In Ontraport, marketing automation happens through automation maps, which are visual depictions of the journeys your customers may take throughout the lifecycle. Automation maps can be created from scratch, or you can use a prebuilt map from our Automations Marketplace.

The Marketplace offers a variety of templates to choose from, such as lead capture, post-purchase follow-up, and cart abandonment automation maps. The templates come with easy-to-follow checklists so you can add all of the necessary assets to your maps, and they can be customized to fit your unique business.

  • Under Automations, click new automation button.
  • To view all the automation maps available in the marketplace, click All Templates on the left navigation bar, or you can view by type, industry, author or tags.
  • Click on the automation you’d like to install.
  • Some automation templates come with content such as landing pages, messages, forms and custom fields. If you just want the automation map, without the content, uncheck the box next to “Also add this Automation content to my account” in the pop up. Otherwise, leave it checked. Click the orange continue button.
  • A notice will appear letting you know the automation map is being installed. Click the the orange okay button button.
  • Once the automation map is ready for editing, you’ll get a notification in the left corner of your screen. You can click the blue start editing button on the notification box or find the automation in your collection.
  • Once inside the automation map, you can use the Checklist Items on the right as a guide to understanding the automation and to keep track of what needs to be completed before publishing.
  • In the checklist, the items with red bullet points are automation elements that must be configured before publishing the map.