How to segment leads and trigger automations in Ontraport

Adding contacts to lists, interests, segments etc.

ConvertFlow's powerful automation system lets you trigger  automations  in Ontraport on contacts, when they engage with CTAs, submit forms and visit your web pages.

Triggering Ontraport automations with forms and buttons
From the CTA builder, click on any form or button elements you add, scroll the options panel to the " Automations dropdown , and choose "Ontraport" from the first selection field.


You can then choose the type of automation you would like to trigger.
Ontraport automation types include...
  • Add to Campaign
  • Remove from Campaign
  • Add a tag
  • Remove tag
Triggering Ontraport automations on page visits and CTA goal completion in Flows
You can trigger Ontraport  automations  when someone completes a goal in your Flow. 
Whether it's a "Visit" or "CTA" goal, you can add  automations  to be triggered upon the completion of the goal.