Converting to Card View
About Converting to Card View
Applies to: All ONTRAPORT accounts.
This article is intended to spur ideas about converting an existing sales funnel using Tags, fields, or other systems to ONTRAPORT's Card View.
Converting from Something to Card View
We made a Sample Campaign that explains how you can convert your existing stage indicators to a Dropdown Field so you can use it in Card View.
- Log into your ONTRAPORT account.
- Click this link to install the Campaign (see video below).
- Follow the instructions in the Campaign checklist.
Articles in this section
- Contact Management Overview
- Importing Contacts
- Best Practices for Preparing a CSV File for Import
- Contact Management Segmentation (Groups)
- Contact Tags
- Add Custom Fields & Sections
- Card View for Contacts and Custom Objects
- Card View - Using the Color Field
- Converting to Card View
- Card View Quick Reference