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    ONTRAPORT 5 - What's New for ONTRAPORT 4.0 Clients

    About ONTRAPORT 5

    ONTRAPORT 5 introduces the Campaign Builder, the place where all your automation efforts and reporting are displayed in a centralized, visual representation of your business. This quick guide is for the ONTRAPORT 4.0 client who is migrating to ONTRAPORT 5.

     

    Where's My Stuff?

    All of your existing Rules, Sequences, Messages, Forms, Landing Pages and everything else is still up and running. You can still add, delete, and create solutions using all of the features you've come to know and love. 

    Navigation has changed; notice the navigation bar across the top of the screen where Campaigns joins Contacts, Tasks, Sales, Partners and Tracking. To better represent the improved workflow, the links for Sequences, Rules, Forms and Messages are now nested under Campaigns

    Sequences, Rules, Forms, and Messages are now linked in the Campaigns menu

    There is one additional change here too. The Sites menu, formerly holding both Landing Page and WordPress, is now dedicated to Landing Pages. Just click Pages to enter the Landing Pages collection.

    Other changes to the location of features:

    • Tracked Links: Administration > Data > Tracked Links
    • WordPress sites:  Administration > Integrations > WordPress Website

      Note: if you have Custom Objects enabled then Campaigns and the links for Sequences, Rules, Forms and Messages are nested under Contacts - and you'll note the addition of Campaigns under each of your Custom Objects' navigation items too.
    Improved Administration Section

    The Administration section is now tabbed for easier access. New tabs in this section include global settings for Sequences, Advanced Features and Legacy Features. Nothing requires your immediate attention. ONTRAPORT 5 uses default settings based on the features and activity you are already using. The changes listed below will refer to these sections if any configuration is needed.

    Can a Campaign Handle Everything?

    Building a Campaign puts everything in one place, so you never have to remember what global Rule added Contacts to what Sequence. Or what Order Form added a Tag, or runs a card decline Sequence. The new elements are much more powerful than their predescessors, but you will immediately discover that:

    • Campaigns will take the place of Date and Step Sequences
    • Triggers and Goals will take the place of Rules
    • Waits replace the delay on Sequence steps, and add if - then - else logic to your funnels, with all the settings easy to see on the Map. You no longer have to edit a step to see what's happening. A Wait is automatically inserted before every Goal you place on a Campaign Map.

    Campaigns handle everything you have ever done in ONTRAPORT, and more. Want to send an email to a Contact at a specific time in their time zone? It's in there. Want to add a Contact to the middle of a Campaign? You can do that. Want to copy, move or delete a series of 15 emails without having to tediously recreate them? Go ahead, just drag and drop.

    For more detailed information on how Campaigns can replace all the features you are used to, see our article explaining how to Migrate a System Build from 4.0 to ONTRAPORT 5.

    Can I Migrate my Sequences and Rules to New Campaigns?

    There is no automatic tool to convert your existing funnels using Sequences and Rules to a Campaign. You can do it manually by following the steps in the Migrate a System Build from 4.0 to ONTRAPORT 5 article.

    You can also send Contacts from a Campaign through an existing Sequence. Make sure the Sequence is set to "Unsubscribe Contact After Last Step" and the Contact will return to the Campaign after completing the Sequence.

    This can come in handy if you have a Step Sequence such as the Monster 80 Step Sequence I'll use as an example. Contacts subscribe to the Monster 80 Step Sequence using an ONTRAform. The ONTRAform Settings have the Contact added to the Sequence. Here's how to use a Campaign with that Sequence:

    1. Create a new Campaign. We'll name it Monster 80 Step Sequence.

    2. Add a Trigger for Contact Submits a Form and select your Monster 80 Step Sequence opt in ONTRAform.

    3. Click the What Happens Next? link under the Trigger and select the Add to Sequence element from the Actions tab.

    4. Configure the Add to Sequence element to add the Contact to the Monster 80 Step Sequence and decide if you want to select the check box to add any Contacts who are added to that Sequence directly (e.g., via other forms). Normally you would check it off so you have stats compiled on all the Contacts who go through that Sequence in the future.

      Add to Sequence element settings

    5. Add an End element after the Add to Sequence element.

    6. Each Campaign includes the Added to Campaign element at the top that acts like a "manual Trigger" when you add Contacts to the Campaign from the Contacts collection, or when a form specifically lists the Campaign. Click the What Happens Next? link under that element and add a Go To element from the Filters tab.

    7. Click on the grey directional arrow icon below the Go To element and drag it to the Add to Sequence element. Your Campaign Map will look something like this:

      Add to Monster Sequence Campaign Map

    8. Publish your Campaign

    9. Edit your Monster 80 Step Sequence Settings and select the checkbox to "Unsubscribe Contact after Last Step" if you want the Contacts to return to the Campaign after finishing the Sequence. Normally you would!

    10. Go to the Settings section of your Monster 80 Step Sequence opt in ONTRAform and remove the entry for the Sequence under Sequences. We are going to rely on the Trigger in the Campaign to add the Contact when the form is submitted. Save the ONTRAform.

    This Campaign "container" will now allow us some reporting on the current state of the Monster 80 Step Sequence. The statistics are not retroactive, but since the start of the Campaign we have 175 opt ins, and all but 39 have completed the Monster 80 Step Sequence and returned to the Campaign Map.

    Add to Monster Sequence Map in Performance Mode

    Click on any of the stats to see a Group of those Contacts. You can easily see who the Contacts are that are still on the Sequence, and who the ones are that finished and are now sitting on the End element. Of course, you could have the Contacts do more than just End after coming back. 

    The Campaign allows you to add elements before sending the Contacts to the Monster 80 Step Sequence or after it without disturbing the sequence itself.

    Hidden Features for New Accounts

    The Campaign Builder can take the place of Rules and Sequences, so we have Rules and Sequences toggled off for brand new accounts. If your account existed before June 6, 2017, and you had Rule and Sequences active in your account, you can safely ignore this section. We have already configured your account based on what you use currently.

    For new accounts, the Legacy features are turned off. You can use them if you wish, but we believe most new clients will find the Campaign Builder much more intuitive and easier to maintain.

    The Administration menu has three new tabs that allow you to toggle both advanced and legacy features on or off: Sequences, Advanced Features and Legacy Features. The Sequences tag contains:

    • Rule Steps in Sequences (allowing Rules in Sequences)
    • Task Steps in Sequences (allowing Tasks in Sequences)
    • Sequences on Form Submissions (allowing Forms to add the contact to Sequences)
    • Prevent Unsubscribe after Last Sequence Step (see below)

    Remember, if you currently have Sequences these settings are pre-set, and no action is required. If you are a new account and they are toggled off, you can toggle them back on here. The default action of Sequences on new accounts will be to automatically unsubscribe a Contact from the Sequence when they complete the last step. This is so you can send Contacts to a Sequence from a Campaign, and they will return to the campaign. You can change this default behavior here, but then you must remember to set the Settings to unsubscribe after last step for any Sequence that is populated by a Campaign.

    The Advanced Features page lists:

    • Global Rules
    • Form Connectors
    • Partner Programs
    • Tracking
    • WordPress (adding sites)
    • Custom Objects
    • Facebook Custom Audiences
    • Tags on Form Submissions

    The Legacy Features tab lists:

    • Sequences
    • Rules for Form Submissions
    • Upsell Form Editor (legacy Upsell Forms)
    • Conditions and Actions in Task Outcomes

     

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