Ontraport FAQs | Comparably

Ontraport FAQs

Ontraport's Frequently Asked Questions page is a central hub where its customers can always go to with their most common questions. These are the 318 most popular questions Ontraport receives.

Frequently Asked Questions About Ontraport

  • About Progressive Forms

    ONTRAPORT Pages allow you to create a series of forms that will add data to a single Contact Record. This is a great way to gather information from a contact, conduct a survey, and create a multiple step check-out experience without having to subject them to a long, intimidating single page form. Data entered is written to the Contact Record with each form submitted. Lets walk through an example!

    Create Your Pages

    You will need to have at least two separate Pages, each with a Form on it. In this example we'll use two ONTRAPORT Pages. The first ONTRAPORT Page will have a form with a simple opt in, only requesting their email address. On the second Page the form will ask for more details (name, company, and phone).

    Form Settings

    We only need to tweak two settings to make this work!

    Form Settings for Step 1

    Let's set up the Landing Page for the first ONTRAPORT Page.Click on the Edit Block icon. Next, click on "Form Settings".

    Next, select "Use this Landing Page" and select the ONTRAPORT Page which has the second form.

    Now, we are assured that when the first form is submitted, they will be taken to the ONTRAPORT Page where the second form resides. Save and exit this page.

    Form Settings for Step 2

    On the second ONTRAPORT Page, open up the Form Settings via the Edit Block icon as you did above and check the box next to "Override email address merge with cookie data". It is in the Advanced section at the bottom.

    Checking this box will allow the data from this form to be merged with the data from the previous form. Save and exit the page.

    Publish both pages so you can test the forms!

    Test it Out!

    We always recommend that you test your processes to be sure you didn't miss a step. Here's a quick example using test contact information.

    1. Complete the first form with your test contact's email address. Click the submit button.

    2. The page with the second form should appear. Fill out the second page's form with the rest of your test contact's information.

    3. Go into your account and check to be sure that the information collected from both forms are merged as a single contact.

    View Article
  • About this Use Case

    Applies to: All ONTRAPORT accounts.

    ONTRAforms allow you to create a series of forms that will add data to a single Contact Record. This is a great way to gather information about a contact, conduct a survey, etc. without having to subject them to a long, intimidating opt in form. Data entered is written to the Contact Record with each form.

    The key to this strategy is to collect the email address on the first form in the series. Set the Thank You page to pop up the second form. You can continue to add additional forms to the series, linking them by having the form's Thank You page setting pop up the next form.

    Follow the tutorial below to create your first progressive form series, using three forms to collect email, first name and last name. This example uses the three ONTRAforms and an ONTRApages page.

    Creating the Forms

    Create the first form by clicking Contacts > Forms > New Form. Select Create New in the ONTRAform selection box. Select a template for your first form.

    Click Smart Form on the palette then Form to edit the form's fields. Hide all the fields except Email, then click Done. The Email field will create a new contact or, if the email already exists in your database, link the series to that existing contact. Name the form PF: 1-Email and click the Save button.

    Save and Exit the form.

    Create a second form, choosing the same template as above. Click Smart Form on the palette then Form to edit the form's fields. Hide all the fields except First Name, then click Done. Name the form PF: 2-First Name and Save the form. Exit the form.

    Create the third form in the same manner as above, choosing Last Name as the only field shown. Name this form PF: 3-Last Name, save it and exit the form.

    Connecting the Forms

    The three forms have been created, and not we can link them all together.

    Open the first form, PF: 1-Email for editing. Click on Smart Form in the palette, then click on the gear icon next to Form Settings.

    On the Form Settings pop up, select Single opt-in, and check the Pop ONTRAform Lightbox radio button. Select the second form you created above, PF: 2-First Name from the drop down selection box.

    Save and exit the form.

    Open the second form, PF: 2-First Name, for editing. Click on Smart Form in the palette, then click on the gear icon next to Form Settings.

    On the Form Settings pop up, select Single opt-in, and check the Pop ONTRAform Lightbox radio button. Select the third form you created above, PF: 3-Last Name from the drop down selection box.Save and exit the second form.

    Open the third form, PF: 3-Last Name, for editing. Because this is the last form in the series, we won't be repeating the same steps. Instead, click on Smart Form in the palette, then click on the gear icon next to Form Settings. Select Single opt-in, and set the Thank You page you want to use. Save and exit the form.

    If you had additional forms in the series after this one, you would select the next form in the Pop ONTRAform Lightbox drop down. Only the last form will have a traditional "thank you" page. You can host the first form in the series anywhere an ONTRAform can be embedded, on a static HTML page, in a WordPress post or page, or even an ONTRApage as shown in the next section.

    Attaching the Form Series to an ONTRApage

    Here's how to attach the progressive form series to an ONTRApage link or call to action button.

    Click on Sites > Landing Pages > New Landing Page and select ONTRApages. Choose a template with a call to action button. When satisfied with the layout, we click the button on the block to edit it, and click on the link icon in the Link URL field.

    On the pop up, select ONTRAform Lightbox and choose the first form, PF: 1-Email from the drop down. Click Okay, then Save in the palette to save your choice.

    Name the ONTRApageand Publishthe form.

    That's how easy it is to embed it into an ONTRApage.

    Testing the Progressive ONTRAforms

    Visit the URL where the first form is hosted in your browser, and click the button or link to pop up the first form. Fill in a test email, then click Submit. The second form will appear, and you can enter your first name and click Submit, then the third form will pop up for the last name. Go through the series and then verify that your new contact is created with all three data elements, email, first name and last name.

    View Article
  • About Passing URL Variables

    ONTRAPORT Pages v3 ("Pages") can parse variables added to the URL. These variables can be used to populate merge fields on the page or fill in Pages native forms. The variables work on SSL Pages as well as non-SSL Pages.

    URL variables are also called "URL query strings" or "URL parameters". Here's an example using the first name and last name "Jack Spratt":

    https://ontraport.com/?First+Name=Jack&Last+Name=Spratt

    The standard format is to have a question mark at the very beginning of the variables as shown above. Then, each variable has a label or identifier, an equals sign and the value for the variable. Multiple variables can be added by separating them with an ampersand, as shown above. Note that the identifiers for first and last name match our merge codes without the brackets - [First Name] and [Last Name] with the spaces represented by a plus sign.

    Note:This feature does not populate fields in an ONTRAform used on the Page. Only native Pages forms, created in the Pages editor, can receive the values.

    Why Use URL Variables

    It's the only way to merge data from the contact record onto secure pages. So, if you want to send someone to an order form and put their name (or whatever) on the page to personalize it, then you'll use this feature.

    You can pre-fill form values, to make it easier for your people to submit forms and order forms. Again, for secure pages, this is the only way to do this.

    Coming soon: Internal referral tracking! Say you want to track which of your sales reps drove an online sale. You may not want to put them in your affiliate/partner program because that would mess up referral tracking. So, you need a different way to track it. One way would be to have your reps send their prospects links with their id or name in the url: www.yoursite.com?salesrep=Jenny. Then, you can use that salesrep variable to prefill a hidden field on your order form. (Note: hidden fields coming to Pages very soon!)

    Passing Variables From ONTRAforms or Legacy Smart Forms

    URL variables cannot populate a legacy Smart Form or ONTRAform, but these forms can send the information they collect to a Page. Set the Page as the "Thank You" page for the form. Then, in the form's settings check the "Pass CGI variables to the Landing / Thank you page".

    ad hoc merge field

    The field data collected on the form will be added to the Thank You page's URL. ONTRAPORT formats the URL with the variables as shown below.

    https://ontraport.com/?firstname=Jack&lastname=Spratt&email=jack-spratt%40ontramail.com

    CGI variables use the proper field names from the API. To populate them in a merge field on the page or in a hidden Page's form on that page use the same field name in brackets. Here are some common ones.

    Field Name

    CGI Variable

    Merge Field

    First Name

    firstname

    [firstname]

    Last Name

    lastname

    [lastname]

    Email

    email

    [email]

    Address

    address

    [address]

    City

    city

    [city]

    State

    state

    [state]

    Zip

    zip

    [zip]

    Birthday

    birthday

    [birthday]

    Home Phone

    home_phone

    [home_phone]

    To see all the field names in your account, including custom fields, you can enter an API Key and APP ID number from Administration > Integrations > ONTRAPORT API Instructions and Key Managerinto the interactive Live API Tool. Scroll down to Contacts and click to expand it, then click on theGet /Contacts button (fourth from the top of that section). Leave all the settings at the defaults and click the "Try it Out" button near the bottom. The "Response Body" that appears after a few minutes will list all the contacts with the API field names for each field.

    Passing URL Variables in an Email Link

    You can build the URL variables for links in email and on Pages. Add the URL variables after the base URL in the link editor. The format is an identifier for the field, an equals sign, and the value. The value can be a literal string or a merge field. You can use standard merge fields for the value if sending the email from ONTRAPORT.

    First+Name=[First Name]

    Start the variables with a question mark after the base URL and use an ampersand between the variables.

    ?First+Name=[First Name]&Last+Name=[Last Name]

    Remember that the URL variables are appended to the base URL, as shown here:

    https://ontraport.com?First+Name=[First Name]&Last+Name=[Last Name]

    Note:Do not convert the spaces in an ONTRAPORT merge field with brackets, as ONTRAPORT will take care of populating the merge field and applying the necessary encoding.

    If you are sending a literal string with spaces, convert the spaces to either a plus sign or %20 as shown here between "von" and "Mises" in the last name. This is the same technique as using the plus sign for creating identifiers from merge codes without brackets:

    https://ontraport.com/?First+Name=Ludwig&Last+Name=von+Mises

    https://ontraport.com/?First+Name=Ludwig&Last+Name=von%20Mises

    Prefill Form Fields on Secure Pages (SSL)

    The variables you pass in the URL can prefill the Page's Smart Form and Order Form fields. Use the field name as the identifier in the URL. The field name is "First Name" in this example.

    https://ontraport.com/?First+Name=Jack

    Then, use the the same field name in the form field as the Placeholder, with brackets.

    The URL will prefill this First Name field with "Jack" because the field name in brackets - [First Name] - matches the identifier in the URL variable.

    SSL pages cannot use the standard merge codes to prefill form fields.

    Remember, this limitation is only on the secure page's side. If you are sending the link to the secure page using an ONTRAPORT email you can still use the merge field to build the URL variable. It is the identifier that must be the field name alone, without brackets, in the URL. Both of these URLs would prefill the First Name field on our order form:

    https://ontraport.com/?First+Name=Jack

    https://ontraport.com/?First+Name=[FirstName]

    Populating Hidden Form Fields

    Forms created on Pages can have hidden fields. You specify them in the Form Settings. A hidden field can be nearly any Contact Record field including custom fields. Hidden fields do not appear on the form, and are not shown to the Contact during or after the form processing.

    To populate the hidden field you can use merge fields. In this image we have the custom field "Owner of value" set to be populated with the [First Name] merge field. Merge fields can be selected using the merge field drop down arrow icon.

    You can also use values you pass to the page via the URL. This can be useful when you want to mask the reason for the value being passed. For example, you may want to pass aLast Referrername without using that term. Using an such as "friend" in the URL might have something like this appended to the page URL: ?friend=Thomas+Jefferson.

    [friend] is now an ad hoc merge field, and can be used to populate the Last Referrer field in the form's hidden fields. "Thomas Jefferson" would be populated into the Last Referrer field.

    Things to remember about hidden fields:

    The value you pass into the hidden field must match the field type. For example, text for text fields, numbers for numeric fields and dates for date fields. Dates in hidden fields use the MM/DD/YYYY format regardless of your account settings.

    Some fields are not available in the drop down. For example, drill down fields in the Contact Record, such as the WordPress Websites field where you "drill down" to select one of several WordPress websites, and multi-value fields using drop down or list selection do not appear in the drop down because they cannot be used as hidden fields.

    Usecase: Google gclid Parameters

    Google Click Parameters are added to the URL of Google Ads. If you have a Google ad leading to one of your Ontraport Pages you can capture the "gclid" parameter in a custom text field. When you view the "gclid" parameter in the url you will notice it is in the format "gclid=1234567890" where the numbers are a random string. Create your custom field as a text field, include it in the Page's form settings as a hidden field, and use the "gclid" portion of the parameter as an adhoc merge field. In this image we have the custom field named "Custom gclid value" specified as a hidden field, and the [gclid] ad hoc merge field.

    Populating Merge Fields on the Page

    Standard ONTRAPORT merge fields will populate with the URL variables if the identifier is a field name. Inserting the [First Name] merge field on the Page, then passing a URL variable ?First+Name=Jack will have the merge field replaced with "Jack". Standard merge fields "disappear" if not filled.

    Ad Hoc Merge Fields

    You can create your own merge fields that don't require a field in the Contact or custom object record.Specify them in the URL variable and then have the same name in brackets on the Page. "?New+Merge+Field=This+is+new" would populate a merge field [New Merge Field] on the page with "This is new". However, if the variable is not passed by the URL the merge field is displayed in plain text on the page as [New Merge Field]. Ad hoc merge fields do not disappear if not populated like standard merge fields do.

    Caveats

    URL variables take precedence over PURLs and cookie data. This allows them to be used for secure landing pages.

    Caution: Passing a literal "?First+Name=Jack" URL variable to Page with a Smart Form to prefill it will, upon submission, change the Contact's first name to "Jack".

    Use ONTRAPORT merge fields where possible.

    Normal ONTRAPORT merge fields will "disappear" if not populated, so "Hi [First Name] -" becomes "Hi -" if no value is passed for the First+Namefield.

    Ad hoc merge fields are always displayed. If no value is passed, they will show the original value such as [New Merge Field].

    Security

    URL variables are not secure when passed to a non-SSL (HTTP) page. When passed to a page protected by SSL the entire URL is encrypted, but may be stored in plain text form in server logs. We do not recommend sending personal information via URL variables.

    View Article
  • Prerequisites

    An ONTRAPORT account

    A Fuzed account

    A Wistia account with admin access

    A video uploaded in Wistia

    API activated in your ONTRAPORT account

    About

    The Fuzed/Wistia integration with ONTRAPORT makes it possible for you to track and tag contacts based on viewer engagement with your hosted Wistia videos. Once you connect Fuzed and ONTRAPORT to Wistia, youll be able to send your contacts links to your videos and tag them based on the duration they spent watching. In response to those tags being applied, you can trigger automated responses to follow-up with contacts who have viewed your videos.

    Note: ONTRAPORT also has a built in integration with Wistia that enables the "turnstile" function to collect contact information for anyone viewing your videos. It does not return the length of time the contact has viewed the video.

    Connect Fuzed to ONTRAPORT and Wistia

    Tag Wistia Viewers with Fuzed

    Important Facts

    How to Connect Fuzed to ONTRAPORT and Wistia

    Obtain an ONTRAPORT API Key

    Log into ONTRAPORT

    Request a new API key

    Copy/paste your new API AppId and API Key into a notepad application

    Connect ONTRAPORT and Fuzed

    Log into your Fuzed account

    Navigate to your Account Settings

    Index

    Under Not Connected, click on the ONTRAPORT option

    Paste your ONTRAPORT API AppID and API Key into the pop-up window

    Connect Wistia to Fuzed

    Log into your Wistia account

    Navigate to your Account Dashboard

    Click on API

    Copy the API password to your clipboard

    Go back into your Fuzed account

    In your Account Settings, click on the Wistia option

    Paste the API password into the Connect to Wistia window

    Click Connect

    Index

    How to Tag Wistia Video Viewers with Fuzed

    This is done by creating a new fuze in your Fuzed account and then sending your contacts a link to your Wistia video via an email from your ONTRAPORT account. You have the freedom to create as many fuzes as you want per Wistia video.

    Create a new Fuze in your Fuzed account

    Log into your Fuzed account

    Click the Create new fuze button

    Name your fuze. Use a name specific to the video and duration you wish to track.

    Select Wistia as your trigger service

    Select your (Wistia) project. The options correspond directly to the projects stored in your Wistia account.

    Select your media

    Select the trigger action Percentage Viewed

    Select a Set parameter and a Set percentage value. This determines how much of your video the contact views before this fuze acts on them.

    Select ONTRAPORT as your action service

    Select Add Tag to Contact as the action to perform

    Select an existing tag or create a new tag on the fly to apply to your contact

    Click Create Fuze

    Send Contacts to your Wistia video

    Log into Wistia

    Go to the video you want to share and track contact engagement with

    Under Video Actions, select Embed & Share

    Select the Social Sharing option

    Copy the unique link to your clipboard

    Log into ONTRAPORT

    Create an email either in the Messages tab or within a Sequence to send to your contacts

    Paste the Wistia link from step 2e into the body of your email

    Add the text below to the end of this URL

    /?wemail=[Email]

    Your URL should look something like this: https://yoursite.wistia.com/medias/849w604bp7/?wemail=[Email]

    *Note - Don't link this URL with the linking tool - sending raw links is bad for email delivery. Instead, insert the URL into your email without linking it; the URL will turn into a link automatically when someone receives the email.

    Save your email

    Onceyou'veset this up and contacts have received the email, any contacts that clicks the link will trigger the action you created in your Fuzed account. Fuzed also allows you to view logs of viewer engagement per fuze.

    Index

    Important Facts

    An active fuzewon'trun on a contact until the full length of the video has passed plus ten minutes.

    ONTRAPORT's built in integration with Wistia enables you to collect new contact information by utilizing the Wistia Turnstile function, but does not return the length of time the contact has viewed the video.

    View Article
  • About

    Applies to:All ONTRAPORT accounts.

    ONTRAPORT has an extensive selection of merge fields to customize your email, forms and landing pages. Merge fields can insert the customer's name, credit card expiration date, or last purchase amount into your content. Merge fields are available from a drop down selection in Messages, Forms, Landing Pages, and Tasks.

    Note:Do not copy merge fields from another email template or document type such as Word or Google Docs.Use the drop down Merge Field selectoronlyto insert merge fields.If you do copy from another document or email delete the merge fields and replace them using the drop down selector."Hidden" HTML or editor formatting codes will break the merge field and cause it to be sent as "plain text" in your email.

    Most merge fields will come pre-formatted but Date and Text merge fields have additional formatting options.

    Formatting Date Merge Fields

    Date fields in the Contact record can be formatted in four different styles with two additional European formats:

    Long Date: January 21st, 2015 Short Date: Jan 21, 2015

    Standard Slash: 1/21/2015 Standard Dash: 1-21-2015

    European Slash: 21/1/2015 European Dash: 21-1-2015

    Contact field dates, including custom date fields you add, have a pop up date formatter. You can add a date offset in days to the date so that the date displayed is X number of days later or sooner.

    Some calculated date fields may not provide the date formatter. You can add formatting to the merge field. An example of a calculated date field that does not provide the date formatter is the [nDate] field ... the send date of the current message. The following examples show how to format it:

    Long Date: [nDate long+0] (formats as January 21st, 2015) Short Date: [nDate abb+0] (formats as Jan 21, 2015)

    Standard Slash: [nDate ss+0] (formats as 1/21/2015) Standard Dash: [nDate sd+0] (formats as 1-21-2015)

    European Slash: [nDate es+0] (formats as 21/1/2015) European Dash: [nDate ed+0] (formats as 21-1-2015)

    The "+0" adds zero days to the date, showing the actual send date of the email. To show a date two days later replace "+0" in the examples with "+2".

    The day of the week can also be revealed using "dayname+0" for the actual day of the week, and "dayname+2" for two days later.

    Merge fields can be used to create a sentences such as "Next Wednesday, Jan 28, 2015, we will be giving you a call". If the email is sent on Wednesday, Jan 21, the merge fields used in the sentence would be: "Next [nDate dayname+7], [nDate abbr+7], we will be giving you a call."

    Formatting Text Merge Fields

    Text fields, such as the First Name and Last Name field, retain the original formatting when imported or input. Many contacts will fill out your opt in forms using all caps, all lowercase, or other alternate capitalization. ONTRAPORT provides the following text merge field formatting options using the [Address] merge field as an example:

    [Address ##cap] - Capitalize first letter of each word. Ignore all other letters. "2040 alameda padre SERRA" becomes "2040 Alameda Padre SERRA"

    [Address ##cap_lower] - Capitalize first letter in each word and force all others to lower case "2040 alameda padre SERRA" becomes "2040 Alameda Padre Serra"

    [Address ##cap_first] - Capitalize the first letter in the first word only, and ignore all the other letters. "2040 alameda padre SERRA" becomes "2040 Alameda padre SERRA"

    [Address ##cap_lower_first] - Capitalize the first letter of the first word and force the rest of the letters in the first word to lower case. Ignore all other letters. "2040 alameda padre SERRA" becomes "2040 Alameda padre SERRA"

    Default Merge Fields

    ONTRAPORT allows virtually all Contact Record fields to be used as merge fields. This allows you to personalize an email to include a salutation such as "Dear [First Name] [Last Name]," But what if a Contact does not have a First and Last name in the Contact Record? "Dear," does not look very professional.

    You can set the default value for any field inContacts > Settings > Default Merge Fields. These values are only used when a merge field is used to generate content in an email, landing page, or task, and the field for that Contact is empty. They do not change any of your Contact Record data. Adding "Valued" for the First Namefield, and then "Customer" for the Last Namefield would allow the email salutation to read "Dear Valued Customer," - a much better result than "Dear,".

    It is a best practice to consider how you format your content. If you are on a first name basis with yourContacts, and don't use their last name in any content, choose a word like "Friend" for the First Namefield.

    View Article
  • About ONTRAmail

    Applies to: All ONTRAPORT accounts.

    ONTRAmail lets you create beautiful, responsive email templates either from scratch or using an impressive library of professionally designed templates. Fully mobile responsive and adhering to the requirements of hundreds of different email clients, ONTRAmail offers unparalleled design flexibility with thousands of options for creating unique email messages for any purpose that look amazing on any device.

    To jump right in and create ONTRAmail message in your ONTRAPORT account? Click the question mark icon at the lower right in your account and select the Quick Start Checklist option. Click to open the "Create an Email" guide.

    ONTRAPORT Marketplace article

    The Messages Collection

    Where to Find the Messages Collection

    The Messages Collection stores all of your saved Email, ONTRAmail and Task messages. It is accessed through the Campaigns > Messages main menu item (in some accounts the Messages Collection will be found in Contacts > Messages instead).

    Customize the Display of the Messages Collection

    Resize Columns

    Hover just to the left of the column heading, then click and drag the < > symbol to resize the column.

    Default Columns

    Name - The name you give the message. This is not seen by your contacts.

    Subject - The subject line of the message.

    Spam Score - A score added by SpamAssassin ; scores of 5 and above are not sent. Scores of 3 or below are considered excellent.

    Date Created

    Type - ONTRAmail, Email, and Task are the basic Types you will see here. If the Type is "ONTRAmail (Transactional)" or "Email (Transactional)" then the email has been selected as Transactional Only.

    Sent - The number of messages sent.

    Opened - The number and percentage of sent messages that we could detect were opened by the recipient. See note.

    Note: We use a single pixel transparent image that is loaded from our servers to detect if the email is opened. If the recipient has images turned off, or uses a privacy plugin they will not be counted as an "Open". Links are tracked 100%, so a click on a link is always counted. You may see "clicks" outnumber "opens" for some messages.

    Add New Column Headings

    Customize the fields that are displayed by clicking the + Add Column button in the upper right-hand corner. In addition to the default "Opened" column that is displayed, you can add additional columns to see at a glance how each message is performing:

    Popular columns to add:

    Clicked - How many recipients clicked at least one link in the email.

    Not Opened - How many we could not detect were opened. See note

    Not Clicked - How many recipients did not click any links in the email.

    Opt Outs - How many recipients clicked the "Manage Your Subscription" link and opted out.

    Complaints - How many recipients complained that your message was spam.

    Note: We use a single pixel transparent image that is loaded from our servers to detect if the email is opened. If the recipient has images turned off, or uses a privacy plugin they will not be counted as an "Open". Links are tracked 100%, so a click on a link is always counted. You may see "clicks" outnumber "opens" for some messages.

    Sorting the Contacts display

    Sort your Messages by clicking on the column headings. Click the heading again to reverse the sort order. Any of the columns you add can be sorted in this way.

    Set the number of Messages per page

    Change the number of messages that display on a page at the bottom of the page. This setting will remain in place until changed again. Also note the status bar indicates the page that you are currently viewing.

    Create a Group of Messages

    Click the Group drop down list to create a new Group, or load and manage any existing Groups.

    You can set criteria to filter messages in dozens of ways, and save the Group for viewing later. Each time you display the Group the system rechecks and adds all messages that meet the criteria automatically. Examples include messages created within the last 30 days, all messages with names starting with the letters "MRKTG:", or to only show one of more of the message Types.

    Search

    To search for a value in your Messages Collection that is displayed in one of the column headings click in the search bar, enter your query, and press the Enter key.

    Get Started with ONTRAmail

    After you load an ONTRAmail template, the edit screen is divided into two sections. On the left is the palette, where most editing actually occurs. On the right is the canvas where changes appear in true "what you see is what you get" visual mode.

    Here's how to get started:

    Mouse over the Campaigns collection and click on Messages. Click New Message.

    Click Create New in the ONTRAmail icon.

    Select an email template for editing, or select Start From Scratch for a blank template.

    Hover over a block to reveal the editing controls. You can scroll through different block layouts, add a block above or below, style the block and edit the block.

    The three icons in the top right when you hover over a Block allow you to edit the style of the Block (pencil icon), create a copy of the Block on the same page (plus sign) or remove the Block from the page (trash can icon).

    Adding and Using Blocks

    Templates are created using <em>Blocks</em>, horizontal slices of the page you can rearrange or replace to perfect your design. Changes are made in the ONTRAmail editor in true visual mode, showing you the new content immediately.

    Hover over the Block and click the + Add Block icon to add a new Block above or below. The Palette will list the Block categories.

    Select a Block Category in the Palette to narrow the choices by type of Block. Select the design. You will be returned to the Blocks on This Email view.

    Style: Colors and Fonts

    ONTRAmail uses the colors, fonts and page styling of material design, tested and proven to increase engagement and present content in the most readable and responsive manner.

    The overall email design can be modified by selecting the element on the top styling bar on the Canvas (it is visible when the Palette is in the "Blocks on This Email" view):

    No customization is necessary to create pleasing layouts, and we encourage you to try the pre-formatted font packs and color palettes without extensive modification to maintain the material design standards. This will give you time to fine tune your content and focus on growing your business. But for those who need to modify fonts and colors, we have extensive customization options:

    Font Style

    A selection of 39 Font Styles provide a set of fonts for 8 different text elements in your ONTRAmail: Header 1, Header 2, Header 3, Label, Button, Large Body Text, Body Text, and Quote. You can edit each one for font family, font size, font face, line height and font weight, and can toggle it to italics as well. The changes you make to a font here cascade throughout the email. The font styles can be set differently for the desktop and mobile view (mobile view shown).

    Click Font Suggestions at the bottom to display all 39 Page Font sets in the Palette. As you hover over the suggested font sets in the Palette the display in the Canvas shows the fonts.

    Colors

    39 color palettes use five related color elements, Primary, Complementary, Dark, Light, and White. Click the color icon to display the selected colors. Click on the color element name to reveal the color editing functions. Type in the color hex value or choose a color from the color picker. The color picker has two modes, the default 256 web-safe color tile mode and, by clicking the artist's palette icon at the bottom, an infinite slider color picker.

    Click the Color Suggestions link to see all 39 color palettes in the Palette on the left. As your mouse hovers over a color palette the Canvas previews the new colors.

    Changes you make to the page style apply only to the current email, and do not get saved with the color palette for use in other email. To re-use your color and font choices use the Copy from email function when creating a new email or the Renaming and Saving Blocks function for individual Blocks.

    Edit Content in Blocks

    The palette will show the Blocks on This Email view.

    Click and drag on the block names in the palette to rearrange them.

    The Visibility Toggle appears when you hover over an element to allow you to hide or show that element. It turns from green to red when it is hidden.

    To edit a block, click the block name in the palette or hover over the block on the canvas and select the Edit link.

    The palette will display the block's individual elements for editing. Click on the element name in the palette to edit it. Editing options after clicking are dependent on the type of content you are editing.

    Edit Text and Insert Merge Fields

    Edit most text directly in the block.

    ONTRAPORT merge fields are available by clicking the Merge Fields button. Merge fields can be inserted into your email messages to personalize them. Nearly every field in the Contact Record is available as a merge field, including the contact's name, address, the last invoice amount, etc. All ONTRApages and legacy Landing Pages are listed to be included as personalized URLS, or PURLS. Additionally, coupon codes, membership username and password, staff/user fields, unsubscribe links and website membership details can be found in this dropdown menu. See this article for more details.

    See our article on Formatting Merge Fields for information on formatting options and the default value you can display if the Contact Record field is empty.

    Note: Do not copy merge fields from another email template or document type such as Word or Google Docs. Use the drop down Merge Field selector <em>only</em> to insert merge fields. If you do copy from another document or email delete the merge fields and replace them using the drop down selector. "Hidden" HTML or editor formatting codes will break the merge field and cause it to be sent as "plain text" in your email.

    Insert Images

    Wherever an image exists in a block, change an image clicking on it and select the change image button. Upload your own or select one from your image library.

    To open the Photo Editor for the current image, hover over the image in the palette and click the paint brush icon. Use the Photo Editor's tools to fine tune your image, then click Save.

    You can determine the image's original size by clicking the Transform icon in the editor and noting the dimensions at the bottom of the edit panel.

    The Image Editor

    Now that the Image editor is visible. Let's walk through the features. Hover over the icons to reveal the edit section names.

    Library

    This is where you can upload or drag and drop your own pictures.

    Transform

    This is where you can crop, flip and rotate images. Use the "Common Crops" to speed up your workflow. Clicking on Transform also shows the original image size displayed at the bottom. This is handy for replacing template images with your own image of the same size.

    Filters

    Choose from up to 50 different mood settings! Use the slider to adjust the amount of effect.

    Adjust

    Use the sliders to adjust brightness, contrast and fine tune highlights, shadows, sharpness etc.

    Focus

    Add effects that blur backgrounds and focus in on parts of an image. Use the slider to adjust the amount.

    Text

    Add text to a photo. Also, change the font, color, background etc.

    Frames

    Use this feature to frame your photos, with the ability to adjust width and opacity.

    Overlays

    Add various layers on top of an image. Use the slider to adjust the level of effect.

    Save your Settings!

    Remember that in order for your changes to hold, you must click the Save button.

    Insert Hyperlinks

    Text, buttons and images can be hyperlinked.

    For text, select the text to hyperlink and click the link icon in the edit bar. To hyperlink a telephone number, select URL and type in Tel: and enter the phone number.

    For buttons and images, click on the item and locate the link area on the palette panel.

    You can link to a URL, ONTRAPORT Landing Page, Tracked Link, file hosted in the File Manager, or an ONTRAform lightbox form.

    Videos "in" Emails

    Thereisn'ta reliable way to have a video play inside an email in the majority of email clients and web browsers. You can make it appear as if there is a playable video. The way this is done is by inserting a linked screenshot image of the video into an email that, when clicked, directs people to a page where the video can be seen. To make an email appear as if a video is in the email, use a static image and hyperlink that to URL where the video is hosted.

    Upload your video to ONTRAPORT or desired video host.

    Post the video to an ONTRApage and publish it. Document the URL of your ONTRApage. You'll need it in step 8.

    Take a screenshot of the video as it appears on the landing page. Tip: We like using Jing, a free screenshot software program.

    Save the screenshot to your computer with the play button visible.

    Go to Campaigns > Messages.

    Open the email Message you want to add the video into.

    Insert an image block and upload the screenshot image from your computer into the email.

    Link the image to your landing page. From step 2.

    Save the image block.

    Edit Mobile Fonts and Backgrounds

    The View Mobile Display feature allows you to view the ONTRAmail on a simulated mobile device, and adjust font style (the font family, italic, and bold settings), font sizes and background position specifically for those devices.

    The View Mobile Display rendering is accurate for most of the mobile email clients, including iPhone, iPad and Android clients. As of November 2016, 55% of all email was opened on mobile devices, with 33% on iPhone, 13% on iPad and 9% on Android. The three mobile clients we know do not support the feature are Yahoo! Mail App on Android, Universal Outlook App on Windows Phone, and AOL Alto App on both Android and iOS.

    Note: Gmail mobile clients such as "Gmail Email by Google on the App Store" for IOS and "Gmail App" for Andorid in the Play Store do not honor our mobile settings. The default mail application and most other apps on iOS will honor the mobile settings.

    Mobile Display Settings Video

    Your browser does not support the video tag.

    Edit Mobile Font Styles

    Click the View Mobile Display button. The canvas will scale to 360px wide which is the average size of a small mobile device.

    The font styles button will change to Mobile Font Style. Click on the Mobile Font Style drop down to edit the mobile fonts.

    Edit the font face by selecting one of the options in the drop down, then adjust the font size, line height and weight (boldness) by using the sliders. You can also enter a desired pixel size manually for the font size and line height values. The choices presented are:

    Any of the listed font families

    Italic or normal

    Font size: 6px to 180px

    Line spacing: 6px to 180px

    Font weight range: This slider increments the CSS font-weight property from 100 to 900 (400 is "normal" and 700 is "bold")

    Click the Save button to accept the change.

    When you edit font sizes and style in View Mobile Display mode the changes are locked in for the mobile device. Changes to the font style and size will not propagate to the desktop view, and future changes to the font style and size in the desktop view will not change the mobile view.

    Note: Only font style, size and Mobile Block Spacing for backgrounds are locked for the mobile display. All other elements, including font colors, background colors or images, text, adding or removing blocks, etc. remains synchronized between the mobile and desktop display.

    Background Images in Mobile Block Spacing

    Background images in email are cropped, but you can adjust how the background is displayed to a large degree by adjusting the Mobile Block Spacing. Select the block to edit, then use the Mobile Block Spacing drop down to increase or decrease the top and bottom space. The spacing will be locked for the View Mobile Display view, and not affect the desktop view.

    Note: The text in blocks is still synchronized between the View Mobile Display and desktop versions of the block so remember to come back to the View Mobile Display view to see if changes to the text require tweaking the Mobile Block Spacing settings.

    Page Width

    The page width setting for mobile is fixed at "Full" and cannot be changed, regardless of the desktop view page width.

    Reuse Blocks in other ONTRAmail Messages

    Blocks can be renamed and reused in other ONTRAmail messages by selecting them from the Add Block page. This allows you to configure a block and reuse it in different ONTRAmail messages without having to configure it again.

    Rename a Block: Click on the block to edit it, then click the pencil icon next to the name of the block. Give the block a descriptive name. Remember to click on the check mark icon to save the new name!

    Re-use your configured blocks by clicking the + Add Block button and selecting it from the Copy From Existing Message dialog box.

    Settings

    Click the Settings tab to configure your email from address, subject line, etc.

    Set your Send from (default) email address. This email address will appear as the "From" email address in the message. Selecting "Custom" allows you to enter your own text and custom reply-to email address.

    Set your Email from (default) email address. This is also the reply-to email address.

    Enter the Subject line of your message.

    The Add tracking to the links in this email checkbox adds UTM Marketing Tracking parameters to each link in the email.

    If the email is sent from a Campaign, Sequence or Rule, the name of the Campaign, Sequence or Rule is listed in plain text in the utm_campaign portion of the URL. Make certain your Campaign, Sequence and Rule names are suitable for disclosure to your customers before using this option.

    Statistics for each new link are found in the Tracking > URL History section in ONTRAPORT after the first click. The URL is added only after someone has clicked on the link to avoid populating that list with URLs that have never been clicked. The Tracking tab only shows first attribution items.

    All links in the email will have the same utm_campaign, utm_source, utm_medium, utm_content and utm_term added to each link. You cannot manually edit these links if the checkbox is checked.

    Leave this checkbox UNCHECKED if you are manually adding UTM parameters to your links in the email.

    This option does not interfere with the link tracking by email for triggering Campaign Triggers, Goals, Conditions or global Rules. For more information on how both types of link tracking in email work see our complete article on Automatic Email Tracking.

    Enter the Header Title. This information shows after the subject line in many email clients, and is used as the page title that appears on the browser tab when the email is viewed as a web page.

    Click the Copy from HTML button to create a text only version of the email. ONTRAPORT sends this version along with your HTML email to make sure your customer can see the email even if they have HTML turned off.

    The Spam Score information can be accessed by clicking the numeric spam score (if present). The spam score is provided by the open source application SpamAssassin.

    Transactional Email can be sent to contacts that have opted out of your regular marketing email and have a bulk email status of Transactional Only as well as all of your regular opted in contacts. It is used for non-marketing content only such as changes to your privacy policy, terms and conditions or to send paid content like newsletters to customers. Please read and understand all the requirements and limitations before use by reading our Transactional Email article. In the Messages Collection you will see "ONTRAmail (Transactional)" in the Type column when you make an ONTRAmail Transactional.

    Share or Sell Your ONTRAmail Templates

    You can share or sell your ONTRAmail template in the ONTRAPORT Marketplace by listing it publically or providing a link to it. See our for more details.

    View Article
  • About PilotPress and the WordPress Editor

    Applies to: ONTRAPORT Plus and above.

    Note:In WordPress v5, the new Gutenberg editor changes the look and feel of the editor. You can still access the PilotPress features in a Classic Block in that editor, or choose to install the old editor (link to the old editor is on your Administration home page in your site).

    PilotPress adds several features to the WordPress editor to assist in creating membership pages.

    Each of these will be explained in the sections below.

    menu settings

    Add ONTRAPORT media

    Forms and videos from ONTRAPORT can be selected in this menu. Selecting a form inserts the embed code into the page or post. Selecting a video allows you to select the type of player to stream the video in, either HTML5 or the free version of FlowPlayer. To avoid the FlowPlayer watermark and link to their site, we recommend the HTML5 player.

    Forms are listed from the ONTRAPORT Forms collection. Videos are listed from the ONTRAPORT Video Manager, and are streamed from ONTRAPORT's servers to reduce bandwidth usage on your site.

    View More Icons

    This is a standard WordPress editor icon. Use it to expand the rows of editor buttons if you only see one row.

    Merge Fields

    The same ONTRAPORT merge fields you use in email and on PURL landing pages for personalization are available in the WordPress editor. Most of the Contact Record fields are included. The format is slightly different to avoid conflicts with other merge fields and short codes that your WordPress theme may have.

    Short Codes

    PilotPress features a number of short codes to show or hide content to logged in members based on their membership level or Tags. This drop down provides the available short codes, but they must be edited to include the access level or Tags.

    Custom Login Form

    You can add a compatible custom log in form to any page or post. Most of the third party log in form designers use redirection, and will conflict with the access level protections of PilotPress. This wizard provides a method to quickly duplicate the default log in form style on any page or post, or create a custom designed log in form that matches your branding. It allows you to create a custom "Forgot Password?" Campaign to send the member their existing password via email or SMS. See this article for details.

    PilotPress Options

    PilotPress displays the PilotPress Options box in the editor on all Posts, Pages and most Custom Post Types created by themes and other plugins. This section enables setting the membership access levels, the display of the post title in navigation menus for non-members, and where non-members are redirected to when they try to access this page.

    Access Levels:

    PilotPress access (or "membership") levels are discrete and do not inherit other permissions from other access levels. If only the Gold access level is checked as shown in our example then only Gold members will be able to see the content. This is different from membership plugins such as S2 Member or Optimize Member that use a hierarchical system where a "higher level" access automatically grants access to any lower level.

    You can create a hierarchical system using ONTRAPORT's automation features by having a Campaign with a Trigger for the addition of the Gold membership level, and Campaign elements to Update Contacts to the lower levels below that as shown here.

    Show in Navigation:

    PilotPress automatically hides any posts that have an access level checked from the menuing system until that level member is logged in. This checkbox overrides that default setting to show the page in the menu. This allows you to show a member's only page such as "Free Beer!" in a navigation menu. The On Error selection explained next specifies a page to redirect the non-member to, and a good use for that feature is to have an opt in or order form for the membership level that gets "Free Beer!".

    Note that the WordPress navigation will still take precedence, and you may have to edit your menus to include the page in Administration > Appearance > Menus.

    On Error:

    This setting determines what happens when an access level is checked and someone without that access level tries to display the page. PilotPress will automatically redirect them to the Page selected in the drop down. Make sure the Page is one that can be accessed by anyone with no access levels checked.

    Choose a page that offers an opt in or order form for the content you are protecting, if applicable. This is a good way to encourage people to become members, or to encourage members to purchase another membership level.

    PilotPress Admin View As

    See how the page will appear to a member with the related access level by clicking the button. A preview will open in a new tab. You can view as a single access level only.

    The preview will not show specific Contact Record information from merge fields. For example, the text "First Name: [pilotpress_field name='First Name']" will only show up as "First Name: " in preview mode. To display the page with Contact Record information use a different browser and log into the site using a test Contact's credentials.

    View Article
  • About Testing PilotPress

    Applies to: ONTRAPORT Plus and above.

    Creating a test contact and assigning it credentials to log into your WordPress site, and then logging in as that contact seems like a great way to test how well PilotPress is protecting your content. However, WordPress cookies the Administrator's browser and reads that cookie even in private or incognito mode. When you log in as your test contact you may see a login block on the page you should be redirected to, or a blank page. Depending on the "On Error Redirect to" setting on the protected page, you may be redirected to the home page or the standard login page.

    This article provides some tips on testing the PilotPress integration properly.

    Test Using Another Browser or Computer

    For many people this is the easiest method. If you normally use Chrome, install Firefox and use it for your testing. For this to be successful, remember never to use the test browser to log in as the Administrator of the WordPress site. If you do, follow the steps below to clear the cookies for the site.

    People like this method because it preserves their cookies on their working browser and allows them to log into their WordPress site easier for day to day work.

    Clearing Cookies to Log In

    Follow these steps to log into your WordPress site as a new user:

    In ONTRAPORT, create a new Contact for testing purposes. Add a Membership level to the contact. Keep ONTRAPORT open to this contact record.

    Open a new private tab or window in your browser (see instructions for Firefox and Chrome ).

    In the private tab or window, clear the cookies for your WordPress site. This step is required. To see instructions on how to clear your cookies, see this article.

    Go to the default WordPress login page by adding "/wp-login.php" to the end of your domain.

    Log in as your new contact and verify the membership functions.

    To test a new membership level, log the contact out of WordPress. Add the new membership level in ONTRAPORT and log the contact back into WordPress.

    If you have trouble, please chat Support for assistance.

    Plugins That Conflict with PilotPress

    Plugins reported to conflict:

    Any other "membership" plugin

    Any plugin that manages "redirection"

    Caching plugins

    All in One SEO

    Backup Buddy

    Page Expiration Robot or Scarity Samuri

    User Role Editor

    Login Form Editors (using redirection)

    About Cache Plugins:PilotPress uses the WordPress database for member verification, but some caching programs will store protected pages in memory or as static HTML files on disk and display them to any visitor. You must exclude any protected member page from the cache to use these plugins. WP Rocket, WP Super Cache and W3 Total Cache and most other caching plugins have configuration options to prevent caching of pages or directories on your site. Add all of your PilotPress protected pages to the exclusion list.

    WordPress has over 50,000 plugins and we are unable to test all of them. Symptoms of a plugin conflict include protected pages being visible to non-members, members having to log in again when navigating to another protected page, and content not being visible in the WordPress editor. If you find a conflict not listed above please contact Support and let us know.

    View Article
  • PilotPress Settings

    Applies to: ONTRAPORT Plus and above.

    The PilotPress settings appear in WordPress under the main Settings menu

    Set Up Membership Quick Start

    In WordPress Admin, navigate to Settings > PilotPress to configure the following settings.

    General Settings

    Application ID and API Key: These should be filled in already from step six in the Six Steps section of the article.

    Lock all users without Admin role out of profile editor: Check to lock users out of the WordPress profile editor.

    ONTRAPORT Integration Settings

    Enable Customer Center Check to activate the built-in Customer Center. Your members can update credit cards, see future and past invoices, and change their username and password, so this can be valuable even if you do not have a membership site.

    Enable Partner Center Check to enable the Partner Center if you have a Partner or Affiliate program. Your Partners can obtain promo tools, see the number of leads they have generated and track their commissions.

    Which center has priority when redirecting? If both are enabled, and the member logging in is both a Customer and a Partner, which Center should they redirect to?

    Enable Discrete Nicknames Check this to allow WordPress nicknames to be the first portion of the email address. If you leave unchecked then it will default to FirstLast name.

    Note:Discrete Nicknames are only applied when the user registers for membership in WordPress first and is synced to ONTRAPORT using the New User Registration Settings below. Membership users created in ONTRAPORT will continue to have the nickname formed from their ONTRAPORT first and last name.

    Post Login Redirect Settings

    Customers Redirect To This lists all the pages in WordPress. While it defaults to "Customer Center", you may want to direct all customers to a sales page, membership overview page, etc.

    Partners Redirect To This is used to send Partners to a particular page. It lists all the pages you have created in WordPress, so you can use a page promoting your upcoming partner offer, or to the Partner Center (the default setting).

    Customer Center Settings

    Custom Header Image Adds an image of your choice to the top of the Customer Center page.

    Primary Color A color selector appears when you click into this field.

    Secondary (Background) Color Select the color for the Customer Center background.

    New User Registration Settings

    Sync WordPress users to your ONTRAPORT Contacts This drop down has three options:

    No (do not automatically sync registrations on WordPress to your ONTRAPORT account)

    Yes, New Users Only (to start syncing new registrations to ONTRAPORT, but ignore all the existing users)

    Yes, New and Existing Users (sync all existing users in WordPress to ONTRAPORT as new Contacts). Note: Synchronization happens the next time the user logs into WordPress, so you will not see all your WordPress members appear in ONTRAPORT immediately. Because the transfer of the encrypted WordPress password has to be done during the user's login session, we cannot sync the users at any other time.

    What tags should they have? - If WordPress users are added to ONTRAPORT, what Tag would you like WordPress to add to them?

    What sequences should they be on? - You can have the new Contact join a legacy Step or Date Sequence when they are added to ONTRAPORT.

    What campaigns should they be on? - Specify the Contact be added to a Campaign.

    Logout Settings

    The Logout Settings section has a drop down to keep members logged into your site longer than usual. As of PilotPress 2 this setting is rarely used.

    Advanced Settings

    Clicking the Advanced Settings button reveals three settings that are very rarely needed:

    Disable Verify Host SSL: This checkbox is very rarely checked. It is used when you manually edit the wp-config.php file to bypass SSL verification temporarily for manual program updates, and want the PilotPress API calls to proceed during the update. If you are not getting error messages about the SSL certificate such as "the SSL certificate for the host could not be verified" then this does not need to be checked.

    Use WordPress URL instead of Site URL: This checkbox is also rarely used. In most cases, the WordPress URL and Site URL are the same. The most common reason for them to differ is if you have configured a separate home page specified in Settings > General Settings > Site Address (URL) that links or redirects to the location where WordPress is installed. In order for PilotPress to find it's configuration files, it will need the location where WordPress is installed, and this checkbox forces it to look at the "WordPress URL" instead of the default "Site URL".

    Clear PilotPress Cache: PilotPress caches data about the members when they log in to speed up page rendering. This button forces an update of the cached data. It does not log anyone out, but may cause a momentary delay of a half second when clicked.

    Click Save when finished configuring the PilotPress settings.

    Prior Versions

    Prior versions of PilotPress are provided at the bottom of this article. The release number is coded into the file name ("PilotPress-1-9-9.zip" is PilotPress version 1.9.9).

    View Article
  • About Integrating Your Existing WordPress Website

    Applies to: ONTRAPORT Plus and above.

    ONTRAPORT's PilotPress plugin can integrate your existing WordPress website, or you can choose to create a new membership site using a folder or subdomain on your site.

    Is Your Site Suitable for Integration?

    Your site may not be a good candidate for an ONTRAPORT integrated membership site if:

    You have more than 10 to 15 plugins (this is not a hard and fast rule, but the more plugins you have the harder it is to troubleshoot issues.)

    You have an existing membership or affiliate program plugin you want to continue to use

    Any of your plugins use redirection

    Cache plugins will interfere unless you list the protected pages in the exclusion list. Most cache programs include the ability to exclude pages or entire folders from the cache.

    An alternative to integrating your existing site is to install another instance of WordPress in either a subdomain or a folder on your existing domain. A subdomain such as "members.your-domain.com" or folder such as "www.your-domain.com/members/" works well for this. If you have any questions please contact Support.

    Set up Your Site in ONTRAPORT

    Log into ONTRAPORT

    Navigate to Administration > Advanced Features > Wordpress and toggle the feature on. WordPress Integration Troubleshooting

    Administration > Integrations > Wordpress Website

    Click New WordPress Site

    Click Create New under Existing WordPress Site

    Enter the URL of your website in the Website URL field. Do not include a trailing slash after the domain name.

    Create membership levels to your WordPress site (optional). You can return here at any time to add new membership levels. Simply type a name for the membership level and click the Add button.

    Click Pilot Press Download in the WordPress Plug-in/API Code section, download the PilotPress Plugin, or add it from your WordPress Administration section (search for PilotPress in your Plugins area).

    Copy the App ID and API Key into a text document using Notepad (PC) or Text Editor (Mac) for later use.

    Click Save.

    Configure Your WordPress Site

    Log into your WordPress site's Administration section.

    Navigate to Plugins and select Add New

    Upload the plugin if you downloaded it from ONTRAPORT or the WordPress respository by clicking Upload and choosing the file from your computer.

    Click Install Now

    Below is an overview video of PilotPress Settings.

    Open Settings > PilotPress

    Paste in the App ID and API Key from ONTRAPORT in PilotPress General Settings

    Select to enable the Customer Center and the Partner Center if desired. The Customer Center provides a place for all members to change their password, see their ONTRAPORT invoices, update their credit cards, etc. The Partner Center provides reporting and promo tools for members of any Partner Program you have set up in ONTRAPORT. If you have configured the Partner Center, any customer who is also a Partner will be directed to the Partner Center upon login. You can override this behavior by setting the Which center has priority when redirecting? drop down to the Customer Center.

    If enabled by selecting the Customer Center or Partner Center above, set the Post Login Redirect Settings. These settings will redirect the person to the page you specify here. The page can be the auto-generated Customer or Partner Center, or any page you have created on your WordPress site. You can also include any ONTRApage you have hosted on your WordPress site using the ONTRApages Plugin.

    Remember to save the PilotPress changes at the bottom of Settings > PilotPress page.

    WordPress Integration Resources

    WordPress Integration Overview

    Integrate an Existing WordPress Site

    Integrate a New WordPress Site

    Creating an ONTRAPORT Hosted WordPress Site

    Creating Membership Levels

    Protecting Content on Pages, Posts and Categories in WordPress

    Add Members and Drip Content in WordPress

    Add Custom Login Page and Password Reminder Functions

    Enable the Customer Center

    Enable the Partner Center

    Using Merge Fields and PURLS in WordPress

    Add ONTRAPORT Forms and Videos into WordPress

    Use Shortcodes to Show or Hide Content Based on Membership Levels (Advanced)

    Login Redirect by Membership Level (Advanced)

    OptimizePress Integration

    Choosing a WordPress Theme

    WordPress Integration FAQs

    View Article
  • About Integrating a New WordPress Site

    Applies to: ONTRAPORT Plus and above.

    There are two methods available to integrate a brand new WordPress site with your ONTRAPORT account., using an external host or setting up a free WordPress site on the ONTRAPORT servers. There are important differences between the two methods.

    This external host method is best for:

    Ecommerce sites

    Sites requiring SSL certificates for secure member logins

    High traffic sites

    Sites expected to grow in the future

    Utilizing FTP access for custom development, backup or migration

    Using email through the same domain

    We encourage you to use the external host method described in this document for your membership site.

    Choosing an External Host

    Nearly every web host supports WordPress, as it powers more than a third of all new web sites. In addition to large shared web hosts such as GoDaddy, there are many smaller web hosts that might provide a higher level of customer service or additional features. These web hosting accounts offer "shared hosting" from about $8 per month, and often provide a "one click" installation of WordPress on your account.

    A step up from the inexpensive accounts are dedicated WordPress hosts offering managed WordPress hosting such as KnownHost, Siteground, and WPEngine. A managed service typically automates updating your software including plugins, provides backups, has faster page load times for up to 100,000 visits and may provide free or low cost SSL certificates. If you expect rapid growth from your membership site ask your potential hosts how quickly you can upgrade to a new plan that provides more resources.

    Also consider the following features:

    PHP 7.0 or above

    SSL certificate for secure member logins and sales (from $0 to $99 per year)

    In-place upgrade if your site gets busy

    Support availability and hours

    Location of their servers (US, EU, Asia, etc.)

    Note that a host offering "unlimited" resources on shared hosting accounts usually has limits elsewhere that are stated in the Terms of Service. Search for terms such as "server resources", "inodes", "number of files", "excessive", etc.

    ONTRAPORT does not recommend any individual web host, and the links provided above are simply for reference and do not constitute an endorsement. None of the links we use in this article are affiliate links.

    Integrating an Externally Hosted WordPress Site

    After your WordPress site is installed and ready to be configured follow the steps below to integrate it with your ONTRAPORT account.

    Log into ONTRAPORT

    Navigate to Administration > Advanced Features > Wordpress and toggle the feature on. WordPress Integration Troubleshooting

    Now that the feature is on, go to Administration > Integrations > Wordpress Website

    Click New WordPress Site

    Click Create New under Existing WordPress Site

    Enter the URL of your website in the Website URL field. Do not include a trailing slash after the domain name.

    Create membership levels to your WordPress site (optional). You can return here at any time to add new membership levels. Simply type a name for the membership level and click the Add button.

    Click Pilot Press Download in the WordPress Plug-in/API Code section, download the PilotPress Plugin, or add it from your WordPress Administration section (search for PilotPress in your Plugins area).

    Copy the App ID and API Key into a text document using Notepad (PC) or Text Editor (Mac) for later use.

    Click Save.

    Configure Your Externally Hosted WordPress Site

    Log into your WordPress site's Administration section.

    Navigate to Plugins and select Add New

    Upload the plugin if you downloaded it from ONTRAPORT or the WordPress respository by clicking Upload and choosing the file from your computer.

    Click Install Now

    Open Settings > PilotPress

    Paste in the App ID and API Key from ONTRAPORT in PilotPress General Settings

    Select to enable the Customer Center and or the Partner Center if desired. The Customer Center provides a place for all members to change their password, see their ONTRAPORT invoices, update their credit cards, etc. The Partner Center provides reporting and promo tools for members of any Partner Program you have set up in ONTRAPORT. If the member logging in is both a customer and a partner set the center to display under Which center has priority when redirecting? We recommend leaving it at Customer Center in most cases; the partner will also be able to see any navigation menu links you enable for the Partner Center.

    If enabled by selecting the Customer Center or Partner Center above, set the Post Login Redirect Settings. These settings will redirect the person to the page you specify here. The page can be the auto-generated Customer or Partner Center, or any page you have created on your WordPress site. You can also include any ONTRApage you have hosted on your WordPress site using the ONTRApages Plugin.

    Remember to save the PilotPress changes at the bottom of Settings > PilotPress page.

    WordPress Integration Resources

    WordPress Integration Overview

    Integrate an Existing WordPress Site

    Integrate a New WordPress Site

    Creating an ONTRAPORT Hosted WordPress Site

    Creating Membership Levels

    Protecting Content on Pages, Posts and Categories in WordPress

    Add Members and Drip Content in WordPress

    Add Custom Login Page and Password Reminder Functions

    Enable the Customer Center

    Enable the Partner Center

    Using Merge Fields and PURLS in WordPress

    Add ONTRAPORT Forms and Videos into WordPress

    Use Shortcodes to Show or Hide Content Based on Membership Levels (Advanced)

    Login Redirect by Membership Level (Advanced)

    OptimizePress Integration

    Choosing a WordPress Theme

    WordPress Integration FAQs

    View Article
  • About ONTRAPORT's Free WordPress Hosting

    Applies to: ONTRAPORT Plus and above.

    ONTRAPORT provides free WordPress hosting under our domain or one you configure exclusively for the new site. This free option has some important limitations.

    ONTRAPORT Hosting Limitations

    You cannot install SSL certificates for secure member log ins or ecommerce

    Your customers may see a warning about an "insecure site" because of the lack of a SSL certificate

    You cannot access the site using FTP or control panel access

    You cannot access the server's files to backup or move your site

    Some plugins designed to query the server or display non-website files are not allowed

    Your customers may see a warning about "insecure site" if you put an ONTRAform Order Form on the pages

    You cannot "upgrade in place" to a better hosting plan if your site becomes too busy

    You cannot use any plugin that sends email

    You must use the alternate reset password method and cannot use the default password reset function

    When to Use ONTRAPORT Hosting

    The free option is suitable for basic membership sites and partner sites used solely to provide your Partners with access to their commission reports and promo tools. You can use a free ONTRAPORT Hosted WordPress site for basic Customer Center access, where customers can update their credit card information, email address, and access past invoices.

    For busy sites, e-commerce sites, or sites where you expect growth in the future we recommend you Integrate a New WordPress Site on an external web host instead.

    Creating a Free ONTRAPORT WordPress Site

    Navigate to Administration > Advanced Features > Wordpress and toggle the feature on. WordPress Integration Troubleshooting

    Now that the feature is on, go to Administration > Integrations > Wordpress Website

    Click Create New under New WordPress Site

    Name the WordPress site at the top. This name is used only within ONTRAPORT.

    Under Enter Domain / URL select the Hosted At option. You can choose to host the site on our affcntr.com domain using a subdomain, such as "mycompany.affcntr.com" or use your own domain dedicated to this site.

    If you use your own domain, you must change the name servers to ns1.ontraport.com and ns2.ontraport.com at your registrar first. WARNING: This must not be done with any existing domain that has content, email service, or any other function. When you change the name servers you will permanently lose all content, email or any other services. We strongly recommend purchasing a new domain for your free ONTRAPORT hosted WordPress site.

    Add any membership levels you wish. You can always return here to edit or add more levels.

    Click Save at the top right. You do not need the PilotPress API Key and APP ID as ONTRAPORT will add them automatically.

    Make note of the Admin Login Credentials on the pop up after saving. You will need these to log in, and they are not stored anywhere in your account.

    Allowed File Types

    ONTRAPORT's servers allow many more file types than the default WordPress file types. However, some file types that we allow may not be compatible with all themes or even HTML5 embedding. Here is a list of the file types that can be uploaded onto our servers:

    Audio

    m4a

    mid

    midi

    mp3

    ogg

    wav

    Documents

    7z

    atom

    bz2

    cab

    css

    csv

    doc

    docx

    gz

    html

    ico

    js

    pdf

    ppt

    rar

    rss

    rtf

    s7z

    tar

    tgz

    txt

    xls

    xlsx

    zip

    zipx

    Fonts

    eot

    otf

    ttf

    woff

    Images

    bmp

    gif

    jpeg

    jpg

    png

    svg

    svg

    svgz

    tif

    Video

    mp4

    ogv

    wmv

    WordPress Integration Resources

    WordPress Integration Overview

    Integrate an Existing WordPress Site

    Integrate a New WordPress Site

    Creating an ONTRAPORT Hosted WordPress Site

    Creating Membership Levels

    Protecting Content on Pages, Posts and Categories in WordPress

    Add Members and Drip Content in WordPress

    Add Custom Login Page and Password Reminder Functions

    Enable the Customer Center

    Enable the Partner Center

    Using Merge Fields and PURLS in WordPress

    Add ONTRAPORT Forms and Videos into WordPress

    Use Shortcodes to Show or Hide Content Based on Membership Levels (Advanced)

    Login Redirect by Membership Level (Advanced)

    OptimizePress Integration

    Choosing a WordPress Theme

    WordPress Integration FAQs

    View Article
  • About Using Naming Conventions

    Applies to: All ONTRAPORT accounts. Not all features mentioned are in all account levels.

    In order to keep your system well organized, use standardized naming conventions for all your Campaigns, Tags, Groups, Sequences, Rules, Tasks, Emails, Postcards, Landing Pages and Forms. That way, everything you name accordingly will be easily identifiable, searchable, and usable by you and other members of your team. It also helps that dropdown menus list stored items in alphabetical order.

    In addition, although most items in ONTRAPORT display the date that theyve been added or modified, its often a good idea to add the date you created a new item to the title of that item. This is an extra safeguard in case your account will store a high amount of items.

    Examples of Naming Convention Usage

    Tags for Lead Sources

    Lets say youre creating Tags for different leads sources (where your leads come from). Seeing as leads can come from a number of sources (events, a form, etc.), you might want to create tags titled Lead Src: and then the name of the source. They might look like the example tags below:

    Lead Src: Conference 2012

    Lead Src: Contact Us Form

    Lead Src: Affiliate

    Lead Src: Former Customer

    ...instead of merely:

    Gathering 2012

    Former Customer

    Affiliate

    Contact Us Form

    Monthly Email Newsletters

    If you're creating and releasing monthly email newsletters, you'd want to name them like this:

    NL: July 2017

    NL: August 2017

    NL: September 2017

    ...instead of:

    July Newsletter

    August Newsletter

    September Newsletter

    Events

    This ones straight out of our own business operations. If you are hosting any type of event, be it a conference or webinar or anything of that nature, use a title format such as Webinar Event: Sign-up Form (9/6/18). This naming convention includes the name of the event, a brief item description, and the date created.

    View Article
  • About

    Applies to: All ONTRAPORT accounts.

    Once you have 250ok all setup there are many ways you can use it. This article aims to educate you on how to use your account, a few use cases of how you can use 250ok in your business, and how to interpret the results of your seed tests.

    Using 250ok

    There are two main ways to run a seed tests. A send to your seed list alone to test email content by itself, or including your seed list on a broadcast to see what effect your list has on deliverability.

    Use Cases

    250ok can be used in a variety of ways. Here are just a few ways that you can use 250ok to gauge results and improve your inbox rates.

    Blanket inclusion

    One use case is to include your seed list on every large send that you do, that way you can compare and contrast how messages perform when you use different content, subject lines, and send times. This will also show you how mailing your list affects inbox rates. This can tend to be costly at $10 per seed test, but if you want good visibility into where your emails are landing it can be useful.

    Content testing

    This use case involves sending a seed test only to your seed list to get a gauge on how your content and sender information affects deliverability. You can use this as a preventative measure before you send your mailings to ensure that your content will not get you sent to spam. You can also do this to compare different types of content and subject lines by sending seed tests back to back and making changes to the content in between tests.

    Spot checking

    If you would like to have a regular view of your deliverability but your pockets are not deep enough to run a seed test with every mailing you can still get a good idea of how you are doing by running a seed test on every 3rd or 4th mailing that you do.

    NOTE: Seed tests that you run by only sending to your seed list are to test content. The list that you are mailing has an impact on how your messages are delivered so results on content tests vs mailing tests can differ.

    Interpretation

    It's common for marketers who see this data for the first time to have a nervous breakdown. We don't want that, so here are some things to consider as you read and interpret these results:

    NOTE: Before contacting our postmasters about your seed test results please review our Email Delivery 101 article and read our Marketer's Deliverability Handbook to ensure that you are following best practices.

    First of all, recognize that the powers that be (Google, Hotmail, Yahoo, Outlook) are all TRYING to separate your marketing emails from their recipients. It's your job to give them no reason to do that.

    The overall average inbox rating for marketing mail is ~85%. This number can fluctuate heavily depending on your niche, list collection habits, and general email practices.

    - Expect to see problems with Hotmail. Don't trip. Hotmail probably represents less than 5% of your list, and people who use Hotmail are used to not getting emails they expect, because Hotmail is the harshest filterer of all ISPs by far.

    If you see less than 80% delivery to Hotmail, we may have some ideas for you. Get in touch.

    - When ESPs make claims about 99.9% delivery rate, they're lying. What they mean by this is 99.9% of the email we send doesn't bounce back, but much less ends up in the actual Primary Inbox. If you're hitting >90% you should feel proud of yourself. If you're hitting >85%, you are doing well, but may be able to improve. If it's less than <80%, then you have a problem and we should talk. Feel free to send an email to [email protected].

    - A huge amount of mail is managed my Google, Yahoo, and Microsoft. Focus on those. You should be able to hit 100% in those ISPs if your mailing program is well managed (with the possible exception of Microsoft). If you're not, we should talk.

    - There are many international ISPs included in 250oks tests and some of these ISPs filter messages based on language. If you are sending in English do not be surprised if Japanese ISPs do not deliver your mail at the same rate as ISPs that serve primarily English speaking users.

    - If you are not getting 100% delivery to an ISP with a weight of '0' don't sweat it. That ISP has no presence in your list, and has no impact on the mail that you are actually sending.

    FAQs

    Q. Why are my seed tests not getting 100% inbox rate?

    A. Bulk emails are marked differently and treated differently than normal one-to-one emails. Bulk emails never get a 100% inbox rate (it just does not happen). Our best mailers usually see inbox rates of 90 - 95%. An 80% or higher inbox rate is considered decent. If your inbox rate dips below 80% contact our Postmasters at [email protected]. They can help you get your numbers up.

    Q.How do I get setup with my own 250ok child account?

    A. Please read the article Managing Email Delivery with 250ok and send an email with the information requested.

    Q.Why would I need this?

    A. If your business bases a large portion of its promotion or sales on email moving the needle on your inbox rates a few percentage points can result in large increases in the audience you reach and thus your bottom line income. 250ok is a tool built to help you find issues and move that needle.

    Q. My tests are taking a long time to complete, can I fix this?

    A. Yes, if you login to 250ok, click your email in the top right, and go to settings you will see your Inbox Informant Settings. By default seed tests wait 72 hours for emails to be delivered before finalizing the test. This can be changed by changing the Campaign Duration drop down. The number listed is the number of hours that 250ok will wait before finalizing a seed test. (ONTRAPORT waits 10 hours in most cases, if an email is not delivered after that we assume it is not coming in).

    Prior article: Getting Started in 250ok

    Other Articles

    Managing Email Delivery with 250ok

    Getting Started in 250ok

    View Article
  • Introduction

    Applies to: All ONTRAPORT accounts.

    Once you have been setup on a 250ok child account you will need to take a few minutes to setup your seed list and configure your 250ok settings.

    NOTE: If you need to get setup with a 250ok child account, please sign up at Managing Email Delivery with 250ok.

    Optimize Your Seedlist

    One of the first things you should do once you have access is optimize your seed list. This will automatically analyze the concentration of different providers in your list and apply weights depending on who YOU are emailing. Here are the steps to do this:

    Export your entire mailing list from ONTRAPORT.

    Login to 250ok using the credentials provided to you by ONTRAPORT (read and agree to their terms if this is your first login).

    Click Inbox Informant

    Go to Optimize Seedlist

    Name and upload your mailing list

    After the list is finished processing click View on that list

    Look at the makeup of your list and make note of the concentrations of providers if you wish

    Click Apply Weighting to Seedlist in the top right

    Select the regions that you would like to include in your seed tests (we recommend selecting all the check boxes on this page): Managing Email Delivery with 250ok

    When you are satisfied with the weighting and regions in your seed list scroll to the bottom of the page and click save seed list.

    Once this is done 250ok will automatically apply weights according to who is on your list.

    The seedlist generated by 250ok is a representative sample of your current Contacts database, making it easier and less expensive to test deliverability.

    Importing Your Seedlist

    Once you have optimized your seedlist you will need to import it into your ONTRAPORT account so you can run seed tests. Here are the steps to download your seedlist from 250ok and upload it into your ONTRAPORT account:

    Login to 250ok and click Inbox Informant

    Click Get Seedlist

    Click Export List

    Open the downloaded file and re-save it as a .csv file (the file you download will be in .txt format).

    Login to ONTRAPORT and follow our normal import process. Be sure that you include a unique Tag on these new contacts so they can be grouped and excluded from regular mailings. Most people use a tag such as "Seed List [today's date]" as the tag name (you can add a Tag to the import in step 5, Rules).

    Running Seed Tests

    After importing the seedlist you will be able to include it on any mailing, or mail it on its own to see how the content of your messages perform before you send them to your real contacts. Here are the steps to run a seed test once you have imported your seedlist.

    Content test:

    By sending ONLY to your seedlist, you can verify if the content of your email is going to trip many spam filters. Here's how to test your content by emailing directly to your seedlist.

    Create a group based on the criteria Contact Tags>Contains >Seed List [date] where Seed List [date] is the tag applied in step number 5 under Importing Your Seedlist above.

    Send the email you would like to seed test to this group.

    Mailing list test:

    It's also important to test your mailing program by sending to your seedlist ALONG WITH a normal broadcast. This will help uncover problems with filters based on your mailing reputation, the contacts on your list, and your engagement rates. In order to run this type of test, follow these steps

    Edit the Group that you are sending to and add the criteria Contact Tags>Contains >Seed List [date], where Seed List [date] is the tag applied in number 5 under Importing Your Seedlist above. This will create a sub-set of your Group with only seedlist contacts.

    Send your broadcast as normal.

    Be sure that you remove that criteria from your Group after sending to ensure you do not run a seed test each time you email that Group.

    Next Steps

    Using and Interpreting 250ok Seed Tests

    Prior steps:

    View Article
  • About 250ok

    Applies to: All ONTRAPORT accounts.

    We recently started integrating with a new service called 250ok. This is a service that allows senders to see how their messages are actually being delivered to various providers through seed tests.

    In this article we will be talking about what seed test is, what it is used for, and how to get setup with your own 250ok integration.

    What is 250ok?

    250ok is a seed test provider and reputation monitoring service. It is a piece of software to help senders know how they are getting delivered across the board, where their emails are landing, and when there are issues with deliverability to specific ISPs.

    What is a Seed Test?

    A seed test is an email that is sent to a list of tracked addresses to gauge deliverability to specific ISPs and the Internet at large. 250ok is a service that you can use to produce a seed list and run / interpret the results. Seed lists can range in size from hundreds to thousands of email addresses. The size of your seed list will depend on the makeup of your list and the seed test provider that you are using. 250oks seed lists usually end up being ~700 email addresses.

    How Can I Run a Seed Test?

    Running a seed test is as easy as including an extra list of contacts on a broadcast or emailing that same list in a stand alone broadcast. If you wish to get your hands on a 250ok seed list please read the rest of this article and follow the instructions to email us your account details under Signing up.

    Why Should I Care About This?

    If your business bases a large portion of its promotion or sales on email moving the needle on your inbox rates a few percentage points can result in large increases in the audience you reach and thus your bottom line income. 250ok is a tool built to help you find issues and move that needle.

    Seed tests can provide valuable insight on exactly how your emails are performing per ISP and how your list quality and content can affect your email delivery. This service can help you acquire specific information that could help you get top notch email deliverability.

    Information that you can get from Seed Tests can include:

    What specific ISP's are delivering your email to the inbox

    How your list quality affects the delivery of your email

    Whether the content of your email affects the delivery of your email

    How fast your email is being delivered

    Cost

    ONTRAPORT charges for seed tests on a monthly basis (similar to emails). Seed tests are $10 per test per month and there is a 5 test per month minimum. These charges are recurring, so if you would like to change the number of tests you are allowed per month please contact [email protected].

    Seedtest Billing Details

    Seed tests are billed per month and are non refundable. If you do not use all of your allowed seed tests in a month they do not roll over and they will not be refunded.

    Seed tests in 250ok refresh on the 1st of every month NOT YOUR ONTRAPORT BILLING DATE. Please be aware of this in your testing.

    If you run too many tests in a month your future test results that month will not be viewable. The excess tests will show up in your 250ok child account, but the results will be lost.

    Signing up

    If you have decided that you would like to start using 250ok seed tests please send an email to [email protected] with answers to the following questions and we will be happy to get you setup.

    Questions

    What is your account number or login email?

    How many seed tests would you like to add?

    When would you like to have these seeds tests activated on your account?

    Do you understand that these seed tests are recurring subscriptions that will reset on the 1st of each month and that unused seed test credits are non-refundable?

    What is the best email address to contact you regarding this matter?

    Other Articles

    Getting Started in 250ok

    Using and Interpreting 250ok Seed Tests

    View Article
  • About The Marketplace

    Applies to: All ONTRAPORT accounts.

    The ONTRAPORT Marketplace allows users of ONTRAPORT to share Campaigns, ONTRApages, ONTRAmail and ONTRAform templates among the ONTRAPORT community. As an ONTRAPORT client, you have access to any user-created templates available in the ONTRAPORT Marketplace and can contribute your own for use by others.

    There are three options when it comes to sharing your designs in the ONTRAPORT Marketplace: "for free" using one of several different methods: free to all ONTRAPORT clients, free to specific ONTRAPORT clients, or free to any ONTRAPORT client with a link. You can also charge for your designs or content with a one-time payment or a recurring subscription payment. ONTRAPORT handles the billing details and forwards 90% of the purchase or subscription price to you.

    To learn about sharing Campaigns in the Marketplace, please see this article.

    Viewing Shared Templates

    Shared templates are available for viewing when you create a new ONTRApage:

    In Pages click New Landing Page and select the ONTRApages icon.

    The Page Templates navigation menu includes the following categories that include shared templates: ONTRAPORT

    Featured: Featured templates that include shared templates.

    My Shared Templates: Templates you have shared.

    Shared With Me: Templates that have been shared with you.

    Purchased: Templates that you have purchased.

    Free: Templates being shared at no cost.

    Recently Used and Favorites are templates selected by either your use of them or you indicating they are a favorite template.

    The following categories will also contain ONTRAPORT provided templates and shared templates:

    View By Type

    View By Industry

    View By Author

    View By Tags

    Use the same process to view shared templates in ONTRAmail by navigating to Contacts > Messages in step 1 above.

    After viewing the template, you can choose to use it. For paid templates, ONTRAPORT will prompt and confirm you want to pay for the template. Your credit card information is processed by ONTRAPORT and not provided to the template provider.

    Sharing Your Templates

    There are several ways you can share your templates in the Marketplace. You can choose to have it listed for all ONTRAPORT clients for free, or have them pay to use the template. ONTRAPORT takes care of the billing, and sends you 90% of the sales price when the transaction is completed. This method provides the widest audience for your template.

    You can restrict the sharing to specific ONTRAPORT clients by providing them with a link, or by entering their email address into the sharing settings. These two methods can provide the templates for free to a limited group.

    You can also have a purchase in your ONTRAPORT account trigger the sharing of the template. This method allows you to market your template independently to your Contacts who are also ONTRAPORT clients. If you add more templates using the same criteria the additional templates will be available to your customers.

    After you create and save an ONTRApage or ONTRAmail, you can click the Share this template button to select the options for sharing.

    Choose to share your template with all ONTRAPORT clients by clicking the Share with all users button or with individual ONTRAPORT clients by clicking Share with individual users button. You do not need to share templates with your own users who log into your account. They have access to all of your templates based on their User Role and the permissions you have given them.

    If you choose to share with all users select the method of payment you would like:

    Free: Content will be free for all users.

    User's contact info: You'll get the user's name and email address when they choose your template from the Marketplace (available to ONTRAPORT Certified Consultants only)

    Paid: Sell your template and earn 90% of the fee.

    Click the Share button to submit the template for approval by ONTRAPORT.

    Approval will take a few business days. You can check on the progress by visiting Administration > Marketplace Content Manager.

    If you choose to share the template with individual users, choose the method to provide access:

    Anyone with link: This option provides a link any ONTRAPORT client can use to access the template.

    Specific users: Select this option to enter email addresses of the ONTRAPORT clients you want to share your template with.

    Anyone who has purchased or subscribed to my product: Select "has purchased" or "is subscribed to" and then the product name in the drop downs to enable sharing to your customers. Note that "has purchased" provides access to the template as long as they are an ONTRAPORT client, and "is subscribed to" limits the use of the template to the subscription term. After the end of the subscription term the template will no longer appear in their Marketplace. Pages or emails they have created using your template, and saved under a different name, will remain available to them.

    Click the Share button to submit the template for approval by ONTRAPORT.

    Approval will take a few business days. You can check on the progress by visiting Administration > Marketplace Content Manager.

    FAQs

    Q. Can I create a recurring subscription and drip templates or content to my subscribers each week?

    A. You can do this two ways. You can have the subscription product listed in the Share With Individual Users dialog and manually share the templates when you want to make them available. All your customers would get the templates as you share them.

    If you want an ONTRAPORT-style drip sequence using a Step Sequence, use the "Anyone with link" option instead. Have your subscription product add your customers to a Step Sequence. In the Step Sequence, have email steps that send the link for that week's content to the customer. This method will allow you to create all the content you are sharing, and have an Step Sequence provide the content with each email.

    Q. Can I sell my ONTRApages to non-ONTRAPORT customers?

    A. No. In order for your customer to see the template and content they will need an account.

    Q. Can I sell my LeadPages / ClickFunnels pages in the Marketplace?

    A. No, only ONTRAPORT templates will be available in the Marketplace.

    Q. Can I charge both a flat fee or a subscription for a single Marketplace item?

    A. No, but you can submit two templates, one for a flat fee price and one for a subscription price.

    View Article
  • About the Marketplace

    Applies to: All ONTRAPORT accounts.

    Access pre-built, ready to use Campaigns in the Marketplace. Some are free and others require contact information or payment to use.

    Have a Campaign you think will benefit the community? You can share it or sell it. ONTRAPORT will handle the details for you, including collecting and distributing payment to you via PayPal. Navigate to Admin > ONTRAPORT Marketplace and complete the Profile Manager section. The information you add here is shown to users who view your Campaigns.

    Selecting a Campaign in the Marketplace

    Navigate to Contacts > Campaigns click the + New Campaign button. On the left are categories of pre-built Campaigns you can select.

    More Campaign Builder Articles

    Expand the items such as View by Type to filter the available Campaigns. Select the Campaign you want to use. A confirmation dialog appears and then the Campaign is added to your Campaigns listing. The added Campaign includes all the elements needed, but you will need to configure some elements such as emails and landing pages to match your business.

    Configuring the Marketplace Campaign

    Navigate to Contacts > Campaigns and click the title of the marketplace Campaign you added. In Edit mode, click on the Checklist to see the items you need to configure.

    The items with red bullet points are Campaign Map elements that must be configured before publishing the Campaign. Click the blue links in these items to complete that element. The Checklist will keep track of your progress, and will prevent you from publishing the Campaign as long as some of those elements remain incomplete.

    You can add your own items to the Checklist as well, and mark them complete when you have completed them. You can use many HTML tags to format your Checklist items. The items you add this way do not prevent you from publishing the Campaign. This is ideal for related tasks that are not part of the actual Campaign Map such as "Advise Webmaster Campaign is Starting".

    Share a Campaign by Listing it in the Marketplace

    The ONTRAPORT Marketplace allows youto share or sell Campaigns. Marketplace Campaigns can include all the assets in the Campaign such as ONTRApages, ONTRAmail, Tasks, SMS Messages, ONTRAforms and custom fields.

    There are two options for choosing who you share or sell your Campaigns to and how it gets shared. Sharing your Campaign in the Marketplace shows it to all ONTRAPORT clients, and is covered in this section.

    To share your Campaign without listing it in the Marketplace see theShare a Campaign to Individuals (no Marketplace listing) section below.

    You can choose to offer your Campaign for free, or charge a one-time fee. ONTRAPORT takes care of the billing for the one-time fee and sends you 90% of the sale price when the transaction is completed. Here's how to share your Campaign using a Marketplace listing:

    Make sure that you've completed your marketplace profile. Navigate to Administration > ONTRAPORT Marketplace and complete the Profile Manager section. Once that's done and you've created and saved a Campaign, click the Share icon.

    Choose Share With All Users

    Choose how you want to offer your content - free or charge a fee. If you choose charge a fee, enter the price you'd like to charge in US dollars.

    Name your Campaign, enter a description and select a category that best fits your Campaign

    Choose whether you'd like to share all Campaign assets or just the Campaign map Note: Choose this option wisely! Checking this box will transfer any messages (emails, SMS, tasks, etc), any ONTRApages, forms of any type (ONTRAforms and Legacy Smart Forms), all images included in those assets, any custom fields that are referenced, nested Campaigns, Legacy Sequences and anything else required to make the Campaign work into the recipient's account. Warning: ONTRApages with custom HTML blocks and ping URL elements are not allowed in the Marketplace. Please omit these from your Marketplace templates.

    To turn off sharing a Campaign slide the sharing toggle to off

    Share a Campaign to Individuals (no Marketplace listing)

    Make sure that you've completed your marketplace profile. Navigate to Administration > ONTRAPORT Marketplace and complete the Profile Manager section.

    After you have created and saved a Campaign, click the Share icon.

    ChooseShare With Individual Users

    Choose the sharing option: Anyone with link - this will generate a link that you can copy and paste into emails, documents, etc. Specific users - enter email addresses of other ONTRAPORT account holders. The email address should be the admin seat for easy installation. If the email address you enter does NOT have an ONTRAPORT account, they will receive an email asking them to start an ONTRAPORT account. Please use the anyone with link option if you're not sure of the email address and want them to get the Campaign. Anyone who has purchased or subscribed to my product - choose whether it's a product or subscription and select the product. An email will be sent to the person in your database who purchased or subscribed to that product letting them know you shared the Campaign template with them.

    Choose a name for your Campaign that will be shown to the individuals, enter a description and select a category that best fits your Campaign.

    Choose whether you'd like to share all Campaign assets or just the Campaign map NOTE: Choose this option wisely! Checking this box will transfer any messages (emails, SMS, tasks, etc), any ONTRApages, forms of any type (ONTRAforms and Legacy Smart Forms), all images included in those assets, any custom fields that are referenced, nested Campaigns, Legacy Sequences and anything else required to make the Campaign work into the recipient's account.

    Once the Campaign is shared, the sharing toggle will be turned on and the status will change to approved. Too view all of your shared content, click the "view all my shared content" link above the sharing toggle.

    After they click the link your share partner will go to a landing page explaining the content and asking them to log in.

    To turn sharing of a Campaign map off, slide the sharing toggle to off.

    Install a Campaign Shared With You (no Marketplace listing)

    Shared Campaigns will add all the necessary assets, including custom fields in the Contacts database. An exception occurs with large accounts and custom Contact fields due to the longer processing time required during the installation process. The Campaign will still install, and then you can visit Contacts > Settings > Field Editor to add the custom fields at a time that is convenient for you.

    View Article
  • Applies to:All ONTRAPORT accounts.

    General Billing

    Account payments are processed on your billing date. Find your billing date by clicking on your profile icon at the top right of your account and navigate to Account. There you will find your next charge date.

    Invoices are available within ONTRAPORT in the Account section. You may request to have monthly Invoices sent to you via email by submitting a ticket to [email protected].

    We accept all major credit cards, including Visa, MasterCard, Discover and American Express. We do not accept bank transfers, checks or PayPal for the month to month subscriptions. Payment via PayPal is available for annual contracts. Email [email protected] to arrange annual payment by PayPal

    You may upgrade or downgrade your plan at any time. We will automatically charge the new rate on your next billing date. Those on an annual package, please reach out to [email protected] to have your account switched.

    Nonprofits are eligible for 20% off discount on ONTRAPORT accounts. Submit your IRS 501 (c) determination letter or other proof of non-profit status to [email protected].

    Certain offers allow for a 90-day refund of the base account fee if you cancel your account within 90 days of the effective date. If this offer was made available to you, you must first cancel your account, then submit a request for a refund by email to [email protected]. Any free trial offers waive the 90 day refund allowance. Please see the Terms of Service for more information on the availability of refunds.

    Annual ONTRAPORT accounts and ONTRApages accounts are non-refundable. Annual accounts are available after 90 days of starting an account. Clients who opt for an annual contract upon sign up waive any other offers or promotions such as any 90-day refund of the base account fees.

    Accounts may not have been suspended or have billing delayed to qualify for any refunds.

    Please review our Terms of Service. The Terms of Service takes precedence over any statement in this document.

    Please note our Privacy Policy.

    Billing Cycle

    Subscriptions are charged to the customers credit card on file, on the billing date. This includes the cost of your account and bulk email or contact overage packages.

    Add-ons are charged as they are incurred.

    You will be charged the same day for overages on Emails, Contacts, User Seats, and Postcards.

    SMS usage charges are billed the day after messages are sent or received.

    When you go over your allotted emails, your account will be charged and the emails will continue to send. We will never stop your emails from being sent simply because you have gone over your account email limit.

    Most ONTRAPORT accounts are auto-upgraded once you have gone above the account's contact limit. No exceptions will be made to this policy. There is no ability to add additional contacts to these accounts:

    ONTRAPORT Basic: 1,000 contacts. If you exceed this limit your account is automatically upgraded to an ONTRAPORT Plus account with 2,500 contacts.

    ONTRAPORT Plus: 2,500 contacts. If you exceed this limit your account is automatically upgraded to an ONTRAPORT Pro account with 10,000 contacts.

    ONTRAPORT Pro (established June 7, 2018 or later): 10,000 contacts. If you exceed this limit your account is automatically upgraded to an ONTRAPORT Enterprise account with 20,000 contacts.

    Note that ONTRAPORT Pro accounts established prior to June 7, 2018 incur the $99 per contact overage fees without the automatic upgrade to the Enterprise account level.

    ONTRAPORT Enterprise: 20,000 contacts. If you exceed this limit ONTRAPORT automatically adds an additional 100,000 Contacts to your account and bills you $99.

    Please see our ONTRAPORT Pricing Page for additional details. The pricing page takes precedence over any statements in this document.

    ONTRAPORT Pro and Team accounts created before June 7, 2018 have different contact limits and upgrade policies. Please contact [email protected] for information on your account.

    Accessing Your Account

    Logging in to your Account

    To login to your account, head to https://ontraport.com or https://app.ontraport.com. Your login credentials are the email and password you used when you created the account.

    On the first login, you will see a screen asking you a few questions about your Company. Read this article for help while filling it out.

    Lost Password Help

    If you have lost your password, use the forgot password link on the login screen. Follow the instructions sent to your email.

    Lost Username

    Your ONTRAPORT username is the email address you use to receive correspondence from our team. If you have lost this email address, please contact support at [email protected]

    Add-On Products

    Contacts

    If you exceed the allotted number of Contacts for your ONTRAPORT Enterprise account you will be charged $99 automatically. This charge gives you the ability to have 100,000 additional Contacts over your contact threshold. Custom Object records with an email address field are counted toward this total.

    For all other ONTRAPORT accounts:

    ONTRAPORT Basic: 1,000 contacts. If you exceed this limit your account is automatically upgraded to an ONTRAPORT Plus account with 2,500 contacts.

    ONTRAPORT Plus: 2,500 contacts. If you exceed this limit your account is automatically upgraded to an ONTRAPORT Pro account with 10,000 contacts.

    ONTRAPORT Pro (established June 7, 2018 or later): 10,000 contacts. If you exceed this limit your account is automatically upgraded to an ONTRAPORT Enterprise account with 20,000 contacts. Contact thresholds are calculated by the total of all Contacts plus Custom Object records that have an email address field.

    Note:ONTRAPORT Pro accounts established prior to June 7, 2018 incur the $99 per 100,000 extra contacts when they reach their allotment without an automatic upgrade to the Enterprise account level. Custom Object records that have an email address field are counted as Contact Records in this calculation.

    Custom Objects

    Custom Object records containing an email address field (regardless of whether theres data in the field) will be charged for those records at the same rate as for contacts.

    These records will count toward the total Contact records for auto-upgrades or additional charges. Enterprise accounts and Pro accounts established prior to June, 7 2018 incur contact overage charges, while Pro accounts established after that date are automatically upgraded to the Enterprise level.

    Email Sends

    ONTRAPORT Basic, Plus and Pro accounts established after June 6, 2018 are given unlimited email sends.

    ONTRAPORT Pro and Team accounts established before June 7, 2018, and all Enterprise accounts, have specific email send limits. If you exceed this limit a bulk email package of 100,000 additional emails will be added automatically and billed immediately to prevent interfering with your marketing campaigns. Unused email sends do not roll over.

    Bulk Email Packages

    Available to: ONTRAPORT Pro and Team accounts established before June 7, 2018 and all ONTRAPORT Enterprise accounts.

    If you are planning to send emails in excess of 500,000 a month, you may sign up for a bulk email subscription at a discounted rate. This subscription add-on is $399 per each additional 500,000 email sends a month, billed on the subscription renewal date. Unused email sends do not roll over.

    Postcards (US Only)

    Postcards can be purchased in advance from the Account page. Pricing depends on the amount you purchase. Should you go over the purchased credits, you will be charged per postcard mailed at the $.97 price with a minimum of $10 per charge. This charge is automatic in order to prevent interrupting your marketing campaign. You can always see the number of credits you currently have in your Account screen. Postcard credits roll over each month.

    SMS

    Usage fees are charged for both sending and receiving a message. Prices vary by carrier. You can view approximate pricing here. Usage fees are billed to the card on file the day after the messages are sent or received. When a charge is incurred, your card on file will be charged a minimum of $10 USD. This charge is automatic in order to prevent interrupting your marketing campaign. The balance will be used for future charges. SMS credits roll over and do not expire on your billing date.

    User Seats

    Additional User Seats may be added to the ONTRAPORT Plus, Pro and Enterprise accounts. User Seats are $47 per month billed on billing date. You may add and remove User Seats as you see fit.

    Cancellation Process

    You may cancel your account at any time.

    To cancel your account, login and click on the profile image at the top right of your screen. Select Account and refer to the section "need to cancel". Click on Please close my account completely and follow instructions.

    Certain offers allow for a 90-day refund of the base account fee if you cancel your account within 90 days of the effective date. If this offer was made available to you, you must first cancel your account, then submit a request for a refund by email to [email protected]. Your credit card will be refunded 100% of eligible subscription fees, except for costs associated with user seats, postcards, SMS, private IP addresses, toll-free phone numbers, contact and email overages.

    ONTRApages Premium Users can downgrade to ONTRApages Free to cancel their paid Premium account. No refunds are given for the unused term.

    For security purposes, ONTRAPORT can not cancel your account for you. You must cancel your account using the link supplied on your Account page inside of ONTRAPORT.

    Billing FAQS

    How can I update my card on file?

    Log in to your account. Hover over your account icon at the top right corner.

    Choose account

    Click on add/change card on file

    How much is onboarding?

    ONTRAPORT Basic, Team, Pro and Enterprise accounts receive two, one hour long calls with our Client Success Team. These calls must be used within the first 90 days of purchase. Once these have been used or expired, you may purchase additional hours of concierge work for $150 an hour.

    Can I rollback my account?

    Rollbacks are available to restore your database to a previous state. Both partial or full rollbacks may be requested. To request a rollback, send an email to [email protected]. Each ONTRAPORT rollback costs $50. If you have a 2.4 account, contact [email protected] for pricing.

    How do I get copies of my invoice?

    Your Invoices are always available to you in your account under Account Details. If you would like us to email you an invoice, contact [email protected].

    Can I change my Billing Date?

    Billing dates can be changed by emailing [email protected]. Not all billing date changes will be authorized. Those outside of a few days must be approved by a manager.

    How can I change what email address our invoices are being sent to?

    Email our Support Team at [email protected]. They will ask you to verify the account with security questions.

    What is the refund policy if I signed up for a Basic account and upgraded to a Plus account, then cancel within the first 90 days?

    The 90 day refund period starts from the first purchase date, so if you signed up for the Basic account on Jan. 1 and upgraded to Pro on February 15, the 90 day period starts on Jan. 1. Eligible refunds within the 90 day period are refunded to your credit card.

    What happens if I go over the 1,000 contacts in my Basic account?

    Your account will be automatically upgraded to an ONTRAPORT Plus account if you exceed 1,000 contacts. Your new monthly cost will start on the next scheduled billing date.

    What happens if I go over the 2,500 contacts in my Plus account?

    Your account will be automatically upgraded to an ONTRAPORT Pro account if you exceed 2,500 contacts. Your new monthly cost will start on the next scheduled billing date.

    What happens if I go over the 10,000 contacts in my Pro account?

    For ONTRAPORT Pro accounts created after June 6, 2018, your account will be automatically upgraded to an ONTRAPORT Enterprise account if you exceed 10,000 contacts. Your new monthly cost will start on the next scheduled billing date.

    ONTRAPORT Pro accounts created prior to June 6, 2018 have different contact limits and incur contact overage fees. Please contact [email protected] for your account's specific limits.

    What happens if I go over the 20,000 contacts in my Enterprise account?

    Additional Contact Packages, with 100,000 contacts, are added and billed at $99.

    When am I billed if I upgrade?

    Your Account is instantly upgraded, but you will not be charged the upgraded pricing until your next billing date.

    Are add-on charges covered by the 90-day money back guarantee?

    No, only subscription charges are covered. Contacts and Email Overages, SMS and User Seats are non refundable.

    How do I cancel my account?

    To cancel your account, login and click on the profile image at the top right of your screen. Select account and refer to the section need to cancel. Click on Please close my account completely and follow instructions.

    How can I cancel if I am locked out?

    When you login a screen will appear asking you to update your account information. You will find the option on this screen to cancel your account.

    View Article
  • About Postcard Pricing

    Applies to: All ONTRAPORT accounts. Limited to sending to US based addresses.

    ONTRAPORT postcards are printed individually on digital presses and mailed via First Class mail. Usually this is very expensive, but ONTRAPORT has kept costs low.

    All postcards are delivered via USPS mail and most are delivered within 8-12 business days of them being ordered within your system.

    Note: Postcards are only available for mailing to US-based addresses, and only US-based ONTRAPORT accounts have the option enabled by default. If you want to market to US-based addresses and your company is not located in the US, please contact Support to have the option enabled.

    Pricing Chart

    How to Purchase Postcard Credits

    Go to Account

    Check your current postcard print credit amount here under Printing Credits

    To purchase more, click on Printing Credits

    Type in the amount of credits you wish to purchase

    Click Purchase

    Note: Printing Credits cannot be refunded or applied to other account charges. Please purchase only the amount you need.

    Auto-billing of Print Credits

    If you run out of printing credits, ONTRAPORT will automatically add new print credits and bill your card on file in batches of ten credits. This is to prevent delays in sending postcards. There are no refunds of unused print credits,, so we do not add more than ten credits at a time to your account.

    If you know you will be sending more than 100 postcards it is less expensive to purchase the print credits in advance.

    View Article
  • About the Approximate SMS Cost

    Applies to: All ONTRAPORT accounts.

    SMS messages incur a per message segment cost, explained below. ONTRAPORT provides the first SMS number at no additional charge for all ONTRAPORT accounts.

    Monthly Costs

    In addition to the per-SMS pricing listed in the table below, the following monthly fees are incurred for the SMS numbers your account uses to send SMS:

    The first conventional SMS number is free and can be selected in Administration > DATA > SMS.

    If you desire additional conventional SMS numbers they incur a monthly fee of $5 each, except in Estonia ($7 per month) and Australia ($10 per month). This option is available if you want to have separate SMS numbers for clients in different countries, or for different divisions within your organization.

    Shortcode SMS numbers are not in the conventional number format, and are only 5 to 6 digits long. These special numbers incur a $3,000 fee every three months. Special "vanity" shortcodes incur a $4,500 fee every three months. Contact Support for more information on obtaining a short code SMS number.

    Pricing Table

    The following table shows pricing as of April, 2019 for all regular SMS numbers provided by ONTRAPORT and are subject to change. The price of an SMS message varies by the region, carrier and length of the message.

    Note: Messages over the carrier's limit, usually 160 characters, are split into multiple messages and the charges below are assessed per message segment.

    If you use an emoji in the message, the message is sent using a different character set and the limit is reduced from 160 characters per message segment to 62 characters. Split messages are usually reassembled by the receiving device, so the impact of this limitation is usually seen only in the cost of the message. The SMS editor will show the character count and message count required to send the message in the lower right. Each message segment will incur the approximate cost shown below.

    The most expensive message segment in this table is .25. The average of all messages is below .06, but check for your specific country for the average rates. Your credit card on file will be charged a minimum of $10 USD when a charge is incurred, and the balance used for future charges. The declining balance can be seen in the Accounts Detail screen:

    APPROXIMATE COST PER MESSAGE SEGMENT *

    Note: "Message segments" are created when the message exceeds the carrier's maximum for SMS messages. For plain text messages, the carrier maximum is usually 160 characters. For messages with an emoji, the encoding necessary to transmit the emoji reduces the character count to 62 characters.

    COUNTRY

    NAME

    PER MSG PRICE

    AD

    ANDORRA Outbound SMS - Mobiland

    0.025

    AD

    ANDORRA Outbound SMS - Other

    0.025

    AE

    UNITED ARAB EMIRATES Outbound SMS - Etisalat

    0.041

    AE

    UNITED ARAB EMIRATES Outbound SMS - du

    0.041

    AE

    UNITED ARAB EMIRATES Outbound SMS - Other

    0.041

    AF

    AFGHANISTAN Outbound SMS - Roshan

    0.0971

    AF

    AFGHANISTAN Outbound SMS - Etisalat

    0.0971

    AF

    AFGHANISTAN Outbound SMS - AWCC

    0.0971

    AF

    AFGHANISTAN Outbound SMS - MTN

    0.0971

    AF

    AFGHANISTAN Outbound SMS - Other

    0.0971

    AF

    AFGHANISTAN Outbound SMS - Afghan Telecom

    0.0971

    AG

    ANTIGUA AND BARBUDA Outbound SMS - APUA

    0.055

    AG

    ANTIGUA AND BARBUDA Outbound SMS - LIME

    0.055

    AG

    ANTIGUA AND BARBUDA Outbound SMS - Digicel

    0.055

    AG

    ANTIGUA AND BARBUDA Outbound SMS - Other

    0.055

    AG

    ANTIGUA AND BARBUDA Outbound SMS - Cable & Wireless

    0.055

    AI

    ANGUILLA Outbound SMS - LIME

    0.058

    AI

    ANGUILLA Outbound SMS - Weblinks

    0.058

    AI

    ANGUILLA Outbound SMS - Digicel

    0.058

    AI

    ANGUILLA Outbound SMS - Other

    0.058

    AL

    ALBANIA Outbound SMS - AMC

    0.09667

    AL

    ALBANIA Outbound SMS - Vodafone

    0.09667

    AL

    ALBANIA Outbound SMS - Eagle Mobile

    0.09667

    AL

    ALBANIA Outbound SMS - Plus Communications

    0.09667

    AL

    ALBANIA Outbound SMS - Other

    0.09667

    AO

    ANGOLA Outbound SMS - Unitel

    0.07067

    AO

    ANGOLA Outbound SMS - Movicel

    0.06

    AO

    ANGOLA Outbound SMS - Other

    0.06

    AR

    ARGENTINA Outbound SMS - movistar

    0.0791

    AR

    ARGENTINA Outbound SMS - Personal

    0.0791

    AR

    ARGENTINA Outbound SMS - NEXTEL

    0.0791

    AR

    ARGENTINA Outbound SMS - Claro

    0.0791

    AR

    ARGENTINA Outbound SMS - Other

    0.0791

    AT

    AUSTRIA Outbound SMS - A1

    0.10317

    AT

    AUSTRIA Outbound SMS - T-Mobile

    0.10317

    AT

    AUSTRIA Outbound SMS - 3

    0.10317

    AT

    AUSTRIA Outbound SMS - Other

    0.10317

    AT

    AUSTRIA Outbound SMS - tele.ring

    0.10317

    AT

    AUSTRIA Outbound SMS - Lycamobile

    0.10317

    AT

    AUSTRIA Outbound SMS - Barablu Mobile

    0.10317

    AT

    AUSTRIA Outbound SMS - UPC

    0.10317

    AT

    AUSTRIA Outbound SMS - Tele2

    0.1032

    AT

    AUSTRIA Outbound SMS - m:tel

    0.10317

    AT

    AUSTRIA Outbound SMS - Smartspace

    0.1032

    AU

    AUSTRALIA Outbound SMS - Telstra

    0.065

    AU

    AUSTRALIA Outbound SMS - Optus

    0.065

    AU

    AUSTRALIA Outbound SMS - Vodafone

    0.065

    AU

    AUSTRALIA Outbound SMS - 3

    0.065

    AU

    AUSTRALIA Outbound SMS - Lycamobile

    0.065

    AU

    AUSTRALIA Outbound SMS - Other

    0.065

    AU

    AUSTRALIA Outbound SMS - Pivotel

    0.065

    BA

    BOSNIA AND HERZEGOVINA Outbound SMS - m:tel

    0.09

    BA

    BOSNIA AND HERZEGOVINA Outbound SMS - BH Mobile

    0.09

    BA

    BOSNIA AND HERZEGOVINA Outbound SMS - ERONET

    0.09

    BA

    BOSNIA AND HERZEGOVINA Outbound SMS - Other

    0.09

    BB

    BARBADOS Outbound SMS - LIME

    0.04467

    BB

    BARBADOS Outbound SMS - Digicel

    0.05983

    BB

    BARBADOS Outbound SMS - Other

    0.04467

    BB

    BARBADOS Outbound SMS - Digicel

    0.05983

    BB

    BARBADOS Outbound SMS - Ozone Wireless Inc.

    0.04467

    BD

    BANGLADESH Outbound SMS - Grameenphone

    0.084

    BD

    BANGLADESH Outbound SMS - Banglalink

    0.084

    BD

    BANGLADESH Outbound SMS - Robi

    0.084

    BD

    BANGLADESH Outbound SMS - Airtel

    0.084

    BD

    BANGLADESH Outbound SMS - Citycell

    0.084

    BD

    BANGLADESH Outbound SMS - TeleTalk

    0.084

    BD

    BANGLADESH Outbound SMS - Other

    0.084

    BE

    BELGIUM Outbound SMS - Proximus

    0.11

    BE

    BELGIUM Outbound SMS - Orange

    0.11

    BE

    BELGIUM Outbound SMS - BASE

    0.11

    BE

    BELGIUM Outbound SMS - Telenet Mobile

    0.11

    BE

    BELGIUM Outbound SMS - Other

    0.11

    BE

    BELGIUM Outbound SMS - Lycamobile

    0.11

    BE

    BELGIUM Outbound SMS - JOIN Experience

    0.11

    BE

    BELGIUM Outbound SMS - Telenet BVBA

    0.11

    BE

    BELGIUM Outbound SMS - Mundio Mobile Belgium nv

    0.11

    BH

    BAHRAIN Outbound SMS - BATELCO

    0.03167

    BH

    BAHRAIN Outbound SMS - zain

    0.03167

    BH

    BAHRAIN Outbound SMS - VIVA

    0.03167

    BH

    BAHRAIN Outbound SMS - Other

    0.03167

    BH

    BAHRAIN Outbound SMS - Royal Court

    0.13

    BJ

    BENIN Outbound SMS - MTN

    0.06417

    BJ

    BENIN Outbound SMS - Moov

    0.11833

    BJ

    BENIN Outbound SMS - Glo

    0.07067

    BJ

    BENIN Outbound SMS - BBcom

    0.02

    BJ

    BENIN Outbound SMS - Libercom

    0.03817

    BJ

    BENIN Outbound SMS - Other

    0.06417

    BM

    BERMUDA Outbound SMS - CellONE

    0.04467

    BM

    BERMUDA Outbound SMS - Digicel

    0.061

    BM

    BERMUDA Outbound SMS - Other

    0.061

    BM

    BERMUDA Outbound SMS - Digicel

    0.061

    BM

    BERMUDA Outbound SMS - M3 Wireless

    0.04

    BN

    BRUNEI Outbound SMS - B-Mobile

    0.029

    BN

    BRUNEI Outbound SMS - DSTCom

    0.029

    BN

    BRUNEI Outbound SMS - Other

    0.029

    BO

    BOLIVIA Outbound SMS - Entel

    0.0691

    BO

    BOLIVIA Outbound SMS - Tigo

    0.0691

    BO

    BOLIVIA Outbound SMS - NuevaTel PCS

    0.08

    BO

    BOLIVIA Outbound SMS - Other

    0.0691

    BT

    BHUTAN Outbound SMS - B-Mobile

    0.056

    BT

    BHUTAN Outbound SMS - Other

    0.056

    BT

    BHUTAN Outbound SMS - TashiCell

    0.056

    BW

    BOTSWANA Outbound SMS - MASCOM

    0.105

    BW

    BOTSWANA Outbound SMS - Orange

    0.105

    BW

    BOTSWANA Outbound SMS - Be Mobile

    0.105

    BW

    BOTSWANA Outbound SMS - Other

    0.105

    BY

    BELARUS Outbound SMS - MTS

    0.0691

    BY

    BELARUS Outbound SMS - Velcom

    0.0691

    BY

    BELARUS Outbound SMS - life:)

    0.0691

    BY

    BELARUS Outbound SMS - DIALLOG

    0.0691

    BY

    BELARUS Outbound SMS - Other

    0.0691

    BZ

    BELIZE Outbound SMS - Digicell

    0.02083

    BZ

    BELIZE Outbound SMS - Smart

    0.038

    BZ

    BELIZE Outbound SMS - Other

    0.022

    BZ

    BELIZE Outbound SMS - Smart

    0.038

    CA

    CANADA Outbound SMS - Telus

    0.0175

    CA

    CANADA Outbound SMS - Telus Mobility

    0.0175

    CA

    CANADA Outbound SMS - Bragg Communications

    0.0175

    CA

    CANADA Outbound SMS - Dave Mobilicity

    0.0175

    CA

    CANADA Outbound SMS - Execulink Telecom

    0.0175

    CA

    CANADA Outbound SMS - First Networks Operations

    0.0175

    CA

    CANADA Outbound SMS - Fido Solutions

    0.0175

    CA

    CANADA Outbound SMS - Dryden Mobility

    0.0175

    CA

    CANADA Outbound SMS - Freedom Mobile

    0.0175

    CA

    CANADA Outbound SMS - Videotron

    0.0175

    CA

    CANADA Outbound SMS - Quadro Communications

    0.0175

    CA

    CANADA Outbound SMS - Bell Mobility

    0.0175

    CA

    CANADA Outbound SMS - ICE Wireless

    0.0175

    CA

    CANADA Outbound SMS - Aliant Telecom

    0.0175

    CA

    CANADA Outbound SMS - TBayTel Wireless

    0.0175

    CA

    CANADA Outbound SMS - MTS Mobility

    0.0175

    CA

    CANADA Outbound SMS - SaskTel Wireless

    0.0175

    CA

    CANADA Outbound SMS - Globalstar Canada

    0.0175

    CA

    CANADA Outbound SMS - Rogers Wireless

    0.0175

    CA

    CANADA Outbound SMS - Public Mobile

    0.0175

    CA

    CANADA Outbound SMS - Enflick

    0.0175

    CA

    CANADA Outbound SMS - Wightman Telecom

    0.0175

    CA

    CANADA Outbound SMS - Chatr Mobile

    0.0175

    CA

    CANADA Outbound SMS - Kore Wireless

    0.0175

    CA

    CANADA Outbound SMS - Ztar Mobile

    0.0175

    CA

    CANADA Outbound SMS - Cityfone

    0.0175

    CA

    CANADA Outbound SMS - Fizz Mobile

    0.0175

    CA

    CANADA Outbound SMS - SSI Micro Ltd

    0.0175

    CF

    CENTRAL AFRICA Outbound SMS - Telecel Centrafrique

    0.029

    CF

    CENTRAL AFRICA Outbound SMS - Moov

    0.029

    CF

    CENTRAL AFRICA Outbound SMS - Orange

    0.029

    CF

    CENTRAL AFRICA Outbound SMS - Nationlink

    0.029

    CF

    CENTRAL AFRICA Outbound SMS - Other

    0.029

    CG

    CONGO Outbound SMS - MTN

    0.075

    CG

    CONGO Outbound SMS - Airtel

    0.04467

    CG

    CONGO Outbound SMS - Warid

    0.06

    CG

    CONGO Outbound SMS - Other

    0.04467

    CG

    CONGO Outbound SMS - Zain/Celtel

    0.075

    CH

    SWITZERLAND Outbound SMS - Swisscom

    0.079

    CH

    SWITZERLAND Outbound SMS - Sunrise

    0.079

    CH

    SWITZERLAND Outbound SMS - Orange

    0.079

    CH

    SWITZERLAND Outbound SMS - Tele2

    0.079

    CH

    SWITZERLAND Outbound SMS - in&phone

    0.079

    CH

    SWITZERLAND Outbound SMS - Other

    0.079

    CH

    SWITZERLAND Outbound SMS - Bebbicell

    0.079

    CH

    SWITZERLAND Outbound SMS - Cablecom

    0.079

    CH

    SWITZERLAND Outbound SMS - Lycamobile

    0.079

    CH

    SWITZERLAND Outbound SMS - Beeone Communications

    0.079

    CI

    IVORY COAST Outbound SMS - MTN

    0.09

    CI

    IVORY COAST Outbound SMS - Orange

    0.16167

    CI

    IVORY COAST Outbound SMS - Moov

    0.09

    CI

    IVORY COAST Outbound SMS - KoZ

    0.09

    CI

    IVORY COAST Outbound SMS - Other

    0.09

    CI

    IVORY COAST Outbound SMS - GreenN

    0.12

    CK

    COOK ISLANDS Outbound SMS - Telecom

    0.036

    CK

    COOK ISLANDS Outbound SMS - Other

    0.036

    CL

    CHILE Outbound SMS - movistar

    0.068

    CL

    CHILE Outbound SMS - Entel

    0.068

    CL

    CHILE Outbound SMS - Claro

    0.068

    CL

    CHILE Outbound SMS - Nextel

    0.068

    CL

    CHILE Outbound SMS - VTR Movil

    0.068

    CL

    CHILE Outbound SMS - WILL Telefonia

    0.068

    CL

    CHILE Outbound SMS - Other

    0.068

    CL

    CHILE Outbound SMS - movistar

    0.068

    CL

    CHILE Outbound SMS - Netline Telefonica Movil Ltda

    0.068

    CL

    CHILE Outbound SMS - Tribe Mobile

    0.068

    CL

    CHILE Outbound SMS - Simple Spa (Movistar)

    0.068

    CN

    CHINA Outbound SMS - China Mobile

    0.038

    CN

    CHINA Outbound SMS - China Unicom

    0.038

    CN

    CHINA Outbound SMS - China Telecom

    0.038

    CN

    CHINA Outbound SMS - Other

    0.038

    CN

    CHINA Outbound SMS - China Netcom

    0.07

    CN

    CHINA Outbound SMS - ChinaSat

    0.07

    CN

    CHINA Outbound SMS - China Telecom (CDMA)

    0.038

    CV

    CAPE VERDE Outbound SMS - CVMovel

    0.08367

    CV

    CAPE VERDE Outbound SMS - T+

    0.08367

    CV

    CAPE VERDE Outbound SMS - Other

    0.08367

    CY

    CYPRUS Outbound SMS - Cyta Mobile-Vodafone

    0.09233

    CY

    CYPRUS Outbound SMS - MTN

    0.09233

    CY

    CYPRUS Outbound SMS - Other

    0.09233

    CY

    CYPRUS Outbound SMS - PrimeTel

    0.09233

    CY

    CYPRUS Outbound SMS - Lemontel Mobile

    0.09233

    CZ

    CZECH REPUBLIC Outbound SMS - T-Mobile

    0.059

    CZ

    CZECH REPUBLIC Outbound SMS - O2

    0.08

    CZ

    CZECH REPUBLIC Outbound SMS - Vodafone

    0.059

    CZ

    CZECH REPUBLIC Outbound SMS - Other

    0.059

    CZ

    CZECH REPUBLIC Outbound SMS - Ufon

    0.059

    DE

    GERMANY Outbound SMS - Vodafone

    0.095

    DE

    GERMANY Outbound SMS - Telekom

    0.095

    DE

    GERMANY Outbound SMS - E-Plus

    0.095

    DE

    GERMANY Outbound SMS - O2

    0.095

    DE

    GERMANY Outbound SMS - Other

    0.095

    DE

    GERMANY Outbound SMS - E-Plus

    0.095

    DE

    GERMANY Outbound SMS - Sipgate Wireless

    0.095

    DK

    DENMARK Outbound SMS - TDC

    0.0375

    DK

    DENMARK Outbound SMS - Telenor

    0.0375

    DK

    DENMARK Outbound SMS - Telia

    0.0375

    DK

    DENMARK Outbound SMS - 3

    0.0375

    DK

    DENMARK Outbound SMS - Other

    0.0375

    DK

    DENMARK Outbound SMS - Lycamobile

    0.0375

    DK

    DENMARK Outbound SMS - MACH Connectivity

    0.0375

    DK

    DENMARK Outbound SMS - Vectone Mobile

    0.0375

    DK

    DENMARK Outbound SMS - Greenwave Mobile

    0.0375

    EC

    ECUADOR Outbound SMS - Movistar

    0.1

    EC

    ECUADOR Outbound SMS - Other

    0.08

    EC

    ECUADOR Outbound SMS - Conecel

    0.08

    EC

    ECUADOR Outbound SMS - Alegro

    0.08

    EE

    ESTONIA Outbound SMS - EMT

    0.114

    EE

    ESTONIA Outbound SMS - Elisa

    0.0945

    EE

    ESTONIA Outbound SMS - Tele2

    0.0945

    EE

    ESTONIA Outbound SMS - Other

    0.0945

    ES

    SPAIN Outbound SMS - Mobil R

    0.0933

    ES

    SPAIN Outbound SMS - Simyo

    0.0933

    ES

    SPAIN Outbound SMS - Telecable

    0.0933

    ES

    SPAIN Outbound SMS - fonYou

    0.0933

    ES

    SPAIN Outbound SMS - Jazztel

    0.0933

    ES

    SPAIN Outbound SMS - Lycamobile

    0.0933

    ES

    SPAIN Outbound SMS - Cableuropa

    0.0933

    ES

    SPAIN Outbound SMS - Barablu

    0.0983

    ES

    SPAIN Outbound SMS - DigiMobil

    0.0933

    ES

    SPAIN Outbound SMS - BT

    0.0933

    ES

    SPAIN Outbound SMS - Euskaltel

    0.0933

    ES

    SPAIN Outbound SMS - Movistar

    0.0933

    ES

    SPAIN Outbound SMS - Vodafone

    0.0933

    ES

    SPAIN Outbound SMS - Orange

    0.0933

    ES

    SPAIN Outbound SMS - Yoigo

    0.0933

    ES

    SPAIN Outbound SMS - Other

    0.0933

    ES

    SPAIN Outbound SMS - Eroski Movil

    0.0933

    ES

    SPAIN Outbound SMS - Lleida

    0.0933

    ES

    SPAIN Outbound SMS - Flamatel

    0.0983

    ES

    SPAIN Outbound SMS - Tuenti

    0.0933

    ES

    SPAIN Outbound SMS - Truphone

    0.0983

    ET

    ETHIOPIA Outbound SMS - ETH-MTN

    0.0751

    ET

    ETHIOPIA Outbound SMS - Other

    0.0751

    FI

    FINLAND Outbound SMS - Sonera

    0.092

    FI

    FINLAND Outbound SMS - Elisa

    0.092

    FI

    FINLAND Outbound SMS - AMT

    0.092

    FI

    FINLAND Outbound SMS - Saunalahti

    0.092

    FI

    FINLAND Outbound SMS - Other

    0.092

    FI

    FINLAND Outbound SMS - DNA

    0.092

    FI

    FINLAND Outbound SMS - Nokia

    0.092

    FI

    FINLAND Outbound SMS - Telavox AB

    0.092

    FJ

    FIJI Outbound SMS - Digicel

    0.059

    FJ

    FIJI Outbound SMS - Vodafone

    0.11

    FJ

    FIJI Outbound SMS - Other

    0.059

    FO

    FAROE ISLANDS Outbound SMS - Faroese Telecom

    0.02625

    FO

    FAROE ISLANDS Outbound SMS - Vodafone

    0.02625

    FO

    FAROE ISLANDS Outbound SMS - Other

    0.02625

    FR

    FRANCE Outbound SMS - Orange

    0.086

    FR

    FRANCE Outbound SMS - SFR

    0.086

    FR

    FRANCE Outbound SMS - Bouygues Telecom

    0.086

    FR

    FRANCE Outbound SMS - Free Mobile

    0.086

    FR

    FRANCE Outbound SMS - Other

    0.086

    FR

    FRANCE Outbound SMS - Virgin Mobile

    0.086

    FR

    FRANCE Outbound SMS - SFR

    0.086

    FR

    FRANCE Outbound SMS - NRJ Mobile

    0.086

    FR

    FRANCE Outbound SMS - Lycamobile

    0.086

    FR

    FRANCE Outbound SMS - Mundio Mobile

    0.086

    FR

    FRANCE Outbound SMS - Coriolis

    0.086

    FR

    FRANCE Outbound SMS - Completel

    0.086

    FR

    FRANCE Outbound SMS - Transatel

    0.086

    FR

    FRANCE Outbound SMS - LEGOS

    0.086

    FR

    FRANCE Outbound SMS - MobiquiThings

    0.086

    GA

    GABON Outbound SMS - Airtel

    0.08

    GA

    GABON Outbound SMS - Libertis

    0.06417

    GA

    GABON Outbound SMS - Moov

    0.08

    GA

    GABON Outbound SMS - Azur

    0.06417

    GA

    GABON Outbound SMS - Other

    0.06417

    GB

    UNITED KINGDOM Outbound SMS - Other

    0.05

    GB

    UNITED KINGDOM Outbound SMS - Vodafone

    0.05

    GB

    UNITED KINGDOM Outbound SMS - Orange

    0.05

    GB

    UNITED KINGDOM Outbound SMS - T-Mobile

    0.05

    GB

    UNITED KINGDOM Outbound SMS - O2

    0.05

    GB

    UNITED KINGDOM Outbound SMS - 3

    0.05

    GB

    UNITED KINGDOM Outbound SMS - Orange

    0.05

    GB

    UNITED KINGDOM Outbound SMS - Everything Everywhere

    0.05

    GB

    UNITED KINGDOM Outbound SMS - Teleena

    0.05

    GB

    UNITED KINGDOM Outbound SMS - Marathon Telecom

    0.05

    GB

    UNITED KINGDOM Outbound SMS - Lleida.net

    0.05

    GB

    UNITED KINGDOM Outbound SMS - SSE Energy Supply

    0.05

    GB

    UNITED KINGDOM Outbound SMS - Virgin

    0.05

    GB

    UNITED KINGDOM Outbound SMS - Vectofone Mobile

    0.05

    GB

    UNITED KINGDOM Outbound SMS - Limitless Mobile

    0.05

    GB

    UNITED KINGDOM Outbound SMS - Sky UK Limited

    0.05

    GD

    GRENADA Outbound SMS - LIME

    0.065

    GD

    GRENADA Outbound SMS - Digicel

    0.065

    GD

    GRENADA Outbound SMS - Other

    0.065

    GE

    GEORGIA Outbound SMS - Geocell

    0.1

    GE

    GEORGIA Outbound SMS - Magti GSM

    0.1

    GE

    GEORGIA Outbound SMS - Beeline

    0.08

    GE

    GEORGIA Outbound SMS - Other

    0.08

    GE

    GEORGIA Outbound SMS - Silknet

    0.08

    GE

    GEORGIA Outbound SMS - Aquafon

    0.08

    GE

    GEORGIA Outbound SMS - A-Mobile

    0.08

    GF

    FRENCH GUIANA Outbound SMS - Outremer

    0.19417

    GF

    FRENCH GUIANA Outbound SMS - Digicel

    0.15733

    GF

    FRENCH GUIANA Outbound SMS - Other

    0.15733

    GF

    FRENCH GUIANA Outbound SMS - Orange Caribe

    0.19417

    GI

    GIBRALTAR Outbound SMS - Gibtel

    0.04

    GI

    GIBRALTAR Outbound SMS - CTS

    0.04

    GI

    GIBRALTAR Outbound SMS - Other

    0.04

    GL

    GREENLAND Outbound SMS - TELE Greenland

    0.039

    GL

    GREENLAND Outbound SMS - Other

    0.023

    GM

    GAMBIA Outbound SMS - Africell

    0.026

    GM

    GAMBIA Outbound SMS - Gamtel

    0.07

    GM

    GAMBIA Outbound SMS - Comium

    0.026

    GM

    GAMBIA Outbound SMS - Qcell

    0.026

    GM

    GAMBIA Outbound SMS - Other

    0.026

    GP

    GUADELOUPE Outbound SMS - Telcell

    0.102

    GP

    GUADELOUPE Outbound SMS - Dauphin

    0.102

    GQ

    EQUATORIAL GUINEA Outbound SMS - Orange

    0.03

    GQ

    EQUATORIAL GUINEA Outbound SMS - Hits Africa

    0.053

    GQ

    EQUATORIAL GUINEA Outbound SMS - Other

    0.03

    GU

    GUAM Outbound SMS - Docomo Pacific

    0.1

    GU

    GUAM Outbound SMS - IT&E

    0.061

    GU

    GUAM Outbound SMS - Docomo Pacific

    0.1

    GU

    GUAM Outbound SMS - IT&E

    0.061

    GU

    GUAM Outbound SMS - MPULSE

    0.061

    GW

    GUINEA-BISSAU Outbound SMS - MTN

    0.16

    GW

    GUINEA-BISSAU Outbound SMS - Orange

    0.16

    GW

    GUINEA-BISSAU Outbound SMS - Other

    0.06633

    GW

    GUINEA-BISSAU Outbound SMS - Orange

    0.16

    HK

    HONG KONG Outbound SMS - 3

    0.07

    HK

    HONG KONG Outbound SMS - CSL

    0.07283

    HK

    HONG KONG Outbound SMS - PCCW Mobile

    0.05

    HK

    HONG KONG Outbound SMS - SmarTone

    0.05983

    HK

    HONG KONG Outbound SMS - China Mobile Hong Kong

    0.05

    HK

    HONG KONG Outbound SMS - China Unicom

    0.05

    HK

    HONG KONG Outbound SMS - Other

    0.05

    HK

    HONG KONG Outbound SMS - CSL

    0.07283

    HK

    HONG KONG Outbound SMS - 3

    0.07

    HK

    HONG KONG Outbound SMS - CITIC Telecom

    0.05

    HK

    HONG KONG Outbound SMS - CMMobile

    0.09

    HK

    HONG KONG Outbound SMS - CHKTL

    0.05

    HK

    HONG KONG Outbound SMS - Trident Telecom Ventures Ltd

    0.05

    HK

    HONG KONG Outbound SMS - 21Vianet Mobile Ltd

    0.06

    HK

    HONG KONG Outbound SMS - China Telecom Global Limited

    0.05

    HU

    HUNGARY Outbound SMS - T-Mobile

    0.101

    HU

    HUNGARY Outbound SMS - Telenor

    0.08

    HU

    HUNGARY Outbound SMS - Vodafone

    0.1

    HU

    HUNGARY Outbound SMS - Other

    0.08

    HU

    HUNGARY Outbound SMS - UPC Hungary

    0.1

    ID

    INDONESIA Outbound SMS - Telkomsel

    0.06

    ID

    INDONESIA Outbound SMS - Indosat

    0.0388

    ID

    INDONESIA Outbound SMS - XL Axiata

    0.0388

    ID

    INDONESIA Outbound SMS - Axis

    0.0388

    ID

    INDONESIA Outbound SMS - 3

    0.088

    ID

    INDONESIA Outbound SMS - Other

    0.0388

    ID

    INDONESIA Outbound SMS - Indosat

    0.0388

    ID

    INDONESIA Outbound SMS - Telkom

    0.0388

    ID

    INDONESIA Outbound SMS - Smartfren

    0.0388

    ID

    INDONESIA Outbound SMS - Bakrie Telecom

    0.0388

    ID

    INDONESIA Outbound SMS - Indosat

    0.0388

    ID

    INDONESIA Outbound SMS - Smartfren

    0.0388

    ID

    INDONESIA Outbound SMS - Ceria Mobile

    0.0388

    IE

    IRELAND Outbound SMS - Vodafone

    0.08

    IE

    IRELAND Outbound SMS - O2

    0.08

    IE

    IRELAND Outbound SMS - Eir

    0.08

    IE

    IRELAND Outbound SMS - LIffey Telecom

    0.08

    IE

    IRELAND Outbound SMS - 3

    0.08

    IE

    IRELAND Outbound SMS - O2

    0.08

    IE

    IRELAND Outbound SMS - Other

    0.08

    IE

    IRELAND Outbound SMS - Eir

    0.08

    IE

    IRELAND Outbound SMS - UPC Mobile

    0.08

    IE

    IRELAND Outbound SMS - Carphone Warehouse

    0.08

    IL

    ISRAEL Outbound SMS - Cellcom

    0.033

    IL

    ISRAEL Outbound SMS - Orange

    0.033

    IL

    ISRAEL Outbound SMS - Pelephone

    0.033

    IL

    ISRAEL Outbound SMS - Hot Mobile

    0.033

    IL

    ISRAEL Outbound SMS - Golan Telecom

    0.033

    IL

    ISRAEL Outbound SMS - Other

    0.033

    IL

    ISRAEL Outbound SMS - Pelephone

    0.033

    IL

    ISRAEL Outbound SMS - Hot Mobile

    0.033

    IL

    ISRAEL Outbound SMS - Orange

    0.033

    IL

    ISRAEL Outbound SMS - Orange

    0.033

    IL

    ISRAEL Outbound SMS - Cellcom

    0.033

    IL

    ISRAEL Outbound SMS - Azi Communication

    0.033

    IL

    ISRAEL Outbound SMS - Beezz

    0.033

    IL

    ISRAEL Outbound SMS - Cellact Communications

    0.033

    IL

    ISRAEL Outbound SMS - Xphone

    0.033

    IN

    INDIA Outbound SMS - Aircel

    0.02

    IN

    INDIA Outbound SMS - BSNL

    0.02

    IN

    INDIA Outbound SMS - Airtel

    0.02

    IN

    INDIA Outbound SMS - Etisalat DB Telecom

    0.02

    IN

    INDIA Outbound SMS - Ping Mobile

    0.02

    IN

    INDIA Outbound SMS - Idea Cellular

    0.02

    IN

    INDIA Outbound SMS - Loop Mobile

    0.02

    IN

    INDIA Outbound SMS - MTNL

    0.02

    IN

    INDIA Outbound SMS - Reliance

    0.02

    IN

    INDIA Outbound SMS - MTS

    0.02

    IN

    INDIA Outbound SMS - Idea Cellular

    0.02

    IN

    INDIA Outbound SMS - Tata DoCoMo

    0.02

    IN

    INDIA Outbound SMS - Tata indicom

    0.02

    IN

    INDIA Outbound SMS - Uninor

    0.02

    IN

    INDIA Outbound SMS - Videocon

    0.02

    IN

    INDIA Outbound SMS - Other

    0.02

    IN

    INDIA Outbound SMS - Vodafone India

    0.02

    IN

    INDIA Outbound SMS - BNSL

    0.02

    IN

    INDIA Outbound SMS - Ping Mobile

    0.02

    IQ

    IRAQ Outbound SMS - Zain

    0.08

    IQ

    IRAQ Outbound SMS - Asia Cell

    0.09667

    IQ

    IRAQ Outbound SMS - Korek

    0.08

    IQ

    IRAQ Outbound SMS - SanaTel

    0.02

    IQ

    IRAQ Outbound SMS - Other

    0.08

    IQ

    IRAQ Outbound SMS - Mobitel

    0.11833

    IQ

    IRAQ Outbound SMS - Korek

    0.08

    IQ

    IRAQ Outbound SMS - Sader Al-Iraq

    0.041

    IQ

    IRAQ Outbound SMS - Itisaluna

    0.08

    IQ

    IRAQ Outbound SMS - IraqCel

    0.08

    IQ

    IRAQ Outbound SMS - High Link

    0.06

    IS

    ICELAND Outbound SMS - Siminn

    0.037

    IS

    ICELAND Outbound SMS - Vodafone

    0.037

    IS

    ICELAND Outbound SMS - Nova

    0.037

    IS

    ICELAND Outbound SMS - IceCell

    0.03817

    IS

    ICELAND Outbound SMS - Other

    0.037

    IS

    ICELAND Outbound SMS - Viking Wireless

    0.037

    IS

    ICELAND Outbound SMS - Siminn

    0.037

    IS

    ICELAND Outbound SMS - Vodafone

    0.037

    IS

    ICELAND Outbound SMS - On-waves

    0.038

    JM

    JAMAICA Outbound SMS - Digicel

    0.0611

    JM

    JAMAICA Outbound SMS - LIME

    0.0611

    JM

    JAMAICA Outbound SMS - Other

    0.0611

    JO

    JORDAN Outbound SMS - Zain

    0.1

    JO

    JORDAN Outbound SMS - Orange

    0.1

    JO

    JORDAN Outbound SMS - Umniah

    0.1

    JO

    JORDAN Outbound SMS - Xpress

    0.1

    JO

    JORDAN Outbound SMS - Other

    0.1

    JP

    JAPAN Outbound SMS - eMobile

    0.09

    JP

    JAPAN Outbound SMS - KDDI

    0.09

    JP

    JAPAN Outbound SMS - NTT docomo

    0.09

    JP

    JAPAN Outbound SMS - SoftBank Mobile

    0.09

    JP

    JAPAN Outbound SMS - Other

    0.09

    KG

    KYRGYZSTAN Outbound SMS - Beeline

    0.05

    KG

    KYRGYZSTAN Outbound SMS - MegaCom

    0.09

    KG

    KYRGYZSTAN Outbound SMS - O!

    0.07

    KG

    KYRGYZSTAN Outbound SMS - Other

    0.05

    KH

    CAMBODIA Outbound SMS - MobiTel

    0.054

    KH

    CAMBODIA Outbound SMS - Mfone

    0.054

    KH

    CAMBODIA Outbound SMS - Hello

    0.08

    KH

    CAMBODIA Outbound SMS - Star Cell

    0.054

    KH

    CAMBODIA Outbound SMS - qb

    0.054

    KH

    CAMBODIA Outbound SMS - Smart Mobile

    0.08

    KH

    CAMBODIA Outbound SMS - Beeline

    0.054

    KH

    CAMBODIA Outbound SMS - Other

    0.054

    KH

    CAMBODIA Outbound SMS - Metfone

    0.07

    KH

    CAMBODIA Outbound SMS - Seatel

    0.12

    KH

    CAMBODIA Outbound SMS - Cootel

    0.061

    KM

    COMOROS Outbound SMS - HURI

    0.04

    KM

    COMOROS Outbound SMS - Other

    0.04

    KN

    ST KITTS AND NEVIS Outbound SMS - LIME

    0.065

    KN

    ST KITTS AND NEVIS Outbound SMS - Digicel

    0.065

    KN

    ST KITTS AND NEVIS Outbound SMS - Other

    0.065

    KN

    ST KITTS AND NEVIS Outbound SMS - UTS

    0.1

    KW

    KUWAIT Outbound SMS - Zain

    0.06

    KW

    KUWAIT Outbound SMS - Wataniya

    0.06

    KW

    KUWAIT Outbound SMS - VIVA

    0.06

    KW

    KUWAIT Outbound SMS - Other

    0.06

    KY

    CAYMAN ISLANDS Outbound SMS - LIME

    0.059

    KY

    CAYMAN ISLANDS Outbound SMS - Digicel

    0.05983

    KY

    CAYMAN ISLANDS Outbound SMS - Other

    0.059

    LA

    LAOS PDR Outbound SMS - LaoTelecom

    0.06

    LA

    LAOS PDR Outbound SMS - Unitel

    0.05

    LA

    LAOS PDR Outbound SMS - Beeline

    0.05

    LA

    LAOS PDR Outbound SMS - Other

    0.047

    LA

    LAOS PDR Outbound SMS - ETL

    0.09

    LC

    ST LUCIA Outbound SMS - LIME

    0.061

    LC

    ST LUCIA Outbound SMS - Digicel

    0.061

    LC

    ST LUCIA Outbound SMS - Other

    0.061

    LI

    LIECHTENSTEIN Outbound SMS - Swisscom Schweiz AG

    0.04033

    LI

    LIECHTENSTEIN Outbound SMS - Orange LiechtensteinAG

    0.04033

    LI

    LIECHTENSTEIN Outbound SMS - Mobilkom Liechtenstein AG

    0.04033

    LI

    LIECHTENSTEIN Outbound SMS - Alpcom AG

    0.04033

    LI

    LIECHTENSTEIN Outbound SMS - Cubic Telecom AG

    0.04033

    LI

    LIECHTENSTEIN Outbound SMS - Other

    0.04033

    LR

    LIBERIA Outbound SMS - Cellcom

    0.08

    LR

    LIBERIA Outbound SMS - Comium

    0.08

    LR

    LIBERIA Outbound SMS - Other

    0.08

    LR

    LIBERIA Outbound SMS - Lonestar

    0.08

    LR

    LIBERIA Outbound SMS - Libercel

    0.08

    LT

    LITHUANIA Outbound SMS - UAB Bite Lietuva

    0.051

    LT

    LITHUANIA Outbound SMS - Omnitel

    0.051

    LT

    LITHUANIA Outbound SMS - Tele 2

    0.051

    LT

    LITHUANIA Outbound SMS - Lithuanian Railways

    0.02

    LT

    LITHUANIA Outbound SMS - UAB Mediafon

    0.02

    LT

    LITHUANIA Outbound SMS - Other

    0.051

    LU

    LUXEMBOURG Outbound SMS - P&T Luxembourg

    0.068

    LU

    LUXEMBOURG Outbound SMS - Tango SA

    0.068

    LU

    LUXEMBOURG Outbound SMS - Orange S.A.

    0.068

    LU

    LUXEMBOURG Outbound SMS - Other

    0.068

    LV

    LATVIA Outbound SMS - LMT

    0.075

    LV

    LATVIA Outbound SMS - Tele2

    0.0815

    LV

    LATVIA Outbound SMS - TRIATEL

    0.09233

    LV

    LATVIA Outbound SMS - Bite

    0.075

    LV

    LATVIA Outbound SMS - MTS

    0.075

    LV

    LATVIA Outbound SMS - IZZI

    0.075

    LV

    LATVIA Outbound SMS - Camel Mobile

    0.075

    LV

    LATVIA Outbound SMS - Other

    0.075

    MC

    MONACO Outbound SMS - Monaco Telecom

    0.16167

    MC

    MONACO Outbound SMS - Other

    0.16167

    MD

    MOLDOVA Outbound SMS - Orange

    0.07

    MD

    MOLDOVA Outbound SMS - Moldcell

    0.07

    MD

    MOLDOVA Outbound SMS - Moldtelecom/Unite

    0.07

    MD

    MOLDOVA Outbound SMS - Other

    0.07

    ME

    MONTENEGRO Outbound SMS - Telenor

    0.033

    ME

    MONTENEGRO Outbound SMS - T-Mobile

    0.053

    ME

    MONTENEGRO Outbound SMS - MTEL CG

    0.053

    ME

    MONTENEGRO Outbound SMS - Other

    0.033

    MG

    MADAGASCAR Outbound SMS - Orange

    0.055

    MG

    MADAGASCAR Outbound SMS - Airtel

    0.1

    MG

    MADAGASCAR Outbound SMS - Telma Mobile

    0.055

    MG

    MADAGASCAR Outbound SMS - Other

    0.055

    MM

    MYANMAR Outbound SMS - MPT

    0.09

    MM

    MYANMAR Outbound SMS - Ooredoo

    0.11833

    MM

    MYANMAR Outbound SMS - Telenor

    0.11833

    MM

    MYANMAR Outbound SMS - Other

    0.09

    MN

    MONGOLIA Outbound SMS - Mobicom

    0.065

    MN

    MONGOLIA Outbound SMS - Unitel

    0.065

    MN

    MONGOLIA Outbound SMS - Other

    0.05

    MN

    MONGOLIA Outbound SMS - G-Mobile

    0.065

    MN

    MONGOLIA Outbound SMS - Skytel

    0.065

    MN

    MONGOLIA Outbound SMS - Skytel

    0.065

    MO

    MACAU Outbound SMS - CTM

    0.041

    MO

    MACAU Outbound SMS - 3

    0.041

    MO

    MACAU Outbound SMS - SmarTone

    0.041

    MO

    MACAU Outbound SMS - Other

    0.041

    MO

    MACAU Outbound SMS - 3

    0.041

    MO

    MACAU Outbound SMS - China Telecom

    0.038

    MQ

    MARTINIQUE Outbound SMS - Orange

    0.1725

    MQ

    MARTINIQUE Outbound SMS - Outremer

    0.11

    MQ

    MARTINIQUE Outbound SMS - Digicel

    0.08

    MQ

    MARTINIQUE Outbound SMS - Other

    0.08

    MQ

    MARTINIQUE Outbound SMS - Orange

    0.1725

    MR

    MAURITANIA Outbound SMS - MATTEL

    0.1

    MR

    MAURITANIA Outbound SMS - Other

    0.1

    MR

    MAURITANIA Outbound SMS - Chinguitel

    0.1

    MR

    MAURITANIA Outbound SMS - Mauritel

    0.1

    MS

    MONTSERRAT Outbound SMS - LIME

    0.058

    MS

    MONTSERRAT Outbound SMS - Other

    0.058

    MT

    MALTA Outbound SMS - Vodafone Malta

    0.04

    MT

    MALTA Outbound SMS - Mobisle Communications Limited

    0.04

    MT

    MALTA Outbound SMS - Melita Plc

    0.04

    MT

    MALTA Outbound SMS - Other

    0.04

    MU

    MAURITIUS Outbound SMS - Orange

    0.038

    MU

    MAURITIUS Outbound SMS - Emtel

    0.038

    MU

    MAURITIUS Outbound SMS - Other

    0.038

    MU

    MAURITIUS Outbound SMS - CHiLi

    0.09

    MV

    MALDIVES Outbound SMS - Dhiraagu

    0.023

    MV

    MALDIVES Outbound SMS - Wataniya

    0.03

    MV

    MALDIVES Outbound SMS - Other

    0.023

    MW

    MALAWI Outbound SMS - Airtel

    0.07

    MW

    MALAWI Outbound SMS - TNM

    0.07

    MW

    MALAWI Outbound SMS - Other

    0.07

    MX

    MEXICO Outbound SMS - Telcel

    0.059

    MX

    MEXICO Outbound SMS - movistar

    0.059

    MX

    MEXICO Outbound SMS - AT&T

    0.059

    MX

    MEXICO Outbound SMS - Other

    0.059

    MX

    MEXICO Outbound SMS - Altan Redes

    0.059

    MY

    MALAYSIA Outbound SMS - Maxis

    0.0503

    MY

    MALAYSIA Outbound SMS - Celcom

    0.0503

    MY

    MALAYSIA Outbound SMS - DiGi

    0.0503

    MY

    MALAYSIA Outbound SMS - U Mobile

    0.0503

    MY

    MALAYSIA Outbound SMS - Yes 4G

    0.0503

    MY

    MALAYSIA Outbound SMS - Celcom

    0.0503

    MY

    MALAYSIA Outbound SMS - Other

    0.0503

    MY

    MALAYSIA Outbound SMS - Telekom Malaysia

    0.0503

    MY

    MALAYSIA Outbound SMS - Tune Talk

    0.0503

    MY

    MALAYSIA Outbound SMS - Baraka Telecom

    0.0503

    MY

    MALAYSIA Outbound SMS - Packet One

    0.0503

    MY

    MALAYSIA Outbound SMS - Tron

    0.0503

    MY

    MALAYSIA Outbound SMS - Samata Communications

    0.0503

    MY

    MALAYSIA Outbound SMS - DiGi

    0.0503

    MY

    MALAYSIA Outbound SMS - Celcom

    0.0503

    MZ

    MOZAMBIQUE Outbound SMS - mCel

    0.04

    MZ

    MOZAMBIQUE Outbound SMS - Vodacom

    0.05

    MZ

    MOZAMBIQUE Outbound SMS - Other

    0.04

    MZ

    MOZAMBIQUE Outbound SMS - Movitel

    0.05

    NF

    NORFOLK ISLAND Outbound SMS - Norfolk Telecom

    0.03817

    NG

    NIGERIA Outbound SMS - MTN

    0.032

    NG

    NIGERIA Outbound SMS - Glo Mobile

    0.032

    NG

    NIGERIA Outbound SMS - Airtel

    0.07

    NG

    NIGERIA Outbound SMS - Etisalat

    0.032

    NG

    NIGERIA Outbound SMS - Starcomms

    0.11833

    NG

    NIGERIA Outbound SMS - Other

    0.032

    NG

    NIGERIA Outbound SMS - Reliance

    0.032

    NG

    NIGERIA Outbound SMS - Nitel

    0.032

    NG

    NIGERIA Outbound SMS - Capcom

    0.032

    NG

    NIGERIA Outbound SMS - Visafone

    0.032

    NI

    NICARAGUA Outbound SMS - Claro

    0.069

    NI

    NICARAGUA Outbound SMS - movistar

    0.069

    NI

    NICARAGUA Outbound SMS - Other

    0.069

    NI

    NICARAGUA Outbound SMS - movistar

    0.069

    NL

    NETHERLANDS Outbound SMS - KPN

    0.102

    NL

    NETHERLANDS Outbound SMS - T-Mobile

    0.102

    NL

    NETHERLANDS Outbound SMS - Vodafone

    0.102

    NL

    NETHERLANDS Outbound SMS - Telfort

    0.102

    NL

    NETHERLANDS Outbound SMS - Lycamobile Netherlands

    0.102

    NL

    NETHERLANDS Outbound SMS - 6GMOBILE

    0.11183

    NL

    NETHERLANDS Outbound SMS - TELE2 Mobiel

    0.102

    NL

    NETHERLANDS Outbound SMS - Teleena

    0.102

    NL

    NETHERLANDS Outbound SMS - Other

    0.102

    NL

    NETHERLANDS Outbound SMS - KPN

    0.102

    NL

    NETHERLANDS Outbound SMS - Telfort

    0.102

    NL

    NETHERLANDS Outbound SMS - Voiceworks

    0.102

    NL

    NETHERLANDS Outbound SMS - T-Mobile

    0.102

    NL

    NETHERLANDS Outbound SMS - UPC Nederland

    0.102

    NL

    NETHERLANDS Outbound SMS - Private Mobility

    0.102

    NL

    NETHERLANDS Outbound SMS - Ziggo

    0.11

    NL

    NETHERLANDS Outbound SMS - Vodafone

    0.102

    NL

    NETHERLANDS Outbound SMS - Private Mobility

    0.102

    NL

    NETHERLANDS Outbound SMS - Lancelot

    0.102

    NL

    NETHERLANDS Outbound SMS - AT&T

    0.102

    NO

    NORWAY Outbound SMS - Telenor

    0.072

    NO

    NORWAY Outbound SMS - NetCom

    0.072

    NO

    NORWAY Outbound SMS - Mobile Norway AS

    0.072

    NO

    NORWAY Outbound SMS - TDC

    0.072

    NO

    NORWAY Outbound SMS - Tele2

    0.072

    NO

    NORWAY Outbound SMS - Ventelo

    0.072

    NO

    NORWAY Outbound SMS - Other

    0.072

    NO

    NORWAY Outbound SMS - Teletopia

    0.072

    NO

    NORWAY Outbound SMS - ICE

    0.072

    NO

    NORWAY Outbound SMS - Mobile Norway AS

    0.072

    NO

    NORWAY Outbound SMS - Jernbaneverket

    0.072

    NO

    NORWAY Outbound SMS - Com4

    0.072

    OM

    OMAN Outbound SMS - Oman Mobile

    0.088

    OM

    OMAN Outbound SMS - Nawras

    0.06

    OM

    OMAN Outbound SMS - Other

    0.06

    PE

    PERU Outbound SMS - movistar

    0.054

    PE

    PERU Outbound SMS - Claro

    0.054

    PE

    PERU Outbound SMS - Entel

    0.054

    PE

    PERU Outbound SMS - Other

    0.054

    PE

    PERU Outbound SMS - NEXTEL

    0.054

    PE

    PERU Outbound SMS - Viettel

    0.054

    PF

    FRENCH POLYNESIA Outbound SMS - VINI

    0.18117

    PF

    FRENCH POLYNESIA Outbound SMS - Other

    0.18117

    PF

    FRENCH POLYNESIA Outbound SMS - Pacific Mobile Telecom

    0.18117

    PG

    PAPUA NEW GUINEA Outbound SMS - Digicel

    0.05983

    PG

    PAPUA NEW GUINEA Outbound SMS - Other

    0.05

    PG

    PAPUA NEW GUINEA Outbound SMS - bmobile

    0.05

    PK

    PAKISTAN Outbound SMS - Mobilink

    0.06

    PK

    PAKISTAN Outbound SMS - Telenor

    0.05

    PK

    PAKISTAN Outbound SMS - Ufone

    0.035

    PK

    PAKISTAN Outbound SMS - Warid

    0.035

    PK

    PAKISTAN Outbound SMS - ZONG

    0.035

    PK

    PAKISTAN Outbound SMS - Other

    0.035

    PL

    POLAND Outbound SMS - Plus

    0.051

    PL

    POLAND Outbound SMS - T-Mobile

    0.051

    PL

    POLAND Outbound SMS - Orange

    0.051

    PL

    POLAND Outbound SMS - Play

    0.051

    PL

    POLAND Outbound SMS - Netia

    0.051

    PL

    POLAND Outbound SMS - Sferia

    0.051

    PL

    POLAND Outbound SMS - Nordisk Polska

    0.051

    PL

    POLAND Outbound SMS - Cyfrowy Polsat

    0.051

    PL

    POLAND Outbound SMS - wRodzinie

    0.051

    PL

    POLAND Outbound SMS - Mobyland

    0.051

    PL

    POLAND Outbound SMS - Aero2

    0.051

    PL

    POLAND Outbound SMS - Other

    0.051

    PL

    POLAND Outbound SMS - Lycamobile

    0.051

    PL

    POLAND Outbound SMS - Netia

    0.051

    PL

    POLAND Outbound SMS - Rebtel Poland Sp. z o.o.

    0.051

    PR

    PUERTO RICO Outbound SMS - Claro

    0.05

    PR

    PUERTO RICO Outbound SMS - Other

    0.05

    PR

    PUERTO RICO Outbound SMS - PR Wireless

    0.05

    PR

    PUERTO RICO Outbound SMS - North Sight Communications

    0.05

    QA

    QATAR Outbound SMS - Q-Tel

    0.071

    QA

    QATAR Outbound SMS - Vodafone

    0.071

    QA

    QATAR Outbound SMS - Other

    0.071

    RS

    SERBIA Outbound SMS - Telenor

    0.035

    RS

    SERBIA Outbound SMS - mt:s

    0.035

    RS

    SERBIA Outbound SMS - vip

    0.101

    RS

    SERBIA Outbound SMS - Other

    0.035

    RU

    RUSSIA Outbound SMS - MTS

    0.055

    RU

    RUSSIA Outbound SMS - MegaFon

    0.055

    RU

    RUSSIA Outbound SMS - Beeline

    0.055

    RU

    RUSSIA Outbound SMS - Tele2

    0.055

    RU

    RUSSIA Outbound SMS - Sotovaja Svjaz MOTIV

    0.055

    RU

    RUSSIA Outbound SMS - SMARTS

    0.08

    RU

    RUSSIA Outbound SMS - SkyLink

    0.055

    RU

    RUSSIA Outbound SMS - Yota

    0.08

    RU

    RUSSIA Outbound SMS - SkyLink

    0.055

    RU

    RUSSIA Outbound SMS - SMARTS

    0.08

    RU

    RUSSIA Outbound SMS - MegaFon

    0.055

    RU

    RUSSIA Outbound SMS - Other

    0.055

    RU

    RUSSIA Outbound SMS - MTS

    0.055

    RU

    RUSSIA Outbound SMS - Tele2

    0.055

    RU

    RUSSIA Outbound SMS - Rostelecom

    0.11

    RU

    RUSSIA Outbound SMS - Kodotel

    0.06

    RU

    RUSSIA Outbound SMS - MTS

    0.055

    RU

    RUSSIA Outbound SMS - TMT

    0.08

    RU

    RUSSIA Outbound SMS - MTT

    0.055

    RU

    RUSSIA Outbound SMS - Tinkoff Mobile

    0.055

    RU

    RUSSIA Outbound SMS - Global Telecom

    0.055

    RW

    RWANDA Outbound SMS - MTN

    0.044

    RW

    RWANDA Outbound SMS - Rwandatel

    0.078

    RW

    RWANDA Outbound SMS - Other

    0.044

    RW

    RWANDA Outbound SMS - Airtel

    0.044

    RW

    RWANDA Outbound SMS - Tigo

    0.078

    SA

    SAUDI ARABIA Outbound SMS - STC

    0.041

    SA

    SAUDI ARABIA Outbound SMS - Mobily

    0.041

    SA

    SAUDI ARABIA Outbound SMS - Zain

    0.041

    SA

    SAUDI ARABIA Outbound SMS - Other

    0.041

    SA

    SAUDI ARABIA Outbound SMS - Lebara

    0.055

    SA

    SAUDI ARABIA Outbound SMS - PTC

    0.041

    SA

    SAUDI ARABIA Outbound SMS - Jawwal

    0.09

    SD

    SUDAN Outbound SMS - Zain

    0.07

    SD

    SUDAN Outbound SMS - MTN

    0.07

    SD

    SUDAN Outbound SMS - Sudani

    0.07

    SD

    SUDAN Outbound SMS - Other

    0.07

    SD

    SUDAN Outbound SMS - Vivacell

    0.07

    SE

    SWEDEN Outbound SMS - Telia

    0.065

    SE

    SWEDEN Outbound SMS - Tele2

    0.065

    SE

    SWEDEN Outbound SMS - Telenor

    0.065

    SE

    SWEDEN Outbound SMS - 3

    0.065

    SE

    SWEDEN Outbound SMS - Other

    0.065

    SE

    SWEDEN Outbound SMS - Lycamobile

    0.11

    SE

    SWEDEN Outbound SMS - Other

    0.065

    SE

    SWEDEN Outbound SMS - Other

    0.065

    SE

    SWEDEN Outbound SMS - Telenor

    0.065

    SE

    SWEDEN Outbound SMS - Other

    0.065

    SE

    SWEDEN Outbound SMS - Tele2

    0.065

    SE

    SWEDEN Outbound SMS - Telenor

    0.065

    SE

    SWEDEN Outbound SMS - Ventelo

    0.11

    SE

    SWEDEN Outbound SMS - Maingate

    0.065

    SE

    SWEDEN Outbound SMS - Fourtytwo Telecom

    0.065

    SE

    SWEDEN Outbound SMS - Gotalandsnatet

    0.065

    SE

    SWEDEN Outbound SMS - Mundio Mobile

    0.11

    SE

    SWEDEN Outbound SMS - Voxbone

    0.065

    SE

    SWEDEN Outbound SMS - Fogg Mobile

    0.065

    SE

    SWEDEN Outbound SMS - Telenor

    0.065

    SE

    SWEDEN Outbound SMS - Limitless Mobile

    0.065

    SG

    SINGAPORE Outbound SMS - SingTel

    0.06

    SG

    SINGAPORE Outbound SMS - StarHub

    0.04

    SG

    SINGAPORE Outbound SMS - M1

    0.04

    SG

    SINGAPORE Outbound SMS - Singtel

    0.06

    SG

    SINGAPORE Outbound SMS - Other

    0.04

    SG

    SINGAPORE Outbound SMS - StarHub

    0.04

    SG

    SINGAPORE Outbound SMS - SingTel

    0.06

    SG

    SINGAPORE Outbound SMS - Circles

    0.06

    SG

    SINGAPORE Outbound SMS - StarHub

    0.04

    SN

    SENEGAL Outbound SMS - Orange

    0.1465

    SN

    SENEGAL Outbound SMS - Tigo

    0.04033

    SN

    SENEGAL Outbound SMS - Expresso

    0.08

    SN

    SENEGAL Outbound SMS - Other

    0.04033

    SR

    SURINAME Outbound SMS - Telesur

    0.02625

    SR

    SURINAME Outbound SMS - Digicel

    0.08

    SR

    SURINAME Outbound SMS - UNIQA

    0.035

    SR

    SURINAME Outbound SMS - Other

    0.02625

    SS

    SOUTH SUDAN Outbound SMS - Vivacell

    0.07

    SS

    SOUTH SUDAN Outbound SMS - Other

    0.07

    SS

    SOUTH SUDAN Outbound SMS - MTN

    0.07

    SS

    SOUTH SUDAN Outbound SMS - Zain

    0.07

    SS

    SOUTH SUDAN Outbound SMS - Vivacell

    0.07

    SV

    EL SALVADOR Outbound SMS - Tigo

    0.0533

    SV

    EL SALVADOR Outbound SMS - Claro

    0.05333

    SV

    EL SALVADOR Outbound SMS - Digicel

    0.0533

    SV

    EL SALVADOR Outbound SMS - Other

    0.0533

    SV

    EL SALVADOR Outbound SMS - Movistar

    0.0533

    SZ

    SWAZILAND Outbound SMS - MTN

    0.073

    SZ

    SWAZILAND Outbound SMS - Other

    0.073

    TC

    TURKS AND CAICOS ISLANDS Outbound SMS - Digicel

    0.05983

    TC

    TURKS AND CAICOS ISLANDS Outbound SMS - LIME

    0.054

    TC

    TURKS AND CAICOS ISLANDS Outbound SMS - Other

    0.044

    TC

    TURKS AND CAICOS ISLANDS Outbound SMS - Islandcom Wireless

    0.054

    TD

    CHAD Outbound SMS - Tigo

    0.09

    TD

    CHAD Outbound SMS - Airtel

    0.09

    TD

    CHAD Outbound SMS - Other

    0.09

    TG

    TOGO Outbound SMS - Togocel

    0.065

    TG

    TOGO Outbound SMS - Moov

    0.065

    TG

    TOGO Outbound SMS - Other

    0.065

    TG

    TOGO Outbound SMS - Moov

    0.065

    TH

    THAILAND Outbound SMS - AIS

    0.039

    TH

    THAILAND Outbound SMS - DTAC

    0.039

    TH

    THAILAND Outbound SMS - True Move

    0.039

    TH

    THAILAND Outbound SMS - GSM 1800

    0.039

    TH

    THAILAND Outbound SMS - CAT CDMA

    0.039

    TH

    THAILAND Outbound SMS - TOT 3G

    0.039

    TH

    THAILAND Outbound SMS - MY

    0.039

    TH

    THAILAND Outbound SMS - Other

    0.039

    TH

    THAILAND Outbound SMS - AIS

    0.039

    TH

    THAILAND Outbound SMS - DTAC

    0.039

    TH

    THAILAND Outbound SMS - True Move

    0.039

    TJ

    TAJIKISTAN Outbound SMS - Babilon Mobile

    0.057

    TJ

    TAJIKISTAN Outbound SMS - Somoncom

    0.069

    TJ

    TAJIKISTAN Outbound SMS - Beeline

    0.12

    TJ

    TAJIKISTAN Outbound SMS - Indigo

    0.069

    TJ

    TAJIKISTAN Outbound SMS - MLT

    0.12

    TJ

    TAJIKISTAN Outbound SMS - Other

    0.057

    TM

    TURKMENISTAN Outbound SMS - MTS

    0.12483

    TM

    TURKMENISTAN Outbound SMS - TM Cell

    0.091

    TN

    TUNISIA Outbound SMS - Tunicell

    0.082

    TN

    TUNISIA Outbound SMS - Tunisiana

    0.09667

    TN

    TUNISIA Outbound SMS - Orange

    0.082

    TN

    TUNISIA Outbound SMS - Other

    0.082

    TO

    TONGA Outbound SMS - Digicel

    0.05983

    TO

    TONGA Outbound SMS - Other

    0.05983

    TO

    TONGA Outbound SMS - U-Call

    0.08

    TO

    TONGA Outbound SMS - Tonfon

    0.05983

    TW

    TAIWAN Outbound SMS - Chunghwa Telecom

    0.064

    TW

    TAIWAN Outbound SMS - Taiwan Mobile

    0.064

    TW

    TAIWAN Outbound SMS - FarEasTone

    0.064

    TW

    TAIWAN Outbound SMS - APT

    0.064

    TW

    TAIWAN Outbound SMS - VIBO

    0.064

    TW

    TAIWAN Outbound SMS - Other

    0.064

    TW

    TAIWAN Outbound SMS - Taiwan Mobile

    0.064

    TW

    TAIWAN Outbound SMS - FarEasTone

    0.064

    TW

    TAIWAN Outbound SMS - VIBO

    0.064

    TZ

    TANZANIA Outbound SMS - Vodacom

    0.062

    TZ

    TANZANIA Outbound SMS - Airtel

    0.1

    TZ

    TANZANIA Outbound SMS - Tigo

    0.062

    TZ

    TANZANIA Outbound SMS - Zantel

    0.062

    TZ

    TANZANIA Outbound SMS - Other

    0.062

    TZ

    TANZANIA Outbound SMS - Benson Informatics

    0.062

    TZ

    TANZANIA Outbound SMS - TTCL Mobile

    0.062

    TZ

    TANZANIA Outbound SMS - Sasatel

    0.05

    TZ

    TANZANIA Outbound SMS - Excellentcom

    0.062

    TZ

    TANZANIA Outbound SMS - Rural Netco

    0.05

    TZ

    TANZANIA Outbound SMS - SmileCom

    0.062

    TZ

    TANZANIA Outbound SMS - MyCell

    0.062

    UG

    UGANDA Outbound SMS - MTN

    0.075

    UG

    UGANDA Outbound SMS - Airtel

    0.075

    UG

    UGANDA Outbound SMS - UT Mobile

    0.075

    UG

    UGANDA Outbound SMS - Warid

    0.075

    UG

    UGANDA Outbound SMS - Orange

    0.075

    UG

    UGANDA Outbound SMS - Other

    0.075

    UG

    UGANDA Outbound SMS - Vodafone

    0.075

    US

    UNITED STATES Outbound SMS - All US

    0.0175

    UY

    URUGUAY Outbound SMS - movistar

    0.077

    UY

    URUGUAY Outbound SMS - Claro

    0.077

    UY

    URUGUAY Outbound SMS - Other

    0.072

    UY

    URUGUAY Outbound SMS - Antel

    0.10014

    UZ

    UZBEKISTAN Outbound SMS - Uzdunrobita

    0.12

    UZ

    UZBEKISTAN Outbound SMS - Ucell

    0.12

    UZ

    UZBEKISTAN Outbound SMS - Beeline

    0.12

    UZ

    UZBEKISTAN Outbound SMS - Other

    0.12

    UZ

    UZBEKISTAN Outbound SMS - Perfectum

    0.12

    UZ

    UZBEKISTAN Outbound SMS - Uzmobile

    0.12

    VI

    VIRGIN ISLANDS - U.S. Outbound SMS - Other

    0.03

    VI

    VIRGIN ISLANDS - U.S. Outbound SMS - Vitelcom Cellular

    0.03

    WS

    SAMOA Outbound SMS - SamoaTel

    0.05983

    WS

    SAMOA Outbound SMS - Digicel

    0.05983

    WS

    SAMOA Outbound SMS - Other

    0.05983

    WS

    SAMOA Outbound SMS - Digicel

    0.05983

    ZA

    SOUTH AFRICA Outbound SMS - MTN

    0.037

    ZA

    SOUTH AFRICA Outbound SMS - Cell C

    0.037

    ZA

    SOUTH AFRICA Outbound SMS - 8ta

    0.037

    ZA

    SOUTH AFRICA Outbound SMS - Vodacom

    0.037

    ZA

    SOUTH AFRICA Outbound SMS - Other

    0.037

    ZM

    ZAMBIA Outbound SMS - Airtel

    0.11

    ZM

    ZAMBIA Outbound SMS - MTN

    0.05767

    ZM

    ZAMBIA Outbound SMS - ZAMTEL

    0.05

    ZM

    ZAMBIA Outbound SMS - Other

    0.05

    View Article
  • How can I update my card on file?

    Log in to your account. Hover over your account icon at the top right corner.

    Choose account

    Click on add/change card on file

    How much is onboarding?

    ONTRAPORT Basic, Team, Pro and Enterprise accounts receive two, one hour long calls with our Client Success Team. These calls must be used within the first 90 days of purchase. Once these have been used or expired, you may purchase additional hours of concierge work for $150 an hour.

    Can I rollback my account?

    Rollbacks are available to restore your database to a previous state. Both partial or full rollbacks may be requested. To request a rollback, send an email to [email protected]. Each ONTRAPORT rollback costs $50. If you have a 2.4 account, contact [email protected] for pricing.

    How do I get copies of my invoice?

    Your Invoices are always available to you in your account under Account Details. If you would like us to email you an invoice, contact [email protected].

    Can I change my Billing Date?

    Billing dates can be changed by emailing [email protected]. Not all billing date changes will be authorized. Those outside of a few days must be approved by a manager.

    How can I change what email address our invoices are being sent to?

    Email our Support Team at [email protected]. They will ask you to verify the account with security questions.

    What is the refund policy if I signed up for a Basic account and upgraded to a Plus account, then cancel within the first 90 days?

    The 90 day refund period starts from the first purchase date, so if you signed up for the Basic account on Jan. 1 and upgraded to Pro on February 15, the 90 day period starts on Jan. 1. Eligible refunds within the 90 day period are refunded to your credit card.

    What happens if I go over the 1,000 contacts in my Basic account?

    Your account will be automatically upgraded to an ONTRAPORT Plus account if you exceed 1,000 contacts. Your new monthly cost will start on the next scheduled billing date.

    What happens if I go over the 2,500 contacts in my Plus account?

    Your account will be automatically upgraded to an ONTRAPORT Pro account if you exceed 2,500 contacts. Your new monthly cost will start on the next scheduled billing date.

    What happens if I go over the 10,000 contacts in my Pro account?

    For ONTRAPORT Pro accounts created after June 6, 2018, your account will be automatically upgraded to an ONTRAPORT Enterprise account if you exceed 10,000 contacts. Your new monthly cost will start on the next scheduled billing date.

    ONTRAPORT Pro accounts created prior to June 6, 2018 have different contact limits and incur contact overage fees. Please contact [email protected] for your account's specific limits.

    Note:Custom Object records with email address fields are counted toward the total Contact Records. This applies if there is data in the email address field or not.

    What happens if I go over the 20,000 contacts in my Enterprise account?

    Additional Contact Packages, with 100,000 contacts, are added and billed at $99.

    Note:Custom Object records with email address fields are counted toward the total Contact Records. This applies if there is data in the email address field or not.

    When am I billed if I upgrade?

    Your Account is instantly upgraded, but you will not be charged the upgraded pricing until your next billing date.

    Are add-on charges covered by the 90-day money back guarantee?

    No, only subscription charges are covered. Contacts and Email Overages, SMS and User Seats are non refundable.

    How do I cancel my account?

    To cancel your account, login and click on the image at the top right of your screen. Select account and refer to the section need to cancel. Click on Please close my account completely and follow instructions.

    How can I cancel if I am locked out?

    When you login a screen will appear asking you to update your account information. You will find the option on this screen to cancel your account.

    View Article
  • About Canceling Your Account

    Applies to:All ONTRAPORT accounts.

    We hate to see you go! If there is an unresolved issue you haven't spoken to our team about, be sure to reach out to us by Email or give us a call at 855-ONTRAPORT (855-668-7276).

    For security purposes, we don't allow any one to cancel your account for you. You must do it from within ONTRAPORT. The instructions below show how easy it is to cancel, but first:

    Export any contacts, sales reports, etc. that you want to take with you before canceling.

    All landing pages, hosted WordPress sites, email links, etc. become inactive immediately. Recovering data from these assets will be impossible after you cancel.

    Upon deletion, our servers may quickly reclaim the space your account occupied. There is no guarantee you will be able to recover any data after you cancel your account.

    Account restoration may be possible in limited circumstances, but is a manual process and incurs a fee. We cannot guarantee that any of your data will be available for restoration. Generally speaking, account restoration may be possible in whole or in part within 60 days of your cancellation date. We will try our best, but there are absolutely no guarantees that any of your data will be recoverable.

    How to Cancel Your Account

    You must be logged in as an administrator to cancel your account.

    Click your login email address at the top right, then click the Account link. Custom Import Services

    On the Account page, locate the Need to Cancel? section in the right column. Read the warning and click the Please close my account completely button.

    On the Cancelling!? Say it isn't so! dialog box read and confirm that:

    I understand my account will be immediately and permanently deleted.

    I understand that I will not be able to recover any data from my account.

    I understand all my sites, pages, links, forms etc will stop working.

    If you agree and understand, check off each box and click the Cancel Account button.

    Please take the time to let us know why we could not meet your needs by taking the short cancellation survey.

    If you signed up with a paid 90-Day Trial Subscription, and cancel within the first 90 days, you may be able to claim a refund by emailing Support or calling Support at 855.668.7276. Please see our Terms of Service under Terminations to see if you qualify.

    FAQs

    Q. How long do I have to get my contacts after I cancel?

    A. Your data may disappear immediately. Please export the information you want to keep prior to deleting your account.

    Q. I have data I cannot export, such as credit card details. How can I get that data before cancellation?

    A. Contact Support regarding any of the items listed in our article before canceling. You must obtain the data you want to keep prior to deleting your account.

    Q. What happens to my landing pages, tracked links and integrated WordPress websites?

    A. All of your content hosted with ONTRAPORT, including Landing Pages, Tracked Links, links in email messages, etc. will stop working immediately. You will not be able to recover website pages, email messages, sales reports, etc. once you cancel your account.

    Q. I have my WordPress site hosted with someone else, but integrated with ONTRAPORT using the PilotPress plugin. What happens to my website?

    A. We recommend disabling and deleting the PilotPress plugin on your website before canceling your account. If your content should remain protected, be sure to implement another method to protect your content immediately after disabling and deleting PilotPress. Content you have protected by PilotPress membership levels will become public as soon as you cancel your account, and your WordPress site may display connection errors when it cannot reach the ONTRAPORT servers.

    Q. Can I export my email messages and landing page templates?

    A. No, you cannot export email messages, landing pages, tasks or other content created in ONTRAPORT. You can export Contacts and sales report data found in the Sales collection.

    Q. Can I export the notes in my Contact Records?

    A. Yes, you can export notes. Select the checkbox next to Also export all notes? when exporting Contacts.

    View Article
  • About

    Applies to: ONTRAPORT Plus and above.

    Calendly is a popular scheduling application that ONTRAPORT uses to schedule demo and client success appointments. The integration uses Zapier and Calendly to add or update a Contact Record in ONTRAPORT with the date and time of an appointment.

    Getting Started

    Connect your ONTRAPORT account with Zapier following their instructions.

    Connect your Calendly account with Zapier following their instructions.

    Obtain the Calendly embed code and copy it to a text file for use later. Click your account name in the upper right and select Share Your Link. here

    Click the Embed on Your Website option.

    Copy the Embed Code by clicking the Copy Code link. Paste the code into a text file. We will modify this code slightly when we embed it into an ONTRApage Custom HTML block.

    In ONTRAPORT create a custom date field. Navigate to Contacts > Settings > Field Editor and add a new field named "Calendly Appt Date". Be sure to make it a Date field.

    Create another field in ONTRAPORT. Name the field "Calendly Appt Time" and make it a Text field in the Field Type drop down.

    If you plan on having more than one appointment possible in the Contact Record, add additional custom fields. Each additional appointment you allow for needs one date field and one text field.

    Remember to click the Save button at the top right of the Field Editor when done adding fields.

    Create an ONTRApage to use for your Calendly appointment calendar. Add a Custom HTML Block and paste the Calendly embed code into it. It will look something like this (hover over the image to enlarge): We are going to modify this code so the appointment calendar is pre-filled with the Contact's name and email address. To do that, look for the data-url= portion of the code. It will look something like this: data-url="https://calendly.com/frank-hagan"Add the text ?name=[First Name]%20[Last Name]&email=[Email] to the end of the data-url, but still inside the quotes. You can copy and paste that line above if you like. It should look like this:data-url="https://calendly.com/frank-hagan?name=[First Name]%20[Last Name]&email=[Email]" This uses the merge fields for first name, last name and email address to prevent errors in registration.

    Continue designing your page. In this example, you can see the Calendly calendar doesn't render inside the ONTRApages editor in the Custom HTML block at the bottom but we can design a header, use merge fields for the new contact's first name, etc. This page will be used as the "Thank You" page after they opt in to have the session.

    Create another ONTRApage with an opt-in form on it. Name it "Calendly Opt In Page". Use at least the First Name, Last Name and Email fields, and make them all required. On the Smart Form Settings tab, select the appointment calendar page published in step 11 from the drop down box labeled "Use this landing page". This is the method ONTRAPORT uses for setting appointments for demos and new client orientation appointments. The advantage is that the opt in form fields are forwarded to Calendly's appointment form; this eliminates the possibility of errors by the new contact in filling out the second form.

    Publish the "Calendly Opt In Page" and test it out! When someone fills out the opt in form on the page you just created in step 12 they are taken to the Calendly appointment page. ONTRAPORT has their contact information and does not need to have them enter it again. The Calendly sign up process can allow them to select the type of appointment, select a day, then a time, and finally confirm the appointment. All of this happens within the Custom HTML Block you added without refreshing the page. The last step is for the contact to schedule the event. Because of the modification to the Calendly code done in step 10 the Contact's first name, last name and email address are pre-filled from the ONTRAPORT Contact Record.

    Use the Pre-Built Zapier Template

    These instructions will show how to connect your ONTRAPORT account to Calendly using a pre-built Zapier template. We will only need to make a few changes to the template.

    Login to Zapier, then navigate to the following URL: https://zapier.com/app/editor/template/19166.

    Click Create this Zap.

    Select Invitee Created, then click Continue.

    Select your Calendly account, then click Save + Continue. (If you haven't connected your Calendly account to Zapier yet, follow the instructions found here )

    The next screen will talk about sample data. Click Continue, then click Load in Samples.

    At this point you'll need to have at least one example Contact in your Calendly account in order for Zapier to be able to test the connection. If you have at least one example Contact, you'll want to select Invitee A, then click Continue.

    Select Date/Time (Legacy), then click Continue.

    Click the drop-down option under Transform, then choose Format. This allows the date taken from Calendly to be formatted correctly so ONTRAPORT can accept it in a readable version.

    Click Continue.

    In order to ensure the formatting is correct, click Send Test to Formatter by Zapier. Once the test is complete, click Continue.

    Select Date/Time (Legacy), then click Continue

    In the field Custom Value for To format, change the formatting to hh:mm A rather than HH:mm A. This will ensure the time will not be formatted into a 24 hour format.

    On the next step, click Show Advanced Options. You'll see a field called Input. Click into this field and backspace in order to delete what says "Step 1 No Data".

    Click the plus sign next to the field, then select Invitee Created. Another drop-down will appear, then scroll down and select Event Start Time.

    Next we need to select the correct timezones to be converted. You'll see two fields, To Timezone and From Timezone. Select your local timezone in both of these fields.

    After you've selected your timezones, click Continue.

    In order to ensure the formatting is correct, click Send Test to Formatter by Zapier. Once the test is complete, click Continue.

    On the next page, select Creates or Updates Contact, then click Continue.

    Select your ONTRAPORT account, then click Save + Continue. (If you haven't connected your ONTRAPORT account to Zapier yet, follow the instructions found )

    Next to the email field, click the plus symbol to add a value into the field. Select Invitee Created, then choose Event Start Time.

    Click Show Advanced options then scroll down until you find the custom fields you created in ONTRAPORT. They should be called something like Calendly Date and Calendly Appt Time.

    Click the plus symbol next to Calendly Date, then select Date/Time (Legacy) from step 2. Choose Event Start Time.

    Next, click the plus symbol next to Calendly Appt Time, then select Date/Time (Legacy) from step 3. Choose Event Start Time.

    Click Continue, then click Sent Test to ONTRAPORT.

    If the test was successful, click Finish and toggle the Zap on.

    Lastly, you'll want to test and make sure the Zap is working correctly. Navigate to the ONTRApage with the opt-in form on it, fill it out and schedule an appointment on the next page. Once you've done so, your Contact should be added into ONTRAPORT and the date and time should be populated successfully.

    Using the Calendly Date Field

    ONTRAPORT can act when the custom Calendly Appt Date field is updated. You can notify yourself or a team member with an email or SMS message via a Campaign.

    Using the HTML Email Editor for Notification

    Design an email with merge fields for the contact's first name, last name, email address and the contents of the Calendly Appt Date and Appt Time fields to send to yourself or a team member using a "Notify" element in the Campaign:

    Using ONTRAMail for Notification

    You can also create an ONTRAmail message with the Contact's Calendly Date Merge Fields as well. After creating a new ONTRAmail Message, you'd add a Text block, then select the Merge Field drop-down and add the contact's first name, last name, email and Calendly Appt Date and Appt Time fields:

    Creating the Notification Campaign

    You can create a Campaign to notify a team member via email or SMS that someone has scheduled an appointment. You can also automatically send Contacts a reminder email before their appointment. Create a Campaign with a Trigger of "Field is Updated" and select the "Calendly Date" field. Set the trigger to act on anyone in the account, and to add them again to the element when it is activated. Add Elements after the trigger to notify someone with an email or SMS. You can add other automation, such as sending an email to the contact one day before the appointment.

    Other Use Cases

    Calendly seamlessly aggregates your entire team's individual calendars into a single appointment calendar for your new customer to use, selecting the available representative in the background. How can you automate creating a Task for team member Bob Smith instead of Bill Smiley?

    In ONTRAPORT, create a Tag for each of your team members using their name.

    Add a step right after the first step of the Zap. Choose Filter by Zapier as the application.

    The action is Only continue if ....

    Use the drop down field in the first box to select Event Assigned To.

    For the second drop down box, choose (Text) Exactly Matches.

    Type in the team member's name exactly as it appears in Calendly.

    Go to the last step, Create or Update a Contact in ONTRAPORT and set the Tag field to the team member's name.

    Use a global Rule triggering on that tag being added to notify the team member they have an appointment using an Email or Task.

    Create a separate Zap for each team member. The filter in the second step will ensure that only the Zap for the correct team member will update the Contact Record.

    FAQs

    Q. Can I trigger an SMS or email 30 minutes before the "Calendly Appt Time" field?

    A. No, the Calendly Appt Time field in ONTRAPORT is a text field. You could trigger an SMS or email to go out in a Campaign with a Wait Element based upon a Contact's Calendly Appt Date, and time it for the AM before any of your appointments. Use the merge field for the time field, e.g. - [Calendly Appt Time], to put the time in the SMS or email message as text.

    Q. Does ONTRAPORT really use ONTRAPORT to run its business and Calendly to schedule appointments?

    A. Yes, ONTRAPORT is the software we use to run our business, and we use a slightly more complex version of this integration to schedule appointments with our clients.

    Q. My test Contact has a blank Date Field in ONTRAPORT, what gives?

    A. If you're using the pre-built Zap template, you want to make sure that the input field in both steps two and three have the field Event Start Time chosen from step one.

    Q. My Contact's Calendly Appt Time is coming through as the wrong time?

    A. If the Contact's appointment time is coming through as the correct format but the wrong time, the timezone is more than likely set wrong in the Zap Template. In step two, make sure both the "To Timezone" and "From Timezone" are both set to UTC. In step three, make sure the bot the "To Timezone" and "From Timezone" are both set to your local timezone.

    Q. My Contact's Calendly Appt Time field is coming through in Military Time (17:00)?

    A. In step three of the Zap template, make sure the field Custom Value for To Format is formatted as hh:mm A.

    View Article
  • About Facebook Custom Audiences

    Applies to: ONTRAPORT Plus and above.

    ONTRAPORT's unique integration with Facebook Custom Audiences is included in ONTRAPORT Plus and above accounts. It enables the use of Campaigns, Group Actions and Rules to automate the process of adding Contacts to Facebook Custom Audiences.

    Note: Certified Consultants and Virtual Assistants: This integration should be built ONLY by using your client's Facebook account. If you connect with Facebook for two or more clients using your Facebook account then all of the clients will see all Custom Audiences in your Ad or Business Manager account from within ONTRAPORT.

    To convert your existing "Facebook App" integration for Custom Audiences simply follow the steps in the Connect ONTRAPORT to Facebook section below and ONTRAPORT will take care of all the details.

    Prerequisites

    An ONTRAPORT Plus or above account.

    Facebook Business / Ad Account (free)

    Facebook Custom Audiences set up in ad account

    Optional Facebook Business Manager account (free)

    First Steps in Facebook

    If you haven't done this already, create a Facebook Ads Manager or Business Manager account.

    Create Facebook Custom Audiences in the ads accounts set up in step 1 if you don't already have them.

    Create a Custom Audience using the "from a customer file" option.

    Upload a CSV file made from an export of at least 25 valid Contacts in your ONTRAPORT account. The only fields you need are First Name, Last Name and Email address. See Exporting Contacts for information on how to do this in ONTRAPORT.

    Wait until Facebook has approved your Custom Audience to continue.

    Connect ONTRAPORT to Facebook

    Click your profile icon at the top right of your ONTRAPORT account and select Administration. Click the Social section and select the Facebook API link. Business Manager

    Click the Continue with Facebook button and follow the prompts to connect your Facebook account with ONTRAPORT. When finished, click the Save button in the top right. You may have to refresh the page to see the "Status: Connected" message shown here in green:

    The Facebook icon will appear in the Contacts Action Bar when you select contacts. Clicking the button will show you all the Custom Audiences that Facebook has approved in your ads or business manager account.

    Add or Remove Contacts to Facebook Using a Group Action

    In the Contacts database, select the contacts to add to the Facebook Custom Audience. The Actions drawer will display. Click the Facebook button.

    Select to Add the selected contacts the Custom Audience.

    To remove the contacts from the Facebook Custom Audience

    Add or Remove Contacts to Facebook Using a Campaign

    Navigate to Contacts > Campaigns and click the + New Campaign button

    Name the Campaign Add to Facebook CA (or Remove from Facebook CA)

    Click the What Happens Next icon below the Start Trigger

    Add the element Facebook Custom Audience from the Advanced tab on the Add New Item dialog

    In the Settings for the element leave the first drop down on the default Add to add Contacts to one or more Custom Audiences. Select Remove to remove them.

    Click the + Add button above the Facebook Audience box and select the Custom Audience to add the contacts to. You can select more than one.

    Click Done

    Add an End element under the Custom Audience element to complete the Campaign Map.

    You can add Contacts to the Campaign via a Group Action, selecting Add to Campaign.

    You can add additional Triggers to this campaign with a Go To element adding them or removing them from Custom Audiences. Examples:

    Add a Trigger for the Bulk Email Status field changing to "Opt Out" to target Contacts who opt out

    Add a Trigger for visiting a sales page without purchasing to target procrastinating Contacts

    Add a Trigger for Contact Created to keep your brand top of mind to your most newly engaged Contacts

    Add a Trigger for a Tag you add when someone wants all data removed. In the Campaign you can delete them from all Custom Audiences and then Tag them for final deletion of their Contact Record.

    Disconnecting the Integration

    To disconnect the integration:

    Log into Facebook and go to https://www.facebook.com/settings?tab=business_tools

    Search for "ONTRAPORT" on the Applications tab.

    Click the check box for the ONTRAPORT App and clickRemove.

    A confirmation dialog will pop up. Click to confirm removing the app.

    5. You have completed removing the ONTRAPORT App from your account.

    To reconnect ONTRAPORT to Facebook Custom Audiences, repeat the steps in Connect ONTRAPORT to Facebook above.

    ACCEPT FACEBOOK TOS AND RECONNECT ONTRAPORT

    On July 2, 2018 Facebook made an update that requires users of Custom Audiences to Accept TOS (Terms of Service). Until the user agrees to Facebook Terms of Services, any Custom Audience Triggers connected to ONTRAPORT will fail.

    Follow the steps below to agree to Facebook Terms of Service and reconnect to ONTRAPORT.

    Log into your Facebook Account.

    Click Manage Ads in the upper right hand corner.

    Under the Assets column, click Audiences.

    Locate the Custom Audiences you use with ONTRAPORT that have an Accept TOS button under the availability column.

    Click the "I Accept" buttonand agree to the terms.

    Confirm the Availability for that Audience is "ready" (a green light appears next to it).

    Log into your ONTRAPORT account.

    Click your profile icon at the top right of your ONTRAPORT account and select Administration. Click the Social tab and select the Facebook API link.

    Click theContinue with Facebookbutton and follow the prompts to connect your Facebook account with ONTRAPORT. When finished, click theSavebutton in the top right. You may have to refresh the page to see the "Status: Connected" message shown here in green:

    FAQs

    Q. I have an old "Facebook App" integration. How do I upgrade it?

    A. Simply follow the directions found in Connect ONTRAPORT to Facebook to convert your stand-alone Facebook App integration to the new method! ONTRAPORT will take care of all the other details in the background.

    Q. What about security? Does Facebook use the emails we give them for their own marketing?

    A. According to Facebook, the email addresses are encrypted and only a "hash" is used to make the matches. When you submit a new Contact, Facebook hashes that email address and then looks for a match.

    Q. What about GDPR disclosure requirements?

    We recommend you seek the guidance of an attorney or investigate your country's published guidelines for your disclosure requirements. Facebook has some help articles on GDPR at https://www.facebook.com/business/gdpr

    Q. I don't want to give Facebook my credit card. Can I still do this?

    A. Facebook Custom Audiences are for advertising, so their rules regarding account set up must be followed. They will allow you to set up and verify your account, but before you can start advertising you will have to provide a payment method.

    Q. Does this give Facebook access to my ONTRAPORT account?

    A. No, there is no data transferred to Facebook that you do not authorize using a Campaign, Group Action or using a Rule. Facebook has no access to your Contacts, sales data, or any other part of ONTRAPORT in any way.

    Q. I manage multiple Facebook accounts. Will this work with Facebook accounts?

    A. Yes, this integration will work with Facebook Business Manager accounts.

    Q. My ads accounts display in a weird order in ONTRAPORT. Can I sort them?

    A. ONTRAPORT cannot control the order in which Facebook returns the ads accounts.

    Q. One of my ads accounts that has no Custom Audiences in it is showing up in ONTRAPORT. Why?

    A. When we request the list of ads accounts from Facebook, they return all ads accounts you administer to the list of Approved Ad Accounts API. Even if the ads account has no lists, it is still a valid ads account and will show blank in OP.

    Q. Not all of my Custom Audiences are showing up in ONTRAPORT! Why?

    A. We only list Custom Audiences that we can add Contacts to, so Look-Alike and Saved Custom Audience types might not be visible. If one Custom Audience does not display in ONTRAPORT, but others do, it is because we cannot add or remove Contacts from that Custom Audience.

    Q. That was easy. Why do people think adding Custom Audiences is hard?

    A. In late February 2018, ONTRAPORT improved the process to connect to Facebook and simplified the method.

    View Article
  • About Merging Duplicates

    Applies to: All ONTRAPORT accounts.

    Merge Duplicates allows you to search for duplicates in your Contacts collection and combine them into a single Contact record. You choose which Contact fields to keep from each of the duplicates, as well as the Tags and Sequences to which the merged Contact will be subscribed. In order to make the process manageable certain decisions are made for you:

    The Bulk Email Status is set to Transactional Only (opt out) if any of the merged records have been opted out. This means you will not be able to send email to the merged Contact if one of them was opted out.

    If both are on the same Sequence the merged Contact will be subscribed to the Sequence on the latest step (no step is repeated)

    Open Orders (including subscriptions and payment plans) are merged

    Sales, payment and transaction history can be merged

    The credit card with the last successful transaction will be merged

    Partner Programs: The oldest Contact record is retained, and the newer Contact Record is merged into it. The merged Contact can only be in one Partner Program. You can select the Partner Program during the merge operation if they are different. Only the Promo Tools for that Partner Program are retained. If both Contacts are in the same Partner Program prior to the merge then the Promo Tools for both will continue to work. The newer Contact Record's Promo Tools will be redirected to the merged Contact.

    WordPress Memberships: All memberships are copied to the merged Contact. If each duplicate Contact has a membership both memberships will appear in the merged Contact record. We do not merge memberships using different usernames into one membership

    After the merge operation, the information you have selected is merged into the oldest contact record and the newer, duplicate record is deleted

    Finding Duplicates

    In the Contacts collection click Settings and Merge Duplicates Community Q&A Forum

    Select the Fields to match for the duplicate Contact records and click Next

    To be considered a duplicate, each field you select here must be an exact match

    Selecting a single field such as the Email field will find the most duplicates

    Tips for Finding Duplicates

    The more Contact Fields you add to the Match by Following Fields selection the fewer duplicate records will be returned. Consider the Contact records for the following duplicate contacts (a husband and wife sharing the same last name and email address):

    Email Address

    Last Name

    First Name

    [email protected]

    Jefferson

    Thomas

    [email protected]

    Jefferson

    Martha

    Match on Email: Contacts are shown as duplicates

    Match on Email and Last Name: Contacts are shown as duplicates

    Match on Email and First Name: Contacts do not show up as duplicates (First Name is different)

    Match on Email, Last Name and First Name: Contacts do not show up as duplicates (First Name is different)

    Note: Setting the correct criteria for the duplicate Contacts is important. The merge operation adds the information you select into the older Contact record and deletes the newer, duplicate record.

    Merging Duplicates

    Follow steps 1 through 3 above to find the duplicates you want to merge. When satisfied with the criteria, click Next. A recap of the duplicate contacts is shown. To reset the criteria, click Back.

    To download a CSV of the duplicate Contacts select them, click the Actions menu, then Export Contacts. To delete any of these Contacts permanently, select them and click Delete in the Actions menu.

    To continue to the Merge screen click Next

    The first duplicate Contacts are shown. One is in the left column, and one in the right column. In the center is the information you want to keep in the merged Contact record.

    Click the Skip button to keep these two Contacts in the database without modifying them, and go to the next duplicate pair.

    Click an individual value in either the left or right column to add that value to the merged Contact (the center column).

    Click Replace All to move all the data from that section into the merged Contact record, overwriting any blank or populated data in the fields

    Click Combine All to fill blank fields with the data from that section but not overwrite any data already added from the other Contact record

    Add new values into the new Contact using drop downs or typing the information.

    When satisfied with the information shown in the center column click Merge and continue to merge the information and present the next set of duplicates.

    ONTRAPORT merges the information into the oldest Contact record and deletes the newer Contact record.

    Repeat the process for each set of duplicate Contacts. For the final set of duplicate Contacts click the Finish button.

    The Automation Log in the Contact Record will include the details of the merge operation.

    FAQs

    Q. I have heard the force is strong with opted out contacts. Can you explain this?

    A. We always have to honor the opt-out, and the merged contact will be opted out, even if the contacts are using different email addresses. If you have this situation we recommend you copy over the information from the opted out record and simply delete it rather than merging it into the opted in record.

    Q. Why can't you just automatically merge all duplicates?

    A. We know your customer data is extremely valuable to you and want you to have the most control over the process as possible. Were huge fans of automation but some things require human judgement.

    Q. Why are duplicates allowed anyway?

    A. There are many situations where a duplicate might be wanted, such as a husband and wife or a small business team sharing the same email account. We allow duplicates entered manually, added programmatically via the API, or imported with the Create New Entry option for those cases.

    Q. I have a specific question about this process that is not covered in the article. Where can I get a quick answer?

    A. Check at the ONTRAPORT . During Support hours, you can chat our Support team for assistance (see the link in the help menu inside the app).

    View Article
  • About Webhook Subscriptions

    Applies to: ONTRAPORT Pro and above for all objects. ONTRAPORT Basic and Plus can subscribe to Contacts webhooks.

    ONTRAPORT exposes several endpoints for webhook subscriptions. When a subscribed event happens ONTRAPORT will send a data payload to the subscribed URL. This eliminates frequent polling requests checking for new information by the developer's application and reduces traffic on both the developer's server and ONTRAPORT's API servers.

    Webhook Subscriptions

    The API doc has the list of webhook subscriptions available :

    Object is created (Contact or Custom Object record)

    Form is submitted

    Tag is added

    Tag is removed

    Webhook Subscription Requirements

    The application will need to subscribe to the API endpoint with a valid API Key and Application ID from the ONTRAPORT account. The subscription request must provide a valid URL that will receive and process the data payload in the webhook.

    Webhook Subscription Data Payload Format

    A webhook for "Tag is added" looking for "tag_id 4" added to any contact would send a data payload like this:

    webhook_id=3

    object_type_id=0

    event[type]=sub_tag

    event[tag_id]=4

    data[id]=8

    data[firstname]=Mary

    data[lastname]=Smith

    data[email][email protected]

    timestamp=1514940140

    Three data formats are available for the data payload. The default is to return all information available about the record. In addition, developers can specify the following formats:

    Notify: This format is a simple notification that returns the record ID number for future processing. This is useful for records that autosave such as manual entry of Contact Records. During manual entry of a new Contact Record the autosave activates as soon as the first character is typed, and the webhook is sent. Only the contact record ID number will be populated in the data payload with all other fields empty.

    Lightweight: For Contacts and other Objects added by the API or by forms, the default data payload will include all fields. The data format "lightweight" returns only the record ID, first name, last name and email for the Contact Record. For a Custom Object, the record ID and first three custom fields are returned. This is useful if you would like the basic fields sent but don't need all of the fields in the record.

    Webhook Subscription Errors

    If the subscribed URL returns too many errors we suspend sending the data payload and unsubscribe the webhook. Testing is the developer's responsibility, but ONTRAPORT is happy to assist the developer. Provide a text file with your code and the exact error code you are receiving and attach it to an email to [email protected]. Include the account's API Key and Application ID.

    Data payloads are sent in groups of 100 and threaded out to send, so some delays can be expected if hundreds of thousands of events are being reported.

    Using API Docs for Webhook Subscriptions

    Webhook documentation can be found in the API Doc. Two sections are found in the left column, Webhooks and Webhook Events. cURL and PHP examples are given.

    You can use the API Live Doc Webhooks section to see if any webhook subscriptions exist, and to create subscriptions to Request.bin or other services as shown in the Testing Webhook Subscriptions section.

    You need an API Key and Application ID from an active account to use the API Live Doc. Obtain a set in the account by clicking the profile menu at the top right, and selecting Administration > Integrations > ONTRAPORT API Instructions and Key Manager.

    Enter the API Key and Application ID at the top, scroll down and expand the Get /Webhooks section. Near the bottom, click Try it out! (you don't need to enter any parameters). The response body will list the active webhook subscriptions (if any).

    Testing Webhook Subscriptions

    Using a service like RequestBin can allow you to test the webhook subscriptions without working directly on a file on your server.

    Obtain an Application Key and App ID for the ONTRAPORT account you will be using in the test. You can obtain it by clicking the profile icon at the top right, then Administration > Integrations > ONTRAPORT API Instructions and Key Manager.

    Enter the Application Key and App ID in the API Live Doc.

    Go to RequestBin and create a Request Bin. Copy the Bin URL to the clipboard.

    In the Live Doc, go to the Post /Webhook/subscribe section.

    Paste the Bin URL into the url field under Parameters.

    In the event field, use the webhook subscription Event Name. The following Event Names are available (the number in parenthesis is the ID number of the associated item):

    object_create(0)

    object_submits_form(0)

    sub_tag(0)

    unsub_tag(0)

    For this example, we will use sub_tag(0). We need a Tag ID for the "0" in parenthesis. To get the ID number of a Tag in the account:

    Navigate to the getTags section of the Live Doc.

    Click the Try it out! button (no parameters needed).

    Choose a "tag_id" number from the response body. In this example we are using this account's tag_id 3 for the tag "Password Change" (this will differ in each account).

    Enter the sub_tag(0) in the event field with the tag ID number you are using. This example is using sub_tag(3).

    Because we only want the basic fields returned we will use "{"format":"lightweight"}" in the data field. API RSS Feed

    Click the Try it out! button to send the command. The Response Body section will show the results of the subscription.

    In the ONTRAPORT account, go to the Contacts Collection and select a Contact. Add the Tag the webhook is looking for using the Tags item in the action bar.

    Return to the RequestBin page and refresh it to see the data payload.

    Subscribe to the API RSS Feed

    ONTRAPORT pushes notification of all API changes to our . Subscribe to it to have updates pushed to your favorite RSS reader.

    View Article
  • About Send a Webhook (a.k.a., Ping URL)

    Applies to: All ONTRAPORT accounts.

    Send a Webhook is an advanced action element that allows you to send information from ONTRAPORT to a 3rd party application, script, or website. Webhooks can be used in Campaigns, Legacy Sequences, Advanced Rules on Smart Forms, and Advanced Global Rules.

    Prerequisites

    An ONTRAPORT account

    The ONTRAPORT API enabled

    What it Does

    The Send a Webhook feature notifies an external server to use API or to perform some other function when an event happens in ONTRAPORT. Webhooks allow you to send data to another server by making a POST request containing contact data via Merge Fields in both the POST and URL areas. The target server can then use the data to trigger further actions, such as using ONTRAPORT's "fetch" API to grab additional contact data and sending it to another application.

    Note: Did you know you can use a webhook to send data to dynamic locations? For example, http://[myfancyurlfield].com/page.html?get=[merge1]

    Using Webhooks with ONTRAPORT

    The Send a Webhook function is available as an advanced action element in ONTRAPORT, which means that contact data, including Merge Fields, can be sent to a 3rd party service anytime something is added, deleted, or updated in ONTRAPORT.

    Set Up A Webhook

    Enable API in ONTRAPORT

    Edit or Create a Campaign

    Insert the advanced element, Send a Webhook

    Adjust the Settings of the Webhook

    Enter a URL in the Add the destination URL section. This is the URL that you are sending information to.

    If necessary, add Merge Fields into the URL

    Enter post data into the Add the Post data to send field. This is the information you want to send to the URL listed in item A.

    Add Merge Fields to your post data Add multiple ONTRAPORT Merge Fields: Add an ampersand, &, character at the end of the merge field to add multiple merge fields. For example, first name and email address. First_Name=[First Name]&Email=[Email]. The last merge field ends without an ampersand character.Combining ONTRAPORT Merge Fields:Spaces can be used in this way whenever you are combining ONTRAPORT merge fields. For example, if you wanted to send the full name of a contact, you would enter two merge fields [First Name] [Last Name], with a space between them in this format: Name=[First Name] [Last Name]&.

    Click Done.

    View Article
  • About Webhooks

    Applies to:All ONTRAPORT accounts.

    A webhook is a way for one application to share data with another application. ONTRAPORT can automate sending Webhooks in Campaigns and in legacy Sequences and Rules (where it is known as a "Ping URL"). ONTRAPORT can also receive a webhook from other applications, or even from itself.

    Webhooks can leverage third party integration platforms such as Zapier and allow you to push ONTRAPORT data into hundreds of other applications. Many applications provide an "endpoint" or webhook URL you can send data to directly, without the use of a third party integration platform.

    Webhook Basics

    Every webhook needs a webhook URL to receive the data, and the data itself. Different applications will also require transaction details to be included such as an API key and an application ID. You will insert the webhook URL into one field, and then format the data in the Post Data section of the webhook. The use cases below will show you how this is done.

    In general, each piece of data you send in the Post Data section has three parts, a label so the receiving application knows what the data is, an equals sign, and the data itself. Sending a street address could look like this:

    address=2040 Alameda Padre Serra

    In this example the "address" label is what the receiving application has specified it needs to identify the street address data. To pass multiple items you separate them using an ampersand character - &. Adding the city to the post data would look like:

    address=2040 Alameda Padre Serra&city=Santa Barbara

    Enabling Webhooks in ONTRAPORT

    You will need to obtain an API Key and Application ID to send data to ONTRAPORT using a webhook. Navigate toAdministration>Integrations>ONTRAPORT API Instructions and Key Manager and create the API Key and Application ID.Copy the keys to a text file for use later. Integrating with Zapier

    If you are sending a webhook from ONTRAPORT to another application, you may need to have an application ID number or API key from that application.

    To send a webhook in a Campaign select theSend a Webhookelement from theAdvancedtab.

    Alternate Methods:To send a webhook from a legacy global Rule, or from a Rule Step in a legacy Date or Step Sequence, choosePing URL in the Action section

    Sending a Webhook to Another Application

    In this example we will show how to send ONTRAPORT information using merge fields to another application. The other application allows us to create a contact record by sending the first name and email address. The application requires us to use the label "First_Name" for the first name data, and "Email" as the label for the email data.

    Edit or Create a Campaign

    Insert the advanced element, Send a Webhook

    In the Add the destination URL section of the Settings enter the other application's webhook endpoint URL. You will obtain this from the other application.

    In the Add the Post data to sendfield you enter the information you want to send to the other application. You will use the label the other application needs to identify the data, an equals sign, and select the corresponding ONTRAPORT merge field from the drop down. First_Name=[First Name]

    To add the next label, equals sign and merge field we use the ampersand symbol "&" to join the data statements. First_Name=[First Name]&Email=[Email]

    Click Done.

    Test the action of theSend a Webhook element by sending a test Contact through the Campaign and verifying that the data shows up in the other application.

    To use webhooks with Zapier, see our article on .

    Using a Webhook to Add a Contact Record Note

    In this use case we want to add a Note to the Contact Record from within a Campaign in ONTRAPORT. This can be used in lieu of someone from your team manually opening the Contact Record and adding the note.

    Obtain an Application ID and API Key inAdministration>Integrations>ONTRAPORT API Instructions and Key Manager. Copy the values to a text file to be used later.

    Add theSend a Webhook campaign element to the Map.

    In the SettingsAdd the destination URL:box pastehttps://api.ontraport.com/1/Notes

    In theAdd the Post data to send: box paste the text below:

    Api-Appid=1_111111_111111111&Api-Key=22222222222222&id=0&data=Note inserted by webhook using new API.&author=1&contact_id=[Contact ID]

    Replace the "1_111111_11111111" with your App ID number obtained in step 1. Replace the "222222222222222" with the API Key number from step 1.

    Replace the text "Note inserted by webhook using the new API." with the text you want to add as a Note.

    When the Contact lands on the Send a Webhook element ONTRAPORT will create a Note with the text "Note inserted by webhook using new API." in the Contact Record.

    View Article
  • About WordPress Integration Troubleshooting

    Applies to: ONTRAPORT Plus and above.

    This guide covers the following issues:

    Membership permissions are not passing correctly

    Members are able to log in but are not redirected to the right page

    Shortcodes are not functioning properly

    On Error redirects are not working properly

    Members are unable to access a protected page that they should have membership access to.

    Which WordPress Plugin is Causing a Conflict

    Step 1: Deactivate all of your plugins

    Go to the Plugins page in your WordPress Dashboard and select all active plugins by clicking the check box in the header row.

    Choose Deactivate from the drop menu and click Apply to deactivate all the plugins at once. WordPress Integration Troubleshooting

    Activate the Pilotpress plugin. Then, choose your next most important plugin and activate it.

    Test the installation with just the PilotPress and your second most important plugin activated. Follow this process when testing:

    Log out of your WordPress site completely.

    Create a new Contact in ONTRAPORT for testing purposes. Add a Membership level to the contact.

    Open a new private tab or window in your browser (see instructions for Firefox and Chrome ).

    In the private tab or window, clear the cookies for your Wordpress site. This step is required. To see instructions on how to clear your cookies, click HERE.

    Go to the default WordPress login page by adding "/wp-login.php" to your domain: http://your-domain.com/wp-login.php

    Log in as your new contact and verify the installation works with the plugins activated.

    If the test is successful, log the contact out of WordPress, close the private tab or window, and log back in as the Administrator. Activate the next most important plugin. Repeat from step a. in this section.

    Plugins That Can Conflict with PilotPress

    Our plugin is compatible with many others. Some plugins use similar features or code which can cause the two plugins to conflict.

    There are thousands of WordPress plugins available, and we can't test them all. But these are some things to watch out for:

    Any other "membership" plugin (S2 Member, BuddyPress, etc.)

    Any plugin that manages "redirection"

    Some backup programs such as BackupBuddy

    Some plugins that minify or optimize CSS such as Autoptimize.

    Caching plugins are in a special category. If the cache plugin has the ability to exclude your membership protected pages they can be used. Otherwise, the cache will display the page to any visitor to your site. Most caching plugins have an exclusion list or "do not cache" section.

    If you discover a plugin is incompatible with PilotPress please contact Support. We may have a method to overcome the conflict or, if we cannot make it work, will list it here.

    Detecting Theme Conflicts

    Go to Appearance > Themes in your WordPress Dashboard

    Deactivate your current theme

    Activate a basic theme such as Twenty Fifteen

    See if your functions work as normal

    Reverting to a Prior Version of PilotPress

    If you update to a new version of PilotPress and experience problems, you can revert to a prior version. Contact Support for a prior version of the plugin.

    Whywon'tyou fix my WordPress site

    WordPress is an open source content management system and is a third party outside of ONTRAPORT. While our support is amazingly helpful, we would not want to risk causing damage to your website. Because of this, our support ends at our Pilotpress functionality. We will ensure that Pilotpress is working on your website without other plugins or theme enhancements. It is our users responsibility to ensure that other plugins or themes do not cause conflicts.

    WordPress Integration Resources

    WordPress Integration Overview

    Integrate an Existing WordPress Site

    Integrate a New WordPress Site

    Creating an ONTRAPORT Hosted WordPress Site

    Creating Membership Levels

    Protecting Content on Pages, Posts and Categories in WordPress

    Add Members and Drip Content in WordPress

    Add Custom Login Page and Password Reminder Functions

    Enable the Customer Center

    Enable the Partner Center

    Using Merge Fields and PURLS in WordPress

    Add ONTRAPORT Forms and Videos into WordPress

    Use Shortcodes to Show or Hide Content Based on Membership Levels (Advanced)

    Login Redirect by Membership Level (Advanced)

    OptimizePress Integration

    Choosing a WordPress Theme

    WordPress Integration FAQs

    View Article
  • About Math Equations

    Applies to:All ONTRAPORT accounts.

    You can create equations for numeric (integer) and price (currency) fields in Rules. The equations use merge fields provided in a drop down box to allow standard math operators to add, subtract, multiply or divide one numeric or price field by another. Whole numbers can also be used in the equations in numeric fields, and decimal numbers with up to two decimal places can be used in price fields.

    Numeric fields round to the nearest whole number and do not allow for floating point or decimals. Price fields round to the nearest two decimal places.

    Two usecases are provided below. One shows a custom lead scoring configuration for a customer who wants his team's personal interactions with a client added to ONTRAPORT's built in lead Score. The other usecase shows the use of an equation as a condition statement to multiply two numeric fields, compare the result against the value of a third numeric field, and Tag a Contact accordingly.

    Using Math Equations

    Usecase: Adjusted Lead Scoring

    In our first example, the business owner wants to be able to use a different lead score than the built in Score field. He added two custom fields, Manual Lead Score and Adjusted Lead Score, that are both numeric fields. His team will update the Manual Lead Score field whenever they speak to the customer on the phone and use the Adjusted Lead Score field as a guide to whom they need to call next.

    After creating the fields, he creates a single global Rule. The trigger for the Rule is that the Manual Lead Score field is updated. He chooses the action Change the value of a field and specifies the Adjusted Lead Score field. First, he chooses Manual Lead Score from the drop down box:

    In this case, the account owner wants to add the Manual Lead Score to the system Score, so he adds a plus sign after the first merge field:

    All that is left to do is add the next merge field, Score, and save the Rule.

    Whenever the Manual Lead Score field is updated, the Rule updates the Adjusted Score Field with the sum of the Manual Score Field plus the Score field. The business owner's team can now prioritize their next calls by the Adjusted Lead Score field. The business owner can refine this system more by having a global Rule that looks for a change in the Adjusted Lead Score field and, if less than a certain number, assigns a Task to call the Contact.

    Usecase: Tag According to Multiple Values

    A common usecase is to Tag a Contact based on the value of a field. A single numeric field can be tested against any combination of equal to or greater than / less than conditions. But multiple numeric fields can also be used with math operators.

    In this case, our business owner wants to Tag a Contact where Field A is greater than Field B times Field C. He inserts the merge field for Field B, adds the multiplication symbol (the asterik), and then inserts the merge field for Field C. The Rule looks like this:

    Valid Equations

    In addition to standard addition, subtraction, multiplication and division operators, equations can be enclosed in parenthesis to force the order of operations.

    [Your Field]+1 - Increase the value of a numeric or price field by 1

    [Your Field]*4 - Multiply the value of a numeric or price field by 4

    8/[Your Field] - Divide 8 by the value of a numeric or price field

    [Field A]*[Field B] - Multiply the value of a numeric field by the value of another numeric field, or multiply the value of a price field by the value of another price field. You should not mix numeric and price fields in the same equation.

    [Field A]*[Field B]/([Field C]+5) - This is a more complex equation using parenthesis to force the order of operations: Add 5 to the value of numeric field first, then use standard order of operations to multiply the value of a numeric field by the value of another numeric field and divide the result by the sum of the first operation. Avoid mixing numeric and price fields in the same equation to prevent flashbacks to 9th grade algebra homework.

    Note: Numeric fields in ONTRAPORT round to the nearest whole number. Price fields round to the nearest decimal value to two decimal places.Errors, such as "divide by zero" errors are not reported and the values not updated.

    View Article
  • About

    Fulfillment Lists are used to provide lists of contacts who have done something, such as listing those who have purchased a product. Fulfillment Lists can be used for any action or condition your Contacts achieve, so you can use them for lists of new leads, contacts who have purchased products, reporting sales information, listing Contacts who have their Bulk Email Status changed or any other reason you'd like a list of contacts who have achieved a certain action. ONTRAPORT will email the Fulfillment Lists to any email addresses you specify daily, only on weekdays, weekly, or monthly.

    All of the Contact Record fields are exposed to the list, and you can include as many as you like. The Fulfillment List is a CSV file that can be imported into Excel, or into other systems. You can specify that a Contact remain on the Fulfillment List forever, or be removed after the list is compiled and emailed.

    We recommend adding or removing Contacts to the Fulfillment List by using a Campaign. You can also use Legacy and Advanced features by adding a rule on a form, a Rule Step in a Step Sequence, or a global Rule.

    Note: Fulfillment Lists under 2 MB are sent as file attachments. If the Fulfillment List is over 2 MB a download link is provided instead. If you would prefer that all Fulfillment List emails contain download links please contact [email protected].

    Create a Campaign with a Fulfillment List

    Go to Campaigns. Create a new Campaign or edit an existing one.

    Add a Send to Fulfillment List action step where you'd like.

    Under the send to this fulfillment list pulldown, select + create new fulfillment list Add a Fulfillment Step to a Sequence

    Name the fulfillment list

    Schedule the fulfillment list (weekdays, daily, weekly, monthly) and the time it should be sent

    Designate recipients of this fulfillment list

    Click + Add Recipient to add additional email addresses

    Select the checkbox to unsubscribe contacts after sending. Leave it unchecked to have them on the list indefinitely. For example, if you wanted to a cumulative list of contacts who will attend your event, leave this box unchecked.

    Optional: Create a task for the list and set a fulfillment owner

    Select the Contact Record fields to be included

    Click Save and return to your Campaign

    To delete or modify Fulfillment lists, visit the Fulfillment Manager.

    Contacts > Settings > Fulfillment Manager and click the New Fulfillment List button

    How to Create a Fulfillment List

    Go to Contacts > Settings > Fulfillment Manager and click the New Fulfillment List button

    Name the fulfillment list

    Schedule the fulfillment list (weekdays, daily, weekly, monthly) and the time it should be sent

    Designate recipients of this fulfillment list

    Click + Add Recipient to add additional email addresses

    Select the checkbox to unsubscribe contacts after sending. Leave it unchecked to have them on the list indefinitely.

    Optional: Create a task for the list and set a fulfillment owner

    Select the Contact Record fields to be included

    How to Add or Remove Contacts

    If you would like to remove contacts from a Fulfillment List, we recommend using a Campaign via the "Remove From Fulfillment List" Action.

    Contacts can also be added to a Fulfillment List via the following methods:

    Global rules

    Smart forms (rules on form)

    Sequences (as a fulfillment step)

    Global Rules and Rule Steps in Sequences can remove a Contact from a single or all fulfillment lists as well.

    Where to Go From Here

    View Article
  • About List Bombing

    Applies to: All ONTRAPORT accounts.

    Since late April 2017, it's been the new cool thing for hackers to attack email service providers by automating submissions to our forms, resulting in hundreds of thousands of bogus contacts being added across many accounts.

    This is called List Bombing, and the supposed goal is to hurt email deliverability by making us all send emails to bad addresses. It's not a very friendly thing to do.

    It behooves us all to remove those names from our lists as much as possible. Of course, the bad guys tried hard to blend in, and they seem to be a pretty sophisticated bunch. Cloaks of Invisibility, the whole shebang. That has made it pretty challenging to separate wheat from chaff, as it were.

    We have taken several measures to block future bogus additions to your list, and we have now largely (though not completely) stemmed the tide.

    Our most stringent anti-list bombing measures are employed when custom HTML forms are disabled. This is an option that allows us to implement behind-the-scenes, secret methods that are very effective. Some accounts will need to keep custom HTML forms enabled for compatibility with other platforms such as LeadPages or website themes that strip out our JavaScript.

    Here are the two methods you can use.

    Form Security Option: Disable Custom HTML Forms

    In response to spammers, list bombers, and bot submissions, ONTRAPORT employs a number of secret protection measures to stop the bad guys in their tracks. When a potential opt in is identified as bad the data is not added to the Contacts database at all, and no indication is given to the spammer that they have failed in their attempt. This prevents them from submitting the form millions of times trying to find the right combination of values. This enhanced security is enabled on all new accounts and available to all existing accounts.

    Why don't we force it to be enabled on all accounts? Enabling this option may break:

    Any form installed on LeadPages, ClickFunnels or any SaaS platform that strips out or interferes with our JavaScript

    Any form installed on a website if that site also includes a plugin, theme, or server configuration that prevents our JavaScript from communicating with the ONTRAPORT servers (common with some security plugins and specialty web hosts)

    Any form presented to a prospect who is using a text-based browser such as Lynx or is using a JavaScript blocker such as NoScript.

    Because the form submission does not return an error page to the spammer, list bomber or bot, a valid prospect will not know that their opt in has failed. You will have no record in your account that the attempt was made. If you decide to turn this option on, please re-test your existing forms to make sure a valid Contact Record is made.

    Turning this feature On will have two immediate results:

    Legacy Smart Forms will no longer have the HTML Version form code available on the Publish screen.

    The enhanced form security processes will be enabled for all future submissions to your account from all existing and future Smart Forms, ONTRAforms and Smart Form blocks in ONTRApages.

    Unless the existing embedded forms are installed on a service that blocks our JavaScript, they will continue to work even if they were installed using the HTML Version form code. Retest your forms after turning this feature On.

    Turning this feature Off will make the HTML Version code available in Legacy Smart Forms and the enhanced form security processes will not be active. Spammers, list bombers and bots will still be able to get past our regular protection measures and submit bad contact information you will have to prune manually.

    How to Enable Form Security:

    Click the profile icon in the top right of your account and select Administration

    Click the Security tab

    Slide the toggle under Disable Custom HTML Forms to On

    reCAPTCHA

    Other Methods if You Need Custom HTML Forms

    Use ONTRAforms/ONTRApage form blocks (e.g. Javascript-based forms)

    If you use Legacy Smart Forms avoid using the HTML version -they'remuch more prone to list bombing. Instead, use the Javascript snippet, lightbox or iframe-based versions instead.

    If you must use Legacy Smart Form HTML versions, add when possible. If you're using an integration that requires you to use the Legacy Smart Form HTML version, enable captcha or bot prevention in that app.

    Review your contacts. Our engineers have identified four groups of contacts that may or may not be in your account, and they've automatically created these Groups for you. If you don't see these Group names, that means your account is in the clear (or you have enabled the Form Security Option listed above and have disabled custom HTML forms). If you see these groups in your account, here's what they mean.

    Group name: OP Engineering says: Bad Contact - Contacts we KNOW are bad and theyve have been opted out from bulk mail. You can confidently delete these contacts. We'll automatically delete these for you in a week or two.

    Group name: OP Engineering says: Contact Unverified - Contacts wecan'tconfirm are bad. They most likely came from Legacy Smart Forms using the HTML version (or similar integration) or because Javascript wasnt enabled in the contacts web browser. These contacts have NOT been opted out.

    Group name: OP Engineering says: Suspect Email - Contacts we suspect are bad because the email addresses in these contacts exist on known spam lists. They have NOT been opted out because we're not 100% sure so we want you to make the call on whether to delete or not. We suggest deleting these contacts.

    Group name: OP Engineering says: Suspect IP Address - Contacts we suspect are bad because the IP addresses in these contacts are known as suspicious due to past IP's used in list bombing attacks. They have NOT been opted out because we're not 100% sure so we want you to make the call on whether to delete or not. You're going to have to make the call here.

    We will continue adding contacts to these groups if more contacts are found to fit these criteria.

    View Article
  • About

    Clearing out dead or inactive Contacts the right way can improve your email delivery. The "List Cleaning and Re-engagement" campaign can automate selecting the contacts you need to prune. This campaign uses the "Last Activity" date field to show how engaged your contacts are. That field is updated whenever your contact clicks a link, visits a tracked page, purchases a product or interacts with your account in any other way. You edit a single email, with the link to a tracked web page or landing page, and ONTRAPORT takes care of tagging contacts that have not engaged with you over the last 30 to 45 days.

    This campaign differs from the more complex and resource intensive campaign that checked the status of each contact multiple times per day. This version will not increase the load on your ONTRAPORT account while still identifying those contacts you want to prune.

    How to Use This Campaign

    The Campaign will tag contacts that are not engaged with the "Inactive Contact" tag. Create a Contact Group with the criteria "Tags contain Inactive Contact" to view and disposition inactive contacts. You can decide to:

    Keep the contacts for some reason (for example, if they have sales history you want to keep)

    Export the contacts and keep an off-line copy of them

    Delete the contacts to avoid paying for contacts you don't need.

    For contacts you want to keep forever, simply remove the "Inactive Contact" tag.

    Install the List Cleaning and Re-Engagement Campaign

    Watch the video for background information on installing and editing a Campaign from a link, then click to install: List Cleaning and Re-Engagement Campaign

    View Article
  • Introduction

    Applies to: All ONTRAPORT accounts.

    At ONTRAPORT, were acutely aware that email delivery (AKA deliverability), is a major concern for most clients, most notably, those clients who come to us from another email service. But what surprises some of our clients is learning that the responsibility of getting great inbox delivery lies not only with the ESP (us) but with the individual sender as well (you).

    What were doing for you

    We have many practices and standards set in place to ensure that delivery rates on our public pool of IPs remain healthy and provide a clearing for 100% inbox placement. We have meticulously set up our internal infrastructure to meet (and in many cases exceed) industry standards. For instance (get ready for some technical jargon here) every message that leaves our system is signed with DKIM, domain keys, and proper SPF records. In other words, were rigorously doing OUR part to ensure you get the best delivery.

    However, due to the current trend in the approach that ISPs are taking (Hotmail, Gmail, and Yahoo are the leaders here) a solid infrastructure on our end, just isn't enough. See, most major ESPs have implemented, or are currently working to implement engagement judgment features that allow e-mail recipients to only see messages coming from the senders with whom they are most engaged. This creates an environment where list hygiene and an ever-growing degree of relevance in your communications are more important than ever (and theyve been pretty important, for a good while, so thats saying something.) Read more about Gmail's engagement judgement program and what it means to you!

    Your Duty

    Employing list-hygiene strategies, like active re-engagement campaigns (that work to auto re-engage anyone who hasn't clicked or opened in x months) are helping e-mail marketers maintain their hard-earned place in the in-box. Also, higher value conversational content is simply a must for you now. You need to get your recipients to engage with your messages. ISPs consider opens, link clicks, forwarding, and even time spent reading your e-mails to be engagement. You can learn more about engagement here. Further if you can get your people to reply to your messages, their ISP will notice that and will regard mail from you as being important to them, and will continue to drop it into their inbox. In most cases, when they reply to you, you'll also be added to their address book (which is the simplest form of whitelisting). Also, using double opt- in practices can contribute greatly to good inbox delivery as well.

    On top of all the above challenges you face in the battle for the inbox is the added challenge of keeping your e-mail content passable. While there is no single way to have messages pass content filters there are many things that one can do to help ensure successful (and timely) message delivery.

    Email Delivery Troubeshooting

    Click the troubleshooting tree to open a larger version in a new window.

    A Few Helpful Tips

    Always include a text version of your email. When finished creating your email message, don't forget to click the Copy from HTML button to populate the Plain Text Email section. In the standard HTML Email editor it is right below the HTML email editor window. In the ONTRAmail editor, click the Settings tab to locate the button. Getting Your Email Delivered

    Dont use public URL shorteners. By using a URL shortener you are linking yourself in with the reputation of millions of other users. Spammers frequently use these services to hide links that go to scam sites thus the ESPs now have a very small tolerance for bulk messages with URL shorteners in the body.

    When providing a link in your e-mails, use linked anchor text, instead of including the whole URL: pasting entire URLs into your message body can set off SPAM triggers, because scammers sometimes include URLs that actually link to a different page than the one they appear to link to, in order to get catch people off guard and get em to enter their credit card details into a scam site. Rather than pasting the whole URL into the body of the e-mail, simply type click here, (or whatever you choose) then highlight the word here, (which is the anchor text), click the link button and paste the link in the URL field provided.

    Keep things consistent! If it looks like spam (many different colors of text, different sizes, random bolding, purposeful misspellings of words) your likelihood of reaching the inbox unscathed is greatly decreased. There are rules built right into the ESPs filtration systems that look for these things, including Spam Assassin, the leading open source spam filtration system.

    Ensure you have a good image-to-text ratio. I suggest 20% images at most and at least 80% text), if your Email consists mostly of an image you are likely to be blocked. This is a method many spammers used to by pass content filters, since the spam checkers cannot check what an image says.

    A Word on Complaint & Bounce Rates

    One of the things we do to maintain solid reputation is monitor messages leaving our system and hold all our clients to a maximum 0.1% complaint rate and a 7% hard bounce rate. We are always working on implementing new features and updating existing ones such as active content spam scoring, grey listing of poor lists, and a filter for our importing system. Each of these features and processes safeguard our sending reputation.

    Finding Contacts That Have Bounced

    In this video we'll show you how to isolate a group of contacts that have been unsubscribed from your mailings as a result of a bounce.

    Your browser does not support the video tag.

    Read our eBook!

    View Article
  • About Bounces, Unsubscribes and Complaints

    Applies to: All ONTRAPORT accounts.

    This article describes hard bounces, soft bounces, unsubscribes and complaints and how they affect the contact's "Bulk Email Status" field.

    The Bulk Email Status Field

    The Bulk Email Status field is found in the Contact Record, and it determines if you can send email to the Contact via a Broadcast, Campaign or any other automation.

    This is a field maintained by the system, and the only modification you can make to it is to change the status to "Transactional Only" to manually opt a contact out from receiving bulk email. If you change the field the only way to revert to Opt-In or Double Opt-In is for the contact to fill out a form.

    Transactional Email

    The Bulk Email Status may show any one of these:

    Single Opt-In: can receive all types of email.

    Double Opt-In: can receive all types of email.

    Pending Review: can not receive any email. This is typically found when the contact has just been imported and has not passed our review. Contact Support if it has been more than two business days since the import.

    Hard Bounce: can not receive any automated email. This status is explained below.

    Unconfirmed: can not receive any automated email. This status is used when you have specified that double opt-in is required and the contact has not confirmed the opt-in.

    Transactional Only: receives only non-marketing email such as invoices. This status is usually due to the contact opting out of email using the "Manage Your Subscription" link.

    Note:In most cases you can still send one-off emails to the individual Contact. It is not considered bulk email if there is only one recipient and it is sent manually.

    Types of Bounces

    There are two kinds of "bounces".

    Soft bounce

    Temporary conditions with the contact's ESP (Email Service Provider), including:

    A full mailbox

    An inbox "spam protector" autoresponder that requires senders to respond to a verification email in order to make it into the inbox

    The ESP being temporarily down

    3rd party spam-blocker on their local computer.

    Hard bounce

    Hard bounces happen due to one of the following:

    A bad email address

    4 consecutive soft-bounces.

    Unsubscribes

    Unsubscribes happen when a person clicks the Manage Your Subscription link that appears by law at the bottom of all your bulk emails. Of course, if a person complains they will also be unsubscribed from your sequences and their Bulk Email Status will change to Transactional Only, indicating they do not want marketing content. See our article for more details on this bulk email status.

    Complaints

    Complaints are bad for your email marketing health. Don't get them. Your contacts can complain in one of two ways:

    They click the This is Spam (or similar) button within their email program.

    They click the Unsubscribe link at the bottom of an email and then, rather than merely opting out of receiving future mailings, they additionally click the Report Abuse button at the bottom of the unsubscription page.

    ONTRAPORT requires you to maintain a complaint rate at 0.1% or below. Our team will reach out if you exceed that rate and work with you to correct it. We reserve the right to terminate accounts with high complaint rates.

    View Article
  • About List Management?

    Applies to: All ONTRAPORT accounts.

    List management is what you need to do to make sure that the list you spent so much time and money building stays in tip-top shape. A list that's in good shape gets better delivery to the inbox, and better delivery is better results.

    What do we mean by 'good shape'? We mean that when you mail to the list you get a very low (< 1%) bounce rate, very low complaint rates (< 0.1%), and a nice, high, open rate. Below is what youll need to do to manage your list properly.

    Bounce Management

    First of all, you need to make sure that when you send email, you're capturing returned emails (bounces) and, depending on the error, either removing the contact (if the email address is invalid) or giving the send to that contact a few more tries ONLY if it's a temporary error (like 'mailbox full').

    If you've been using reputable email service providers (ESPs) since you started building your list and you've been mailing it regularly, you really don't need to worry about this one at all. All the good ESPs manage your bounces for you automatically. However... if you've been mailing the list from your own servers or been using some less-reputable ESP, then you may have a problem. Also, since many people change their email addresses every year, if it's been awhile since you've mailed the list, you'll definitely see high bounces.

    If you think you may have a bounce problem, please contact the abuse desk BEFORE you mail to your list. We can help you out by taking a look at your list, cleaning it up, and then mailing a very small portion of the list to see how it goes before you do something wild like mail the whole thing and lose your account due to a crazy high bounce rate. Contact the abuse desk at [email protected].

    Complaint Management

    Like bounce management, any ESP worth their salt is signed up with all the major ISPs to receive notification when someone complains about your email. We automatically remove those email addresses instantly from your list. So, IF you've been using a reputable email vendor AND you've been mailing consistently AND the people you're mailing actually asked to hear from you, you won't have a complaint problem.

    If, on the other hand, you have been mailing on your own or haven't mailed in awhile, you may have a serious problem. This is the kind of thing that ruins lists forever.

    Again, if you haven't been using a top-tier ESP or haven't emailed your list in 6 months or longer please get in touch with the abuse desk before mailing: [email protected]

    Role-Address Pruning

    Role addresses start with a company role like sales@, info@, spam@, marketing@ or admin@, etc. These are bad addresses to mail because they're often used as 'junk mail' addresses or are forwarded to many people... most of whom have never heard of you and didn't ask to receive your mail. A good practice is to regularly search your list for these role addresses and unsubscribe them.

    Pruning Inactives

    Another good practice is to remove contacts that haven't responded in a long time. For example, if you haven't gotten an open or a click from a contact in 6 or 9 months, even though you mail them weekly, it's probably smart to boot them. They're worth very little if they're not engaged, and they may potentially mark your emails as spam somewhere down the line.

    Also, some ISPs, notably Outlook.com, will turn old, inactive mailboxes into spam traps to catch folks who haven't been managing their lists well. You'll never have a problem if you've been using a good ESP because we'll remove addresses automatically when they bounce, but if you've not been watching your bounces you're a sitting duck for spam trap issues. Pruning your inactive contacts is a good way to clean up your act.

    Confirming Permission

    If you're not using confirmed (or 'double') opt-in on your list, consider doing so. As you'll learn on the page devoted to double-opt in, the practice creates cleaner, better performing, more responsive lists. One reason many folks have opted not to use confirmed opt-in is because at most ESPs it's an all-or-nothing proposition. That is, if you use a confirmed opt-in process, then you just can't mail to anyone who fails to confirm their subscription.

    We're a little slicker than all that over here. We let you choose a confirmed opt-in process without making it mandatory. That is, we will mail to both your confirmed AND unconfirmed opt-ins... but we'll mail each on a separate set of IPs. You'll reap the rewards (better delivery) of confirmed opt-in for those contacts who are confirmed, but not miss the opportunity that does exist with your unconfirmed contacts. Of course, this all happens automatically in the background. You don't have to think about it at all.

    BUT, what you could and should do is occasionally send a permission confirmation email to your unconfirmed list to give them the opportunity to confirm their subscription (so we can mail them from the cleaner IP range).

    You can do that easily by selecting a group of contacts, and clicking Double Opt-in icon in the Action Bar.

    Re-engagement

    The preferred method of removing unengaged contacts from your list is to run a re-engagement campaign. This makes it easy for you to maintain a consistent and clean contact database, allowing for optimal delivery rates. If youd like us to give you a hand in setting one up, please contact our abuse desk at [email protected].

    View Article
  • About Complaints

    Applies to: All ONTRAPORT accounts.

    An email complaint is when someone receives an email from you and clicks the Report Abuse button on the Manage Your Subscriptions page.

    re-engagement campaign

    FAQs

    Q. Why does it matter that people complain?

    A. Your ability to get emails into the inbox is based greatly on the feedback that ESPs like Gmail and Outlook see coming from your subscribers. Things like opens and clicks on your emails help to increase delivery while complaints and subscriber inactivity hurt it.

    Q. Why would my subscribers complain?

    A. There are many reasons that recipients of your email could be complaining, weve outlined each below.

    Sending to a list that didn't ask to hear from you. ONTRAPORT is a permission-based marketing tool. Sending email to anyone who has not specifically requested to hear from you is prohibited. If this is true of all or part of your list, we ask that you remove that portion of your list from the system immediately, especially any rented, purchased or harvested leads.

    Sending to a list that hasn't heard from you in a long time. Neglecting to mail your list for extended periods (weeks or months) can degrade your relationship with those contacts. As a result, they'll forget who you are and complain. If you haven't mailed your list in over three months, start by sending a completely pitch-free reminder email about who you are, why they should want to hear from you and invite them to opt-out if they're no longer interested. If it's been longer than 6 months, consider your permission expired anddon'tmail the list. We also encourage you to reach out to our support team and ask about our easy-to-use active .

    Sending something other than what recipients expected to get from you. Permission is a sensitive thing. Always think about it from the perspective of your contact. If someone signed up to hear about knitting tips and you send them business tips, you're going to get complaints. If someone signed up for a free prize drawing and now you're sending them your newsletter its spam. Get it? Stick to your topic and stay relevant to the specific interests of your contacts. Take a close look at your opt-in pages and make sure that what you're sending is exactly what a reasonable person would expect to get from you after filling out your forms. Fulfilling expectations is key!

    Sending email with a hard-to-find unsubscribe link. Include an unsubscribe link at the top of your next few emails. You can do this by inserting the unsubscribe Merge Field into your messages.

    Q. How can I avoide complaints in the future?

    A. Create clear expectations on your sign-up forms and then fulfill those expectations. Also, never send email to anyone who didn't specifically ask to get exactly what you're sending.

    Q. Can my account be shut down for receiving too many complaints?

    A. If your account crosses our 0.1% maximum complaint rate we send a warning alongside some coaching advice to fix any issues that could be causing complaints. In special cases well send out a second coaching email - however we rarely give a third chance. If youre seeing a complaint rate that is higher than our thresholds you should take steps immediately to reduce them.

    View Article
  • About Engagement

    Applies to: All ONTRAPORT accounts.

    Engagement is a measurement of a combination of factors made by receiving ISPs to determine if recipients want to receive your email. This is a distinction from merely having agreed to receive it by, for example, filling out an opt-in form in order to get a whitepaper or other resource.

    In their attempt to deliver only the email that their customers want to receive, Yahoo, Gmail, AOL, Hotmail and other top ISPs are known to be watching much more than your complaint rate. They're measuring things like:

    opens

    clicks

    forwards

    clicking 'this is not spam'

    even 'time spent reading your email'

    With this data, they're looking beyond complaints and into the heart of the matter: Do your recipients really want to hear from you?

    What Do I Need to Do?

    This is going to be a tough pill to swallow for many marketers, but it's reality now so we're going to lay it down:

    Only send to people who actually, really, really WANT to hear from you. This means setting super-clear expectations and getting rock-solid permission

    Send great stuff that people actually, really want to read. Keep the pitch on your website as much as possible

    Prune your list aggressively. Send to fewer, more interested prospects

    Re-confirm permission regularly. This could be done in conjunction with the above recommended pruning. (That is: send re-confirmation email to inactive contacts, prune non-responders.)

    Monitor list health by watching your stats. People open and click on emails they like, ignore those they don't. Send more of the former

    Where to Go From Here

    These articles cover other important information that will help you:

    Email Delivery Overview

    Getting Permission to Mail

    List Management

    View Article
  • About CAN-SPAM Compliance

    Applies to: All ONTRAPORT accounts.

    Passed in 2003, the CAN-SPAM Act (Controlling the Assault of Non-Solicited Pornography and Marketing Act) is "a law that sets the rules for commercial email, establishes requirements for commercial messages, gives recipients the right to have you stop emailing them, and spells out tough penalties for violations."

    Penalties for sending spam email, as defined in the law, can be up to $16,000 per email. In the United States, the Federal Trade Commission prosecutes companies for sending spam.

    CAN-SPAM and You

    One common misconception about the CAN-SPAM Act is that it outright bans spamming. If only it were that simple; in point of fact, it bans the use of deceptive email marketing techniques pertaining to email formatting, content and "materially false or misleading" subject lines and headers.

    Many marketers send spam mail without knowing its spam. This article is intended to help you avoid that trap, avoid the fines and maintain your mailing reputation.

    The Fine Print

    Follow these simple guidelines as spelled out by the CAN-SPAM Act to practice safe and lawful mailing:

    No misleading "from" line: It must accurately identify the sender.

    No misleading header: It must have an IP, domain, and originating email address that were not obtained by false or fraudulent pretenses so the identification of the person or company sending the messages can be determined.

    No deceptive subject lines: Youcan'tsend an email that will knowingly mislead a recipient regarding the contents or subject matter of the message.

    Must include return email address: It is illegal to send email with omitted or non-functioning return email address.

    There are two additional requirements: There must be a way for the recipient to opt-out of an email address that the message was sent from AND have that email address be capable of receiving opt-out request 30 days after the transmission of the original message.

    The ONTRAPORT "Manage Your Subscription" page that is linked at the bottom of every bulk email you send from ONTRAPORT meets these requirements. You can list your Campaigns and Sequences on the "Manage Your Subscription" page to allow your contacts to fine tune the messages they want to receive.

    The law allows for technical difficulties beyond your control that prevent you from complying with the requirement that the sending address be available for 30 days after the opt-out request.

    If client chooses to opt-out using any means, then it is illegal to:

    Continue sending email after 10 days of receiving the opt-out request.

    To sell, exchange, lease or transfer the email address of said contact after receiving an opt-out request.

    Charge for an opt-out.

    Ask for additional personal information before opting out (besides email address).

    It is illegal to send email to a protected computer unless: It includes an identifier for advertisements or solicitations (unless you have been given consent to mail), an opt-out option, and a valid postal address.

    Any email containing sexually oriented material must contain a warning label: As the Bureau of Consumer Protection puts it: "This provision makes sure that recipients cannot view sexually explicit content without an affirmative act on their part for example, scrolling down or clicking on a link. However, this requirement does not apply if the person receiving the message has already given affirmative consent to receive the senders sexually oriented messages."

    For a more in-depth view on the CAN-SPAM Act of 2003, check out the Compliance Guide for Business on the FTC's website or you can view the entire Act here

    CAN-SPAM applies to mailers based in the US only. For mailing regulations based in Australia, see Spam Act 2003.

    .

    View Article
  • Note: Safe Harbor Certification is

    no longer valid

    to comply with EU data protection requirements. Your company may have to comply

    with the GDPR and Privacy Shield

    requirements instead.

    View Article
  • About Reducing Bounces

    Applies to: All ONTRAPORT accounts.

    There are two types of bounces, hard and soft.

    A hard bounce happens when an email is sent to an invalid email address

    A soft bounce occurs when an email is sent to an inbox that temporarily cannot

    receive emails because of things like maintenance or being full.

    Why Does This Matter?

    Email Service Providers (ESP) like Gmail and Yahoo monitor your every sending

    move; they want to make sure that youre only sending mail to people who have

    recently indicated they want to hear from you. Mailing a list that draws a lot

    of bounces generally indicates that its old, meaning that it either hasnt been

    mailed in a long time or hasnt been cleaned of bad email addresses in the past.

    Whatever the reason for the bounces, the ESPs see the poor mailing rates and

    then start to send more and more of your mail (and our other customers who share

    your IP) to the spam folder or even block it outright.

    This is why our bounce threshold of 7% protects us and you, conforms to industry

    standards to keep us off ESP blacklists and ensures that no one can singlehandedly

    destroy the collective mailing reputation. Its how we keep delivery issues manageable

    and delivery rates soaring.

    FAQs

    How can I avoid a high bounce rate in the future?

    A. Ensure that only explicit, recent opt-ins are mailed through your account.

    Someone handing you a business card in passing at a trade show is not considered

    permission. If youre worried about your previous service not unsubscribing your

    hard bounces run your list through a service like

    Briteverify

    before importing into ONTRAPORT.

    This didn't happen at my last email service. Why here?

    A. It's possible that your previous service had more lax policies than those

    at ONTRAPORT. When services have a high tolerance for spammy behavior, its your

    delivery that suffers. We consider email delivery extremely important and are

    committed to serving clients who are willing to abide by the highest standards.

    View Article
  • About Setting Expectations

    Applies to: All ONTRAPORT accounts.

    Expectations are closely related to permission in that its only granted for what the client expects to receive from you. That makes good sense, because if someone signs up to learn about basket-weaving but then you send 'get-rich-quick' info, they're gonna click 'this is spam'. Likewise, they will complain if you promised travel tips and you send them affiliate pitches or sales copies or anything else they didnt ask for. If they complain, you delivery suffers and in turn our delivery suffers.

    Heres the bottom line - tell someone whatthey'regoing to get when they fill out your form, and then just give them that. Its that simple. Youdon'tlike it when people bombard you with emails about things you didnt specifically ask for do you?

    What do I need to do?

    You need to be clear in your sign-up process about what people are going to get when they give you their contact information.

    Just because someone called to get a price quote and gave you their email address to deliver it DOESN'T mean you can add them to your marketing list.

    Just because someone dropped their card into your fishbowl to win an iPod, doesn't mean you can bombard them with sales pitches.

    Just because someone bought something from your webstore doesn't mean you can add them to your newsletter list!

    If you're offering a bribe in exchange for contact info (free whitepaper, video, whatever) and you want to add them to your newsletter list, you have to make it clear that you're going to add them or else make the newsletter part optional.

    View Article
  • About Private IPs

    Applies to:All ONTRAPORT accounts.

    An IP (or Internet Protocol address) is a digital address for a computer or server. Whenever you send mail using ONTRAPORT your messages will go out over our pool of shared public IPs with the rest of our customers. Large volume mailers or those especially concerned about their mailing reputation will often get a private IP.

    What's the advantage of a private IP?

    As a mailer, you are constantly being judged by the ISP/ESPs. One of the ways they decide whether your message will live the good life and slide into the inbox or end up cold, alone, and unopened in the spam box is based on reputation. An IP's reputation is determined through measuring different statistics like complaints, bounces, and volume. So, as you can imagine sharing an IP with others isn't always ideal as your mailing reputation is then shared with a bunch of strangers! By utilizing a private IP you can make sure the only reputation affecting your mailing ability is your own.

    How much does it cost?

    There is a one time setup fee for getting a private IP of $499, this fee includes SPF, DKIM, RDNS, DMARC, Feedback Loops, Blacklist Monitoring, Seed Testing, and DNS management.

    After the setup fee the monthly rate is $399 which allows you 500k messages per month in addition to the emails included with your ONTRAPORT subscription package.

    If you need more volume you can prepay for it at $399/500k messages or pay as you go $99/100k messages. Note that these fees are in addition to your ONTRAPORT subscription fee.

    How long will it take to setup?

    Getting your IP all setup will take about a week. Once setup your IP will need to be warmed. Warming an IP is the process of slowly increasing volume day by day so that the ISP/ESPs out there can start to get to know you and your new IP. By slowly warming your IP you are making sure that you are going to get the best delivery rates possible. After your IP is setup you will receive a call from our Abuse Desk for coaching and instruction on how to warm your IP (they will even lay out a dedicated sending plan customized for your business).

    Do I qualify?

    There are a lot of factors when it comes to the requirements and suggested volumes for a private IP. As a general rule we suggest that only those mailing 500k/month or more take advantage of our private IP program. To find out if you qualify call or write customer support ([email protected] or 855-ONTRAPORT). They will then email you a questionnaire form which you will answers and then respond to. We review answers every Tuesday and Thursday and will let you know then if you're eligible.

    View Article
  • About the Field Editor

    Applies to: All ONTRAPORT accounts.

    The field editor is where you can create, edit, and delete fields and sections in the Contact Records. This area allows you to edit field names, edit field types, rearrange fields to display in different sections, and rearrange sections to display as you wish. Sections can also be dragged and dropped into tabs. Anything you edit, create or delete in the field editor will have to be saved using the Save button at the top right.

    Field Editor Location

    The field editor is found in the Navigation bar > Contacts menu > Settings > Field Editor

    ONTRAPORT home page

    What are Fields?

    Fields are where your contacts data is stored. By default, ONTRAPORT houses dozens of fields for you to utilize. You can create custom fields and rearrange them between sections.

    How to Arrange Fields

    You can rearrange fields within a section in the Field Editor, or move them into a different section. This is done by clicking and dragging the move icon and placing the field to the desired location.

    How to Add and Delete Fields

    You can add custom fields and delete them from the Field Editor.

    To delete fields, click the trash can icon next to the field and type DELETE when prompted. When a field is deleted, the data in those fields is deleted from all Contact records.

    To add fields:

    Navigate to Contacts > Settings > Field Editor

    Click the + Add Field button

    Name the field. Create names of your fields with enough information that you recognize it but not so long that it's hard to read in your database. You can change the display label of a field on a form so name the field with For example, you might name a field as "Testimonial Rating" but on the form, you might label it as "How would your rate our service?".

    Select a field type. The field type defines what type of data that field accepts.

    Field Types

    Checkbox - Checkbox for yes and no values.

    Country - Dropdown list for Countries

    Date - Calendar box to select date.

    List Selection - List of multiple values; allows selection of one or more.

    Long Text - Text field for long descriptions.

    Numeric - Field for whole numbers only.

    Price - Field for entering a price.

    Phone - Field for phone numbers.

    State - Contains a list of states and regions.

    Dropdown - Dropdown list of multiple values allowing the selection of one of the values.

    Color - Dropdown list of multiple values allowing the selection of one of the values and color

    Text - Field for alpha-numeric values such as proper names, serial numbers, etc.

    Email - Field for email address.

    SMS - Field for a phone number that can receive SMS messages.

    Address - Field for a street address.

    Unique and Required Fields

    If your account has Custom Objects enabled, the Add Field dialog box will include the ability to set the custom field to Unique and/or Required.

    Marking a field Unique will result in the field not accepting any value duplicated in another Contact Record. This is commonly used for things like unique serial numbers. ONTRAPORT treats these fields in a special way. It cannot be modified through automation in a Campaign, Rule, Sequence, or through a Group Action. Importing values into the field can be complicated because an empty field will be evaluated as a duplicate of other empty fields and the records will be merged during import.

    Marking a field Required will prevent writing the Contact Record if the field is not populated. Take special care that any field marked Required is also required on every opt in form, order form, API call, etc. that can write a new Contact Record. We recommend not making fields Required except in very special, limited circumstances.

    Sections for Fields

    Sections are a group of fields in the contacts collection. Sections are used for categorizing fields and grouping similar fields together. This allows you to keep data such as contact information separate from purchase information. Sections can also have descriptions which can be edited or deleted when clicked on.

    How to arrange sections

    Rearrange sections by clicking on the move icon and dragging the section in between 2 other sections or to another tab. This enables you to view one section of fields before another in the contact record.

    How to add and delete sections

    Youre able to add new sections with new fields or existing fields. To add a new section, simply click on + Add New Section at the bottom of the field editor. You can also click + Add Tab in the upper right to add a new section within a new tab.

    Permissions in Sections

    Set permissions to each section so only certain users in your account can view or edit the fields within that section. To set permissions, click the P icon next to the section name.

    Field Section Tabs

    Tabs are used to house and organize your sections. Multiple sections can be placed into one Tab and you can move sections from one Tab to another with ease as well as rearrange the order of your Tabs. If the width of your screen cannot accomodate all the Tabs a drop down menu will be used to allow easy selection of the Tabs.

    How to arrange tabs

    Rearrange tabs by clicking the move icon and dragging the tab next to or between other tabs.

    How to create a tab

    You can create a new blank tab by clicking the + Add Tab button. Once a tab is created, you can create new sections within them or drag existing sections from other tags into it.

    Maximum Number of Fields

    The maximum number of fields you can add depends on the field type and it's data usage. The industry standard for database records allows up to 65,535 bytes of data and up to 4,096 fields in each record. The ONTRAPORT default fields take up approximately 25,924 bytes, leaving about 39,611 bytes available. While usually not the limiting factor, after the default and system fields are added there are about 4,000 remaining fields left. The following data types and their data usage is listed below:

    Checkbox: 1

    Date: 20

    List Selection: 20 * Number of items in list

    Long text: 8

    Numeric: 20

    Price: 64

    Phone: 768

    State: 768

    Dropdown: 20 * Number of items in list

    Color: 20 * Number of items in list

    Text: 768

    Email: 768

    SMS: 768

    Address: 768

    Estimating Data Limits

    List your custom fields and the data type with the corresponding byte count for that data type. Added together, they should not exceed about 39,611 bytes (there is some overhead per field used, so your actual limit may be a few bytes per field less than the 39,611 bytes).

    Mitigating Data Limitations

    Using the most data intensive fields, those that take 768 bytes, you can add a total of 51 fields (39,611 / 768 = 51). Note that a long text field takes only 8 bytes, and can be used in place of regular text fields. The long text field is a pointer to an external record with the text in it, saving space in the database. Because the data is fetched from another database there is a performance penalty, and we don't recommend trying to add hundreds of long text records to your database.

    In cases where the Field Editor has warned about data limits, you can convert your text fields to long text. Because the long text field can hold at least 20,000 characters you will not lose data by changing the field type. You can convert a text field to long text by simply editing the field. Note that you cannot convert the field back to a regular text field and a long text field cannot be used as a column heading in a list view.

    In addition to choosing the fields to convert to long text, you can have Support submit a ticket to convert all your custom text fields to long text. Because long text fields are stored in another database there may be a performance penalty in fetching the data. ONTRAPORT can also trim fields, shortening the 256 character limit in text fields to a shorter length, such as 150 characters. Note that data in these fields are truncated at the trimmed point, losing the data after that point in the field.

    FAQs

    Q. I have a specific question about adding fields that is not covered in the article. Where can I get a quick answer?

    A. Check at the ONTRAPORT Q & A Forum at any time. During Support hours, select the help menu at the top right of the app and click on Chat to ask our Support team for assistance. If you cannot access your account, you can enter a support chat from the .

    View Article
  • About IMAP Settings

    Applies to: ONTRAPORT Plus and above.

    IMAP Settings can integrate your personal email accounts into ONTRAPORT. When configured, all email to or from your contacts is imported from that email account into the Contact's Contact History section.

    Note: Some Microsoft email clients send email in "RTF" (Rich Text Format) that is encoded, and will not display properly in the Contact Record.

    Obtain IMAP Details and Configure Email Account

    Check with your email service provider to obtain the IMAP connection details. You will need the Host Name, Port and Security Settings from your provider in addition to your email address and password. In most cases, those settings are all you need. Here are some common settings:

    Email Service

    Host Name

    Port

    Security Settings / Encryption

    Gmail

    imap.gmail.com

    993

    SSL

    Gsuite

    imap.gmail.com

    993

    SSL

    Outlook 365*

    imap-mail.outlook.com

    imap.outlook.com

    outlook.office365.com

    993

    TLS

    TLS

    SSL

    Yahoo

    imap.mail.yahoo.com

    993

    TLS

    AOL

    imap.aol.com

    993

    TLS

    Inbox

    imap.inbox.com

    993

    TLS

    iCloud

    imap.mail.me.com

    993

    TLS

    Mail.com

    imap.mail.com

    993

    TLS

    Proton Mail

    No imap service available

    N/A

    N/A

    Yandex.com*

    imap.yandex.com

    993

    TLS

    Zoho.com

    imap.zoho.com

    993

    TLS

    * Has multiple imap servers; check with the provider for the correct one for your account. May use TLS or SSL; test to determine which one is used.

    NOTE: These are sample settings only. Check with your email provider for your account settings.

    Setting up Gmail

    Gmail security presents some special challenges to setting up IMAP. These procedures were in effect as of August, 2015:

    Log into your Gmail Account and make sure IMAP is enabled in the Settings > Forwarding and POP/IMAP > IMAP Access section. Sign in Using App Passwords

    Visit http://www.google.com/accounts/DisplayUnlockCaptcha and sign in with your Gmail username and password.

    Go to https://myaccount.google.com/u/0/security and scroll down to the bottom. Make sure Allow less secure apps: ON is set.

    Verify that Access for less secure apps is set to Turn on at https://www.google.com/settings/security/lesssecureapps.

    Remain logged into your Gmail account and complete the configuration in ONTRAPORT.

    Other Email Clients

    Other email clients simply allow the connection, and you can use the settings listed above. If you run into issues ask the provider if they have these settings that will require modification:

    Allow Less Secure Apps

    Initial Connection Captcha

    "Connect a CRM" Settings

    Configure the IMAP Settings in ONTRAPORT

    Remain logged into your email account and watch for an authorization pop-up message or email as you complete this process. Gmail and others require approval to allow IMAP connections.

    Click your profile icon at the top right and click Administration. Select IMAP SETTINGS under the Email section.

    Click the New IMAP Setting button.

    Fill in the IMAP details obtained from your email service provider and click Connect.

    Your email service's server may take up to two minutes to communicate back to ONTRAPORT. Wait for a "failed" message or a listing of mail boxes to appear on the lower half of the page.

    If the connection fails, try changing the Encryption setting. Most articles will say use TLS, but MicroSoft Outlook often uses SSL in spite of the published information.

    When you have successfully connected to your email account, ONTRAPORT will display a list of your email folders.

    Select the folders you want the IMAP Settings function to search.

    For most email clients like Outlook 365 this would include the Inbox and Sent Items.

    Do not select the INBOX for Gmail and Google Apps / G Suite accounts, as the IMAP process will fail. We recommend using the Important and Sent Mail mailboxes. They may be listed as [Gmail]/Important and [Gmail]/Sent Mail in your account. The Important mailbox contains all email from contacts you have corresponded with in the past and/or starred contacts in Gmail Contacts. Note that this limitation is generally unique to Gmail and Google Apps / G Suite email; other services are usually able to use the Inbox folder without an issue.

    To scan the mailboxes selected, click the Save button at the upper right of the screen to exit this email account. Upon exit ONTRAPORT will scan the mailboxes indicated.

    Add additional email accounts by repeating this process.

    Testing the IMAP Settings

    Send an email from your connected email account to one of your contacts. Return to Administration > IMAP Settings and click on the Server Name in the IMAP Settings collection to open the configuration. After the configuration loads, click Save at the upper right. Upon exit, ONTRAPORT will scan the mailboxes you have specified.

    The IMAP Settings will update the Contact Records automatically every 12 hours.

    Important Notes

    When connecting to your email service, remain logged in and watch for an authorization pop-up message. Gmail and others require approval to allow IMAP connections from ONTRAPORT.

    Email services limit the number and frequency of IMAP connections. IMAP connections are checked few hours but can take 12 hours or more. Allow time for a new message to be retrieved and inserted into the Contact'sCONTACT HISTORY section.

    For Gmail, we will no longer be scanning the inbox. Rather, we will be scanning specific Labels that are specified as the "Mailboxes" in ONTRAPORT. We recommend using the Important Mailbox as shown in step 5 under Configure the IMAP Settings in ONTRAPORT above.

    For Gmail or Gsuite email an error message that indicates ONTRAPORT cannot authenticate the IMAP server can be resolved by following the steps in the Google Troubleshooter and the Example Email Setup: Gmail section above.

    An error message specifying that an Application-specific password is required indicates your account requires two factor authentication. For Gmail or Gsuite check with the account administrator or visit if you have administrator privileges.

    View Article
  • About Exporting Contacts

    Applies to: All ONTRAPORT accounts.

    You can export your contacts from the Contacts database. Select the contacts you want to export, and then click the Export button in the Actions drawer. A CSV file is prepared and you are notified when the file is ready to download.

    Selecting Contacts to Export

    You can check the check box for each individual contact, or hover over the column labels on the page to select all the contacts on that page. The check box appears next to the column labels:

    To select all contacts in that Group click the Select all items in group? link in the Actions menu.

    Configure Your Export

    Select the fields you wish to include in the export. Use the Select All button to select all the fields and the Clear button to start over selecting fields.

    Note that if you use the Select All button the export will include all personal coupon codes as well. When you export a coupon code, and it is set to expire after a certain number of days, the timer starts upon successful export.

    You can also export PURLs and notes. ONTRPORT PURLs are created for all the landing pages you have created. If you want to export notes, select the check box at the bottom of this selection box.

    Start the Export

    Remember to enter your email address at the top and click the Export button to initiate the export process. ONTRAPORT will notify you via email when the export file is ready to download.

    Downloading the Export File

    The notification email will include a link to download the export CSV file. If you are unable to receive the email, you can click your email address, select Administration and then Exported Lists from the Data Section to access the saved export file.

    Exported Lists File Retention

    ONTRAPORT will keep the list available for 60 days in Exported Lists. You can access this archive by clicking the profile icon at the top right then selecting Administration. The Exported Lists archive is in the Data section.

    Important Notes

    Export files are stored for 60 days in Administration > Exported Lists, and then deleted.

    If you cancel your account, you cannot access the Exported Lists area.

    You can also export sales data in the Sales > Reports section.

    View Article
  • About the UltraCart Integration

    Applies to: ONTRAPORT Plus and above.

    This integration allows you to sell products using UltraCart (in lieu of an ONTRAPORT Order Form) and log/track those purchases in ONTRAPORT. All of the automation power of ONTRAPORT is available using Triggers or Goals firing on the "Product Purchased" in Campaigns. Full refunds issued in UltraCart are also propagated back to ONTRAPORT.

    API and Partner Tracking Pixel Integrations

    There are two available methods set this up: an API method and a Partner Tracking Pixel method.

    Products must be created in UltraCart first. You can then sync them with ONTRAPORT using the API method. However, the API method does not track Partner sales. We recommend the following process:

    Create your Product(s) in UltraCart

    Use the API Method to integrate and synch the products into ONTRAPORT

    Switch UltraCart to use the Partner Tracking Pixel method

    When new Products are added into UltraCart, enable the API method again and sync the products

    How to set up UltraCart Integration

    For additional reference the UltraCart documentation on integration can be found here.

    API Method

    The API Method allows you to easily sync products created in UltraCart to ONTRAPORT however it does not track partner (affiliate) sales. We suggest you use the partner tracking pixel method after your initial sync of products.

    To get started, log into ONTRAPORT and click the Profile icon, then Administration > Integrations > UltraCart CONFIGURATION

    Copy the UltraCart configuration key to your clipboard.

    Now, log into UltraCart:

    Click on Configuration > External Integrations > ONTRAPORT.

    Select API under Integration Method, paste the UltraCart Key copied from ONTRAPORT in step 3 into the UltraCart Integration Key box and click Save.

    Go back into the UltraCart Integration section of ONTRAPORT and click the Sync Now link to sync your products from UltraCart.

    Partner Tracking Pixel Method

    The Partner Tracking Pixel Method is an easier way to integrate UltraCart, and automatically tracks partner (affiliate) sales information. It does not allow automatic syncing of products from UltraCart to ONTRAPORT at this time. If you have a lot of products in UltraCart, we recommend setting up the API Method first, syncing the products, and returning here. See How to Sync Products Using the Partner Tracking Pixel Method at the end of this section for instructions on syncing products added later.

    Note: You cannot use both the API method and the Partner Tracking Pixel Method simultaneously.

    First, you need to find your ONTRAPORT subdomain using either of the following methods:

    Open a Smart Form for editing, click the Publish Form button and click the Host my form link. Your subdomain will be shown:

    Click on Profile icon at the upper right, click Administration and then Developer Preferences and Resources. Open the Get Tracking Code section. Your subdomain will be shown just after the "_mr_domain=" text:

    Copy your subdomain and domain, including the ".ontraport.com" portion, to the clipboard for use in UltraCart

    Log into UltraCart

    Click on Configuration > External Integrations > ONTRAPORT

    Select Partner Tracking Pixel under Integration Method and paste your subdomain into the ONTRAPORT Sub-domain box. Be sure to include the full subdomain and domain including the ontraport.com portion:

    How to Test the Integration

    Create a Partner contact in ONTRAPORT.

    In the Contacts Collection, create a New Contact

    Enter a real email address that you have access to

    Save the contact

    Click the contacts email address to expand the Contact Record

    Select REFERRAL INFO

    Select your Partner Program in the contacts Partner Program field

    Send the partner an email containing the merge field of the promotional tool that leads to the UltraCart checkout page

    Once the link arrives in your inbox, copy and paste it into your address bar

    Fill out the UltraCart order form to purchase your own product. Be sure to use a different email address than your previously created partner contact

    You will be taken to the Receipt Page, which triggers the creation of a new contact.

    This contact should be seen in your ONTRAPORT contact overview page, and it should contain the referral information as well as the product purchase

    How to Sync Products When Using the Tracking Pixel Method

    Product syncing is disabled when the Partner Tracking Pixel method is used. Follow along below to sync new products added to ONTRAPORT or UltraCart.

    Note: You cannot use both the API Method and the Partner Tracking Pixel Method at the same time, as duplicate transactions will be recorded in ONTRAPORT. Disable the standard integration (API Method above) before activating the Partner Tracking Method.

    Suspend selling in UltraCart

    Add the API code to UltraCart as shown in API Method above

    Return to ONTRAPORTs Administration > Integrations > UltraCart Configuration section

    Click the Sync Now button.

    After verifying the sync is successful, return to UltraCart

    Remove the API code added in step 2

    Reactivate selling in UltraCart

    FAQs

    Q: Can I add purchasers to a Campaign in ONTRAPORT?

    A: Yes. Use a Trigger or Goal that adds the contact to the Campaign when the product is purchased

    Q: My order report in UltraCart doesnt match up to the corresponding order report in ONTRAPORT. Why?

    This can happen for the following reasons:

    Shipping and handling fields - UltraCart fields for shipping and handling do not carry over into ONTRAPORT. These charges could account for discrepancies in your order totals.

    Deleting test orders - If you place test orders and later deleted them the stats will be off.

    ONTRAPORT gets notice of full refunds from UltraCart, but partial refunds are not reflected.

    Important Facts

    There are 2 sections in ONTRAPORT that handle purchase info: Purchase History and Transaction History. Payments and refunds that come through carts are passed via API into ONTRAPORT and stored in the Purchase History section.

    Discounts, coupon codes and upgrades created in UltraCart are not reflected accurately in ONTRAPORT. Take the following into account should you decide to use them:

    UltraCart does not consider these transactions as new product purchased and simply keeps the same 'open order' but changes the price. We recommend making sure UltraCart starts charging for a completely new product.

    As long as you are using separate products in UltraCart and ONTRAPORT to acknowledge the different levels that are being purchased, you can activate Triggers or Goals in Campaigns on these purchases.

    ONTRAPORT Partner Program commissions won't be calculated properly

    Statistics in your membership site will not reflect the UltraCart purchases. The PilotPress plugin used for the integration pulls from the Transaction History of the database and not the Purchase History. The charges coming through UltraCart will not be logged or stored in the Customer Center of your WordPress website.

    Youcan'tdirectly refund a customer from ONTRAPORT. Instead youll need to refund customers in UltraCart. Full refunds in UltraCart are communicated back to ONTRAPORT. However, partial refunds do not get communicated.

    Declined credit card information from UltraCart is not communicated back to ONTRAPORT, and you cannot use the ONTRAPORT Recharge Settings to address them. Set up the decline notifications in UltraCart.

    UltraCart integrates easily with Quickbooks and ONTRAPORT. This will allow ONTRAPORT to handle the communications for you for things like product delivery/thanks for purchasing, follow-up referral/testimonial communication, declined charges, etc.

    View Article
  • About Collections and Recharge Settings

    Applies to: ONTRAPORT Plus and above.

    ONTRAPORT has a discrete built-in system for managing credit card collections and recharges if you sell subscription products or offer payment plans. This makes it easy to manage the frequency and duration of retry attempts when a customers card fails. Just set it up and ONTRAPORT will take care of it on the schedule you specify.

    When your customers card declines the Collection Settings Rules make it easy for you to customize their experience and relieve yourself of the burden of tracking it. Depending on your product or service, you can send Emails, assign Tasks for you to reach out with a phone call, and suspend or remove membership access to your WordPress site.

    Collection Settings Configuration

    Go to Sales > Settings > Recharge Settings Create a Legacy Sequence with a Task step

    Specify how often (in days) youd like ONTRAPORT to attempt recharging a card from a previously failed transaction

    Specify the duration (in days) of your recharge cycle. At the end of this recharge cycle, ONTRAPORT will automatically change the item's payment status to "Write Off" in accordance with standard accounting principles. This prevents you from processing the transaction. Establish a reasonable period of time for your customers to pay, such as 90 days (the default) to prevent premature Write Off status. ONTRAPORT does not automatically use other cards on file to retry failed transactions. We recommend creating a Task notification to manually try other cards.

    Create Rules that run specifically the first time a transaction fails. In addition to a Rule sending a reminder notice to the customer to update their card details, you might want to consider these other Rules:

    If you wish to run a Rule for the failed transaction of a particular product, use the Rule condition Transaction contains Product

    Add a Rule to notify the Contact Owner with an email. The Contact Owner is one of your staff members or the default Administrator if you have not added Users. Merge fields used in the email will have the Contact's information.

    To disable membership in an integrated WordPress site, create a Rule. For the action ("Then Do This") select "Change the value of a field". Start typing "Website Subscribers" to select that field, then select your domain. Under Subscriber Information, select the field "Status". Then, select "Disabled" from the field value drop down box: Setting the Status to "Disabled" preserves the membership levels, but does not allow access to them. If the customer updates their credit card and pays, another Rule can set this same field back to "Enabled" to restore access.

    Create Rules that run for every additional failed transaction beyond the first; with the default setting of retrying every 3 days, these Rules would also run with each retry. An email to the customer in this section should instruct them how to update their credit card details.

    Create Rules that run after the last failed attempt to recharge a card. Note that these Rules are run after the order is in write off status. Your customer can no longer pay for this order, but you can refer them to a new order form to purchase the item again if desired, or have them contact you to settle the issue manually. A Rule in this section can also create a Task for you to review the issue and file a court case to recover the amount, etc. Many membership sites will wait until this step to delete their membership details completely as shown. This removes all information regarding their membership, and does not save the membership levels for restoration later (see step 4 for a method to preserve but inactivate membership levels).

    Create Rules that run if a previously failed transaction is successful. These Rules can notify the Contact Owner, restore their WordPress membership, etc.

    Save your Collection Settings.

    How ONTRAPORT Users Can Manually Update Credit Cards

    Changing the Credit Card on Behalf of Your Customer:

    To change the credit card on behalf of your customer go to the Contact Record > Purchases tab.

    Locate the order in the Subscriptions and Payment Plans section and select it by hovering over it and checking the check box that appears. Click Edit Order in the Actions drop down box.

    The open order is displayed in a lightbox. Under Payment Info select Charge on the next billing date. Use the drop down next to Credit Card to select any of the active credit cards or add a new one. This change selects that credit card for all future transactions on this order. It does not affect any other subscription or payment plan the Contact has.

    How Customers Can Update Credit Cards using the WordPress PilotPress Customer Center

    In WordPress

    Whenyou'veintegrated your WordPress site with ONTRAPORT, its easy to send your customers login credentials so they can update their credit card in your built-in Customer Center. Just set up a Campaign or a Sequence with an email step that contains their username and password, along with a URL to their login page, andthey'rejust one click away from setting everything right.

    The Contact can designate the credit card to be used for all future payments on payment plans and subscriptions in the Customer Center in WordPress by selecting Update Payment Info and selecting the radio button next to Use this card. When the Contact makes this change the card selected replaces the original card used for all payment plans and subscriptions from that point forward.

    Note: This changes the credit card used for all existing subscriptions and payment plans. To change the credit card on a single subscription or payment plan, and leave another card active on other subscriptions or payment plans, you will have to change the credit card on the specific order, as outlined below.

    How Customers Can Update Credit Cards using an Order Form

    You can use an order form with a $0 product to update and validate the card so you know it is good for future transactions. This method is useful when you do not have an integrated WordPress site with the Customer Center.

    Note: Your customer may see a temporary $1 "transaction", "hold" or "authorization" notification using this method. Some cards do not allow validation with a $0 amount so we issue a temporary $1 authorization for validation, then remove it. This can trigger alerts your customer has configured. Step 4 shows how you can advise them of this.

    Create a new ONTRApage by navigating to Pages and clicking the New Landing Page button. Select a template or use the Start From Scratch template.

    Remove any other Smart Forms on the page, and add the Order Form block. Select the block for editing and then hover over the items listed in the Palette that we don't want and toggle them off. In this screen shot we have turned off the Billing Header, Billing Fields, Shipping Header, Shipping Fields, Pay with Paypal, and Product Grid displays.

    In the Product Grid, add a new $0 product named "Temporary Credit Authorization". Add your regular payment gateway then click Save.

    Edit the Product Header to tell the customer they may see a temporary $1 "hold" on their on-line account, but that they won't be charged.

    Click on the Order Form Block > Form Settings button and scroll down to the Advanced section. Select the checkbox next to If charge is successful, then use this card for all transactions in collections

    Save and host the form. Test the form with a test contact and your own credit card.

    Note: If the order has gone through the entire collections process and has the status of "Write Off" the transaction cannot be processed.

    For the final "Last Failed Attempt" Rules, you can send the customer to a new order form to re-subscribe, if desired.

    Best Practices

    Notify your customers of a failed credit card transaction - Create an email that notifies your customers if their credit card declines, and includes instructions on how to update their card details.

    If you wish to run a Rule in your Collection Settings thats specific to the failed transaction of a particular product, use the Rule condition Transaction contains Product. This can filter the notices to the customer based on the type of product (e.g, subscription to a membership site or a physical product that may be recovered through repossession.)

    Remember after the last failed attempt the order is written off, and the customer can no longer pay on that order. If you wish to give them one last chance after the write off email them a link to a new order form to re-order the item.

    Manually

    to call and collect your customers updated credit card information. Then attach that Sequence to your Collection Rules following the directions above.

    View Article
  • About ONTRAPORT and the GDPR

    Applies to: All ONTRAPORT accounts.

    ONTRAPORT's information and compliance statements as a data processor are located in the GDPR, Privacy Shield and ONTRAPORT section of our Legal page. While you are there, our Terms of Service, Privacy Policy, and copyright information is there also.

    Because ONTRAPORT complies with the EU-U.S. Privacy Shield Framework you will not have to obtain any other certification from ONTRAPORT. Note that we address the Swiss equivalents of the GDPR and Privacy Shield at these same links.

    We are not attorneys and this is not legal advice. We strongly advise you to seek out professional advice on the requirements of the GDPR for your business in your country.

    How to Use ONTRAPORT to comply with GDPR advice you may be getting.

    We understand that people are saying all kinds of things may be required of you to comply with GDPR. Here's how to accomplish some of the things people may be recommending.

    Add a Checkbox to Your Forms

    Create the Checkbox Field

    Create a checkbox field in the Field Editor by going to Contacts > Settings > Field Editor. Sweden (Swiss language pdf file)

    Click the + Add Field link at the bottom of the Contact Information section.

    Name the field and select "Checkbox" for the type. Leave the checkboxes for "This field is unique" and "This field is required" unchecked if you have them. Click the Save button on this pop up when done.

    Save the changes to the Field Editor by clicking the Save button at the top right.

    Add the Checkbox Field to a Form

    The checkbox field can be added to the Contact Information section of an Order Form block, or the Form section of a regular Smart Form block.

    Add the form block to your ONTRApage or ONTRAform, and select it for editing.

    For order forms, click the Contact Fields section in the palette. On Smart Form blocks select the Form section to expose the contact fields for editing.

    Click the + Add button at the bottom of the palette to add a field to the form. Select the checkbox field you just created.

    Configuring the checkbox:

    Additional consent needed such as "Also send me email", "permission to use your data for marketing", or other situations where you want the checkbox to be entirely optional: Do not check the "Required field" checkbox.

    Terms of Service, Conditions of Sale, and other instances where your contact must click the checkbox to continue submitting the form: Click the "Required field" checkbox.

    Save the checkbox field, then click Done in the palette. Save the ONTRApage or ONTRAform and publish it.

    Link to Your Privacy Policy

    Many consultants say you must link to your official Privacy Policy on every opt in or order form. Create or edit the policy to be in compliance with the GDPR, then use any of the footer blocks in ONTRAforms or ONTRApages to add the link to that policy. Several of the footer blocks have text for the privacy policy already in the footer. Learn how to insert hyperlinks in ONTRAforms and ONTRApages here.

    Collect IP Addresses

    ONTRAPORT automatically records the IP address the browser provides for any opt-in form. In some cases the browser does not provide an IP address and the field is left blank. You will also have a blank IP address field if you import contacts, add them via API or enter them manually in ONTRAPORT. IP addresses can be found in the contact record under the system information tab.

    Don't Use Geo Location

    Some consultants are saying not to use IP address geolocation to estimate the contact's city, province or state and country because that's not data the person has given you on a form. You can email Support to have geolocation turned off if you agree with this advice.

    Add a Cookie Notification Bar

    Some countries require you to notify visitors that you use cookies on your website and link to your Privacy Policy that has information about the cookies or a separate Cookie Policy. You can create a lightbox ONTRAform to act as a Cookie Notification Bar. Check with your local authority to verify what must be in your cookie notification; this example may not include all the elements.

    Create a new ONTRAform selecting a text or callout block you can edit for this purpose.

    Edit the block to reflect how you use cookies. If you have a WordPress Membership site using our PilotPress plugin, and don't use any other tracking or marketing scripts like Google Adwords, Facebook Marketing Pixel, etc. you can use the simple example below. THIS SITE USES COOKIES: Cookies and related tracking scripts are used to assist with logging in and navigating from page to page, and customize your experience. By continuing to use this site you explicitly agree to the use of these cookies. Read our PRIVACY POLICY for more information on the use of cookies.

    Publish the form. Select "Automatic Lightbox" and the option to have it appear at the top or bottom of the page. Have it trigger after 2 seconds, and select the checkbox for "If popup has been closed or filled out, don't show to this visitor again." Optionally, you can set the checkbox for "Display this popup once during XX hour time frame" to 12 or 24 hours if you desire to have it display each day to the same visitor.

    Copy the form code and insert it on your web pages.

    Delete Someone's Personal Data

    Delete All of Someone's Personal Data

    To delete someone's personal data simply delete their Contact Record. As soon as you delete the Contact Record the data is not available to anyone. ONTRAPORT will also delete their data using our normal processes.Learn how to edit or delete a contact record here.

    Delete Some of Someone's Personal Data

    Go into their Contact Record and manually delete the data in the fields. ONTRAPORT will also delete the data using our normal processes, and it is not stored any where else.

    Show Someone Their Personal Data

    There are two methods to do this. One is to use the Export function in the Contacts Collection to export all of the data fields for their Contact Record. As this is provided in standard CSV format it meets most requirements. Your Contacts can use Excel or a free spreadsheet program such as Open Office to read the file in a familiar table format.

    You can also create an ONTRApage with all of the contact fields displayed as merge fields. Send the ONTRApage link in an email as a PURL to have the merge fields populated with the Contact Record values.

    How the GDPR Will Be Enforced

    The GDPR will be implemented and enforced by the EU member states. We strongly recommend you obtain legal advice from a qualified attorney to determine your liability under these rules for each of the countries in which you operate, or contact the local governing agency for their recommendations. Here are some of their requirements:

    Belgium (Flemish language pdf file)

    Denmark (English language pdf file)

    France (French language web page)

    Germany (German language pdf file)

    Italy (Italian language web page)

    Ireland (English language pdf file)

    The Netherlands (Dutch language pdf file)

    Poland (Polish language pdf file)

    UK, England Scotland and Wales (English language pdf file)

    Spain (Spanish language pdf file)

    View Article

Curious about Ontraport?

Anonymously Ask Ontraport Any Question

Ask Anonymous Question

×
Rate your company