This guide will show you how to integrate Ontraport and Voma and set up automations for your offers.
Voma is designed for seamless integration with other platforms, allowing you to connect it quickly and easily to the tools you’re already using. Our direct integrations make it straightforward to incorporate Voma into your existing workflow, ensuring a smooth and efficient experience.
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How to integrate with Ontraport
How to integrate with Ontraport
Ontraport is an all-in-one business automation platform that helps small and mid-sized businesses manage marketing, sales, and customer relationships. It integrates CRM, email marketing, sales funnels, and automation tools to streamline processes, optimize operations, and enhance customer engagement within a single system.
- Head over to the Integrations page in Voma, and click on New Integration.
- Select Ontraport from the Integrations page.
- Copy your APP ID and API Key from Ontraport. (Please visit the API Keys page in your Ontraport account, and click New API Key. Then enter "Voma" as the name of your API Key, select the Contact Owner, and press Save to get your APP ID and API Key.)
- Paste your APP ID and API Key from your Ontraport account and click Add.
Once you have integrated with Ontraport, you will see the integration on the Integrations page.
How to create automations
When you're done integrating Ontraport with your Voma account, you can set up automations in the OfferStack tab of your offer.
- Head to your offer's OfferStack tab, and click on Create an automation (or click on Click here to create a custom automation if the automation you want to create isn't listed on the screen).
- Set the Destination to Ontraport.
- Specify the Action to take when the automation is triggered, and complete any further details, should it be required for your platform. Then, click Create.
Your automation will now be listed on your Automations page.
🔗 Head over to this guide for more detailed information and a video about creating automations in Voma.
Types of automations
The type of automation determines what will trigger the automation to fire.
- Optin: Triggered when someone submits your optin form
- Abandon Cart: Triggered when someone abandons the cart
- Purchase: Triggered when someone purchases the main product
- Bonuses: Triggered when someone receives a bonus
- Upsell: Triggered when someone purchases the upsell
- Bump: Triggered when someone purchases the order bump
- Cancel main product subscription: Triggered when someone cancels their subscription for the main product, if the main product is a subscription
- Cancel upsell subscription: Triggered when someone cancels their subscription for the upsell, if the upsell is a subscription
Possible actions
The action is what will happen when an automation is fired.
- Add a tag
- Remove a tag
- Add to sequence
GDPR automations
If you have integrated Voma with Ontraport and enabled the GDPR checkbox on your offer, Voma will automatically apply tags to subscribers in Ontraport in some cases:
- If someone checks the GDPR checkbox when submitting the offer, add "Voma - GDPR consent" tag to Ontraport
- If someone is in EU when submitting the offer, add "Voma - Customer in EU" tag to Ontraport
❔ If you have any questions, please let us know at help@voma.ai or in our live chat at the bottom right of your screen.