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Bootcamp 2023 Syllabus 

See the complete syllabus to find out what you’ll learn on each day of each course, from strategy discussions to invaluable sales tools.  

Bootcamp 2023 Syllabus

See the complete syllabus to find out what you’ll learn on each day of each course, from strategy discussions to invaluable sales tools.  

Day 1: Ontraport fundamentals
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We’re going to start right out using Ontraport software! On the first day, we’ll warm up by focusing on the fundamentals of the app. We’ll show you the variety of collections that live in Ontraport and how to create assets (emails, pages and more) using our editors. We’ll show you the basics of automations – the bread-and-butter of our software and wrap up with how to stay organized using systems. We’ll make sure you’re ready to start building in Ontraport on Day 2!
Learning Objectives
  • Learn Ontraport’s origin story and how we’ve evolved as a company.
  • Get logged in and familiar with the app, and understand where to find resources.
  • Learn how we define “collection,” and explore each one in the app. Import a .csv file and create a contact record.
  • Create an email, a form, and a page. Add the form to your page and publish it.
  • Learn about the elements that allow you to automate your campaigns and business processes in Ontraport. Build your first automation from scratch!
  • Group your related assets into Ontraport Systems to stay organized. Install one of our prebuilt systems with step-by-step Setup Wizards.
  • Get tips for avoiding pitfalls and staying organized as an Ontraport user.
Skill Level
All Ontraport skill levels
Topics Covered
  • The history of Ontraport
  • Getting started in Ontraport
  • Fundamentals: Collections
  • Fundamentals: Editors
  • Fundamentals: Automations
  • Fundamentals: Systems and Wizards
  • Fundamentals: Best practices
Day 2: Attract leads and convert
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We begin our journey through the customer lifecycle, supported by Ontraport’s tools. Learn how to build the funnels you need to attract leads and convert them using Ontraport.
Learning Objectives
  • Understand the flow of the customer lifecycle and how Ontraport tools map on to each stage of the journey.
  • Understand basics of attract and the lead generation tools available in Ontraport.
  • Build a form on an Ontraport page.
  • Create a thank you page and test it with your classmates.
  • Create a Simple Mail message and link a file.
  • Create a lead magnet download funnel.
  • Create custom color fields.
  • Create a group for new contacts.
  • Understand the purpose of conversion funnels and the tools required to build them using Ontraport.
  • Create a sales page.
  • Create an order form with a product and a dummy gateway. Insert the link to your order form on your sales page.
  • Create an offer funnel (automation that includes offer emails) in Ontraport. Connect your lead magnet funnel to your conversion funnel.
  • Build a declined card automation to encourage your lead to complete their purchase.
Skill Level
Topics Covered
  • The customer lifecycle
  • The customer lifecycle: Attract
  • Forms
  • Designing and customizing pages (fonts, blocks, page elements, element settings)
  • Ontraport for marketing: Writing a message
  • Ontraport’s Automation Builder
  • CRM: Your contacts and database (fields, Quick View, Detail View)
  • CRM: Segmentation with groups
  • The customer lifecycle: Convert
  • Sales elements
  • Order forms
  • Conversion tactics: Core offer funnel
  • Abandoned cart and declined card funnels
Day 3: Fulfill and delight
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We’ll dive in to how you can fulfill your promise to your customers – deliver the product or service they purchased! Then we’ll give you strategies to elevate your customer experience – and delight your customers – using Ontraport’s features.
Learning Objectives
  • Understand the tools available to fulfill your promise to customers.
  • Create a product delivery funnel.
  • Create a coupon code and enable it on an order form.
  • Navigate to sales reports and play with creating groups / adding conditions for your business needs.
  • Create an onboarding funnel that includes tasks (to fulfill your promise to customers).
  • Consider your own email practices and note areas for improvement.
  • Identify ways to delight customers using Ontraport’s tools.
  • Create a membership site for your business. Add a subscription membership product to your order form.
  • Add pages to your membership site and display them to logged in members.
  • Create a global block and a mobile-friendly block.
  • Link a deal, company and contact — and manage them in Card View.
  • Build a collection funnel. Add a customer center to your membership site and automate your collection process.
  • Create a reporting automation.
  • Text the instructor to experience the SMS opt-in (and follow-up) funnel.
  • Explore our partner program tools.
  • We’ll spill on where Ontraport is headed and what you can expect in the future.
Skill Level
Topics Covered
  • The customer lifecycle : Fulfill
  • Product delivery: Digital and physical products
  • Coupon codes
  • Sales reports
  • Tasks
  • Email delivery: The email reputation chain
  • The customer lifecycle : Delight
  • Creating a membership site
  • Protecting membership pages using display settings and conditional blocks
  • Advanced page design
  • Managing your sales pipeline: Deals, Companies, & Card View
  • Managing transactions in collections (recharge settings and customer center)
  • Reporting in Ontraport: Trends and Metrics Dashboards and Reporting Mode
  • SMS Messaging
  • Partner programs
  • The future of Ontraport

Frequently asked questions

Check out the answers to some of the most frequently asked questions about the live training courses below. If you have additional questions, please get in touch with us by emailing

What is the refund policy for the Ontraport Bootcamp course?
Your Bootcamp tickets are refundable at any time. You can also transfer your ticket to another person in your organization if you’d like. Send us an email at letting us know the name of the person you’d like to transfer your ticket to.
Do you offer discounts for groups?

Yes, let us know how many people are in your group, and we can discuss pricing. Contact

What time will we start and end each day?

The online live course is scheduled to start at 8:30 A.M. PDT time and end at 6:00 P.M.

Will I be able to attend while in a different timezone? 

Yes. Course materials will be sent to you if you are unable to attend live sessions. Video recordings of the live sessions will be available the next business day on our event resources page. PDFs of the slides covered per day will also be posted and available to send.

Are there any basic qualifications necessary to take the Bootcamp Course?

There are no prerequisites or qualifications necessary to be part of the Bootcamp Course. The course is suitable for any user who wants to learn both the software and strategy skills necessary to attract more leads and turn them into loyal customers.

Can I opt to stay longer, after Bootcamp is over, to get more content?

Yes! Bootcamp runs three days, and there are two additional days of course content that you can add on.

Day 4 (Thursday) covers advanced sales and marketing software skills. Day 5 (Friday) covers Custom Objects, Ontraport’s Dynamic Content Management System, and Ontraport sales training. Each day costs an additional $525 and can be purchased on the Bootcamp order page.

I want to have someone from my marketing team or my virtual assistant become an Ontraport Expert — does it make sense to send someone other than myself to the course?

There is no better way to train your team on the strategy and software than to enroll them in these live virtual training programs. We highly recommend Bootcamp for anyone who works in your Ontraport account. If you want them to take your account to the next level, we recommend sending them to go through the Certification Course.

What is the difference between the Expert Certification Course and Ontraport Bootcamp?
Ontraport Bootcamp is designed for beginners in Ontraport’s software. It’s focused on the fundamental skills needed to implement Ontraport in your business. The Expert Certification Course is for users who already have a basic foundation of Ontraport software skills and who want to learn advanced marketing skills to use in their consulting business.

Bootcamp includes three days of software and strategy training. Expert Certification includes five days of software and strategy training, plus training on how to be a successful consultant.

Those in the Expert Certification course will have 30 days to submit a Certification Exam to us for grading. Those who pass the exam are recognized as Ontraport Experts and receive the benefits and privileges that go along with their new status. Bootcamp does not have an exam associated with the course.
I’ve signed up for a live hybrid training (in-person and online) course — what should I do next?

You will receive a confirmation email and more messages with specific information beginning 30 days before your course start date.

Curious about Certification?
Empower your business to attract more prospects and turn them into lifelong clients.
Ask us about the program by sending an email to

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