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...

Card View for Contacts and Custom Objects

About Card View Applies to: All ONTRAPORT accounts. (Custom Objects are available in ONTRAPORT Pro and above). Please watch this brief vi...

Card View - Using the Color Field

About Using the Color Field in Card View Applies to: All ONTRAPORT accounts. The Color Field can be used to alert you to the condition of...

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 sal...

Card View Quick Reference

About Card View Quick Reference Applies to: All ONTRAPORT accounts. This quick reference guide describes how to do individual tasks with ...

Card View Permissions

About Card View Permissions Applies to: ONTRAPORT Plus and above. Displaying, moving and editing Card View is dependent on the User's per...

Formatting Merge Fields

About Applies to: All ONTRAPORT accounts. ONTRAPORT has an extensive selection of merge fields to customize your email, forms and landing...

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 Applies to: ONTRAPORT Plus and above. ONTRAPORT provides powerful sales automation with trial periods, payment plans, subscription ...

Managing Contact Credit Cards

      About Credit Cards in ONTRAPORT Applies to: ONTRAPORT Plus and above. ONTRAPORT Pro level and above provides your customer the abil...

Math Equations in Numeric and Price Fields

About Math Equations Applies to: All ONTRAPORT accounts. You can create equations for numeric (integer) and price (currency) fields in Ru...

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

Applies to: All ONTRAPORT accounts. Import Failures: How to Clean Up Your Import CSV In most cases the CSV file from your prior service w...

Importing Contacts: Split and Combine Fields

    About Applies to: All ONTRAPORT accounts. ONTRAPORT may have a different field structure than your old system. A common example is a ...

Importing Contacts: Formatting Dates for Import

About Importing Contact Field Dates Applies to: ONTRAPORT Plus and above. ONTRAPORT accepts dates in the US "MM/DD/YYYY" format...

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...