Contact Management

At its core you have a list of contacts with tracked activity be it purchases or marketing interactions. Learn how to manage the CRM portion of ONTRAPORT here. This section covers segmentation, importing contacts, manually editing information, and how you can get a holistic view of your contacts when you need it.

Contact Management Overview

About the Contacts Collection Applies to: All ONTRAPORT accounts. The Contacts collection is a database of your contacts. It’s also the f...

Importing Contacts

About Importing Contacts Applies to: All ONTRAPORT accounts. To move your existing contacts to ONTRAPORT you will need to export them fro...

Best Practices for Preparing a CSV File for Import

Best Practices for Preparing Your CSV File for Import Applies to: All ONTRAPORT accounts. This article covers the best recommended practi...

Contact Management Segmentation (Groups)

About Groups Applies to: All ONTRAPORT accounts. ONTRAPORT uses a database to store your contacts. Unlike a list based system, your conta...

Contact Tags

About Contact Tags Applies to: All ONTRAPORT accounts. Contact Tags are the cornerstone of list segmentation and are a way to label the c...

Add Custom Fields & Sections

About the Field Editor Applies to: All ONTRAPORT accounts. The field editor is where you can create, edit, and delete fields and sections...

Formatting Merge Fields

About ONTRAPORT has an extensive selection of merge fields to customize your email, forms and landing pages. Merge fields can insert the ...

Merge Duplicate Contacts

About Merging Duplicates Applies to: All ONTRAPORT accounts. Merge Duplicates allows you to search for duplicates in your Contacts collec...

Managing Contact Transactions

    About ONTRAPORT provides powerful sales automation with trial periods, payment plans, subscription plans, and two tier Partner (affil...

Managing Contact Credit Cards

    About Credit Cards in ONTRAPORT ONTRAPORT Pro level and above provides your customer the ability to use multiple credit cards. They c...

Math Equations and Numeric Fields

  About Math Equations You can create equations for numeric fields in Rules. The equations use merge fields provided in a drop down box t...

Automation Log

About the Automation Log Applies to: All ONTRAPORT accounts. The Automation Log actively records and stores a list of any manual or autom...

Naming Conventions

About Using Naming Conventions Applies to: All ONTRAPORT accounts. Not all features mentioned are in all account levels. In order to keep...

Contact Managment FAQ's

Applies to: All ONTRAPORT accounts. Can a contact who has opted out opt back in? Yes, if a contact has a bulk email status of Transaction...

Importing Contacts and Import Failures - Cleaning Up Your CSV File

Import Failures: How to Clean Up Your Import CSV In most cases the CSV file from your prior service will import fine using the regular im...

Importing Contacts: Split and Combine Fields

  About ONTRAPORT may have a different field structure than your old system. A common example is a single name field with both first and ...

Importing Contacts: Formatting Dates for Import

  About Importing Contact Field Dates ONTRAPORT accepts dates in the US "MM/DD/YYYY" format only. Use this guide to quickly con...

Importing Contacts: Formatting State and Country Fields

About Formatting State and Country Fields Applies to: All ONTRAPORT accounts. In order for your imports to pass over the correct state an...

Importing Contacts: Capitalizing Proper Names

About Applies to: All ONTRAPORT accounts. In some cases, you may find your old service had contact names in a mix of formats including al...

Importing Contacts Using EU Format CSV

About EU Format CSV Files Applies to: All ONTRAPORT accounts. This article applies only to countries where the CSV format uses a semicolo...

Exporting Contacts

About Exporting Contacts Applies to: All ONTRAPORT accounts. You can export your contacts from the Contacts database. Select the contacts...