Is ORBTR a WordPress plugin or software-as-a-service?
ORBTR is actually both. ORBTR installs on your website as a plugin and a few features like landing pages and mobile themes don’t require ongoing integration with the ORBTR API or any third party services.
But lead tracking and lead management are delivered as a service through the ORBTR API as are software updates. Users that want to take advantage of these features will need to maintain their monthly subscription.
Is ORBTR a CRM?
No, ORBTR is not a replacement for a Customer Relationship Management software (CRM for short). ORBTR’s strength is in helping you gather actionable data on leads and prospects while they are using your website. The data gathered by ORBTR is usable by over 20 popular CRMs though — including Salesforce, Highrise, Sugar CRM, Zoho and more — by way of our integration with Zapier.
Is ORBTR easy to set up?
Yes, it will install on your WordPress website just like any other plugin. We will send you an API key and an account ID when you complete your order and you simply copy and paste that information into the ORBTR configuration screen. Setting up landing page, email and mobile templates should take no more than 45 minutes total. ORBTR also comes with complete documentation and step by step instructions.
What if I need help?
Just open a support ticket and we will respond to your question ASAP.
Do you have a free trial period?
Yes, ORBTR comes with a 14 day free trial. If you don’t want to continue your subscription, just cancel anytime during the 14 day period and your credit card will not be billed.
How do I track leads from my form submissions?
ORBTR includes integrations with Gravity Forms (a premium/paid plugin) and JetPack (a free plugin). If your forms are created using JetPack, ORBTR will automatically track all submissions. If you are using Gravity Forms, the ability to activate tracking is available as an advanced form setting for all your forms.
Can I track visitors who click through from my emails?
YES. WIth ORBTR, you can easily integrate lead tracking with any email you send — whether it’s an email newsletter or a personal email sent using GMail, Outlook, or just about any mail client.
How will I know if a lead returns to my site?
In your ORBTR configuration, you will have the opportunity to assign a default priority to any new leads added to the system. This is done on a hot/warm/cold scale. You will receive real-time email alerts notifying you when any leads assigned a priority of “warm” or “hot” return to your site. ORBTR default settings will set all new leads as “warm.” At any point, you can log into your WordPress site, click “All Leads” under your ORBTR options and view the full browsing history for any lead in the system.
Will ORBTR work with my version of WordPress?
ORBTR works best with WordPress version 3.5+.
Will ORBTR work with my WordPress theme?
ORBTR functions completely independently from the theme, all we require is that your theme files include the <?php wp_head(); ?> and <?php wp_footer(); ?> calls in the appropriate locations. This will be standard in most any professionally written theme. If your site runs the Thesis theme framework, you should read this post.
If I want to use email marketing will I need a paid subscription to MailChimp?
Not to send email newsletters, your free MailChimp account will give you the API access you need to connect ORBTR and take advantage of those tools. Autoresponders (or drip emails) are only available to paid MailChimp subscribers, however. If you don’t have a paid MailChimp account, you won’t even see the options in ORBTR to create autoresponders.
What if I don’t use MailChimp for email marketing? Can I still use ORBTR?
ORBTR autoresponders, at this time, will only work with MailChimp. You can use ORBTR email newsletter templates with other email marketing software though by importing the campaign using the permalink URL created when you save the email.
How can I add forms to my landing pages?
ORBTR includes integrations with Gravity Forms (a premium/paid plugin) and JetPack (a free plugin). You can add forms created by either of these tools to your landing pages using the editor we provide.
How do I track leads from my form submissions?
ORBTR includes integrations with Gravity Forms (a premium/paid plugin) and JetPack (a free plugin). If your forms are created using JetPack, ORBTR will automatically track all submissions. If you are using Gravity Forms, the ability to activate tracking is available as an advanced form setting for all your forms.
Can I track visitors who click through from my emails?
YES. WIth ORBTR, you can easily integrate lead tracking with any email you send — whether it’s an email newsletter or a personal email sent using GMail, Outlook, or just about any mail client.
How does ORBTR’s integration with Zapier work?
Just sign up for a Zapier account and you will easily be able to integrate ORBTR lead data with many other popular online services like Salesforce, Highrise, MailChimp and Google Docs. Once you have an account set up, go to your dashboard and create a new Zap. ORBTR will be available as a “Trigger Service” on the left hand side of your screen. Follow the step-by-step instructions and you will have a working integration in a couple of minutes.
Are you available for consulting engagements to help me better use ORBTR?
Yes, we can quote engagements for professional setup, additional training, customized templated, custom integrations and more. Just contact us and we will schedule a time to discuss your needs.
Do you have an affiliate program?
Yes, absolutely! Full details available at http://affiliate.orbtr.net