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.

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...

Contact Management Overview

  About the Contacts Collection The Contacts collection is a database of your contacts. It’s also the first screen you see when you log i...

Importing Contacts

About To move your existing contacts to ONTRAPORT you will need to export them from your current system and then import them into ONTRAPO...

Contact Management Segmentation (Groups)

  About Groups ONTRAPORT uses a database to store your contacts. Unlike a list based system, your contact only needs a single Contact Rec...

Contact Tags

What are Contact Tags? Contact Tags are the cornerstone of list segmentation and are a way to label the contacts in your database in any ...

Contact Managment FAQ's

  Can a contact who has opted out opt back in? Yes, if a contact has opted out and fills out any Smart Form, they'll be opted back in. If...

Add Custom Fields & Sections

      About the Field Editor The field editor is where you can create, edit, and delete fields and sections in the Contact Records. This ...

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 ...

Managing Contact Transactions

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

Merge Duplicate Contacts

About   Merge Duplicates allows you to search for duplicates in your Contacts collection and combine them into a single Contact record. Y...

Automation Log

  About the Automation Log The Automation Log actively records and stores a list of any manual or automated actions performed on your Con...

Naming Conventions

    Why use naming conventions? In order to keep your system well organized, use standardized naming conventions for all your Campaigns, ...

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 to...

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

Why do this? In order for your imports to pass over the correct state and country fields, make sure that these two fields follow the form...

Importing Contacts: Capitalizing Proper Names

About In some cases, you may find your old service had contact names in a mix of formats including all upper or all lower case. ONTRAPORT...

Importing Contacts Using EU Format CSV

About EU Format CSV Files This article applies only to countries where the CSV format uses a semicolon instead of a comma to separate fie...

Exporting Contacts

About Exporting Contacts You can export your contacts from the Contacts database. Select the contacts you want to export, and then click...