In this lesson, you’ll get a walkthrough of custom objects so you’re ready to start using them to accomplish your goals.
Home > Ontraport for no-code web apps > Custom Objects > Using custom objects
Home > Custom Objects > Using custom objects
Using custom objects
Course Instructor
- 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
Comments
[Block//Author//First Name ##cap_first] [Block//Author//Last Name ##cap_first] on [Block//Date Added %F j, Y g:i a%+0d0h0m]
[Block//Comment]
Leave your comment
14-day free trial. No commitment.
Related resources
[Block//Resource Type]
[Block//Resource Description ##ellipsis(166)]
Transcript
You’re making really great progress now. You understand custom objects, you’re creating them from scratch and you’re setting up relationships. You’re a data-organizing animal!
Now, I’m going to give you a quick tour of some of the features available to you.
Start by creating a new pet record. Click “Add New Pet” and name it Fluffy, and...wait a minute. You still need additional fields for your pet records, like “Pet Type,” “Breed,” “Sex,” “Birthday” and so on!
But it’s no problem because you already know how to create new fields. You’ll just go to your settings here, click on the field editor and suddenly, you’re right at home.
I’ll spare you the creation of all these fields and just fast forward so you can go back to your Fluffy record and see that you have all the fields you wanted.
We can see that Fluffy is a male cat, born in 2017. And you also have the owner field, so click on that to see a list of contacts.
But of course, you have a ton of contacts and you can’t scroll through them all in a dropdown field, so if you just type “Moi,” “Moira Rose” should appear. Go ahead and select Moira Rose.
And that’s all there is to it. I can take notes about Fluffy, see Fluffy’s contact info and more.
But there’s an important little trick to know about. You can see that Moira’s name here is in a different color, right? That’s to indicate that the field is a related object field and that name isn’t really part of Fluffy’s record; it’s part of Moira’s record. If I went over to Moira’s record and changed her name to Johnny, it would get updated here automatically.
If you hover over Moiras name, this little arrow icon will appear. If you click on that, it’ll take you to Moira’s record. Otherwise, you’d have to go all the way back to your contacts collection, click on “Contacts” then search for Moira manually.
If you scroll down through Moira’s record a bit, you’ll find the subcollection of pets that was created when you made the relationship between “Pets” and “Contacts.” But where’s Fluffy?
Well, Fluffy’s actually right here, but you can’t tell yet because you haven’t set it up just yet.
When you first created this relationship, the system didn’t know what fields you wanted to see here, so it just put some basic stuff like IDs there. But, you can tweak this in a couple of seconds to make it just the way you want it.
Click on the columns icon here, and delete these nonsense fields. Then we’ll add “Pet Name,” “Type,” “Breed,” “Sex” and “Birthday.” You can drag them around so they’re in whatever order you like, then save your work and you’re done.
And now there’s Fluffy, and Fluffy’s basic info. And if Moira ever gets a dog, you can actually add new pets here too. If the dog record already exists, you can search for it here.
To go back to Fluffy’s record, click on Fluffy’s name.
Don’t forget that you have a beautiful quick view tool that’s really handy. You can get to that by clicking on the little contact card icon next to Fluffy’s name.
You’ll want to set up some basic fields in the middle section here, like the owner. And to the right, you can see that you have some related records. If you click on Moira’s name here, you’ll be taken to her quick view where you’ll see her pets on the right side of the screen.
Moving right along.
The next couple of things I want to show you are about messaging. When you created this relationship, you unlocked some neat features for communicating with groups of people and even automating your communication.
So let’s imagine that you want to fire an email off to Moira about her cat.
That’s easy, you click on Moira’s record, click “Email” and you’re off to the races.
But what if you want to send out a special birthday gift for all the cats who have birthdays this month? Maybe a free cat wash for those birthday cats.
Because you’ve organized your data so nicely, and because you’re using Ontraport, this is actually a piece of cake — pun intended.
Let’s edit the email that you’re sending here, and you’ll see that you have a field called “Send to Email.” When you select this, you’ll see all the email address fields in the pet record — and in this case there aren’t any. So, you’ll need to find a record related to your pets that does have an email address. In this case, you’ll see an option right here for the pet owner’s email which is exactly who you want to send this email to.
So now when you send this email, it’ll go to the owner of each birthday cat.
And that’s it for the grand tour of your new custom object!
But of course, there’s so much more to learn.
One of the most important things you need to know about Ontraport is that there’s one particular object that is very different from all the others. I’ll talk about it more in the next video — “The Special Object: Contacts.”
Now, I’m going to give you a quick tour of some of the features available to you.
Start by creating a new pet record. Click “Add New Pet” and name it Fluffy, and...wait a minute. You still need additional fields for your pet records, like “Pet Type,” “Breed,” “Sex,” “Birthday” and so on!
But it’s no problem because you already know how to create new fields. You’ll just go to your settings here, click on the field editor and suddenly, you’re right at home.
I’ll spare you the creation of all these fields and just fast forward so you can go back to your Fluffy record and see that you have all the fields you wanted.
We can see that Fluffy is a male cat, born in 2017. And you also have the owner field, so click on that to see a list of contacts.
But of course, you have a ton of contacts and you can’t scroll through them all in a dropdown field, so if you just type “Moi,” “Moira Rose” should appear. Go ahead and select Moira Rose.
And that’s all there is to it. I can take notes about Fluffy, see Fluffy’s contact info and more.
But there’s an important little trick to know about. You can see that Moira’s name here is in a different color, right? That’s to indicate that the field is a related object field and that name isn’t really part of Fluffy’s record; it’s part of Moira’s record. If I went over to Moira’s record and changed her name to Johnny, it would get updated here automatically.
If you hover over Moiras name, this little arrow icon will appear. If you click on that, it’ll take you to Moira’s record. Otherwise, you’d have to go all the way back to your contacts collection, click on “Contacts” then search for Moira manually.
If you scroll down through Moira’s record a bit, you’ll find the subcollection of pets that was created when you made the relationship between “Pets” and “Contacts.” But where’s Fluffy?
Well, Fluffy’s actually right here, but you can’t tell yet because you haven’t set it up just yet.
When you first created this relationship, the system didn’t know what fields you wanted to see here, so it just put some basic stuff like IDs there. But, you can tweak this in a couple of seconds to make it just the way you want it.
Click on the columns icon here, and delete these nonsense fields. Then we’ll add “Pet Name,” “Type,” “Breed,” “Sex” and “Birthday.” You can drag them around so they’re in whatever order you like, then save your work and you’re done.
And now there’s Fluffy, and Fluffy’s basic info. And if Moira ever gets a dog, you can actually add new pets here too. If the dog record already exists, you can search for it here.
To go back to Fluffy’s record, click on Fluffy’s name.
Don’t forget that you have a beautiful quick view tool that’s really handy. You can get to that by clicking on the little contact card icon next to Fluffy’s name.
You’ll want to set up some basic fields in the middle section here, like the owner. And to the right, you can see that you have some related records. If you click on Moira’s name here, you’ll be taken to her quick view where you’ll see her pets on the right side of the screen.
Moving right along.
The next couple of things I want to show you are about messaging. When you created this relationship, you unlocked some neat features for communicating with groups of people and even automating your communication.
So let’s imagine that you want to fire an email off to Moira about her cat.
That’s easy, you click on Moira’s record, click “Email” and you’re off to the races.
But what if you want to send out a special birthday gift for all the cats who have birthdays this month? Maybe a free cat wash for those birthday cats.
Because you’ve organized your data so nicely, and because you’re using Ontraport, this is actually a piece of cake — pun intended.
Let’s edit the email that you’re sending here, and you’ll see that you have a field called “Send to Email.” When you select this, you’ll see all the email address fields in the pet record — and in this case there aren’t any. So, you’ll need to find a record related to your pets that does have an email address. In this case, you’ll see an option right here for the pet owner’s email which is exactly who you want to send this email to.
So now when you send this email, it’ll go to the owner of each birthday cat.
And that’s it for the grand tour of your new custom object!
But of course, there’s so much more to learn.
One of the most important things you need to know about Ontraport is that there’s one particular object that is very different from all the others. I’ll talk about it more in the next video — “The Special Object: Contacts.”
Features
© Ontraport 2024
playlist_add_check
PCI DSS, Level 1
security
Privacy Shield Certified