMS and more on-the-fly. Great for sales reps who like to move fast.
View details of each contact, organized into sections and tabs. Use this view for deep diving into every bit of data.
With Ontraport, you can use more than just tags and lists to segment customer data: You can use information you have about them.
Just like an advanced Google search, simply enter the traits of the people you’re looking to add to your group.
With a click, send your group an email or SMS, add them to a marketing funnel or a Facebook Custom Audience, and more.
Reuse your group any time. People are continually added and removed as they meet or don’t meet the group criteria.
Set up custom views for each group so you always have the most important information at your fingertips.
What data can you use to segment customers?
Give your team the right access
With all your customer data management tools in one place, a bunch of your team members will likely want to get their hands on it. Here’s how you can manage multiple users in your account.
Give your team the right access
With all your customer data management tools in one place, a bunch of your teams will likely want to get their hands on it. Here’s how you can manage multiple users in your account.
Allow the people in each role in your business to see or edit only what you want them to, and restrict access to confidential data or high-impact features to avoid mistakes that can affect your automation.
Got team members who need a bit more (or less) access than their roles normally allow? No problem. Just create permission exceptions to get them what they need (or not what they don’t need).
All users in your account can set unique data segmentation parameters to create their own groups and set up how they want to view them, and Ontraport will remember it when they return. For example, you may want sales reps to view only the leads they’re assigned to.
With lots of cooks in the kitchen and automation making updates 24/7, sometimes things can get mixed up. With our unique Automation Log you can see everything that happened in your account, including every change of every field, so you can see who did what and when and get to the bottom of any mysteries.
It all works together
Your customer data is the center of your business. Here are some of the ways you can put it to use in Ontraport.
Dynamically adjust contacts’ next steps in your journey based on their behavior or any other segmentation data you have.
Organize and store more than just contacts with custom record types for managing events, sales deals, surveys and more.
Add a segment of contacts to your Facebook audiences in groups or individually to show them retargeting or upsell ads.
Frequently Asked Questions