menu Store your data right so you can make sense of it For your data to be useful, it needs to be organized and stored correctly. Most small business CRMs make that impossible. Start your free trial Or get a demo What is a custom object? Most CRMs limit you to at most three different record types - contacts and maybe deals and companies These allow you to see all the contacts who work for a company, or all the deals that a particular contact is involved with. That’s nice. But, when you need to store anything else you’re out of luck. With Ontraport, the sky is the limit. Everything is connected just right. How will you use custom objects? Here are a few ideas to give you a sense of what’s possible. Step 1 Create new record types Each custom object has its own fields, messages, automations and more. check Events check Pets check Parents check Serial Numbers check Surveys check Applications check Anything else you can dream up Step 2 Set up relationships between records Connect different kinds of records together in three different ways: one-to-one, one-to-many, or many-to-many. One to one Serial Numbers ↔ Buyers: A buyer can only have one serial number, and a serial number has only one buyer. One to many Pets ↔ Owners: Each pet has one owner, but an owner may have many pets. Many to many Surveys ↔ Responses: Each survey will have many respondents and each respondent may fill out multiple surveys Step 3 Automate anything for your business Because each custom object has its own campaigns, your imagination is the only limit to what is possible. check Events/Attendees Email everyone the day before, and follow up separately with people who don’t show up. check Parents/Students Tell the parent if a student isn’t logging in. check Surveys/Responses Respond to each survey without losing information about the last one. check Pets/Owners On the pet’s birthday, send a promotion to the owner. check Serial Numbers/Buyers Remind the buyer that it’s time for annual maintenance on an item’s purchase anniversary. check Applications/Applicants Accept applications, schedule interviews, process approvals, and more. Without custom objects cancel You have to create custom fields in contact records to store things like surveys, policies, projects, events, deals or pets. cancel Contact records get complicated and overwhelming with so many fields. cancel Data gets overwritten when you try to store a second related record. cancel No history of previous records is stored. cancel You have no ability to automate processes for more than one related record. Example: Send a birthday campaign to the owner on a pet’s birthday… but what happens when you have two pets? Three? With custom objects check_circle Keep data organized in appropriate record types. check_circle Relate records to each other for easy access. check_circle Manage and view different types of data differently. check_circle Never overwrite data. check_circle Sophisticated automation is easy. Example: Easily automate birthday campaigns for each pet separately. “ We have around 40 workshops running in 13 different cities every month, and Ontraport ensures everyone gets the correct reminder, information they need, and follow-ups. This would be impossible for a team member to manage — and it's all automated. New members are added to their correct group without any human intervention. Christo Hall and Franziska Iseli Basic Bananas Custom objects work seamlessly with the rest of your toolset. Getting your data organized right is a key part of the foundation that enables you to innovate, iterate quickly, and uncover successful strategies. Related features: Campaign Automation Every custom object has its own campaigns, messages, forms and more, enabling unlimited flexibility for scaling effective messaging. Learn More Segment + Organize Custom object records can be segmented using groups, viewed in table view, or dragged around in card view so it’s easy to keep track of everything. Learn More Sales + CRM Whether you need to send an email or get a team member to perform a task or anything else, it’s possible with custom objects. Learn More Get to know your customers and give them better experiences. Start your free trial Or get a demo “I simply cannot believe how powerful Ontraport is. The ability to know each and every touchpoint that clients/prospects have with my business is so important. We would be lost without Ontraport.” — Matthew Watts, Freedompreneur Business Academy Turn your business on with Ontraport. Terms & Conditions Legal Privacy Policy Service Status