Ontraport Questions & Answers

Brevo and ActiveCampaign are considered more approachable, while Keap offers guided onboarding for small businesses.

To integrate Leadpages with Ontraport one can send leads directly to Smart Forms and Sequence, follow the steps given below:

• Retrieve an App ID and API key from your Ontraport Account
• Make a new API key
• Choose Ontraport as a service that you wish to integrate
• Tap on Integration and click on ‘Connect New Account’
• Rename the integration account and tap on Connect
• Follow the on-screen instructions and then save change.

Some of the major drawbacks of Ontraport are as follows:

• It is unable to track inventory of a particular product
• There is a limit up to which one can add integrations
• Ontraport might seems to be a bit expensive to new startups
• Some users have faced severe issues in customer support.

To add permission to a particular user in Ontraport, follow the steps give below:

• Tap on Permission button, present at the top right corner of the screen
• The Permission dialog box appears
• Select the users you want to give access to
• Tap Save and the changes would be reflected.

To delete a field in Ontraport, follow the steps given below:

• Open the record section where all your resources are saved
• Press the Delete button
• A pop-up box opens up, type the text ‘DELETE’ and press the Okay button
• Your field would be deleted.

In order to add new files to your record in Ontraport, follow the steps given below:

• Go to Contact section
• Open Settings and choose Field Editor
• From the left side bar and choose the landing position where you want to add the file
• Tap on Add file and then rename your file
• Choose your ideal file type and change the priority of the file as per your need, i.e., unique or required
• Tap Save and the changes would be reflected.

To make a pop-up survey form in Ontraport, follow the steps given below:

• Create a new page or make changes in the existing ones
• Choose the time of appearance of survey forms
• Toggle on the status of ‘Enable OntraForm lightbox’
• Open the drop-down menu and choose the form of your choice
• Make suitable display settings
• Once you are done, press Done and save the alterations.

To embed your survey in Ontraport, follow the steps given below:

• Open the form and click Publish
• Choose ‘Embed in Page’ and then copy the form on your clipboard
• Create a new page and edit it by adding additional HTML elements onto the page
• Tap ‘Edit Code’ and replace the existing code by the form’s embed code
• Finally, click done and Save and Publish.

There are two ways to add survey on Ontraport, such as:

• Embed it: One can add survey at a fixed position
• Making a pop-up: Depending on how far a visitor scrolls through your page, how long they stay on it, or if they attempt to exit it, you may decide when your survey appears.

To create a survey in Ontraport, follow the steps given below:

• Open your Ontraport account
• Tap on Survey and go to Forms
• Choose New Form and then click OntraForm
• Tap ‘Start from scratch’
• Choose Add Block and then tap Smart Form
• Find the template of your choice
• From the sidebar, click Smart Form > Forms > Add
• Choose the questions of your choice and then add the questions to your form
• Finally, click Save and you have survey form.