Ontraport

In order to add your Ontraport Integration, you will need to first navigate to Integrations within AEvent, click Add Integration, and then search / select Ontraport.
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Then name your integration as you see fit, and click 'Add.'

Once here, open a secondary tab and navigate to your Ontraport Account.

Locate your profile picture and click on it, then select "Administration."

Within the administration settings, find and click on "Integrations."

Then select "Ontraport API Instructions and Key Manager."

Click on "New API Key" to create a new key.

Give your API key a name that helps you identify it later.

Then select:

Once you've set the desired permissions, click "Save" to generate the API key.

After saving the API key, you'll be presented with the App ID and API key values.

Copy and paste both of these values back into the AEvent Pop-up, then select Continue.

Once your Ontraport account has been successfully added, you will be see it's Connected state, and you are able to click on 'Test'.

A successful connection will yield a positive test result. Congratulations, your Ontraport account is now successfully connected to AEvent!

In order to utilize your Ontraport Integration within AEvent, you need to activate it within the campaign you are working with. To do this, open the campaign you are working with.

Then select Integrations, set your Ontraport Integration as Active, then click on the cogwheel to define your settings.

Within the Integration Settings, we need to select the list we want to add the registrants to (when they register). We can also select a Tag to be added on registration.

We HIGHLY RECOMMEND clicking on Custom Fields (Personalization) - Show, and setting up some custom personalization fields.

These are values that include not only email and name (Join Link, Replay Link, Day of Webinar, Day of Week, Time, UTM Tracking Parameters, etc.) and are sent along with the new subscriber information to Ontraport.

​We've made the creation of these fields easy, and by clicking the 'Create System Fields button', AEvent will automatically create within Ontraport the needed Custom Fields, while selecting those values within AEvent.

You can also use the Create Single Field to create a single Custom Field within Ontraport. OR you can manually create fields / use pre-created fields. If you manually create a new field within your Ontraport integration, you will need to click on Refresh for it to appear here.

Once you create your custom fields, you can click out of the pane, as the initial setup of your Ontraport integration within THIS AEvent campaign is now complete!

Setting up a timeline action to Add or Remove a tag from a contact within Ontraport is Easy.
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Within the timeline builder, start by creating an action and selecting the date and time that you wish the action to occur. Select the audience you are targeting, then select your Ontraport Integration, and Add (or remove) Tag.

If you have already created the tag within your Ontraport account, you can select it here. Otherwise, you can click on the Add Tag button to create one (This will create it within AEvent as well as Ontraport).

Once you've created or selected the tag in which you want to add, just click on Create.

Your Add Tag (or Remove) Action has now been created, and you can view it on your timeline. Per the example above, 15 minutes prior to the event starting, an action will occur that will add a tag to all registrants registered for the scheduled event.

Setting up a timeline action to Add to or Remove From an Automation is simple.
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Within the timeline builder, start by creating an action and selecting the date and time that you wish the action to occur. Select the audience you are targeting, then select your Ontraport Integration, and Add to Automation (OR Remove From).

​If you have created the automation since your last integration refresh, you may need to refresh your integration before finding the newly created automation. (you can do this within Integration ➜ Ontraport Settings.

Once you've selected the Ontraport Automation that you wish to Add To Or Remove From, just click on Create.

Your Automation Action has now been created, and you can view it on your timeline. At the date/time you selected, the subscribers matching the audience you selected will now be added to this automation.

If you wish an automation action to occur that will delete a certain audience at a certain time from your Ontraport account, these are the steps.

Within the timeline builder, start by creating an action and selecting the date and time that you wish the action to occur. Select the audience you are targeting, then select your Ontraport Integration, and Delete Subscriber.
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After clicking on Create, your action will be created and viewable on your timeline.

When this action occurs, it will delete all subscribers matching the audience selection from your Ontraport Account. DO NOTE: This does not remove the registrants from your AEvent account.

When registrant information is sent to Ontraport on registration, any custom fields that you have set up will be sent along as 'Personalized Content' or 'Merge Field' (as Ontraport calls it). You can use these dynamic tags to not only populate the normal stuff like First Name but also to use Join URL, Replay URL, Day of Webinar, Time of Webinar, etc.

In Ontraport's email editor, you can access the menu of all the Personalized/Merge fields you can use for dynamic entries.

In the example below, we selected joinURL, and it printed what is showing at the top of the email. In the next step, we will embed this into a HyperLink.

We copied the [joinURL] to my notepad, typed out a message, highlighted it, and then hit the Create a link button. Now, we can paste the [joinURL] into the link editor so their custom join link will be embedded in the email.

If you are encountering issues with your Ontraport integration, it is possible that the API key issued from Ontraport has been reset or changed. If you click 'Test' and it is NOT successful, the first step we recommend is reconnecting your integration.

By clicking Re-Connect, you will be prompted to re-enter your API URL and API Key.

To locate this, login to your Ontraport account, then select your profile picture and select "Administration".

Within the administration settings, find and click on "Integrations."

Then select "Ontraport API Instructions and Key Manager."

And retrieve the API key you made here for your AEvent integration, or create a new one.

Copy and paste both of these values back into the AEvent Pop-up, then select Continue.

Once you re-enter and save your new credentials, your integration will show as Connected, and you will be able to click on 'Test.'

A successful connection will yield a positive test result. Congratulations, your Ontraport account is now successfully Re-connected to AEvent!

If you want to remove your Ontraport integration from AEvent, you need to navigate to Integrations, locate your Ontraport integration, and click on the trashcan icon.

You will then be prompted to confirm the deletion.

(NOTE: Removing this integration will immediately affect its use with any campaigns that it is active in.)

If you are experiencing issues with this integration but do not desire to REMOVE it, we recommend reconnecting it instead. This will allow it's configuration to

continue as set within your campaigns.

Once you confirm removal, the integration within AEvent no longer exists.

Snag our entire sequence (50+ emails), pre-built, ready for your use inside your Ontraport account.

Simply copy the links below & follow the instructions to import into your Ontraport Account. Once imported, we recommend customizing the email series!
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