Ontraport Setting up a form and sequences

Directions for ontraport

The idea with ontraport is the following:

Some context first

This is the Marketing automation system for a small college (or university) I am coaching it

It is called ESCOLME

Escolme has 19 programs to offer. Some of then are face to face (in Spanish we called presencial) classes and some of then are online (in Spanish we called Distancia –Virtual)

So, we are going to make some campaigns (facebook, google, YouTube) in order to take people to an optin page.


SMART FORM EDITING

That page will have a smart form called Campana 2do semestre 2015 - Sign Up that needs to be edited. I will explain:

The form has these fields: (English translation and explanation highlighted in yellow. Just consider the names in Spanish for the fields)

Nombre (name)
Apellido (last name)
email
Celular (cel number)
Programa de interés (Program of interest) – with a dropdown menu-

So, the form has to be edited in this way:

After Celular and before Programa de interés there should be a new field called Método de Estudio This field will have 2 options: Presencial and Distancia –Virtual.

Depending of what the people choose, the dropdown menu of the field called Programa de interés should change.

So if someone chooses the option Presencial, the following programs should appear in the dropdown menu of Programa de interés :

Administración de Empresas
Administración de Sistemas Informáticos
Contaduría Pública
Administración Financiera
Mercadeo
Negocios Internacionales
Gestión de Empresas de Salud
Gestión en Finanzas
Gestión de Mercadeo
Gestión en Comercio exterior
Redes y Seguridad Informática
Mercadotecnia


Now, if someone chooses the option Distancia –Virtual, the following programs should appear in the dropdown menu of Programa de interés :

Administración de Empresas
Administración de Sistemas Informáticos
Contaduría Pública
Mercadotecnia
Informática
Comercio Exterior
Gestión Financiera


EMAIL SEQUENCE

When people sing up into that optin page, they will be exposed to an email sequence (like 5 messages). This sequence also has a couple of offline activities (telephone calls)

A part of a sequence is already built, but some things need to be customized. And more sequences need to be created.

The point is that there are 19 programs in the optin page considering the 2 options of the Método de Estudio field described above: Presencial and Distancia –Virtual. This means that every program has a DIFFERENT SEQUENCE. So, 19 sequences need to be created.

The messages in the sequences are almost the same. The difference is that for instance: people who are interested in marketing, will receive all his messages with a link to download a PDF with the Marketing program, while people interested in Finance will receive the same messages but with a different link to download a PDF with the Finance program. As far I understand, the sequences could be duplicated on Ontraport, and then customized every message with the right PDF link.


Besides, people who opt in needs to go to a specific group or segment or has an specific tag ( I do not know exactly what is best or what is the difference) So people interested in Finance could be called: “Interesados en Finanzas” and so on depending of the exact name of the program the person shows interest in.

There are 2 objectives with the sequence: 1. To get a person to download the PDF he/her asks for; 2. To send the people to a pre – registration page and make them register.

So, if people fill out the pre – registration page, the first sequence (when people optin looking for his/her program) should STOP, and a new sequence should trigger.

That means also that people who optin in the first page, and then fill out the pre - registration form, should be moved from one segment (group, tag, whatever) to another segment (group, tag, whatever). So for instance, the guy who is in the segment (group, tag, whatever) called “Interesados en Finanzas” should be moved to a segment (group, tag, whatever) called “Pre - registrado en Finanzas”

The second sequence, the one that triggers when people fill out the second form, will be the same for all the programs (there are not a customized links for specific programs), so I believe you will have to create replicated sequences for every program without the need of customizing PDF links.