In this blog, let’s talk about how to manage transactions manually in Ontraport. There are multiple reasons you might want to do this. For example: Change the terms of a payment plan (extend payment periods, change the amount charged, delay a payment, etc.) Cancel/end a payment plan or subscription Refund a payment Void a transaction…

In this blog, let’s talk about how to use Ontraport Tasks. Tasks are a pretty cool feature, and one of the oldest functions available in Ontraport. They are useful on their own for managing one-off-items, but one of the reasons I want to feature them is that they can also be a building block to…

How Date Triggers Work in Ontraport Let’s talk about Date Triggers in Ontraport campaigns. I will discuss how they work, when to use them, and how to avoid the most common mistake with them. As always, here’s a video overview of what I cover in this post: First off, let me say that the biggest…

How to prepare for migrating your business to Ontraport Do you need Ontraport support for a migration? Whether you are considering Ontraport as your next business move, or already started an account and are feeling lost, my aim here is to help you plan an easy and intentional migration for your existing business. While you…

How to use Tracked Links to segment your audience In this video we talk about using Ontraport Tracked Links to segment your list by asking a question in an email and letting them click a link to answer. This is a great way to learn more about your audience and increase engagement with your emails…