Connect Ontraport CRM 

1. In a new window/tab, navigate to the Ontraport website (https://ontraport.com/login) and log in to your Ontraport account by entering your email and password and click the blue "Log In” button.

2. Open the account menu and go to the "Administration" section.

3. Click into the Integrations section and then on "Ontraport API Instructions And Key Manager" label.

4. Click on "New API Key" and create an API key for the OneClickUpsell app with the following permissions. Then copy the App ID and API Key of your newly created key.

5. Open the OCU app within your Shopify store. Click the "Settings" button from the left-side navigation menu then click "CRMs".  Paste the App Id into the "App Id" field and the Api Key into "Api Key" field. Then click the green "Connect” button:

Your Ontraport account is now connected to your OCU app via API! 

Select CRM Tags for emails

In order to start receiving information within Ontraport you need to create Tags in your Ontraport account. This will allow you to view all of the fields that the OCU integration sends into the Ontraport CRM and Headers are needed to make it more user-friendly for review.

1. To create a Tag, go to the Contacts > Settings > Manage Tags  section and click on the "New Tag" button.

2. Repeat this new Tag process until you've created 3 new tags:

  • OCU Abandoned Checkouts
  • OCU Completed Orders
  • OCU Completed Orders with Offers

3. In the OCU app, go to Settings > CRMs > Ontraport to select the created tag(s) from the fields titled “Cart Abandoned” Tag, “Order Completed” Tag and "Offer Product Purchased" Tag by clicking on the drop-down menu and selecting the Tag.

Once Ontraport is connected to the OneClickUpsell App and the Tags have been selected in the Settings > CRMs > Ontraport section, the integration will collect the following information and automatically send it over to the customer's record in your Ontraport account:

The customers who did not complete their orders (Cart Abandoned):

  • Last Abandoned Cart Item1 Name (OCU) (from 1 to 5)
  • Last Abandoned Cart Quantity1 (OCU) (from 1 to 5)
  • Last Abandoned Cart Price1 (OCU) (from 1 to 5)
  • Last Abandoned Cart Image1 URLs (OCU) (from 1 to 5)
  • Last Abandoned Cart Subtotal (OCU)
  • Last Abandoned Cart Date (OCU)
  • Last Abandoned Cart Restore URL (OCU)
  • Accepts Marketing (OCU)Phone Number (OCU)

The customers who completed their orders (Order Completed):

  • Last Placed Order Item1 Name (OCU) (from 1 to 5)
  • Last Placed Order Quantity1 (OCU) (from 1 to 5)
  • Last Placed Order Price1 (OCU) (from 1 to 5)
  • Last Placed Order Image1 URLs (OCU) (from 1 to 5)
  • Last Placed Order Cart Subtotal (OCU)
  • Last Placed Order Date (OCU)
  • Accepts Marketing (OCU)
  • Phone Number (OCU)

The customers who completed their orders and purchased offers (Offer Product Purchased):

  • Last Purchased Offer Item Name (OCU)
  • Last Purchased Offer Price (OCU)
  • Last Purchased Offer Image URL (OCU)
  • Last Purchased Offer Date (OCU)
  • Accepts Marketing (OCU)
  • Phone Number (OCU)

*Important: If your trigger or upsell products have special characters in the title ( & ™ ® © @ # ! etc.), it is recommended to remove those as some of them cause an issue with updating custom fields in Ontraport.

Ontraport "Custom Fields" limit:

Ontraport has a limit of approximately 200 custom fields per account. The OCU app creates 54 custom fields total to pass all of the checkout data listed above for each Tag. If your Ontraport account has already reached this limit, then in order to receive these fields you'd need to remove some previously created fields

More details about contact fields in Ontraport can be found in this article:
https://support.ontraport.com/hc/en-us/articles/217881218-Add-Contact-Fields-Sections

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