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Marketing automation

Ontraport’s automation suite allows you to create automations for any aspect of your customer lifecycle, such as attracting and following up with leads, capturing online sales and delivering your product, and generating referrals. Marketing automation happens in automation maps, which are flowchart-like depictions of your customers’ journeys. You can create maps from scratch or tailor a prebuilt map to your needs. After you launch your automation, view your results in real time right on your map.

Explore our Ontraport University course on Ontraport for marketing here and lessons on automations here.

Create custom automation
  • Install a prebuilt automation map
    In Ontraport, marketing automation happens through automation maps, which are visual depictions of the journeys your customers may take throughout the lifecycle.
  • Create custom automation
    Ontraport’s Automation Builder combines your offline and online assets onto one map for clear insight into how all your efforts are working together.
  • Set up tracked links
    Tracked links are a powerful automation tool that you can use nearly anywhere online to trigger actions based on links your cookied contacts click.
  • Triggers
    Triggers are the events that start your contacts on an automated path. These events can be actions that a contact takes, such as purchasing a product, actions your team makes, such as making a follow-up call, or qualities a contact has, such as a birthday. Here's how to add triggers to your automation maps.
  • Actions
    In Ontraport , actions are the central elements that drive your automation and allow you to respond instantly to your contacts’ activity. Here's how you can use actions to send emails, tag contacts for segmentation, add and remove contacts from your automation maps, and more.
  • Filters
    To truly provide individualized experiences for customers, you can send them down different paths within your automation maps, depending on their actions and specific conditions. To do this, you’ll use filter elements such as conditions, splits and forks. Here's how to get started.
  • Added to automation element
    Every automation map in Ontraport has a default trigger that allows contacts to join the map either by being added manually or via your automation settings. Here’s how to use that trigger in your automation maps.
  • Share automation maps in the marketplace
    Do you have an automation map that you think will benefit other Ontraport users? Here’s how you can share or sell your custom-built maps in the Ontraport Marketplace.
Send automated communications
  • SMS Sender Profile registration
    Learn how to successfully register your Sender Profile for SMS/MMS compliance purposes.
  • Send automated emails
    Automated emails are crucial for any business. When you automate repeatable processes, you can focus on the tasks that need more personalization. In this article, you’ll learn how to use the “Send an email” action on your automation maps.
  • Send SMS text messages
    SMS text messages are a great way to send contacts discounts, purchase confirmations, appointment reminders, or any other information that you want them to see immediately. Here's how to set up your Ontraport SMS number and effectively use text message marketing.
  • Send automated postcards
    Using postcards in your marketing strategy is a great way to set your business apart from competitors in the digital age. Here’s how to use postcards to send offers and coupon codes, say happy birthday, send reminders, and more with Ontraport.
  • Tasks
    A task is a prompt or reminder for someone on your team to perform a non-automated action, such as making a phone call to a lead, sending personal gifts to clients, or following up with a team member. Here's how to use tasks as part of your automation to keep the manual parts of your job streamlined and on track.
Track your automation performance
  • Measure automation performance
    Automation Builder’s Performance Mode displays stats for each part of your automation map in real time so you can track your results and find problem areas.
  • Performance mode stats and reports
    Performance Mode is a view within each of your automation maps that allows you to keep track of your results in real time. Here’s what you should know about the various reports and stats that are available so you get the most out of this view.
  • Use tracking filters in automations
    When you’re running marketing on multiple mediums and platforms, it’s common to wonder exactly what’s working and what isn’t. Here’s how Performance Mode’s tracking filters provide clarity on your automation’s results.
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Marketing automation blueprint
Discover the ins and outs of creating targeted, automatable marketing systems that generate powerful marketing results with this in-depth marketing blueprint.
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Marketing automation blog
Check out our in-depth blog articles for strategic insights and best practices for implementing marketing automation in your business.
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Marketing automation use case
Increase revenue and fortify customer relationships with personalized marketing.
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