Your customer relationship management (CRM) system is the hub for all your contacts’ information, such as their email address, purchase history, and landing page visit history. This data works seamlessly with Ontraport’s automation suite to provide your contacts with segmented, personalized journeys. With comprehensive data about your leads and customers, you can view real-time results and quickly make improvements as you grow.
To get the most out of your Ontraport account, you might have multiple team members using it for various purposes. New accounts start with just the role of administrator who has permission to do everything in the system. To share the account, you’ll add new user roles with their own individual logins.
All the information about each contact in your database is stored in his or her individual contact record with fields. You can tailor the fields shown in your contact records to suit your needs using our list of default options or by creating your own custom fields. Here’s how.
With Ontraport’s CRM, you can view your contacts in a list, or you can choose to use Card View, which displays your contacts’ information like business cards and organizes them within stages in your business.
Segmenting your contacts based on their interests, demographics, or stage in the buying cycle is an essential way to send targeted messaging that brings better results. Here’s how to use groups to segment your contacts in Ontraport.
If you segment your list with groups, you may want to perform manual actions, such as sending an email, assigning or removing a tag, or adding contacts to a campaign. Here’s how to use group actions in Ontraport.
Ontraport’s Metrics Dashboard allows you to build a customized view of all your company’s measurable stats in one place. Here’s how to make your dashboard, which includes options to name, categorize and refine each metric, as simple or in-depth as you want.