Integration

Manage Ontraport Integration

You can deactivate the integration with Ontraport and also consult the history of changes made (audit).


On this page:

  • Deactivate Integration with Ontraport

  • Consult Audit

    • Consult Audit filters


Before you begin, you need to…

Deactivate Integration with Ontraport

You can deactivate the integration with Ontraport if you no longer intend to use Autoresponders.

When deactivating this integration, Guru will stop passing on the captured leads from the corresponding Ontraport mapping.

Steps:

1 - In the side menu, access Settings > Integrations > Autoresponders > Ontraport.

menu-integrations-autoresponders-ontraport.png

2 - Switch the Active toggle to the off position.

ontraport-deactivate.png
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3 - Click Send.


Consult Audit

As a security measure, Guru stores a history of all operations performed in the integration, identifying user, date/time of the operation, and other details.

Steps:

1 - In the side menu, access Settings > Integrations > Autoresponders > Ontraport.

menu-integrations-autoresponders-ontraport.png

2 - Click the Audit tab.

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3 - Activities are displayed in a timeline (from newest to oldest).

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4 - If desired, you can view the activity details by clicking on its title.

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5 - Click on one of the available sections to view the data:

Detail

Displays detailed information about the activity in question.

  1. ID: update identification number (ID);

  2. Type of change made;

  3. Created at: date the activity was recorded.

ontraport-audit-detail.png
User

Displays information about the user who performed the action.

  1. Name: name of the user who performed the operation;

  2. Email: email of the user who performed the operation.

ontraport-audit-user.png
Infrastructure

Displays infrastructure information (country, IP, user agent…) of the related activity.

  1. Country, Region, City, Latitude & Longitude: location of the device that performed the activity;

  2. IP: IP address of the device;

  3. User Agent: user agent identification that performed the operation.

ontraport-audit-infrastructure.png

Consult Audit filters

You can use filters to view a smaller subset of existing audits. This feature is useful for finding specific audits you want to view.

By default, only records from the last 28 days will be shown, but the period can be changed in the filters, in the Period field.

Steps:

1 - In the side menu, access Settings > Integrations > Autoresponders > Ontraport.

menu-integrations-autoresponders-ontraport.png

2 - Click the Audit tab.

tab-audit.png

3 - In Audit, click Filters.

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4 - Fill in one or more filter options:

  1. Period: searches for audit logs registered within the selected period - you can use the preset time range buttons or select the date you want to view;

audit-filters.png

5 - Click Filter.

You can see the amount of applied filters, and when using them, you can clear them without opening the Filters icon again, making it easier to remove selections.

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