Ontraport

Ontraport is a fantastic tool with many, many features. But one feature that is not available in Ontraport and is often asked about, is the ability to have ‘true’ shopping cart. What I mean by a true shopping cart, is an experience like you get when you go to an online store and can browse…

What is AccessAlly? AccessAlly is a plugin that allows you to convert your wordpress website into a membership site or course platform.  A membership site is, generally speaking, a site where you add content on a regular basis that members pay to access. Most membership sites require an ongoing subscription to maintain access, though some…

What is an Application Process Campaign? One of my favorite types of campaigns to set up in Ontraport is an Application Process Campaign. That name is just how I think about this type of campaign, it’s not some official or professional lingo. What I mean by it, is a campaign that moves a contact through…

In this blog let’s talk about something that is very simple, but often overlooked in Ontraport accounts: the ability to add View in Browser links to your emails. In Ontraport, this is called a hosted email link. It’s a link in your emails that allows people to click it and view the content of your…

In the blog, let’s talk about how to create a block list in Ontraport. Why use a block list? In my experience, a block list is used when somebody has disrespected my client’s team, or crossed some boundaries and therefore are no longer welcome to interact with this business. For example, someone who bought something…

In this blog, let’s talk about how to organize your image files in Ontraport. When you upload images into Ontraport for use on a page or an email, the files go into a general repository of images that is available from the page, email, and form editors. It’s nice that any image you upload is…

Let’s talk about how you can copy and re-use blocks in Ontraport pages. If you have built an Ontraport page and have a block that you want to re-use, there is no need to build it again from scratch. In this blog we’re going to cover these three time and effort-saving scenarios: How to duplicate…

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…