Integrating social login into a membership site benefits members and site owners. Members can easily access the site using their existing social media credentials, simplifying the registration process, and your workload as a site owner would be reduced.

With open registration, your visitors can sign up for access directly from your login form – using their social credentials or their email – so they can access your free content right away. This is a great way to get new members on your site and promote paid content.

This built-in integration with Google, Facebook and Microsoft requires you to create login apps for each platform you want to offer as a social login option. If you need assistance setting up your third-party app, reach out to Google, Facebook or Microsoft to troubleshoot.

Table of contents

Create a Google app
• Configure your Google social login app
Create a Facebook app
• Configure your Facebook social login app
Create a Microsoft app
• Configure your Microsoft social login app
Set up open registration
• Use the open registration trigger on automations

Create a Google app

You must create a Google app before enabling Google social login functionality on your Ontraport Membership Site. Creating a Google app allows you to obtain the credentials and configuration details required for seamless integration.

Learn more about integrating Google Sign-in to your site here. If you need assistance troubleshooting your Google app, contact Google Cloud’s customer care.

• Log in to the Google Cloud Console.
1. Or create a new account by signing in and agreeing to Google’s terms of service.
• Click in the top left, then click New project.
• Fill out the new project fields:
1. Project name: Add the name of your project.
1. Your project name can’t be changed later.
2. Organization: Select an organization to attach it to a project.
1. Your organization setting can’t be changed later.
3. Location: Select the parent organization or folder.



• Click .
• Click the notifications icon and click Select project under your new project.



• Go to → APIs & Services → .
• Select “External” on the User Type settings and click .



• Edit your app’s registration.
1. Add your app information.
1. App name: Add your business name.
2. User support email: Enter the email address your customers can contact for help.



2. Add your app logo



• Add your domain information:
1. Application home page: Add your website’s homepage URL.
2. Application privacy policy link: Add the URL of the page that contains your privacy policy.
3. Application terms of service link: Add the URL of the page that contains your terms of service.



4. Add your authorized domains.
1. Click and add your domain.



5. Add your contact information.



• Click .
• On the next page, click .



• Check the first three scopes to:
1. See your primary Google Account email address
2. See your personal info, including any personal info you’ve made publicly available
3. Associate you with your personal info on Google



• Click .
• Click at the bottom of the page.
• (Optional) Add test users. This allows you to use your app when it is in the testing status.
1. Click .



2. Add the email addresses of your test users. This email address must be associated with an active Google Account, Google Workspace account or Cloud Identity account.



3. Click .
4. Click .
• Click on the left side of the page.
• Click at the top of the page.
• Select OAuth client ID.



• Customize your client ID’s settings:
1. Application type: Select web application.
2. Name: Add your web client name.



• In the “Authorized JavaScript origins” section click and add your membership site’s domain.



• Click at the bottom of the page.
• Copy your Client ID and Client secret to use in the next step.

Configure your Google social login app

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After you’ve created a Google app, you can configure your membership site.

• Log in to your Ontraport account.
• Go to your membership site collection, and click on your membership site.
• In the Social accounts section, click .
• Toggle the Google option on ().
• Add your Client ID and Client Secret.



• Click to save your social accounts settings.
• Click to save your membership site’s settings.

Create a Facebook app

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You must create a Facebook app before enabling Facebook social login functionality on your Ontraport Membership Site. Creating a Facebook Login app allows you to obtain the credentials and configuration details required for seamless integration. 

Learn more about Facebook Login here. If you need assistance troubleshooting your Facebook Login app, contact Facebook’s developer support.

• Log in to your Meta for developers account.
• If you haven’t already, register as a developer.
• Click on the navigation bar.
• Click .
• Select “Set up Facebook Login” and click .



• Add your app details:
1. Add an app name: Add your app’s name.
2. App contact email: Add an email address you check regularly to get updates about your app.
3. Business Account ᐧ Optional: Select a business manager account.



• Click .
• From your dashboard, click on the left navigation.
• Locate your Facebook Login product and click Configure → Quick Start.
• Click WWW.



• Add your site’s URL.
• Click → Continue.
• You don’t need to do anything in step 2; click .



• You don’t need to do anything in step 3; click .



• You don’t need to do anything in step 4; click .



• Click → Basic on the menu on the left.
• Copy and save your App ID and App Secret to use in Ontraport later.
• Customize your app settings:
1. Privacy Policy URL: Add the URL of the page that contains your privacy policy.
2. Terms of Service URL: Add the URL of the page that contains your terms of service.
3. User data deletion: Add the URL of the page that contains your user data deletion information.
4. App Icon: Add your business logo.



• (Optional) Enter your data protection officer contact information.



• Click .
• Click on the left side.
• Locate your Facebook Login product and click Configure → Settings.



• Customize your Client OAuth settings:
1. Valid OAuth Redirect URI: Add your membership site’s domain.
2. JavaScript SDK: Toggle to “Yes.”
3. Allowed domains for the JavaScript SDK: Enter your membership site’s domain.



• Click .
• Click on the sidebar.
• Click .
• Click next to “Authentication and account creation.”



• Click next to the email option.



• Once you see the “Ready for testing” status, click .
• Click on the left menu.
• Complete your business verification.
• Once you’ve completed all of your business requirements, click to publish your app.

Once you’ve completed all of your business requirements, click to publish your app.

Configure your Facebook social login app

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After you’ve created a Facebook Login app, you can configure your membership site.

• Log in to your Ontraport account.
• Go to your membership site collection, and click on your membership site.
• In the “Social login accounts” section, click .
• Toggle the Facebook option on ().
• Add your App ID and App Secret.



• Click to save your social accounts settings.
• Click to save changes to your membership site. 

Create a Microsoft app

You must create a Microsoft Azure Active Directory app before enabling Microsoft Social Login functionality on your Ontraport Membership Site. Creating an Azure Active Directory app allows you to obtain the credentials and configuration details required for seamless integration.

Learn more about adding sign-in with Microsoft to your site here. If you need assistance troubleshooting your Azure Active Directory app, contact Azure support.

• Log in to your Microsoft Azure portal.
1. Or sign up for a new account.
• Click on the Azure services section.



• Click Identity on the Categories sidebar.



• Click Create under the Azure Active Directory option.



• Select the Azure Active Directory option and click .



• Configure your new directory:
1. Organization name: Add your business name.
2. Initial domain name: Add your membership site’s domain name.
3. Location: Select your location.



• Click .
• Review your information and click .
• Complete Microsoft’s reCAPTCHA, and click .
• It will take a few moments to create your new tenant. When it is complete, you’ll see a notification with a link to your new tenant. Click the link to continue setup.



• Click on the left navigation menu.
• Click .
• Add your app name in the Name field.
1. We recommend you include your business name.
• Select “Accounts in any organizational directory.”
• Click .
• Click on the left navigation menu.
• Under the Platform configurations section click .
• Click .
• In the Redirect URIs section, add your membership domain.
• In the Front-channel logout URL, add your site’s logout URL.
• Check the “ID tokens” option.



• Click .
• Click and copy your Application (client ID), Object ID, and Directory (tenant) ID to use in the next step in Ontraport.



• Click on the left menu.
• Add your site’s information:
1. Upload new logo: Upload your logo.
2. Home page URL: Add your membership site’s homepage URL.
3. Terms of service URL: Add your site’s terms of service URL.
4. Privacy statements URL: Add your site’s privacy policy URL.



• Click .

Configure your Microsoft social login app

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After you’ve created a Microsoft app, you can configure your membership site.

• Log in to your Ontraport account.
• Go to your membership site collection, and click on your membership site.
• In the Social accounts section, click .
• Toggle the Microsoft option on ().
• Add your application ID, Object ID and Tenant ID.



• Click to save your social accounts settings.
• Click to save changes to your membership site.

Set up open registration

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You can allow your visitors to sign up on your login page so they can access your content right away. This is a great way to get more members on your site and upsell your paid content later.

• Log in to your Ontraport account.
• Go to your membership site collection, and click on your membership site.
• Toggle the Open registration option on ().
• Select the default status for members who sign up though open registration.



• Click to save changes to your membership site.

Use the open registration trigger on automations

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You can trigger automation when a new member signs up to access your site through open registration. This trigger is helpful if you want to welcome or email those new members about your other content.

• Create a new automation map or edit an existing one.
• Add a new trigger and search for “Membership is created by open registration.”
• Select your membership site from the dropdown.



• Save your settings, complete your automation and publish your map.

The post Social login for membership sites appeared first on Ontraport Support Center.

Reactions make it possible for your website members to click to like, upvote, downvote, favorite, or even mark items complete. Adding the ability for your members to interact with your content encourages engagement and creates a sense of belonging. This will keep your users on your site for longer periods.

Reaction buttons update many-to-many relationships between your custom objects. Drag the element onto a dynamic page or block. When your members click it, Ontraport adds or removes a relationship.

Your members can vote for their favorite things, react to content, complete to-do lists, or favorite things they love. And you can automate what happens after these relationships are created. For example, send them promotional offers based on what they “like.” Or trigger notification emails when someone checks in to your event or completes one of your courses.

Check out this video to learn more:

Table of contents

Use cases
Using the reaction button
• Styling your button
Reactions in conditions
Reactions in automation

Use cases

Using the reaction button

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You can only add the reactions button to dynamic templates or blocks. Once you add the element to your page, you can click on it to customize the settings. For example, select the relationship it will update and the style of your button.

• Drag to your page.
1. You can only add this element to a dynamic template or a dynamic block.
• Click your reaction button to access its settings.
• In the “Display this relationship” dropdown, select the relationship you want to use to prefill your reaction button.



• Click in the “Add/remove relationships (Selected)” setting.
1. Click and select the relationship you want to update.



1. Select if you want to add or remove a relationship in the first dropdown.
1. You’ll likely want to leave the default value, “Add.” This setting will add a relationship if one doesn’t exist. Or it will show the selected version of the button when there is already a relationship between the records.



1. In the second dropdown, select the relationship name you want to update.



2. Click .
• Click in the “Add/remove relationships (Unselected)” setting.
1. Click and select the relationship you want to update.
1. In most cases, this will be the same relationship you chose for the selected version of your button.



2. Select if you want to add or remove a relationship in the first dropdown.
1. You’ll most likely want to leave the default value, “Remove.” This setting will remove a relationship if there is already a relationship between your records or show the unselected version of your button if no relationship exists.



3. In the second dropdown, select the name of the relationship you want to update.



4. Click .
• (Optional) Toggle on “Display total records” to show the number of records next to your button.
• (Optional) Toggle on “Refresh block data” if you want the block containing your reaction button to refresh when clicked.



• In the “Button type” settings, choose if you want to display an icon or text.
1. If you click Icon, select the icon you want to display.
2. If you click Text, add the text you want to display for your selected and unselected versions of your Reactions button.
• Click .

Styling your button

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You’ll see different styling options, depending on if you selected “Icon” or “Text” in your Reaction element’s settings.

To access your styling options, click into your Reaction element and click .

Icon styling

You can choose your icon size and the color of the button when it’s in the “unselected” state.

Text styling

You can customize the background color, border and text font and color for your text reaction buttons.

Reactions in conditions

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You can use the “Relationship does or does not exist” condition throughout your account in:

1. Automation maps
2. Page conditions
3. Block conditions
4. Recharge settings
5. Dashboard metrics
6. Membership site redirect settings
7. Legacy features
8. Lead scoring
9. Groups
10. Task outcomes

When setting up your conditions, select your relationship name, if the relationship exists or not and your related record.

Reactions in automation

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You can use the “A relationship is added or removed trigger” on your automation maps to kick off automation when your selected relationship is updated.

When setting up your trigger, select your relationship name, if the relationship was added or removed and your related record.

The post Reactions appeared first on Ontraport Support Center.

This article will help you successfully submit your Sender Profile registration so you can send SMS/MMS messages to numbers in the US and Canada.

Table of contents

SMS Sender Profile registration
Twilio Brand verification
• Usage limits by registration type
• Sole Proprietor Brand registration
• Low/High Volume Brand registration
Twilio Campaign Use Case vetting
• Message Flow
• Campaign Description
• Sample SMS Messages
• Sender Compliance Message

SMS Sender Profile registration

In March 2023, the Federal Communications Commission (FCC) enhanced the rules of Application-to-person (A2P 10DLC) messaging to combat spam and scams from text messages. A2P 10DLC messaging is a system that allows apps such as Twilio and Ontraport to send SMS and MMS messages quickly and reliably.

Any businesses sending SMS or MMS messages from an app (including Ontraport and our SMS provider, Twilio) to US or Canadian phone numbers must now be registered. This registry is designed to promote transparency about who is sending SMS messages and their purpose. To see the full report by the FCC released in March 2023, click here.

Registering your Sender Profile involves brand verification and campaign use case vetting.

1. Brand verification establishes your company with a governing body.
2. Campaign vetting confirms that the purpose and types of SMS messages you’re sending in a campaign align with your brand.

In this article, you’ll find information about the different registration types as well as guidance on how to successfully submit your Sender Profile registration.

Twilio Brand verification

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Brand verification contains information about your company. Every Ontraport customer sending SMS messages to contacts in the US or Canada (even if you do not reside in the US or Canada) must provide information about their company. This information is sent to The Campaign Registry, the reputation authority for customers sending SMS messages through an app.

1. There is a one time $10 brand registration fee associated with this process
1. Note: If your brand verification is not submitted successfully after three attempts, you will be charged an additional $10 fee to restart the process.
2. To avoid delays on your brand registration, ensure the information you submit is accurate. The application requirements differ based on whether you’re registering as a sole proprietor and whether you are a low or high volume customer.
1. See the diagram below to determine which registration type applies to your business.
3. Learn more about each registration type below, or visit the Sender Profile Registration page here to get started on your application.

Usage limits by registration type

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Each registration type is subject to usage limits:

Sole Proprietor Brand registration

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Prerequisites

1. You do not have an EIN/CCN/ACN or equivalent business registration.
2. You have a valid address in the US or Canada.
3. You have a valid US or Canadian mobile phone number.
1. Voice Over Internet Protocol (VoIP) and Google voice number are not acceptable.
2. You must be able to reply to a confirmation message sent to this number within 24 hours of receipt.

Profile requirements

Once you submit brand verification, you will receive a text message that says “The Campaign Registry (TCR): Please confirm your registration for US A2P Messaging by replying YES. Msg & data rates may apply.” You must reply YES within 24 hours.

Preventing brand registration failure

Some brand registrations fail and need to be amended and resubmitted. Here are the most common reasons brand registrations are rejected:

1. The business contact cell phone number is not a valid US or Canadian cell phone number.
2. The applicant did not reply to the SMS compliance message from The Campaign Registry within 24 hours.
3. The email address is not a valid domain or uses a freemail or disposable email address (Gmail, Yahoo, etc.)
4. The physical address is not a valid US or Canadian address.
5. The brand name is not the applicant’s real business name.

See Twilio here for more reasons brand registration can fail.

Low/High Volume Brand registration

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Prerequisites

1. You have an EIN/CCN/ACN or equivalent business registration.
2. You have a physical street address ( PO boxes are not accepted).
3. You have a valid phone number.
4. You have a valid email address.

Business information profile requirements

Business contact information profile requirements

Twilio Campaign Use Case vetting

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The second part of the registration process is campaign use case vetting. Mobile carriers need to confirm that the purpose and types of SMS messages you’re sending align with your brand. This process gives mobile network operators (AT&T, T-Mobile/Sprint, Verizon, etc.) a way to control message traffic on their networks.

1. There is a one-time $40 campaign vetting fee associated with this process.
1. After approval, there is an ongoing campaign use fee of $5/month. The fee is $20/month for High Volume.
2. Read more about Twilio’s campaign approval best practices here.
1. Note, Twilio does not allow certain categories of message types on its platform, including messages about high-risk financial services, third-party lead generation services, debt forgiveness, illegal substances, prescription drugs, gambling, sex, hate, alcohol, firearms, and tobacco.

There are four parts of your Campaign Use Case that will be evaluated:

• Message Flow
• Campaign Description
• Sample SMS Messages
• Sender Compliance Message

Message Flow

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In this section, describe how and where a contact can opt in to receive SMS messages from you. It proves that contacts are legitimately consenting to receive messages from you.

• The call to action must be explicitly clear and inform the receiver of the types/nature of SMS messages they’ll receive from you.
• If there is more than one way a contact can opt in to receive SMS messages, such as a form on a website, paper form, form behind a membership login, or by sending a message to your SMS number, list them all here.

Campaign Description

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In this section, explain the campaign’s objective or purpose in detail. Your description should include the type of messages you’ll send. What you describe must be appropriate and realistic for your brand. For example, a software company should not describe a campaign for a food delivery messaging campaign use case. And if you specify that the campaign’s purpose is to send appointment reminders, you can not also send messages about other topics, such as new products and services.

Here are a few example campaign descriptions:

1. “This campaign allows customers to confirm when they’ve made changes to their own profile or preferences.”
2. “This campaign provides shipping alerts to customers about products they ordered on [website name].”
3. “This campaign sends SMS webinar reminders to clients who have opted in.”

Sample SMS Messages

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In this section, provide sample messages that are typical of this particular campaign. These messages should also be consistent with your campaign description.

1. Ensure that at least one sample message includes your business name.
2. Ensure at least one sample message includes opt-out language.
3. Use brackets to indicate any merge fields you are using.

Here are some examples of effective and ineffective sample SMS messages.

Sender Compliance Message

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Provide a sample SMS message that explains what your contacts have subscribed to, and how they can opt out of receiving your messages. You must include one of these keywords: STOP, STOPALL, UNSUBSCRIBE, CANCEL, END or QUIT.

To learn more about Twilio’s campaign vetting process, read their FAQs here and their campaign approval best practices here.

The post SMS Sender Profile registration appeared first on Ontraport Support Center.

Rollup fields are a powerful solution available in every field editor in every object in your account. They perform calculations based on field values or records in subcollections. For example, you can display totals, sum data or calculate averages.

These rollup fields enable insights into event attendance, finances, and other metrics and offer extensive filtering options. Moreover, they can be seamlessly incorporated into messages, pages, collections and automations, elevating the overall Ontraport experience. Discover how this feature can revolutionize how you use and display important stats.

Table of contents

Use cases
Create count rollup fields
Create minimum, maximum, sum or average rollup fields
Interacting with rollup fields
• Advanced form field setting

Use Cases

Events

Support Tickets

Courses and Lessons

Charity

Other count rollup examples

Create count rollup fields

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Count rollup fields are helpful when you want to record how many times something has happened. For example, you can use them to track the number of people who completed your lesson. Or you can capture the number of replies to your forum post.

Count rollup fields will show you the number of records in a subcollection or default system object.

Here’s how to create a count rollup field:

• Hover over or any other object you want to add a rollup field to and click Settings → Field Editor.
• Click at the bottom of the section where you want to save your field.
• Name your field.
• Select Count from the field type dropdown.



• Select the subcollection or default system object you want to count from the Select a relationship dropdown.



• (Optional) Click if you want to limit the number of records counted in your rollup field.
1. For example, you could count only the lessons your contacts completed that contain “Marketing analytics” in the title.
• Choose if you want to see the total, average or no information at the top of your column when you add your field to a collection.



• Click .

Create minimum, maximum, sum or average rollup fields

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Minimum, maximum, sum and average type rollup fields relate to numeric and price fields. When you choose from the options in the “Select a relationship” dropdown, you will only see options that contain numeric or price fields.

• Hover over or any other object you want to add a field to and click Settings → Field Editor.
• Click at the bottom of the section where you want to save your field.
• Name your field.
• Select one of the following options in the Rollup type dropdown:
1. Average – show the mean of all values in your selected field
2. Median – show the number at the midpoint of all values in your selected field
3. Minimum – show the smallest of all values in your selected field
4. Maximum – show the largest of all values in your selected field
5. Sum – show the total of adding all the values in your selected field



• Select the subcollection or default system object you want to count from the “Select a relationship” dropdown.



• Select the field to use as the foundation of your rollup field’s calculation.



1. If you select a numeric field, choose how many decimal places you want to display.



• (Optional) Click if you want to limit the number of records counted in your rollup field.
1. For example, you could see the average of only your “Masterclass” course products.
• Choose if you want to see total, average, or nothing for the header of this field when you add it as a column in collections.



For example, if you select “Show total at the top,” your column will show the total of your rollup fields’ values at the top.



• Click .

Interacting with rollup fields

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Rollup fields are unique because they do math behind-the-scenes. Because of this, you’ll interact with these fields in a slightly different way than other fields in your account. Here’s what you can and cannot do with rollup fields:

Advanced form settings

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While you can’t update rollup fields through form fill outs, your account will update your rollup fields if your form updates the fields or records selected in your rollup field’s settings. For example, if your count rollup field shows you the number of lessons completed when your student submits the final quiz for your lesson, their rollup field will increase by one.

If you want to use that field on your thank you page, you can check the new option in your form’s advanced settings “Rollup fields have been calculated.” This setting will ensure your page only redirects visitors once your account calculates the new value of the rollup field.

The post Using rollup fields appeared first on Ontraport Support Center.

Simplify tax calculations, automate financial reports, and ensure tax law compliance by integrating your Ontraport account with tax service tools. With tax integrations, you can manage taxes and make informed financial decisions quickly and efficiently.

Note: Ontraport only offers support for built-in integrations. For assistance with an outside integration, please reach out to their support team using the contact information provided below.

Integrations

The post Integrating tax services appeared first on Ontraport Support Center.

Ensuring the security of your account is a top priority for any user. With these customizable security settings, you can better protect your account data.

The security tab of your account’s Administration page allows you to:

1. Customize multi-factor authentication
2. Set up reCAPTCHA
3. Disable custom HTML forms
4. Enable social login

In this article, we’ll guide you through these settings so you can customize your account’s security to meet your specific needs.

Table of contents

Multi-factor authentication
reCAPTCHA
Social login
Disable custom HTML forms

Multi-factor authentication (MFA)

MFA improves the security of your Ontraport account by requiring more than just a username and password to log in. With MFA, you’ll need to provide a unique code as a second form of authentication when you log in.

MFA ensures only authorized users can access your account, even if your login credentials are stolen. This security feature dramatically reduces the risk of unauthorized account access and data breaches.

MFA is always enabled in your account. However, you can customize how often the app will prompt you and your users to confirm your identity. Here’s how:

• Go to → Administration → Security → Multi-factor Authentication.
• Select the level of security you want.
• Click .

reCAPTCHA

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Adding reCAPTCHA to your forms prevents automated spam and fraudulent submissions.

By implementing reCAPTCHA, you can ensure that your form submissions are genuine and trustworthy. This extra security prevents your contact collection from getting filled with spam submissions. And it saves your team time determining whether your contacts are valid. Additionally, reCAPTCHA can reduce the need for manual spam filtering, enabling a more seamless interaction with your customers.

Here’s how:

• Go to → Administration → Security → reCAPTCHA.
• In another tab, open this page.
• Click v3 Admin Console from the top bar.



• Add a label for your site.
• Select “Challenge (v2)” from the reCaptcha type field.
1. Choose the type of challenge you want to use.
• In the Domains section, add your domain.
1. If you use a mixture of external domains and Ontraport hosted domains, add all of Ontraport’s domains as well:
1. ontraport.net
2. ontraport.com
3. qwkcheckout.com
4. safechkout.net
5. securechkout.com
6. securechkout.net
7. myquickcheckout.com
8. safechckout.com
9. safecheckout.info
10. checkoutnow.info
11. viprespond.com
12. vip2site.com
13. vipreplynow.com
14. zreply.com
15. Members-only.online
• Agree to Google Cloud Platform Terms of Service.



• Click Submit.
• Copy the site key and secret key from Google and paste them in Ontraport’s reCAPTCHA settings.

  In Google your site key and secret key will look like this:

  

  In Ontraport your settings will look like this:

  

• Click .

Test your reCAPTCHA

• Create a form and add the reCAPTCHA element to it.
• Publish the form and test it to confirm that you successfully added reCAPTCHA to it.

Social login

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1. Go to → Administration → Security and toggle on () “Social Login.”

Once you’ve enabled the feature, you can connect with Google or Facebook and log in to Ontraport using a single sign-on (SSO). Here’s how:

• Go to → Personal Profile and scroll down to the “Social Logins” section.
• Click Connect next to Facebook or Google.
• Sign in with your Facebook or Google credentials.

Once connected, you’ll be able to log in to your Ontraport account using your social login.

Once you’ve connected to your social app, you’ll see that the “Connect” button becomes a “Disconnect” button.

If you click Disconnect, you won’t be able to log in using Google or Facebook SSO.

Disable custom HTML forms

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HTML forms are a legacy feature that can leave your website vulnerable to list bombing attacks. You can embed either Ontraforms or legacy HTML forms in third-party sites or use them as pop-ups. HTML forms are more customizable than Ontrafroms but less secure. We recommend using form elements instead if you add a form on an Ontraport page.

We recommend keeping this feature on if you’re not actively using HTML forms on your website.

Ontraforms are Javascript forms and provide considerably better than legacy HTML forms at protecting against spam and abuse. If you keep this feature on, no one on your team can accidentally create a less secure form and add it to your site.

However, if you do need to use HTML forms, Ontraport has your back. We automatically add a few groups to your contact collection to help you easily review the legitimacy of the contacts that were added from your legacy HTML forms. This helps you keep your contact list clean and accurate, reducing the risk of fraudulent or spammy contacts infiltrating your database.

Follow these steps to disable HTML forms:

1. Go to → Administration → Security → Disable Custom HTML Forms.

If you choose to keep HTML forms enabled in your account, you may find one or more of the following groups of contacts automatically added to your Contact collection:

OP Engineering says: Bad Contact — These contacts have been identified as invalid. This group will be automatically opted out, and they should be deleted. 

OP Engineering says: Contact Unverified — These contacts could have been either added through an integration using legacy methods or through list bombing. They may be legitimate contacts and are not automatically opted out, but you should verify if they are valid.

OP Engineering says: Suspect Email — These contacts have email addresses that are listed on known spam lists. We suggest that you delete these contacts, but they will not be automatically opted out. 

OP Engineering says: Suspect IP Address — These contacts have come from IP addresses that are associated with past list bombing attacks. We suggest that you verify if they are good contacts. 

These groups allow you to review the legitimacy of contacts that may have been added to your list by a list bombing attack.

The post Account security appeared first on Ontraport Support Center.

Your Personal Profile in Ontraport allows you to customize the settings for your user seat. Personal Profile settings include contact information that you can use in merge fields in your assets, how your emails will appear in your contacts’ inboxes, passwords, social logins and more.

To create a new user in your account, fill in the details of their Personal Profile. To update it later, navigate back to any user and edit.

1. To access your Personal Profile, go to → Personal Profile.

If you’re an account owner, you can also access and update the Personal Profiles of users in your account.

1. To access other users’ Personal Profiles, go to → Manage users then click on a user’s name.

Table of contents

Sections of the Personal Profile
• Contact Information
• Email Information
• User Details
• Login Details
• Social Login
• User Permission Exceptions
Create a new user
Delete a user
Log a user out
Send a password reset email
Lock a user out
Custom user fields

Sections of the Personal Profile

Every section in your user profile allows you to store information about yourself and your team. Here’s how to use each section:

Contact Information

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The fields in your “Contact Information” section can be used as merge fields in your assets to add your contact information.

1. Note the email field here is not connected to the email address you use to log in to your Ontraport account. Use this field to merge this email address into your pages and emails to give your visitors and contacts an email address to reach you.

Email Information

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In the “Email Information” section, you can customize how your emails will look in your contacts’ inboxes.

Email ‘From’ Name

This field determines what name will appear next to the subject line of emails sent by this user, like this:

“Reply to” email

The “Reply to email” is the email address where you will receive your contacts’ replies. If left blank in a user’s profile, replies will flow to the account owner’s “reply to” email address.

User Details

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The “User Details” section lets you personalize other aspects of your account, such as a user’s role and preferred language.

You can also set your account’s timezone if you’re an account owner.

Role

The role field determines what actions users are allowed to perform and what information they can view.

1. Learn more about user roles here.

Timezone

This field is only visible in the account owner’s Personal Profile. Your account’s timezone helps you customize the timing of your automation. The date and time settings on automation elements let you choose from two timezones:

1. In my timezone — uses a fixed date/time
2. In the contact’s timezone — uses a relative date/time

Language

Choose the language you’d like to see when logging in to your account.

Login Details

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The “Login details” section controls the information you use to log in. You can update your login email, password, and cell phone number for multi-factor authentication.

As an account owner, you can update your team’s login info too.

Note that Ontraport’s security protocol prevents you from logging in while using a VPN.

Update your password

• Click the password field.
• Enter the existing password.
• Enter your new password.
• Click .

Update your login email

This is the email address you’ll use to log in to your account and receive multi-factor authentication verification codes.

• Click the login email field.
• Enter your login email.
• Confirm your login email.
• Click .

Update your cell phone (for authentication) number

This is the SMS number where you’ll receive multi-factor authentication verification codes.

• Click the cell phone (for authentication) field.
• Enter your cell phone number.
1. Only include numbers or the “+” symbol.
• Click the checkmark to save your number.

Social Login

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The “Social Login” section lets you connect your existing account to social apps. You can log in to your Ontraport account using your Google or Facebook credentials.

You must enable this feature in your account before getting connected. Follow the steps in this article to learn how.

User Permission Exceptions

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The “User Permissions Exceptions” section allows you to add user permission expectations to any user in your account. Permission exceptions are helpful when you want to give extra access to specific users or remove access to particular features.

Learn more about user permissions exceptions here.

Create a new user

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• Go to → Manage users.
• Click .
1. If you’ve exceeded the number of account users included in your subscription plan, you’ll see a pop-up that lets you know how much your additional user seat will cost. The price of user seats depends on your account level.



2. Click Agree to continue.
• Fill in all the required fields.
• Click .

Delete a user

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You can delete a user to remove access to your account.

• Go to → Administration → User Management tab → User Management.
• Select your user and click Delete.
• Select the user to reassign records to.



• Click Delete.

Log a user out

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To be sure that you have complete control over who has access to your account, account owners can log out users. Here’s how:

• Go to → Manage Users.
• Select the user you want to log out and click Log out from the action bar.



• Click Log out again on the confirmation pop-up.

Send a password reset email

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Account owners can send a password reset link to users so they can reset their passwords.

• Go to → Manage users.
• Select the user you want to log out and click Reset password from the action bar.



• Click Reset password again on the confirmation pop-up.

Lock a user out

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If you are an account owner, locking users out allows you to control who can log in to your account using their credentials.

• Go to → Manage users.
• Select the user you want to log out and click Lock out from the action bar.



• Click Lock user out on the confirmation pop-up.

Users who have been locked out of your account, can be unlocked, have their status updated to “Active” and allowed to log back in to your account.

• Go to → Manage users.
• Select the user you want to log out and click Unlock from the action bar.



• Click Unlock again on the confirmation pop-up.

Custom user fields

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Custom user fields are a valuable way to merge information about your users into your assets. For example, you can create a custom disclaimer or signature field and merge fields to your pages and emails. Here’s how:

• Go to → Administration → User Management → User field editor.
• Add the fields, sections and/or tabs you’d like to include in your user records.
1. Follow the same steps to add new fields as you used adding custom fields to your contact records.
• Click .

The post Personal Profile appeared first on Ontraport Support Center.

Ontraport’s dynamic content features help you build your website quickly and easily. This search feature allows you to add a search bar with basic or advanced filters to your site. Search and filters help your leads and customers easily find the information they want.

Add a dynamic content package to your account to use this feature. Here’s how:

• Click here to go to your account details page.
• Click Add plan or Start trial next to “Add Dynamic CMS to your account” and choose the plan that fits your needs.

Table of contents

Add search to your site
Advanced search
• Exclude specific dynamic blocks on your results page
• Add additional fields to search
Search results page
Add search filters to your site
• Step 1: Set up your search filter object
• Step 2. Set up your dynamic results block
• Step 3: Build your search form
• Step 4: Customize a search filter URL
• Putting your URL together
Step 5: Add your search filter URL to your form

Add search to your site

The search element is a powerful tool that allows your site visitors to quickly and easily find what they want.
Every search element requires a results page. Your visitors will view their results using a dynamic block on this results page. The dynamic block includes merge fields that represent the visitor’s search results.

Visitors can search specific dynamic blocks on a results page and select the fields they wish to search within those blocks.

Your basic search settings allow you to choose your search results page. You can also add placeholder text to add a call to action to your search bar, such as “Enter your search term.” Check out the section below to learn how to set up a results page.

Here’s how to set up a basic search:

• Drag and drop the search element to your page.
• Click on your search element to open its settings.



• Select your search results page.
• (Optional) Customize your call to action in your placeholder text field.



1. By default your call to action is “Enter search term…”
• (Optional) Click Advanced and add a value you’d like to prefill.
1. For example if you want the default value in your job listing search bar to match your visitor’s “Preferred role” field, you can add a merge field to the “Prefill this field’s value” section. That way your visitors can quickly search for roles you know they’re interested in.

Advanced search

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Use the advanced search setting to limit your search to specific dynamic blocks. You can specify the fields you want your visitors to be able to search and add fields that aren’t visible on your dynamic block. Here’s how:

• Follow the steps above to create a simple search.
• Toggle “Advanced search”

From the advanced settings you can customize your search in the following ways:

• Exclude specific dynamic blocks on your results page
• Add additional fields to search

Exclude specific dynamic blocks on your results page

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This setting is helpful if you have dynamic blocks on your search page that you want to avoid including in your search results. For example, if you have a dynamic block containing related blog articles, excluding that block from your visitors’ search would be helpful.

• Locate the block you want to exclude from your search.
• Toggle the “Search this block” .

Add additional fields to search

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By default, the search will only look for matching text in the fields you have merged onto your dynamic block. However, you can add additional fields to search.

Searching fields that aren’t visible on your results block is helpful if you don’t want to display all the searchable fields. For example, your job listings records may contain a long description that doesn’t fit your page design. However if that description also contains terms that visitors would search for, then you can add it to the fields to search section. Here’s how:

• Click next to the “Fields to search” label.
• Select the field you’d like to make searchable.

By default, the Fields to search section contains “All visible fields.” If you remove this, your page visitors can only search the fields you add to this section.

Search results page

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By default, the Search results page dropdown selects the page you’re on as your search results page. If you don’t toggle on the Advanced search setting, your search element will search visible fields on all dynamic blocks on your results page.

However, you can select another page from your Search results page dropdown if you’d like to send your visitors to another page when they search.

Create a search results page

Your results page is simply a page containing a dynamic block selected in your search element’s settings. When you make the content on your block dynamic, you add “visible fields.”

If your visitor’s search term matches the value of a visible field on your dynamic block, the corresponding record will appear in your results.

Here’s how to create a search results page:

• Add a dynamic block to your page.



• Add the fields you want to make searchable by making your content dynamic.



• Publish your page if you are using a stand alone results page.

Add search filters to your site

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A search filter option allows users to easily find what they are looking for on your website. Visitors can narrow search results based on specific criteria such as price, category, or product features. Filters are great for sites with a lot of content; they make it easier for users to find relevant results.

Check out these videos from the CEO about filters here. And see a live demonstration of search filters here.

If you only need a simple search for your site, use the search element instead of this option.

Before creating your search filter, take a look at this feature’s components. There are four:

1. The search object

A search object is a custom object in your account named “Search.” It keeps track of your visitors’ search history and ensures that more than one person can search at once.

You can call your search object anything you want, such as “Queries” or “Search Terms.”

1. The name of your object doesn’t matter, but the fields in that object do. Check out “Step 1: Set up your search filter object” for more information.

2. The search filter URL

This URL is the destination of your search form. It tells your results page what to display based on your visitor’s query.

You’ll create a custom search URL for each of your search forms.

3. The search form

Your visitors will use this form to add their search terms. Put all of the fields you want to make searchable on this form.

4. The dynamic block

This block displays your search results. Add fields to match the merge fields in your search URL by making text elements dynamic. If you don’t include fields that match the fields on your form, your visitors won’t be able to search for them.

Step 1: Set up your filter search object

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You don’t have to create relationships when creating your search object. All you need to do is recreate the fields you want to be searchable. For example, if you want to allow members to search your blog posts by title, your search object must include a “Blog Title” field.

Here’s how to set up your search object:

1. Follow the steps in this article to create a new custom object.
1. In “Step 2” create new fields that match the name and type of the ones you want users to search.
2. Skip “Step 3” You don’t need to create relationships.

Step 2. Set up your dynamic results block

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You’ll need a dynamic block to display the results of your visitors’ queries. When visitors use your search form, you’ll send them to a page with this block using the form’s destination URL. You’ll also configure that URL with special variables and merge fields that will become the data your users searched for. When your dynamic block reads the URL, it will know which results to display.

For example, say a user is creating a job listings page. The goal is to filter the results based on job title, minimum salary and education requirements. Your results block shows your visitors all of the jobs that fit their query. For this example the job title, level, department, requirements and salary are dynamic text elements on your dynamic block.

• Follow the steps above to create your results block.
• Add merge fields that match the search fields on your form and any other design you want.
• Finish your page’s design and publish your page.

Step 3: Build your search form

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Your search form is where your visitors will add their queries. If you are creating a simple search, you may have a single search field. If you’re creating an advanced search, you’ll have a lot of filtering options.

Building a search form is just like creating a lead capture form. The difference is that your search form needs to include fields you want visitors to filter their search results by. For example, if you’re putting together an advanced job search, include fields like “Job title” and “Minimum salary.”

• Create a new form.
1. Your form’s source should be your search object.



• Add all of your search fields to your form.
• Go to your form’s settings and check the “Don’t redirect to thank you page until automations added to this form have run” option in the advanced section.
• Save your page — don’t publish it yet.

Check out this Ontraport University lesson to learn more about building forms.

Step 4: Customize a search filter URL

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This URL is like a bridge between your search form and your results page. It tells your results page what to show your visitor based on their search query. You’ll create a custom URL for each search form. And you can personalize how your search functions by using different keywords and operators.

You can further personalize how your search will function by combining the URL variables below.

Here’s what each component of a search URL does:

Putting your URL together

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Now that you’ve seen all of the components of a search URL, here’s how you can put them together. The keywords and operators you choose will change how your search functions.

Here are several examples:

https://threemarketeers.com/careers?searchFor=Job title:[Job title]

This is the basic format of your search URL.

https://threemarketeers.com/careers?searchFor=[Job title]

This example shows a search URL that doesn’t include a field to search. This example will search the merge fields on the dynamic search results block for a match to your search’s value.

https://threemarketeers.com/careers?searchFor=Tags:[Tag]

This example shows a search URL that uses tags.

https://threemarketeers.com/careers?searchFor=Minimum Salary>=[Minimum Salary]

This example uses the “greater than or equal to” operator because the field “Minimum Salary” is a price field. You’ll use the special operators for any numeric fields, price, date or date and time fields.

https://threemarketeers.com/careers?searchFor=Job title:[Job title];Minimum Salary>=[Minimum Salary]

This example includes search terms for both job title and minimum salary.

https://threemarketeers.com/careers?searchFor=Job title:[Job title]&searchFilter=Education:[Education]

This example shows a search URL that includes more than one keyword. In this example, the “Education” field is a list selection, so visitors can tell you they have bachelor’s and master’s degrees.

The “searchFor” keyword will search your results block for the value your visitors add to the job title field. The “searchFilter” keyword ensures results only show records that have the value(s) your visitor added to the education field.

Step 5: Add your search filter URL to your form

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Now that you have your search URL, you’ll add it to the “Custom URL” field in your search form’s settings. Here’s how:

• In the block where your form fields and submit button are located, click on your submit button.
• Click Form Settings at the bottom left.
• In the “Send contacts here” section, select the “Custom URL” option and paste your URL in the field.
• Click and save and publish your page.

And you’re all done! You’ve created a search form, a dynamic search results block and a custom URL to connect the two.

The post Search dynamic content appeared first on Ontraport Support Center.

As an Ontraport user, you can grant and revoke Account Manager access to your account. Visit the account management page in your Personal Profile. Add the email address of your Account Manager to manage your account. Once accepted, they can log in to your account from within their account.

You don’t need to change your password if you ever decide to stop sharing access. You can revoke access without contacting your Account Managers directly.

Are you an Account Manager? You can request access to your clients’ accounts in the same way. Visit the Managed Accounts page in your Personal Profile. Add your client’s Ontraport email address. Once accepted, you can log in to your managed accounts with a single click.

Table of contents

Manage your Account Managers
• Add a new Account Manager
• Revoke access to your account
• Delete an Account Manager
Manage client accounts
• Create new client accounts
• Generate account templates
• Request access to a user’s account
• Delete access to an account
• Switch accounts
• Log in to user accounts
• Log out of user accounts
Manage permissions
• Edit managed accounts role permissions
• Account Manager default roles

Manage your Account Managers

As an Ontraport user, you can control the managers who have access to your account. And you can easily revoke their account access if something changes. Here’s how to get to the Account Managers subcollection in your account:

1. Go to → Administration → User Management → Account Managers.

Add a new Account Manager

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You can grant account access to an Ontraport agency or Certified Expert without creating a user seat for them. When you add a new Account Manager to your account, that individual will be able to log in to your account from the Managed Client Accounts subcollection in their account. Here’s how to add a new Account Manager:

• Click .
• Add your manager’s email address and select a role.
• Click Invite Account Manager.
  1. You’ll see a new record added to your subcollection with the status “Pending.”

Ontraport will email your Account Manager or Certified Expert. This email contains a link to your Account Manager’s Managed Accounts subcollection where they can log in to your account.

Your invited Account Manager can accept or reject the invitation.

Revoke access to your account

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If you no longer need an agency or an expert to manage your account, you can revoke access to your account with a single click. Here’s how to revoke access:

• Go to → Administration → User Management → Account Managers.
• Select the user you want to block from accessing your account.
• Click Revoke access from the Actions menu.



• Click Revoke Access to confirm from the pop-up.

Ontraport will email your previous Account Manager to inform them they no longer have access.

Delete an Account Manager

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If you’ve revoked access to one of your Account Managers and would like to remove them from your Account Manager’s subcollection, you can delete them.

The difference between revoking access and deleting your Account Managers is that deleting removes them from your Account Managers subcollection. If you want to reinstate your Account Manager’s access, you’ll need to re-invite them.

When you revoke access, your Account Manager remains visible in your subcollection, and you can select them and grant access again.

Here’s how:

• Go to → Administration → User Management → Account Managers.
• Select the user you want to remove from your subcollection.
• Click Delete from the actions menu.



1. Click Delete again on the pop-up confirmation.

Manage client accounts

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As an agency or Certified Expert who manages Ontraport user accounts, you have a subcollection in your account that allows you to access your managed accounts. Here’s how to navigate to your Managed Accounts subcollection:

1. Go to → Managed Accounts.

Create new client accounts

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You can create new accounts for your clients. Once it’s created, upload content and give yourself access. This option is ideal when you’re working with clients who aren’t tech-savvy or don’t have time to learn a new system.

Here’s how:

• Go to → Managed Accounts.
• Click → New account.
• Select the data to add to your account. Choose from:
1. Blank
2. Template

Blank	Template
This option allows you to create a new account from scratch. Customize blank accounts by selecting an account level and Dynamic CMS plan.	Choose this option if you want to use a template to create the account. Choose if you want to use an Ontraport template or one of your own. Select the template you want to use from the dropdown. Check out the “Generate account templates” section below to learn how to create your own.

• Choose who should pay for your account. Select either:
1. My agency
2. My client

My agency	My client
Use this option to own this account and charge your clients for it. Add the email address you want as your account login username.	Select this option if you want your client to own the account and pay the subscription fee for it. Choose if you want to extend a special offer to your client. Ontraport will send an offer email to your client where they can accept. Add your client’s email address in the client’s email field. This will be your client’s login email.

• Click Create account in the top right corner.

Generate account templates

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Ontraport offers a variety of account templates, but if you need something more specific, you can create your own. Your account templates make it easy to offer your clients custom accounts without having to do the same work over and over.

Once you’ve created an account template, you can select it from the “My template” dropdown when you create new accounts for your clients.

• Request a sandbox account.
• Customize your sandbox with all the objects, settings and fields you want in your account template.
• Email support and ask the team to convert your sandbox to a template.

Request access to a user’s account

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Request account access from an Ontraport user so you can easily complete the requested work in their account. Here’s how:

• Click .
• Add your client’s email address in the “Add an account to manage” dialog.
• Select a role that fits your needs.
• Click Request Access.
  1. You’ll see a new record added to your subcollection with the status “Pending.”

Ontraport will email the user you added above. This email allows your client to view and approve your request.

The Ontraport user can grant or deny your request to become an Account Manager from that email.

If your request is approved, you’ll receive an email letting you know that you now have access.

Delete access to an account

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If you want to cut ties with a client, you can unlink their account from yours with a single click. Deleting a manager will remove the account from your Managed Accounts subcollection. Here’s how:

• Go to → Managed Accounts.
• Select the account you want to disconnect.
• Click Delete. Deleting a manager will remove the account from your Managed Accounts subcollection.



1. Click Delete again to confirm your choice.

When you confirm, you’ll remove the account from your subcollection, and Ontraport will send an email notifying the owner of the account you removed.

Switch accounts

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It’s easy to log in and out of your clients’ accounts from your Managed Accounts subcollection in your account.

Log in to user accounts

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You can quickly switch between the accounts you manage from your Managed Accounts subcollection. This subcollection makes it easy to make updates without having to keep usernames and passwords to your clients’ accounts on hand. Here’s how to log in to your managed accounts:

• Go to → Managed Accounts.
• Hover over the account you want to access and click Log in.

Log out of user accounts

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When you log in to a client’s account, you can quickly log out to return to your Ontraport account. Logging out will take you back to your Managed Accounts subcollection so you can access another client account. Here’s how:

1. Go to → Back to my account.

Manage permissions

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When working with Account Managers, you must permit them to access the assets and features required to complete their work. You can select from the default roles Ontraport has created for you or edit your role permissions to create your custom permissions.

Edit managed accounts role permissions

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As an agency or Certified Expert, you can control which of your users can access your Managed Accounts subcollection and what permissions they have. Here’s how:

• Go to → Administration → User Management → Team roles and permission management.
• Click on the role you want to update.
• Scroll to the Managed Accounts subcollection. From there, you can update the following permissions:
  1. Managed accounts
  2. Add managed accounts
  3. Update managed accounts
  4. Log in to managed accounts.

Account Manager default roles

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Default roles allow you to select a role for your Account Managers with limited permissions. These permissions ensure that your Account Managers have access to only the features they need so you can keep your data secure.

1. = the role can use the feature
2. = the role cannot use the feature

Account management
Dashboard
Contacts
Task manager
Calendar
Tracking
Admin tools
Systems
Sites
Partners
Sales
Videos
Filebox
Security
Legacy and advanced features
Deals
Companies
Virtual events
Surveys
Custom objects
keyboard_arrow_downkeyboard_arrow_up

Account management
Dashboard
Contacts
Task manager
Calendar
Tracking
Admin tools – Limited*
Administrator tools
Manage lead scoring
Email ‘FROM’ address setup
Manage users
Manage roles
Lead routing
Manage user fields
Ontraport API manager
1ShoppingCart.com sync
UltraCart
Facebook integration
Email sync
ClickBank
Localization
Business information
Unsubscribe footer
Systems
Sites
Partners
Sales
Videos
Filebox
Security
Legacy and advanced
Deals
Companies
Virtual events
Surveys
Custom objects
keyboard_arrow_downkeyboard_arrow_up

Account management
Dashboard
Contacts – Limited*
Can view contacts
Can create/edit contacts
Can delete contacts
Can set tasks
Can manage tags
Can create/delete tags
Can export lists
Can import lists
Manage SmartForms
Can view contact owner
Can send postcards
Manage fields
Can merge contacts
Can use sequences
Create/copy sequences
Can manage sequences
Edit/delete sequences
Enable split tests for sequences
Can use automations
Create/copy automations
Can manage automations
Edit/delete automations
Can use messages
Create/copy messages
Edit/delete messages
Can send emails
Can broadcast emails
Can broadcast SMS messages
Can use rules
Fulfillment manager
Log transaction
View transaction log
Manage credit card
Notes
Create notes
Edit/delete notes
Task manager
Calendar
Tracking
Admin Tools – Limited*
Administrator tools
Manage lead scoring
Email ‘FROM’ address setup
Manage users
Manage roles
Lead routing
Manage user fields
Ontraport API manager
1ShoppingCart.com sync
UltraCart
Facebook integration
IMAP
ClickBank
Localization
Business information
Unsubscribe footer
Systems
Sites
Partners
Sales
Videos
Filebox
Security
Legacy and advanced
Deals
Companies
Virtual events
Surveys
Custom objects
keyboard_arrow_downkeyboard_arrow_up

Account management
Dashboard
Contacts – Limited*
Can view contacts

• Note – Designer/Content Writer roles will see an empty Contacts collection and cannot interact with it. They should not have access to view, create or update contacts.

Can create/edit contacts
Can delete contacts
Can set tasks
Can manage tags
Can create/delete tags
Can export lists
Can import lists
Manage SmartForms
Can view contact owner
Can send postcards
Manage fields
Can merge contacts
Can use sequences
Create/copy sequences
Can manage sequences
Edit/delete sequences
Enable split tests for sequences
Can use automations
Create/copy automations
Can manage automations
Edit/delete automations
Can use messages
Create/copy messages
Edit/delete messages
Can send emails
Can broadcast emails
Can broadcast SMS messages
Can use rules
Fulfillment manager
Log transaction
View transaction log
Manage credit card
Notes
Create notes
Edit/delete notes
Task manager
Calendar
Tracking
Admin tools
Systems
Sites
Partners
Sales
Videos
Filebox
Security
Legacy and advanced
Deals – Limited*
Can use messages
Create/copy messages
Edit/delete messages
Companies – Limited*
Can use messages
Create/copy messages
Edit/delete messages
Virtual events – Limited*
Can use messages
Create/copy messages
Edit/delete messages
Surveys – Limited*
Can use messages
Create/copy messages
Edit/delete messages
Custom Objects – Limited*
Can use messages
Create/copy messages
Edit/delete messages
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The post Manage partners and users appeared first on Ontraport Support Center.

The App Marketplace is full of apps that help your business achieve specific goals. It only takes a few clicks to add any app to your account. Use the App Marketplace to add blogs, forums, online courses, and lessons to your site. Or improve your business automation processes with Companies, Deals, Surveys, Virtual Events and more.

You can search for what you need and learn about each app before you enable it.

It’s just as easy to remove apps from your account if you no longer need them.

This article will show you how to enable and remove apps and previews what you get when you add an app to your account.

1. To enable any app, you need to add a dynamic content package to your account first. Here’s how:
1. The package you need depends on the number of custom objects that the app includes. If the app you are trying to add requires more custom objects than your package allows, Ontraport will prompt you to upgrade.

Here’s how to add a package:

• Click here to go to your Account Details page.
• Click Add plan or Start trial next to “Add Dynamic CMS to your account,” and choose the plan that fits your needs.

Table of contents

Enable apps
Remove apps
Blogs
Forums
Courses and Lessons
Deals
Companies
Surveys
Virtual Events

Enable apps

Enable apps with a click from the App Marketplace. Here’s how:

• Go to the App Marketplace.
1. → Apps.
• Toggle the app you want to enable on ().

Remove apps

Removing apps is just like enabling them. Just toggle the app off. When you do this, all of your app assets will also be removed from your account.

• Go to the App Marketplace.
1. → Apps.
• Toggle the app you want to remove off ().

Blogs app

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This app removes the administrative work of running a blog so you can focus on creating and publishing new content. Choose your design theme and start sharing your posts in no time.

Instead of creating a new page for every blog post, you’ll create a new blog post record and add all your content. Flip a switch when you’re ready to publish, and your latest article will be live. It will be added automatically to your blog home page and your list of related posts. And the app comes with comment functionality to keep your readers engaged.

What’s included?

System notes

The blog app includes detailed notes about what you get and the steps to customize your app.

1. View your notes by going to and clicking on your app’s system, then clicking on the Notes tab on the left.

Blog post records

Blog post records are the back end of your Blogs app.

To work on a new post and add your content, create a new record. You can continue to work on your article as long as you need, and when your blog post is ready, publish it with a single click.

Blog comments

Every blog post you publish includes a comments section where your visitors can leave a comment and start a conversation about your content. This section keeps your visitors engaged and creates a community.

Comment moderation

You can quickly moderate the comments left on your blog using the comment Card View. You’ll see all your new comments in the “New” column. When you drag a comment to the “Approved” column, it stays on your blog. But if you move the comment to the “Spam” column, the app will remove it from your post.

Four design themes for every page in the app

This app includes two types of pages:

• Blog home page
• Blog post template

Choose from four design themes for those pages. Each theme includes its own color and font palettes and unique page layout. If you don’t love the color palette, you can customize it to fit your branding. Check out the blog home page examples below to see the four design themes you can choose from.

Mesa Lane – the default template	Montecito
Riviera	Gaviota

Review notifications and deadline reminders automation

This automation helps your content writers and reviewers stay on schedule by alerting them about pending tasks. When you add a deadline, the app sends email reminders to your writer. When you change the status of your post to review, the app sends your reviewer a notification.

Ontraport apps membership site

While the blog pages in this app are not restricted, the blog app is part of a membership site.

1. If you want to make your blog posts available only to members, you can update your template’s display settings.

The membership site functionality allows your site’s admin to log in. When logged-in administrators view any of your blog pages, they’ll see an administration block that is not visible to site visitors. This block makes it easy to moderate comments or update a post’s content.

Forums app

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This app adds a forum to your site. A forum encourages discussion, increases collaboration and gives your members support.

Forum pages are password protected, so your visitors need to sign up to join. And the app includes automatic moderation to save you time. Manual moderation is also simple to manage using the post and comment Card View included in this app.

What’s included?

System notes

The Forums app includes detailed notes about what you get and the steps to customize your app. When you enable this app, you’ll be taken to the system’s notes automatically. When you leave the notes section, you can return by clicking on the Notes tab on the left side of your system.

Four design themes for every page in the app

This app includes four types of pages:

• Forum home page
• New forum post page
• Post details dynamic template
• No-access redirect page

Choose from four design themes for those pages. Each theme includes its own color and font palettes and unique page layout. If you don’t love the color palette, you can customize it to fit your branding. Check out the forum home page examples below to see the four page design themes you can choose from.

Mesa Lane – the default template	Montecito
Riviera	Gaviota

Automatic post moderation

The post and comment moderation automation maps allow you to generate a list of banned words for your forum. The app removes any post or reply that contains any word from your list.

Post moderation Card View

You can also moderate your forum’s posts manually using Card View so all your visible forum posts and comments will be approved and follow your community’s guidelines.

Courses and Lessons app

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This app is a built-in learning management system. If you offer courses, you can launch your site in no time.

Instead of creating a new page for every course and lesson, you’ll create new records and add your content. Flip a switch when you’re ready to publish, and your latest course or lesson will be available. Newly added courses will appear on your home page. And newly created lessons are added to your course overview page. This app also comes with comment functionality to keep your students engaged.

What’s included?

System notes

This app includes detailed notes about what you get and the steps to customize your app. Once this app has been enabled, you’ll be taken to the system’s notes automatically. When you leave the notes section, you can return by clicking on the Notes tab on the left side of your system.

Course and lesson records

Courses and lessons records are the back end of this app.

Create a new record when you want to work on a new lesson or course. You can continue to work on your content as long as you need. When it’s ready, publish it with a single click.

Four design themes for every page in the app

This app includes five types of pages:

1. Courses home page
2. Course overview template
3. Lesson page template
4. Course signup sales page
5. Course signup thank you page

You can also choose from four different design themes for those pages. Each theme includes its own color and font palettes and unique page layout. If you don’t love the color palette, you can customize it to fit your branding. Check out the courses home page examples below to see the four design themes you can choose from.

Mesa Lane – the default template	Montecito
Riviera	Gaviota

Course management automation

This app includes automation that gives new members access to your site. You can charge for access to your site or give it for free.

Deals app

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The Deals app is for sales teams. It helps your team organize their sales pipeline and easily spot hot leads so you can make more sales.

This app works with the Companies app to help you and your team manage your deals from new prospects to closing.

What’s included?

Deal records

Deal records contain fields for critical information about your deal. You’ll save information such as name, sales stage, value and more. You can also see which company a deal is associated with from the deal’s record. And you have easy access to your deal’s primary contact and all other contacts related to the deal.

Deal sales stage Card View

The prebuilt Card View lets you view your records by sales stage. The app comes with sales stages to organize your deals.

The Card View helps you see the bigger picture of the status of the deals in your pipeline. You can forecast results for budgeting and resource planning. Plus, the automatically calculated weighted value of each deal helps you uncover your team’s most significant opportunities.

Deal record quick view

The deal app’s quick view is ideal for managing one-on-one client interactions.

You can view essential client information and interaction history, and send messages or log notes without ever leaving the record.

Deal automations

The deals app comes with automation that runs behind the scenes. The automation maps update information in the Deal records so your information is always up-to-date.

Learn more about using the Deals app here.

Companies app

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Use this app to save information about the companies that employ your contacts. The records include fields such as Industry and Annual Revenue, and they show you all the deals associated with the company.

What’s included?

Company records

In company records, you’ll see three important sections: The “Company Info” section holds basic information about each company. The “Related Contacts” section shows all of the employees who work for the company. And the “Deals” section in company records displays the deals you have in your pipeline with a company.

Learn more about using the Companies app here.

Surveys app

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Use the Surveys app to collect demographics, market preferences, product usage and more.

The app saves the information your contacts give you in their own records. Saving responses in survey records is ideal because if you add survey fields to contact records, you risk overwriting replies from multiple surveys.

When you save answers in their survey records, you can compare the responses from your leads and customers over time. This comparison may give clues about changes in your market or how clients have responded to changes in your business.

What’s included?

Survey records

Survey records come with several categories of questions you can ask your customers.

Your records are divided into five sections which include:

1. Survey Information
2. Customer Demographics
3. Product Usage
4. Service Feedback
5. Marketing Feedback

If any of these question categories don’t apply to your business, you can remove them and add your own using your field editor. You can also add and remove survey question fields. Once you’re happy with your question bank, easily add them to forms to start surveying your customers.

Learn more about using the Surveys app here.

Virtual Events

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This app is perfect for you if your business hosts online events and webinars. Virtual Events helps you organize and automate your sign-up process, and it sends event details and reminders to your registrants.

What’s included?

Webinar Promotion Funnel

You can use the Webinar Promotion Funnel Setup Wizard to customize this app.

The wizard will walk you through setting up your app’s assets and add automation to your account to manage your virtual events.

To set up your virtual events using the Webinar Promotion Funnel setup wizard:

• Click →
• Select the Webinar Promotion Funnel and follow the wizard steps.

Virtual event records

Virtual event records hold essential information about your events such as their title, event date and time, description and meeting ID. You’ll also see the contacts who have registered for your event and, once the event is over, you’ll see who attended and who didn’t.

Track your contacts’ attendance using the relationships set up between the Virtual Events object and the Contacts object.

1. Check out this Ontraport University lesson to learn more about custom object relationships.

Virtual events have three many-to-many relationships with the Contacts object:

• Registrants
• Attendees
• No-shows

This makes it easy to track your event’s attendance in every virtual event record.

Learn more about Virtual Events here.

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