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SUMMARY
Automations
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12 lessons
Build automations with triggers, filters and goals to streamline your marketing, sales, workflows and more in Ontraport.
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SECTION OVERVIEW
Lessons for automations
With automations, you can create expert funnels and processes to streamline your marketing, sales, workflows and more. Here’s an overview of how it all works.
You'll learn
- How automations work
- How automations move contacts through your customer journey
- To use Performance Mode to track automations in real-time
- The power of automation elements like goals, triggers and actions
- The kinds of records you can use in your automations (Spoiler: It’s not just contacts!)
Take a quick tour through Ontraport’s Automation Builder to get acquainted with the tools and elements you’ll need to get started.
You'll learn
- Where to find the Automation Builder in Ontraport
- How to add a trigger that kicks off every automation
- Ways to tweak and rearrange your automation maps
- Where to adjust settings for each step of your automation
- Where to find automation tools like revision history, checklists, team notes and more
- How to save and publish your automations
Learn how triggers add the right contacts to your automations at just the right times.
You'll learn
- The purpose (and power) of triggers
- How to add the right contacts to your automations (and exclude everyone else)
- How to trigger new steps for contacts who are already on your automation maps
- The way to kick off automations at a specific date or time
- How to use triggers to see where your contacts are coming from
- Settings options for new triggers
The “wait” element lets you create pauses between steps in your automations. Here’s a deep dive into using waits and their various settings.
You'll learn
- The purpose of waits in automations
- The five ways to use a wait element
- How to adjust your wait settings based on timezone
- Which settings to adjust before using waits in your automations
Goals represent an action you want contacts to take in your automations, like making a purchase. Find out how they work in this deep dive.
You'll learn
- The purpose of goals in Ontraport automations
- How to create multiple paths for your contacts in an automation using goals
- The difference between goals and triggers
- How to configure your goal settings
- Tips for what should happen when contacts reach a goal (or don’t)
- How goals interact with other elements, like triggers and waits
Create multiple personalized paths on your automation maps with the filter element following this deep dive tutorial.
You'll learn
- The purpose of filters in Ontraport
- When and how to use the five different types of filters: conditions, forks, splits, go-to, and end/exit
- Strategies for split testing emails, pages and more with filters
- How to configure your settings for each type of filter
- How to compare the results of multiple paths on your automation map
- How to end any automation flow
Create a fully functional lead magnet and nurturing automation step-by-step, using all the tools you’ve learned about.
You'll learn
- The strategy behind a lead magnet offer
- The way to use triggers to get your automation rolling
- How to set up a string of relevant follow-up messages
- The strategy for creating a long-term lead nurture funnel
- How to wrap up your automation when a contact makes a purchase
Take a tour of Performance Mode to see your live automation results, where they’re coming from and where to focus your efforts next.
You'll learn
- How to use the six reports available in Performance Mode
- How to view all the contacts at a certain point in your automation map
- How to interpret the data you see in Performance Mode
- How to adjust the date range in your reports
- How to gauge the performance of your emails, pages and more
- When to use each Performance Mode metric
Find out how to test your automations to catch any errors before publishing to your contacts.
You'll learn
- How to avoid common hiccups like wrong emails, bad flow, inconsistency or holes in your system
- The way to test your automation quickly, even if it involves long wait times
- How to use a test contact when testing an automation
- How to see if your contacts can achieve your desired goal successfully
- Questions to ask yourself as you double-check your automation
Ontraport saves past versions of your automation maps so you can troubleshoot any problems that arise later. Take a tour to see how version history works.
You'll learn
- How to find and view previous versions of your automation map
- Strategies for troubleshooting your automations
- How to tweak and publish past versions of an automation if they produced better results
- Where to find date and time stamps for every past version of your automations
- The way to navigate between your version history and live automation maps
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