How I Use Office AutoPilot (Ontraport) To Magnify My Blog’s Marketing Power

What if you could make your blog more than just a place to publish content and generate leads and subscribers? What if you could make your blog "listen" to what people are doing on your site... and react accordingly? And automatically? Your blog can help automatically segment your subscribers. Your blog can even trigger automated marketing sequences for qualified prospects. All while you're sleeping. You can do this with Ontraport, and I'm going to now show you how it works.

What if you could make your blog more than just a place to publish content and generate leads and subscribers?

What if you could make your blog “listen” to what people are doing on your site… and react accordingly? And automatically?

Your blog can help automatically segment your subscribers. Your blog can even trigger automated marketing sequences for qualified prospects. All while you’re sleeping.

You can do this with Ontraport, and I’m going to now show you how it works.

This Makes Your Blog Much More Effective

In the form of online marketing that I mostly teach, our blogs are at the center of the entire thing. The blog is like the center of your empire. All roads lead… to your blog.

And, it is the blog which you use to attract leads into your business. By using online content designed to attract the kinds of people you want to attract – and by making that content truly helpful – your blog can turn into one huge magnet for organic leads. And, it doesn’t cost you a penny – outside of “sweat equity” of doing the work.

But, once you attract the people to your blog, then what?

Well, for most blog owners, the goal is to get them on the list. Makes TOTAL sense. But, then what do they do? Well, they treat all subscribers of that list the same way. Every time you send an email, it goes out to the whole list.

This has side effects, though (Read: How Email Marketing Is Changing, Why Open Rates Are Declining, And What You Need To Do About It). “Blasting” your whole list with every email has a negative impact.

So, the typical funnel goes like this:

  1. Get them to you blog.
  2. Get them to subscribe.
  3. Everybody on your list gets the same message, every time.

Now, instead of doing that, what if you could make your BLOG not only bring in the lead, but also trigger follow-ups? And also auto-segment people into interest lists?

There are two tools inside of Office AutoPilot which make this work…

Using Office AutoPilot Page Tracking And Action Sequences

OK, let’s first define what these are.

Page tracking is basically just like it sounds. Ontraport has the ability to track activity on your site. So, you set up the tags on your site just like you would Google Analytics. And, from then on, you can actually track your site traffic from inside Office AutoPilot. But, from there, you can have it specifically track – and react – to certain pages on your site. Here’s mine:


I could set up FAR more of these, but these are basically pages on this blog which I am telling Ontraport to specifically track. And, what happens is that I can then use those specific pages as triggers for action sequences.

An action sequence is an automated series of actions which you want to happen automatically, based on certain triggers. There are a bunch of triggers you can use:


As you can see above, one of the many triggers you can use is “Contact visits Website”. When you select that, you are able to choose any page which you have told Office AutoPilot to track. Then, you can tell Office AutoPilot what to do about it when it happens.

How To Do Automated Followups From Your Blog

So, based on what I just said above, how could we use this?

Well, let’s say you have a sales page on your blog. People visit it. They come and go.

Wouldn’t it be useful if you could automatically followup with a prospect who had visited your sales page but didn’t buy? In the very least, just to find out if they had any questions?

You bet it would! And, what are you doing here? You’re automatically “tagging” a person as a prospect after they have visited your sales page.

See, after a person subscribes to your list in Office AutoPilot, the software now has the ability to directly relate site activity with the individual end user. So, if they visit your sales page, you’ll know it.

So, how do you set it up to automatically followup?

First, you create what’s called a step sequence. Again, this is just like the action sequence in that it is just a series of things you want to happen. The only difference with a step sequence is that it doesn’t have automatic triggers. But, you can use an action sequence to add a prospect to a step sequence.

Let me explain before your eyes cross. 😉

  1. Click on “AutoPilot”.
  2. Create a new step sequence. Think of this like an autoresponder from a simpler system like Aweber. So, the first step you would create would be the first email you want to send them as a followup. Perhaps as simple as “Hey, I saw you checked out . Just wanted to see if you have any questions.” You can set the email to be sent 1 day later, that way you don’t seem too creepy. 😉ontraport-step-sequence-email
  3. Save the sequence. For our purposes, let’s assume you call it “Product X Prospect Followup”.
  4. OK, now you want to automate this. So, set up a new action sequence. Select “Contact visits Website” as the trigger rule, and select the page you want to trigger it. In our case, you would have your sales page for Product X set up already in page tracking, that way it would be selectable.
  5. Under the “What would happen” part of the action sequence, you tell it to subscribe the contact to the sequence called “Product X Prospect Followup”.
  6. Save the action sequence.

That’s about it. From this point forward, any contact in your database who visited the sales page for product X would automatically get a followup email 1 day later.

Obviously, you can get far more advanced with that if you like. Perhaps additional followups. You can even send them postcards if you want. 🙂

If you want to get really ninja, you can even tell Ontraport to track specific links on your blog, and whenever a prospect clicks the link, trigger certain responses.

How To Segment Leads Using Your Blog

Using the basic procedure above, you can now have your blog automatically trigger targeted followups to people based on what pages they visit.

But, what if you don’t want to keep sending people followups. You just want to make the emails you DO send more effective by being more targeted about it. Well, you can do that, too.

In fact, if you really take the time to build this out, you can turn every single blog post you create on your blog as yet another tool to properly segment your contact database based on interest.

With Ontraport, you can tag any contact with any number of tags you want. So, what I do is have a series of tags set up with various interests. For example, one tag in my case might be “INTEREST: Membership Sites”. Any contact who has that tag would be somebody I’ve deemed as being more interested in the topic of membership sites than other contacts.

So, using the same tools from above (page tracking and action sequences), you can make it so that any contact who visits a certain post could be automatically tagged in a certain way. Even if you don’t have anything to email them right now, you’ll still know for later when you DO have something to let them know about which is related to their interest.

And, when you email people about something they’ve indicated interest in, they’re far more likely to open and click on the email. Right? Of course. 🙂

Office AutoPilot Makes Blog Marketing More Effective

It just does. A blog alone is relatively static. Sure, things change on there as you post stuff, but the blog just sits there.

When you couple a tool like Office AutoPilot on top of it, it allows you to turn your blog into a MUCH more powerful content marketing tool. Because, now the blog reacts to what your contacts do on it.

I should also mention… you can even get more involved with this stuff and actually deliver customized content ON your blog based on the contact’s tags, etc. More on that later. 🙂


Want me to keep you in the loop new advanced marketing ideas, as well as anything new with regard to Ontraport? Sign up for this interest list and we’ll be sure to keep you in the loop!

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  1. Hi David,

    I’m in the process of trying to decide between Ontraport and ActiveCampaign. I didn’t know that Ontraport had this feature so it sounds like a tool I need to be using. I think that you just helped me to make up my mind. 🙂

    Also I have a quick question for you. I like the green call to action button that you have under your blog post. I also see that you’re using that same style of button on your sidebar with LeadPages LeadBoxes.

    Is that box something that comes with your theme or are you using a plugin for that?


  2. Hi David,

    Excellent post! I have a quick question… I created an email sequence in Ontraport almost a month ago, and this had JUST ONE email.

    Now, I am adding more emails to this sequence, which means I am using STEP SEQUENCE and due to my mistake I am going to send this second email on Day 45, and next third email on Day 47, etc.

    So first email goes on Day 0
    Second on Day 45
    Third on Day 47

    However, I want future contacts to receive emails on Day 0, Day 2 and Day 4. What are the possible ways around this? Have been thinking about this for over a week, so appreciate your help 🙂

    1. When you add new emails to the sequence and set the second email to go out 2 days after the first, then that’s what will happen for all new subscribers. For anybody who’s just been sitting there on the sequence, then they’ll see it at day 45, but then they’ll move forward with the sequence as you intend.

      In other words, don’t set the second email to day 45. Set it to day 2. The issue with pre-existing contacts will just take care of itself.

      1. Hi Paul, we got referred to someone stuffed it up right royally. WE have gone down the path of employing a part time IT dude to work in our business and we are really only just getting it all leveraged after about 6 months.

        IF I had my time again, I wouldn’t use OAP

        1. Too bad it didn’t work well for you guys. There’s no doubt there’s a learning curve, but pretty much anything this flexible would be the same way. There’s a reason, for instance, that Infusionsoft requires a fairly steep signup fee just to start your account and they work with you during the ramp-up… because they found that not doing so made people cancel because they had a hard time ramping up.

  3. This sounded so interesting that i headed straight over to the Office Autopilot website but found out that the cost is pretty steep for a new site starting out. For example the only 2 packages I could see on their pricing page were:

    25,000 contacts
    100,000 emails/month
    2 Users
    Access to ALL features

    100,000 contacts
    100,000 emails/month
    10 Users
    Access to ALL features

    Unfortunately we do not have 25,000 contacts and cannot justify spending $297 a month right now.

    Shame as your writeup on the Ontraport system sounded like it could help us build our business !


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