Yes, if a contact has opted out and fills out any Smart Form, they'll be sent a new confirmation email that will contain the link to opt back in.
Contacts are automatically added to Groups when any data or Field in the record of a contact matches the criteria of any existing Group you've created. You don’t drag and drop or add contacts manually to Groups as you would in a lot of list-driven programs because ONTRAPORT is database driven. Deleting a contact from a Group deletes them from your database entirely however deleting a Group will not delete the contacts within.
Yes, navigate to Contacts > Settings > Manage Tags and select the tag to edit. Click Save and the Tag is renamed. This propegates the new name throughout ONTRAPORT, in Rules, Sequences, Tasks, etc. However, be aware that any external services using Tags will have to be updated too.
You could, but it might be a better idea to create a Group that includes all these contacts. That way, communications for each contact are still being sorted appropriately. What you could do is create a Custom Field called 'Organization'. This could be a company name, non profit group, etc. You could then create a group for each organization. This way you can quickly see which contacts are members of each.
Tags are essentially labels you can put on your customers that aren't covered in other contact Fields. Tags can be something like "prospect", "client", "former customer", etc. that you then use to segment or group your contacts together. Tags make it easy to send marketing material to one type of contact.
Groups, on the other hand, are essentially like setting up a quick search. A Group allows you to filter your contact list based on one or more fields (including the 'Contact Tags' Field). You can create a group based on the value of a field, such as 'State equals California' or 'Tag equals prospect'.
Automated segmentation can be both via Rules, rules within Sequences, rules on Smart Forms or Smart Form settings. You just decide what you want the rule to do, then create it.
In situations like these, we offer account rollbacks.
If you find it absolutely necessary to roll back your account, please contact our customer support and let them know all the details including the date and time you’d like the account reverted back to. Be sure to note your time zone.
Yes, we have Geolocation tracking based on IP addresses. When someone fills out a Smart Form, ONTRAPORT automatically tracks the city, state, zip code and country of the form fillout. Since it's based on an IP address, the city and zip code may not be 100% accurate as a person's IP address is based on the location of their internet hub. For example, our city is Santa Barbara and our zip code is 93103. However, if we fill out a Smart Form from this office, the city might be Carpinteria (a city just south of us) and the zip code might be 93013 (the zip code in Carpinteria) because that's where our internet connection comes from. Contrarily, if you'd like us to take off the Geolocation tracking, just give our support team a call and they can remove it.
This has to do with how excel processes the information when you export the .csv file as UTF-8. Follow the steps below to have the special characters show correctly:
Save the exported file as a .csv
Import the data using Data > Import External Data > Import Data
Select the file type of ‘csv’ and browse to your file
In the import wizard change the File_Origin to "65001 UTF" (or choose correct language character identifier)
Change the Delimiter to comma
Select where to import to and Finish
A: You can save your CSV file from Excel as a "Windows Comma Separated (.csv)" file. To save your file as a Windows Comma Separated (.csv) in Excel, follow these steps below:
Once you have finished editing your file in Excel, click on File, and then select "Save As.." from the drop-down menu
In the Save As window, name your file and then from the select "Windows Comma Separated (.csv)" file from the drop-down selection menu
Click on Save
A: Go to our Q & A Forum for quick answers from our commmunity of clients and Certified Consultants. During support hours, you can also click the question mark icon in the top right of your account and select the Chat link to ask one of our support representatives. If you cannot access your account, go to our home page at ONTRAPORT.com and click the Chat icon there.
Q: I noticed that the CSV files I import and the ones that ONTRAPORT creates when I export Contacts are saved. How long are they kept?
A: ONTRAPORT stores the CSV files for 60 days, then deletes them. You can find the files you uploaded in the Contacts > Settings > Import Contacts section, and the CSV files created when you export Contacts in Contacts > Settings > Exported Lists. If you want them available for longer than 60 days make sure you archive a copy on your local computer.