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Campaign Automation

The most powerful automation builder on the market

Use our robust funnel building software to automate and scale any marketing or sales process to get more customers with less work.

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Campaign Automation

The most powerful campaign builder on the market

Use our robust funnel building software to automate and scale any marketing or sales process to get more customers with less work.

settings
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Or get a demo

A more flexible automation builder for creative marketers

Unmatched capabilities and reporting gives you the advantage

More options means more options

With more built-in campaign elements – including goals, conditions, forks, split tests, webhooks, notifications, and so many more – your funnel mapping creativity will be matched by your capability so you can build your vision.

A more flexible automation builder for creative marketers

Unmatched capabilities and reporting gives you the advantage

More options means more options

With more built-in campaign elements – including goals, conditions, forks, split tests, webhooks, notifications, and so many more – your funnel mapping creativity will be matched by your capability so you can build your vision.

Unrivaled campaign reporting

See how your campaign is doing in real time, right on your map. No need to dig around to figure out which emails and pages are converting the best or what’s selling.

Advanced lead source tracking

If you know what’s attracting people and prompting them to buy, you know where to focus your efforts. Use first- and last-click attribution tracking to scale your results where it counts.

Advanced lead source tracking

If you know what’s attracting people and prompting them to buy, you know where to focus your efforts. Use first- and last-click attribution tracking to scale your results where it counts.

Auto-organization

This is not your grandfather’s automation builder. We keep it looking clean and simple no matter how complex your automations are so you can easily create and understand your builds.

Multiple disconnected threads

An automation builder is meant to make it easy to understand what’s going on. But without disconnected threads, you need multiple campaigns… and that’s exactly the kind of funnel mapping mess you want to avoid.

Multiple disconnected threads

An automation builder is meant to make it easy to understand what’s going on. But without disconnected threads, you need multiple campaigns… and that’s exactly the kind of funnel mapping mess you want to avoid.

Choreographed cross-channel experiences

Move prospects from your website to emails to a sales call and back to your site without a hitch: It all happens in Ontraport so it’s easier on you and makes sense to your customers.

Get up and running faster and know what’s working

Bring all your marketing into one place with a campaign builder that integrates all your channels and uses extensive data only available through Ontraport to give each of your contacts hyper-tailored experiences.

Easier funnel mapping

Create sophisticated automations easily with our modern drag-and-drop campaign builder. 

Save time with proven templates

Get started quickly by choosing from dozens of pre-built campaigns that you can easily customize for your needs. 

Cross-channel messaging that makes sense

Seamlessly coordinate your emails, SMS, pages, forms and more with every piece housed in Ontraport. 

Reporting you can understand

Know what’s working at a glance for faster, better decisions about course corrections and optimizations.

Better segmentation with integrated CRM

Use in-depth contact data to give each person an individual experience, ensuring he or she gets the right message at the right time.

Ready to get started with our automation builder?

Try Ontraport free for 14 days to test all our features and see exactly how it can work for you.
settings
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Start your free trial
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Or get a demo

Ready to get started with our automation builder?

Try Ontraport free for 14 days to test all our features and see exactly how it can work for you.
settings
arrow_forward
Or get a demo
“All these parts of my business are running on one engine, and they communicate with each other perfectly. When new members join my site, they automatically start receiving member emails and stop receiving marketing emails … I can create beautiful one-click upsell forms that match the branding of my site perfectly and enable me to boost the average transaction size on autopilot. I’ve definitely been able to grow my business thanks to Ontraport.”
— Luke Ward, Elevated Business
All these parts of my business are running on one engine, and they communicate with each other perfectly. When new members join my site, they automatically start receiving member emails and stop receiving marketing emails … I can create beautiful one-click upsell forms that match the branding of my site perfectly and enable me to boost the average transaction size on autopilot. I’ve definitely been able to grow my business thanks to Ontraport.
Luke Ward
Elevated Business
How it works

Launch automations in 3 easy steps

Step 1

Choose a template

Start from scratch or with one of dozens of proven sales and marketing campaign map templates for automating common business processes.

Step 2

Customize your journey

Simply drag and drop elements, such as additional emails or steps in your campaign, to tailor the map for your needs. 

Step 3

Publish your campaign

Click publish to make it all live, then easily view your results in real time using Performance Mode. See conversion rates, time to convert, lifetime values and more.

Step 2

Customize your journey

Simply drag and drop elements, such as additional emails or steps in your campaign, to tailor the map for your needs. 

Step 3

Publish your campaign

Click publish to make it all live, then easily view your results in real-time using Performance Mode. See conversion rates, time to convert, lifetime values and more.

There’s no need to DIY — we’ve built the most essential campaigns for you

Launch quicker with prebuilt funnels that you easily customize as needed, such as:

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Newsletter sign-up and delivery

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Abandoned cart follow-up

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Sales rep dispatch and follow-up

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Partner sign-up and thanks

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Demo/consultation self-schedule

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Webinar registration and follow-up

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SMS lead capture and follow-up

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Lead capture opt-in and delivery

Send the right message at the right time with campaigns that reflect reality

It’s common for customers to be engaging with your business in more than one way at a time, like getting follow-up emails and scheduling a consultation. With Ontraport, you can see how it all connects and be sure everyone gets what they need.

an Ontraport unique feature
Multiple triggers
No matter which way your prospects enter your marketing, from visiting pages to signing up for demos or buying a product, they can be added to the same follow-up campaign so everything is in one place.
an Ontraport unique feature
Multiple goals
Set up multiple goals throughout your campaign and use them to move contacts from stage to stage. Keep a larger chunk of the customer experience in one place and easily track results along the way.
an Ontraport unique feature
Conditions and forks
Set up conditions and forks in the road to change the way contacts move forward and to give them highly customized experiences. Already bought your product? Send onboarding info. Done that too? Then ask for a referral.
Task outcome goals
Automate what happens next when a team member completes a task with a particular outcome. Called but left a message? Send a “Sorry I missed you” email. Booked a demo? Automate reminders so they show up.

Keep tabs on what’s going on

Get insight into what’s happening in your campaigns, beyond analytics.

Notifications

Get alerted when a contact buys or reaches a particular location in your funnel so you can keep a pulse on what’s happening in your business and stay on top of KPIs.

Split test your funnels

Split testing is for more than emails and pages. Experiment with new ideas by testing one automated path against another to see which brings better results.

Click to view contacts

Want to see who registered for your webinar but didn’t attend, or even just who bought recently? Click any element on your map for contact details, then follow up however you’d like.

Integrate campaigns with third-party tools

Send data you gather throughout campaigns to other apps to get more out of your marketing.

Deep funnel conversions 

Send conversion data to Google Analytics so you can see exactly where your best customers come from. Finally see which ads drove offline conversions and customers who stick around and spend more.

Customizable webhooks

Automatically send customer data to any third-party app, from right within your campaign map, for even more possibilities and seamless contact management.

Facebook Custom Audiences

Add people to Facebook Custom Audiences so you can retarget them with Facebook ads, whether to upsell a current customer or remind a lead of what you offer.

Integrate campaigns with third-party tools

Send data you gather throughout campaigns to other apps to get more out of your marketing.

Deep funnel conversions 

Send conversion data to Google Analytics so you can see exactly where your best customers come from. Finally see which ads drove offline conversions and customers who stick around and spend more. 

Customizable webhooks

Automatically send customer data to any third-party app, from right within your campaign map, for even more possibilities and seamless contact management.

Facebook Custom Audiences

Add people to Facebook Custom Audiences so you can retarget them with Facebook ads, whether to upsell a current customer or remind a lead of what you offer.

Related Features

It all works together

Campaigns are the beating automation heart of your business. Here are just some of the ways they work with other parts of your platform.

Sales + CRM

Any data captured in your CRM system can be used to trigger new campaigns or segment contacts along their journey.

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Learn more

Custom Objects

Automate experiences for your contacts, deals, companies or any other record type you choose to create.

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Email + SMS Messaging

Automate email and SMS messages throughout your campaigns to keep your contacts engaged.

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Task Automation

Integrate the human touch into your automated campaigns by notifying team members to make a phone call at just the right time.

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Learn more

Smart Pipelines

Update your contacts’ stage in your pipeline automatically when they take a certain action or achieve a goal in your campaign.

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Learn more
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Related Resources

9 ways a visual automation builder will improve your business

We’ve rounded up the top nine ways visual automation builders solve today’s most pressing marketing challenges and give entrepreneurs what they need to grow their businesses.

The ultimate Marketing Campaigns Blueprint

Your in-depth guide to creating a high-converting, fully optimized marketing campaign.

How to build automated campaigns in Ontraport

Learn how to build an automated campaign in Ontraport’s automation builder. Understand triggers, goals, filters and actions — and how they all interact — to create targeted, responsive customer journeys.

Ready for more
customers,
automatically?

settings
settings
Start free trial
arrow_forward
Or get a demo

“I like how easy it is to create a sequence of events from start to finish — a page for customers to visit, a form to fill out, an email to send them upon form submission, a page to be routed to, a campaign of future emails to be added to... it's all so simple to set up with Ontraport’s vastly powerful tools and visually intuitive interface."

— Brock Ross, Brave Girls Club

Ready for more
customers,
automatically?

settings
arrow_forward
Or get a demo

“I like how easy it is to create a sequence of events from start to finish — a page for customers to visit, a form to fill out, an email to send them upon form submission, a page to be routed to, a campaign of future emails to be added to... it's all so simple to set up with Ontraport’s vastly powerful tools and visually intuitive interface."

— Brock Ross, Brave Girls Club

Frequently Asked Questions

Is Ontraport a good choice for B2B marketing automation?

Yes — Ontraport is a great fit for attracting new prospects, nurturing leads, generating sales and more for your B2B business. We offer reliable tracking and attribution, highly personalized communication channels, and ready-to-launch B2B marketing funnels that you can kick off in minutes. Plus, since Ontraport lets you gather and store more data than most marketing automation solutions, you’ll be able to reach more potential customers and get better results from your marketing efforts.

What’s the easiest way to get started with digital marketing funnels?

With Ontraport, getting started with digital marketing funnels is easy. All you need to do is choose from our library of prebuilt systems, follow the Setup Wizard to fill in your content, and launch — all in a matter of minutes! When you launch, you won’t have to worry about configuring any automation or settings — we’ve taken care of all of that for you.

What are the best digital marketing tools included in Ontraport’s platform?

Ontraport is designed to be a central hub for your business and marketing needs, which means you’ll have access to all the tools you’ll need to power your digital marketing: a complete CRM, marketing automation, pages and forms, payments, tracking and more. We also have a whole library of ready-to-launch systems that allow you to get your digital marketing strategies up and running in a matter of minutes.

Is marketing funnel automation right for my business?

Marketing automation is useful for any business! No matter what you sell, you can start getting more leads and customers with a lot less work. You’ll be able to:
  • Sell more, more easily by sending the right message to the right people at the right times
  • Optimize everything with crystal-clear insights that tell you how each customer lifecycle stage is performing
  • Save time on repetitive manual tasks so you can focus on innovating and growing your business
If you use Ontraport, you’ll also:
  • Ditch complicated integrations that require additional payments and learning curves
  • Avoid switching tools as your business grows (Ontraport is built to scale!)
  • Get reliable, hands-on support to ensure everything goes smoothly

I want to launch fast. Does Ontraport come with any prebuilt marketing automation systems?

Yes! Ontraport has several done-for-you systems that allow you to kick off your marketing automation in a matter of minutes. These systems are built to help you with a wide range of marketing goals including lead follow-up, customer feedback collection, webinar promotions, online courses, membership sites, email newsletters and more. The best part is, each prebuilt system comes with its own Setup Wizard that walks you through the process one step at a time.

We’re constantly adding new systems, but you can find our current library of prebuilt systems here.

How do I know if Ontraport is the best marketing automation software for me?

When you’re shopping for a marketing platform for your business, you’ll want to take your entire business into account — not just the marketing side of things. Whether you choose Ontraport or not, we recommend making sure your automation platform includes the following features, at the very least:
  • A website or landing page builder to share your business with the world online
  • A system for capturing leads and sending marketing emails
  • A contact management system (CRM) to keep track of clients and prospects
  • A payment processing tool to collect orders and charge credit cards
Of course, you’ll probably need more sophisticated tools as your business continues to grow. With Ontraport, you’ll have everything you need now and in the future — all under one roof.

Take a look at our
buyer’s guide for a complete checklist of all the CRM, marketing automation and sales features to keep in mind throughout your software search. It’ll help you find the perfect platform for your business (even if you don’t choose Ontraport).

Why should I use an all-in-one marketing platform instead of multiple specialized tools?

Think of it this way — choosing an all-in-one platform is like choosing a smartphone instead of lugging around a computer, camera, map, game console and calculator all day. While a tech stack may seem like a good choice at first glance, it ends up slowing you down in the long run.

The truth is, for most people tech is a hurdle to overcome; not a fun hobby. You don’t have time to stretch yourself thin learning how to use five, six, seven or more different tools at once, when you could embrace one platform that takes care of your CRM, sales and marketing automation under one roof.

Check out
this article to learn more about why all-in-one platforms make the best marketing automation tools.

How will online marketing tools lighten my day-to-day workload?

Once you’ve set up your online marketing system, you’ll spend less time writing emails, juggling information about leads and getting sucked into your ever-growing to-do list. Instead, your marketing, sales and customer management will be running itself — which gives you time to innovate and grow your business even more.

What is marketing automation and why is it so important?

Marketing automation is technology that manages repetitive marketing tasks and complex campaigns so you don’t have to. This software allows you to automate your communication with leads and customers throughout the customer lifecycle, from their first touchpoint to post-purchase.

When paired with a CRM that collects data about your leads and customers, your marketing automation software can use that data to deliver engaging, effective experiences across multiple channels. Whether you use email marketing, SMS messages, postcards or a combination of them all, marketing automation tools will give you the power to turn more leads into customers — without managing the whole process manually.

Turn your business on with Ontraport.

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