Ontraport

To send your leads to Ontraport, follow these steps:

1. Click on the Leads category on the left side of your screen. There you can find emails submitted via pop-ups.

2. Click the Export to Mail Apps button and select the Ontraport icon in the pop-up window that appears.

3. Enter your Ontraport App ID and API key. You can find these values using your Ontraport account. See the instruction below.

 

 

4. Check Live export after submit to save all your leads automatically.

 

Getting your Ontraport API key and Ontraport App ID.

 

To get your Ontraport parameters, follow these steps:

1. Login to your Ontraport account.

2. Your Ontraport App ID and API can be found by hoovering over the account settings in the upper menu, like on the screenshot below:

 

 

3. Click Administration. Then, Ontraport API Instructions and Key Manager. Copy the parameters into the Picreel integration window.

 

 

Also, you may set tags to filter the leads.

 

In order to do that, follow these steps:

1. Login to your Ontraport account.

2. On the left side click Contact. Then, press Settings. Choose Manage Tags. You can add and delete tags here.

 

 

3. Copy the title of the tag. Now come back to your Picreel account and navigate to the Picreel’s integration window in the Leads category.

4.Choose Ontraport. In the dropdown menu select a campaign for which you wish to filter the leads. Then, paste the copied tag name into the tag field.

 

 

5. Click Assign and Save.

 

You can assign multiple campaigns and tags so that in Ontraport you could identify which lead was collected by which campaign.