Personalization with Ontraport
Create Highly Personalized Customer Experiences
Boost your lead and customer engagement by sending segmented, strategic and personalized marketing messages to your contacts — automatically.
What is Personalization?
When you’re speaking to prospective clients in person, you would normally ask questions, address their interests and respond to them in a way that is relevant and personal. Your prospects expect this individualized experience with any interaction they have with your business. In digital marketing, maintaining a personal lead experience is accomplished through personalization — there are two avenues of personalization:

1. Personalize your marketing materials such as emails, SMS or landing pages with your prospect’s name or (relevant) personal info.

2. Segment your messaging based on user data, behavior or lead source.

The goal is to get the right message in front of the right lead at the right time. Whatever data you use in your personalized marketing, once you start speaking to prospects according to their own interests, the results of your marketing efforts  will dramatically improve.

Why Personalize Your Marketing?
People give their attention to what they’re interested in, and different people are interested in different things. For example, if you own a yoga studio, your leads are most likely interested in yoga, but some may be complete beginners while others are advanced students. Those groups would have unique concerns and require different messaging.
Drive More Engagement and Sales

Personalization of varying degrees has proven to increase conversion, engagement and retention — all three of which play into the growth of your business.
Improve Your Offering

By gathering and assessing the data recovered from your personalized marketing campaigns, you’ll be able to refine your messaging and speak more clearly to each segment of your target demographic.
Where Does Ontraport Fit?
With Ontraport, you can adjust your messaging to each of your prospects based on what you learn about him or her over time, thereby effectively communicating your value proposition. To do this, you’ll use different bits of data that you capture and store about each prospect. In general, there are two categories of data you’ll use:
Lead data you’re given on forms (their job title, gender, age, budget, timeline, etc.)
Lead data gathered based on their behavior
For every contact in your system, you’ll have a complete history of every email opened, clicked or responded to, every page visited, form filled out, purchase made, SMS sent and much more. Based on that, you’re able to automatically follow up with leads in the future with more relevant content and offers. In doing so, you’ll drive leads to personalized landing pages (PURLs) on which Ontraport merge fields display variable data relevant to whomever is visiting that page.

I genuinely feel that getting involved with Ontraport has set our business up in every way to grow from being a small business into a medium business: marketing, organization, customer management and productivity.

- Rob Malicki, Ontraport Customer

Examples of Personalization Using Ontraport

Create curated customer experiences to increase retention using Ontraport.

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Frequently Asked Questions

What are some ways to use CRM?

CRM can be used in marketing, sales, and customer service. For marketing, you can use the data to segment lists based on criteria to create hyper-targeted, personalized marketing campaigns. For example, if customers made a purchase within the past three months, you could automatically assign them to an email campaign that offers 10% off their next purchase.

For sales, you can close more deals in a smarter way. With a mass of data, sales reps can build stronger rapport with prospects and keep track of where every client is in the sales pipeline to gauge their progress toward sales quotas.

Customer service teams can ensure they provide the best possible experience for all customers. With a full record of every request, notes about past interactions, and a detailed profile on how they use your service, the rep can easily pinpoint issues and respond in a relevant manner.

As a whole, businesses can use an all-in-one CRM to understand their Customer Lifetime Value, a critical metric that can inform your strategy for attracting new customers and optimizing revenues throughout the customer lifecycle.
What does CRM stand for? 

CRM stands for “Customer Relationship Management,” which is exactly what it does. CRM acts as an inclusive database to manage and store all of the relationships you have with leads and customers.

What is CRM Software (Customer Relationship Management) software?

CRM software is a tool that is used to store all your data points about each individual customer or lead together in one record, enabling you to carry out your customer relationships management strategy via segmentation, automation, and personalization. 


What are the benefits of a visual CRM?

With an at-a-glance view of all the contacts in your business based on their stage in your funnel, you can effortlessly prioritize which leads to follow up with and where your greatest opportunities are for improved results. You can easily spot trends and gauge progress toward goals so that you can confidently make data-driven decisions about how to move your business forward.