How to personalize your website for Ontraport contact segments

By connecting Ontraport to ConvertFlow, you can now personalize your website for your Ontraport contact segments.

Using ConvertFlow's visual builder, you can design landing pages, forms, popups, surveys, quizzes, sticky bars, embedded content and more, all of which can be dynamically displayed on your website to returning Ontraport contact segments based on conditions.

Dynamically displaying website content for Ontraport contact segments

Once you've connected your Ontraport account, you'll now find these Ontraport targeting condition options: 

  • If person has tag in Ontraport
  • If person doesn't have tag in Ontraport
  • If custom field contains value in Ontraport
  • If custom field does NOT contain value in Ontraport

When building a call-to-action in ConvertFlow, to display it only for a certain Ontraport contact segment, head to the Launch page and you'll be able to add Ontraport targeting conditions by clicking "Add Condition".

Click the dropdown field to select a condition type, and you'll now see there are Ontraport targeting conditions to select from.

Select a condition type, enter any additional info needed for the automation and then click "Create Condition"

Once you've clicked to create the condition, it will then display above in the targeting conditions list for that CTA. If you want to delete it, click the "X" icon to the right of the condition.

Personalizing website content with Ontraport contact fields

Using ConvertFlow's personalization merge tags, you display dynamic text content using Ontraport contact fields. 
Some ideas for merge tag personalization on your website include:
  • Greeting returning contacts by their first name to welcome them back to your website
  • Localizing your messaging by mentioning the current contact's city, state and country.
  • Displaying the Ontraport contact's custom field interest selections in your website copy

For example:  Welcome back ({person.firstname}), are you shopping for your ({person.ontraport.PET_TYPE}) today? Check out our latest ({person.ontraport.PET_TYPE}) toys...

When ConvertFlow syncs a contact record with a Ontraport contact, it pulls in their Ontraport contact fields to populate these personalization merge tags. 

In ConvertFlow's CTA builder, when editing text elements, click on the "Personalize" option and you can add preset contact field merge tags, as well as merge tags for your Ontraport custom fields.  

Personalizing funnel outcomes for Ontraport segments

In ConvertFlow, you can build multi-step funnel pages, forms and surveys that conditionally display personalized outcomes to people based on their progress, as well as based on their contact segmentation in Ontraport.

For example, by using conditional actions, when a returning Ontraport contact on your website engages with a survey, you can display a personalized outcome of that survey based on their current Ontraport tags, as well as apply a specific Ontraport tag based on their selection.

You can also use skip logic to tailor your funnels for returning contacts based on their current Ontraport segmentation. An example of this would be skipping contacts of a certain Ontraport list past the email collection step of your funnel, so they don't have to re-enter their email address.

Targeting Sync – How to target your existing Ontraport contacts 

ConvertFlow syncs a visitor's tracking with their Ontraport contact record when either...  
  1. The visitor submits a form
  2. The visitor visits your website with their Ontraport email in the URL
So, this means once ConvertFlow is installed on your website, you will be able to target all of your new form submissions by their Ontraport data.  
However, if you want to sync the tracking with your existing Ontraport contact database, all you have to do is append their contact details to your email hyper   links   in Ontraport, and ConvertFlow will sync their visitor session with their Ontraport data.
You would do this by adding...
?ontraport_id=[email] the end of all of your Ontraport email’s links, like how you would add any other URL parameter.