[2.0] Setting up the Ontraport Integration

[2.0] Setting up the Ontraport Integration


According to Ontraport: 

  • Tags are labels for your contacts that allow you to create groups of contacts for segmentation, and to provide personalized communications to each contact. You can tag your contacts according to where they came from, which form they filled out, what they’ve purchased, specific demographics such as job title or location, and more.

  • Custom Fields contain information that is unique to an individual person on your list. Use custom fields to insert personalized details into emails, and collect customer data points.

STEP #1: Set up the integration

After completing all steps from the article “Integrating Ontraport with bucket.io”, from your bucket.io account, click Funnels at the top navigation menu to go back to your list of funnels. From there, locate the funnel that will be integrated and click Edit (the Edit button is located at the right-hand side of each funnel), represented by a green button with a pen symbol.

  • Click Settings, which will consequently display the settings menu of the funnel 

  • Click Integrations, which will display all of the available apps to integrate with

  • Click the Ontraport icon 

  • Click the Integrate to Funnel green button on the right-hand side, and this will automatically open the Integration form, which is a very user-friendly drop-down menu

  • *Important! Toggle on the integration at the top-right corner

NOTE: The automatic save function only applies to what is done in the Canvas and Builder, so anything in the Integration Page requires a click of the “Save Changes” button to make sure the setup is saved.

STEP #2: Let’s set up the integration now, section-by-section!!

Tag Your Bucket(s)

Here we assign tags for people to be labeled based on the bucket(s) that they land in, for instance:

Bucket 1: Professional > Tag called: Prof

Bucket 2: Beginner > Tag called: Beg

  1. Click the plus (+) sign next to each bucket, which will automatically deploy a drop-down menu next to the bucket.

  2. Choose one of the available tags or type a keyword to locate the desired tag.

Tag Your Questions

We can assign as many tags as we need to. This will help to better organize contacts in Ontraport. 

  1. Click the plus (+) sign next to each answer which will automatically create a drop-down menu.

  2. Choose one of the available tags or type a keyword to locate the desired tag.

UTM Parameters

If/when tracking information is generated outside of bucket.io, such as source, campaign, affiliate, etc. Assign the Custom Fields that will receive the attributes carried by the UTM variable in your funnel’s URL.

Lead Capture Custom Field Mapping

The system automatically links bucket.io contact fields (Name, Phone, Email, etc.) with Ontraport's default fields, however, if more fields are to be added at the Lead Capture Page, it is important to ensure they all match the respective fields.

Questions Merge Field Mapping

Participant’s answers can also be transferred to Ontraport rather than tags - for instance, their answer to an open-ended question. Here is where custom fields become handy for questions and answers. 

  1. Click the plus (+) sign next to each question which will automatically create a drop-down menu next to each answer.

  2. Choose one of the available fields or type a keyword to locate the desired custom field.

Don’t forget to click the Save button!

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