Could I replace Ontraport with something that worked well and was easier for ME to use without having to hire team? I asked several people I trusted for their experience. I researched many different options for the email manager part and I ultimately decided upon Convert Kit. I also like that you pay for the number of contacts you have.
Some systems have you pay for each contact on each list they are in your system. So if you have one contact who is in three of your lists, then that counts as three contacts.
The top two contenders were ActiveCampaign and Convert Kit for the email part. Why did I go with ConvertKit? Plus, I like that Convert Kit has open office hours with live training if you need any help. Their team is awesome and their customer support has been amazing. Convert Kit also has link triggers, which means if someone clicks a link in an email, you can do cool things like add a tag, or add the person to a sequence, etc. I have a feeling that they will add even more features to their system.
As a customer, I feel supported and listened to and not like just another number. Side note: It was interesting to interact with Ontraport to go through the steps to close my account. Did I ever feel valued as a customer? I was really happy with my decision to leave Ontraport. I felt trapped because that is where all of my customer data was. I felt the same way with InfusionSoft.
Addition to this original post: ConvertKit has gone through some big growing pains in and I LOVE how they have been transparent and handled them. That says a lot about a company. A lot of the problems I hear people complaining about with ConvertKit comes down to user error or inexperience. I have a WordPress site and after I first left Ontraport, I used Woocommerce with the subscription extension, which allows you to run recurring payments.
Next highlight the First Name field and check the required box in the left hand column. Do the same for the Email Address. The real power of the smart form editor is in the settings tab. Also pick your thank you page. The only tag I like to put here is for the opt-in form itself. Pick your delivery sequence. You could add a contact to multiple sequences here.
Building it into sequences and global rules will make your life easier in the future. There are multiple versions here for most situations. The last step is to test your setup. Subscribe yourself to your list. Move Document to Folder Move a document to a folder.
Load More. Step 1: Authenticate pdfFiller and Ontraport. Step 2: Pick one of the apps as a trigger, which will kick off your automation. Step 3: Choose a resulting action from the other app. Step 4: Select the data you want to send from one app to the other.
More time to work on other things. Connect apps. Apps pdfFiller Ontraport. Related categories Documents. Enjoy the benefits of recurring revenue by launching a unique membership site, so you can stop trading hours for dollars. A membership site is a gated website where members pay for access to your high-value content or networking opportunities with like-minded members. Members each get a unique login to your password-protected site, while their subscription fees earn you a steady stream of recurring revenue.
Membership sites can be crafted to showcase any type of content behind the initial paywall: instructional videos, evergreen tutorials, live webinar series, VIP treatment, insider information, niche-specific networking and more. With the right in-demand offer, each of these types of membership access can offer tremendous value to target audiences thereby making them well worth the cost of signing up and paying.
All in all, it's one of the best ways to generate passive income. Examples of Membership Sites Using Ontraport. Assuming you continually update your membership site with fresh content, products and services, users get a ton of value delivered the way they want it, when they want it.
The first rule shown here fires immediately when someone is added to the sequence. The second rule fires on the 21st day as does the third rule.
Here the trigger is based on a calendar date or a relative date just like an email would be. In the example above, the two rules are based on a relative date controlled by a custom date field Reconnect Start Date.
However, these are a little different because they have a couple of built-in conditions — Successful Payment and Failed Payment. Again, all of these are triggered by the conditions of the decline so there is no trigger in the rule.
The outcomes can trigger a rule. UPSELLS — Upon completion of an upsell, contacts can have one of three outcomes — successful charge, declined charge or contact clicks no. For each possible outcome, you can run a different rule. One thing new users to Ontraport find confusing is the difference between global and sequence rules.
Global rules are the real magic in Ontraport and they are what makes Ontraport stand out from most ESPs and even from other less-powerful automation platforms. The two main differences are timing and action. If the trigger happens more than once, global rules will act every time.
On the other hand, rules in a sequence only fire at a specific point in time that you determine. And it will only happen once. In this example, the rule will run on the 15th day the contact is in the sequence. If on the 15th day the contact has only clicked 2 links in the email, nothing will happen and the contact will pass to the next step in the sequence. If they click two more links on the 16th day so they now have a total of four clicks, again, nothing will happen. Because the rule has already run and that moment in time has passed.
If I wanted the ES:QLead tag to be applied to anyone at anytime they click 4 or more times on this particular email, I need to create a Global Rule like the example below…. A common use for a global rule is to remove a contact from a sequence once they take an action.
For instance, you might have a series of emails going out to promote a flash sale on a certain product. Once someone buys the product, you want them to stop receiving the emails.
A global rule could be triggered when they purchase the product to remove them from the promotional sequence. You COULD accomplish the same thing in a sequence, but it would require you to create a rule that runs before every email is sent…. Global rules are proactive. They are constantly searching for something to happen.
The uses for rules are endless. Just about anything you can imagine, you can create a rule to accomplish in Ontraport. But here are some of the most common and popular uses…. As handy as it would be, global rules can not run retroactively.
Global rules are triggered by an action. The action has already happened. So there is nothing to trigger the rule into action. To find contacts who have already taken an action, use a contact group based on conditions. In those cases, I like to make a one-step sequence that only contains a single rule.
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