Built an automation map that works well? You can share it with other Ontraport users, for free or for a price. You can list it publicly as a template in the Ontraport Marketplace, or share it privately with just the people you choose. Here's how to set up your profile, prepare your map, share it and manage it. Then we'll look at using templates other people have shared.
Start with your Marketplace profile. Click your profile icon, go to Administration, then Ontraport Marketplace, then Profile Manager, and fill in your information. If you plan to sell automations, add your PayPal address here. That's where Marketplace payments go.
Before you share, think about how someone new will find their way around your map. Anyone who installs it gets its checklist, with your tasks and notes as the author. So add checklist items that explain what to customize, like which emails to rewrite. And remove anything you don't want made public.
Go to Automations and open the map you want to share. If you've turned on other objects, like Companies or Deals, you'll find Automations under Contacts instead. You can share maps on Ontraport's prebuilt objects too. In the map, click the marketplace sharing icon in the top right. You'll see two choices: Share with all users, or Share with individual users.
Share with all users turns your map into a template in the Ontraport Marketplace. Enter a name, a description and a category. Then decide whether to check Share Automation Assets. That brings along the map's emails, SMS texts, pages, forms and other assets. Otherwise, you share just the map. Choose free or paid. For a paid template, enter a price in US dollars. Ontraport handles the billing and pays your share of each sale to your PayPal address. Click Share Automation.
Your template then goes through approval, which can take a few business days. Once it's approved, anyone browsing automation templates can find it.
Share with individual users keeps your map out of the Marketplace. Pick one of three options.
Anyone with link gives you a link to send. When an Ontraport user clicks it, the map downloads into the account they're logged into. It's the best choice if you don't know their email address.
Specific users lets you enter the email addresses of Ontraport account holders. Use the email for their admin seat, so it installs easily.
Anyone who has purchased or subscribed to my product lets you sell a map without listing it publicly. Create a product and an order form for it, then select that product in the sharing options. When someone submits the form, the map downloads into their account. The email they use on the order form must match their Ontraport login email, or it may not share correctly. The Ontraport for payments course shows you how to set up products and order forms.
People you share with directly will find the map under Automations, then New Automation, then Shared With Me.
Want to send subscribers a new template every so often? Either create a subscription product and share each new template with your subscribers individually, or use Anyone with link, and send the link in a message from an automation that starts when the product is purchased.
To check on your shared maps, click your profile icon, go to Administration, then Marketplace Content Manager. That's where you'll see whether a Marketplace template has been approved. To stop sharing, select the map there and click Stop Sharing.
Or open the map, click the sharing icon, and switch sharing off.
And if you're an Ontraport Certified Consultant, you'll see the name and email address of each user who picks your Marketplace template.
Sharing works both ways. When you click New Automation, you can build from scratch or pick a template from the Marketplace. Templates are organized by use case, like Attract Leads or Sell and Deliver. Ontraport offers free templates, and other users sell or give theirs away. Some use the AI Assistant element to do tasks for you. The AI Assistant uses AI credits, which you buy separately.
If a template comes with pages or emails, a pop-up lists what will be installed. Click Continue, and when it's done, click Start Editing. Before you publish, work through the map's checklist and the author's notes, and rewrite the emails so they sound like you.
So: set up your Marketplace profile, prepare your map's checklist, share it with everyone or just the people you choose, and manage it all in the Marketplace Content Manager. Pages and messages share the same way, as you saw in the Pages section. That wraps up automations. Next up: contact tracking in Ontraport.