Follow the steps below to set up math equations with numeric or price fields in Ontraport.
To set up equations in your automation:
In most cases you’ll want to use automation maps for your equations because they give you the most customization and reporting for your automation.
- Create a custom numeric field.
- Click Contacts → Automations, then either edit an existing automation map or start from scratch.
- Click
→
.
- Click your new
element, then select your numeric or price field from the dropdown on the far left.
- Choose the numeric or price to be updated in the “Update the field” dropdown and click Insert Merge Field.
- Add in the merge field for your numeric/price field. From there, you can set up your equations to add, subtract, multiply, or divide:
- [Your Field]+1 will increase the value of a numeric or price field by 1.
- [Your Field]*5 will multiply the value of a numeric or price field by 5.
- [Your Field A]/[Your Field B] will divide the value in field A by the value in field B.
- Complete your automation map, and click
> Save and Publish.
To set up equations in rules:
If you simply want an action to trigger your equation to calculate, use a rule.
- Create a custom numeric field.
- Click Contacts → Rules →
.
- Name your rule and choose your trigger.
- Click + Add Action → add “Change the Value of a Field” and select your numeric or price field to be updated from the dropdown on the far left.
- See step 6 above for equations that can be used.
- Click
.
Use Case
If you would like to offer a coupon to reward top customers, you could set up an automation map that will send coupon codes to your customers who frequently make purchases. For example, you can set up a trigger element for Product is Purchased. Following the trigger, add in an Update Contact element and select your custom numeric field. Insert the merge field for your field +1 (e.g. [Purchase Count]+1). Now add a goal for “Purchase Count” to be updated with a condition that “Purchase Count” is equal to five. Follow the goal with a send email element. This email will include the merge field for a personal coupon for this contact. This way, every time that a customer purchases five products from you, then they will be rewarded with a coupon.