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What is Ontraport?

Ontraport Review: CRM Meets Autoresponder

Ontraport is a no-code business software that empowers service businesses to systemize and scale. Ontraport manages and automates the entire buying cycle, resulting in faster growth while freeing up business owners and teams to deliver more customer value. Ontraport’s full set of marketing, sales and business operations features include CRM, automation, payments, sales pipeline, web apps, tracking, email and SMS, landing pages, and membership sites. Service providers of all kinds — including consultants and agencies, coaches and advisors, and personal and professional service providers — trust Ontraport to achieve more growth with less work.

About Ontraport

The key to real results from your email marketing is attention-grabbing messages at the exact right moment. Using Ontraport’s email marketing tools, you can set up automation to make sure the perfect moment is never missed. Cut through people’s cluttered inboxes with pertinent messages backed by the industry’s best delivery rates, because if your emails don’t get delivered, what’s the point? Then implement split-testing and analytics to determine what your audience responds to.


  • “M happy with it and the clients that are paying and using the tool are happy too. I can see the entire campaign results in only one software, saving a lot of time and effort.”
  • “It has the potential to be powerful and allow what would normally take multiple tools to be housed all in one.”
  • “It is my best email marketing campaign platform.”
  • “Ontraport Sales and its automation documents to clients are amazing.”


  • “In 20+ years of business, that one on-boarding call ranks one of my worst experiences. Just because of that, I can’t recommend Ontraport to anyone that I know.”
  • “Combining their inability to address these concerns and near complete lack of ability to get mail sent, we moved on.”
  • “However, as we looked back through the first few weeks of use, we found there were additional charges nearly weekly. When we asked what these were and why they told us we were over our sending limit.”
  • “Check out before you buy whether it can be amended for the country you are in. I am stuck in it now, with work arounds that are really annoying.”

Ontraport Review – Main Marketing Automation Tool Features 

Ontraport Review [2022]: Is it Worth it? - The Digital Merchant

Ease of Use and Learning Curve

Come to think of it, free plans are fairly common with email marketing solutions. I might not know how the trend started, but I figure it makes a huge difference when you’re comparing your options. That’s partly why MailChimp, for your information, is still growing at an exponential rate.

Sadly, you won’t find that here. Ontraport squarely loses out to competitors like MailChimp when it comes to package generosity.

On the bright side though, at least Ontraport won’t ask for your credit card details. You’re free to try out its features for two weeks without committing yourself for the long haul.

Beyond that, however, the lowest Ontraport goes is $79 per month for the basic plan. So, it might lock you out if you’re on a budget.

Now, when you sign up and log in, the first impression you get of Ontraport’s system might be confusing. Considering it reportedly focuses on email marketing, you’d probably expect to find options like “Automation” or “Campaigns” on the menu bar. But, surprisingly, that’s not the case here.

Only three of its six main menu options are consistent with email marketing solutions- “Dashboard”, “Campaigns”, and “Contacts”. The rest (“Pages”, “Tasks”, and “Sales”) are more commonly associated with CRM tools as opposed to email marketing. Hence, Ontraport might come off as a CRM solution when you first land on its dashboard.

ontraport contacts tab

That said, you’ll notice the company has made a good attempt at building a clean interface. I like the fact that Ontraport comes with a minimalistic design, which makes it easier to navigate around the platform.

The main dashboard, however, might feel a bit cluttered because of the numerous default figures. You get to view all sorts of performance analytics generated from your campaigns.

On the bright side though, at least Ontraport allows you to customize the dashboard. It essentially provides a drag and drop editor for organizing your dashboard layout, as well as specifying the type of reports you’d want to view.

Now, as you start navigating around the platform, it becomes apparent that things might not be as simple as you might have previously imagined. Ontraport is a pretty extensive automation software with numerous tools and features that could overwhelm you.

As a matter of fact, even experienced marketers might need some time to learn the ropes here. The only group that might have it easy are salespeople who’ve used advanced CRM tools before, while beginners are bound to face a steep learning curve.

All in all, give yourself about a week to a month to grasp how every single tool works.

Contact Management 

The best thing about comprehensively-provisioned CRM systems is, they always come with powerful contact management features. And Ontraport is no different. Since all its CRM operations are directly linked with the corresponding contact database, you can bet you’ll get all the critical management privileges.

The process of adding contacts, for instance, is incredibly flexible. If you’re trying to create a contact base from scratch, you could leverage Ontraport’s landing pages, SMS, and forms. Otherwise, users with pre-existing lists can proceed to import their contacts manually or through direct import.

Also, the type of contact information you can save here is unrestricted. Ontraport gives you the power to customize your contact fields based on the information you’d want on your profiles.

Then to help you target the right contacts in your campaigns, Ontraport goes ahead and provides supplementary details like appointment history, account activity, engagement history, lead score, purchase history, etc. You should be able to follow up on such parameters from each contact’s profile.

You shouldn’t leave it at that though. For the best campaign results, consider grouping and segmenting your contacts based on shared parameters.

Thankfully, Ontraport comes with just the right tools for that. It gives you the power to set up dynamic groups using custom rules.

You could, for example, define lists that automatically qualify and disqualify leads based on their behaviour, interests, or demographics. And, of course, how you choose to group your contacts is entirely up to you.

But, if you’re dealing with a large number of contacts, you might need help from your team members.  This is the point where you could take advantage of Ontraport’s Lead Router automation tool, which assigns leads evenly to team members.

Well, if you don’t have a team, worry not because Ontraport will still have your back. You can tweak it to automatically apply contacts to email campaigns. The entire framework is flexible enough to accommodate any qualification criteria you might choose.

Designing Emails, Landing Pages, and Opt-In Forms 

Apart from emails, you can use Ontraport to create landing pages and signup forms. But then get this – they don’t use different editors. Although these are varying types of marketing channels, Ontraport has consolidated their respective customization tools into one central editor.

Consequently, the editing process for your emails is essentially the same one you end up using on your landing pages, as well as the accompanying website forms. That should save you the trouble of training yourself over and over again whenever you switch between the three.

Now, when it comes to the actual creation process, Ontraport’s block-based editor allows you to begin from scratch, or proceed with one of its pre-built templates.

Well, I guess you wouldn’t go for the first option because it sounds more tedious. Fair enough. But then again, Ontraport offers a host of building blocks to make your work easier.

Starting from scratch, therefore, doesn’t necessarily mean building every single thing from the ground up. You just need to pick the appropriate blocks, arrange them systematically, and then customize their appearance accordingly. It really is that simple.

And speaking of simplicity, working with templates is easier and much faster. Thankfully, Ontraport offers a decent array of well-designed options to choose from based on your marketing campaign objectives. Every single one of them is free, adequately responsive, and extensively customizable.

Once you’ve selected a good email, landing page, or form template, you can start working on it directly from the editor. There are numerous customization options here, thanks to the editor’s flexibility.

More specifically, you can adjust the layout, introduce additional blocks, as well as tweak the finer details like shape, colour, and font.

Building Campaigns and Automation 

After designing forms, emails, or landing pages for your campaigns, you should switch to Ontraport’s campaign builder.

Now, the campaign builder happens to be the primary tool on the platform. Without it, Ontraport would be totally worthless. And since everything revolves around it, the campaign builder is the one tool you’ll possibly spend most of your time on.

That said, the builder essentially combines marketing automation and CRM via an intuitive visual flow. You can think of it as a regular automation builder with built-in CRM functions. It tries to simplify an otherwise sophisticated campaign framework by providing a birds-eye overview of the entire strategy.

In simple terms, therefore, the campaign builder comes with tools for creating visual automation workflows. The resultant chart should then provide a  graphical representation of the relationships between all the segments, rules, tags, as well as the corresponding campaign messages. That means you get to view your campaign roadmap plus its progress statistics in real-time.

And speaking of which, there are different types of views offered by Ontraport. Campaign building, to begin with, occurs in the editing mode. Otherwise, you could switch to its live view to track the workflow in real-time. Then “projection” and “performance” modes come in handy when you need a contextual view.

But how do you even create your own workflow? 

Well, the good thing about Ontraport when it comes to campaign automation is its dynamic approach. The campaign builder is capable of accommodating not only the simple linear workflows but also extensively complex ones involving multiple layers of rules.

As a beginner, I’d advise you to start off with the simple ones and then advance when you learn all the basic tricks.

Now, on Ontraport, simple workflow follows a linear roadmap with multiple stages without applying dynamic conditions. A contact simply progresses from one stage to another while maintaining the same path from start to finish. So, in essence, the visual layout of such a workflow doesn’t branch at any point.

A good example of a simple workflow is one where your site visitor triggers the system by joining the mailing list, after which Ontraport follows up with welcome emails, or possibly even onboarding guides. The whole process is straightforward.

And you know what? Although it doesn’t take much to create such a workflow from scratch, Ontraport saves you the trouble by providing a set of pre-built templates. They even come with customizable goal tracking capabilities, which help you specify the actions that would push your contacts to the next stages. Simple stuff such as replying to an email or SMS message, scrolling through a landing page, or clicking on an email link could form the basis of your simple workflow automation.

And in case you fail to find a perfect template for your campaign, it turns out there’s an alternative trick. Ontraport has a workflow sharing feature that allows other users to share their workflows with you. After this, you can then proceed to implement them in your campaigns.

Sadly, the problem with simple workflows is the restrictions that come with linear pathways. There’s only so much you can cover in one campaign. So, ultimately, you end up building numerous workflows to cover all the possible outcomes.

And that brings us to the second option – complex workflows.

Now, unlike the former, complex workflows combine multiple paths to make one dynamic automation roadmap. In simple terms, they apply multiple triggers to cover various possible conditions that different targets might find themselves in at a specific point along with the flow.

To create such a flow, you essentially need to come up with a logical framework of conditions, which then set off triggers in response to specific actions taken by different targets. The conditions themselves are defined using “if, then” statements, which ultimately create qualification branches at different points.

That said, it just so happens that apart from the campaign builder, Ontraport allows users to set up automation sequences from the contacts menu. In essence, you get to build new autoresponder sequences by combining messages, times, and steps.

Customer Relationship Management 

Based on the features we’ve discussed so far, it’s pretty evident that Ontraport is more of a CRM platform than a marketing solution. It provides a well-optimized customer relationship management system that helps both salespeople and marketers maintain favorable engagements with their customers over the long haul.

Using various tools, you should be able to personalize the messages you send to customers, address your customer’s concerns, compile your past and present customer interactions, track the progress of your customers from their respective workflows, import and update your customer information, monitor your customers’ behaviors, create sales workflows, etc.

all templates in ontraport

Then in its campaign workflows, Ontraport displays your customers in organized cards for easy tracking. The system further organizes them based on their progress along with the sales funnel, consequently allowing you to identify your core priorities.

In addition to that, salespeople can take advantage of the drag and drop layout to not only create simple and complex pipelines but also manage their leads as they sail through different stages. Ontraport further gives them tools for writing conversation notes, setting up email sequences, creating tasks, etc.

Ontraport Review – Pricing 

Basic – For $79 a month, this plan offers:

  • Contact segmentation
  • Lead capture
  • Lead nurturing
  • Automated follow-up
  • Landing page personalization
  • Goal-based automation
  • Automated re-engagement

Plus – The Plus plan costs $179 per month.

  • Custom metrics dashboard
  • Lead routing and scoring
  • Automated partner payments
  • Free WordPress hosting
  • Cart Abandonment automation
  • Payment gateway integration

Pro – The Pro plan will cost you $297 per month. It combines all Plus plan features.

  • Custom Objects
  • Campaign performance projection
  • First and last-click attribution tracking
  • UTM link generator
  • UTM tracking
  • Lead source tracking
  • Marketing ROI tracker
  • Free email consultation

Enterprise – Ontraport’s enterprise plan will have you paying $497 a month for all the Pro plan features plus a dedicated account representative. You can save up to 20,000 contacts but the corresponding email sends are not unlimited. Rather, Ontraport restricts Enterprise plan users to 200,000 emails per month. 

Ontraport Review – Pros and Cons 

Pros of Ontraport 

  • Unlike most of the other email marketing solutions, Ontraport offers full CRM capabilities. Hence, the platform can be an asset to both the marketing and sales teams.  
  • Ontraport comes with a host of features for enhancing e-commerce sales. 
  • Ontraport offers great customer support. Although it doesn’t provide support 24/7, it currently enjoys positive reviews from a wide range of happy users. They praise Ontraport’s representatives for their responsiveness and professionalism when it comes to handling user queries.  
  • Ontraport generates accurate campaign performance reports and then proceeds to segment the figures extensively for quick interpretation. Consequently, you should have an easy time establishing your customers’ lifetime values, the corresponding  CPA,  your best performing campaigns, etc. 
  • All emails sent from Ontraport use dedicated IP addresses. This boosts overall email deliverability while minimizing the possibility of your messages ending up in the spam folder. 
  • Ontraport supplements email marketing with SMS message marketing, plus landing pages and forms. Hence, you can create automation sequences that engage customers across multiple channels for maximum effect. 
  • The CRM functionalities on Ontraport are not only highly scalable but also extensively customizable.
  • The main dashboard comes with a drag and drops editor. Hence, you can configure its layout to display the most important statistics while hiding the rest.
  • If you’re unsure about your campaigns, you could use Ontraport’s A/B testing tools and split testing tools for accurate insights into how your audience responds to various approaches.
  • Ontraport’s block-based editor handles not only emails but also landing pages, and forms. The customization process is the same for all of them. 
  • Ontraport provides a decent array of professionally designed email, form, and landing page templates. Plus, they are all responsive and customizable.
  • The campaign builder is flexible enough to support complex automation involving a wide range of variables and parameters. 
  • You can sign up for a free trial without submitting your credit card information.  

Cons of Ontraport 

  • Ontraport can be costly for startups and small businesses on a budget. The cheapest plan costs $76 a month and it’s not very scalable.  
  • Although Ontraport provides a number of integrations, the range of supported apps is fairly limited.  
  • While the dashboard is neatly organized and it comes with a minimalistic design, it’s not very intuitive. It looks bland and uninviting.  

Ontraport has a fairly steep learning curve. Because of its unique approach, plus the fact that it bundles multiple advanced tools into one platform, it might take you quite some time to learn everything about it.  

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