43 min of content
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SUMMARY
Custom Objects
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7 lessons
With Ontraport's Custom Objects, you can create unique records to store information that’s relevant to your business. Learn how to set up your own custom objects and create relationships between different types of records in your account.
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SECTION OVERVIEW
Lessons for Custom Objects
Learn to build multi-object forms that create or update multiple records in your database so you can gather information and create relationships between records – without ever touching a keyboard.
You'll learn
- How to determine which record is the “child” and which one is the “parent” – so you can relate the data properly
- How to add fields to your form and publish it
- How to test your new form so it’s perfect before it’s live
This lesson breaks down custom objects and how they work with Ontraport’s Dynamic CMS so you can most effectively manage your data. From this foundation, you’ll eventually be able to build web applications.
You'll learn
- How custom objects are similar to – but so much more than – an Excel spreadsheet
- How custom objects can help you keep your data organized
- Examples of how custom objects work in different business situations
- How you could store information about a pet owner and her 47 birds, if you wanted to
This lesson walks you through the three kinds of relationships you can create between sets of data so that you can build a fully functional, customized web app.
You'll learn
- The difference between one-to-many, one-to-one and many-to-many relationship types
- Examples of each relationship type so you can figure out how to organize your data
- The basics of intermediate objects, like tickets
- Why setting up your data properly matters
Learn how to set up your own custom objects step by step so your data is organized and ready to work with in your account.
You'll learn
- How to create relationships between objects, like pets and owners
- Best practices for naming your custom objects
- How to use merge fields in your records to help identify related objects
In this lesson, you’ll get a walkthrough of custom objects so you’re ready to start using them to accomplish your goals.
You'll learn
- How to search for your custom objects
- How to add and delete fields in your records so it looks just right
- How to send messages to the right person when you have related objects
Learn how contacts function a bit differently than all the other objects so that you set things up correctly in your account.
You'll learn
- Why only contacts can: buy things, get tracked online, log in to protected pages, and have lead scoring
- When it is best to create a new relationship between two sets of contacts (rather than creating a new custom object)
- How to determine when creating a new custom object is ideal (vs. when to use Contacts)
You’ll learn how to automatically create objects that have relationships to other records and how to change relationship types between objects when needed. With these tricks up your sleeve, you’ll be able to automate things and build web apps with your custom object data.
You'll learn
- How the system handles adding, changing or removing relationships by relationship type
- The tools used to create related records
- How to use unique fields so that Ontraport will update existing records (rather than create duplicates)
- How hidden fields help you update related records without collecting contacts’ data again
- The logic behind intermediate objects for many-to-many relationships
Features
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