Post by yamanhosen5657 on Mar 6, 2024 9:41:23 GMT
first name), hit the back button, and presto, a record is created. This aside, you can see from a contact record the potential touchpoints the platform includes in its capabilities: campaign history and actions, purchase and membership history, credit card info, subscriptions, and coupons, as a start. From a contact, you can email, text, create tasks, and process a transaction with a credit card. To create deals (available with Plus plans and above), click on Deals > New Deals, and fill out the details. From this screen, it's straightforward. Associate contacts, add expected win percentage, a weighted value, amount, and go. Your customizable Kanban pipeline board then shows cards for each deal and displays the total and weighted value for each stage.
Setting up a payment gateway (e.g., Authorize.net, PayPal, Stripe) using one of their vendor integrations enables you to take payments manually and automatically. For example, Ontraport lets you create a customized membership site, accept payments, and deliver member content. To test this, I created and launched a webinar registration using one Panama mobile number list of Ontraport's systems. I created a landing page for signup, then I added a series of automated reminder emails to sign up, another series to remind contacts about the upcoming webinar, and a text message reminder the day of the event. This all took about 30 minutes, and the provided steps and examples made it hard to screw up. Once saved, you can view your automation as a visual workflow to make any necessary edits.
And your campaign stats can be accessed from the same page by clicking Performance. This simple example is only scratching the surface of Ontraport's capabilities. To attract customers, the marketing suite offers pre-built and custom automated campaigns. The builder uses a visual drag-and-drop editor, letting you set triggers, actions (emails, texts, postcards), and filters with "if/then" branching logic to tailor the customer's experience. All of your campaigns can then be tracked for stats, such as conversion rates, monthly recurring revenue, lifetime value, and the flow of contacts. Besides payment gateways, other third-party integrations include eCommerce platforms (e.g., Shopify, WooCommerce), video, voice/text, forms, memberships, shipping fulfillment, webinars, and others.
Setting up a payment gateway (e.g., Authorize.net, PayPal, Stripe) using one of their vendor integrations enables you to take payments manually and automatically. For example, Ontraport lets you create a customized membership site, accept payments, and deliver member content. To test this, I created and launched a webinar registration using one Panama mobile number list of Ontraport's systems. I created a landing page for signup, then I added a series of automated reminder emails to sign up, another series to remind contacts about the upcoming webinar, and a text message reminder the day of the event. This all took about 30 minutes, and the provided steps and examples made it hard to screw up. Once saved, you can view your automation as a visual workflow to make any necessary edits.
And your campaign stats can be accessed from the same page by clicking Performance. This simple example is only scratching the surface of Ontraport's capabilities. To attract customers, the marketing suite offers pre-built and custom automated campaigns. The builder uses a visual drag-and-drop editor, letting you set triggers, actions (emails, texts, postcards), and filters with "if/then" branching logic to tailor the customer's experience. All of your campaigns can then be tracked for stats, such as conversion rates, monthly recurring revenue, lifetime value, and the flow of contacts. Besides payment gateways, other third-party integrations include eCommerce platforms (e.g., Shopify, WooCommerce), video, voice/text, forms, memberships, shipping fulfillment, webinars, and others.