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Ontraport Certification 2022 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.  

Ontraport Certification 2022 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: Attract leads
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On Day 1 we take a major look ‘under the hood’ of Ontraport. Learn how to find the assets you create in Ontraport, build simple funnels, and take advantage of Ontraport’s powerful CRM tools.
Learning Objectives
  • Create a system to store your Bootcamp assets
  • Find assets in Ontraport
  • Create a form
  • Create a thank-you page
  • Write an email to send to your lead magnet
  • Create a lead magnet download funnel
  • Add and edit contacts, and change to Quick View
  • Create groups for your new leads based on fields and tags
  • Complete the Free Download Lead Magnet Funnel Wizard
Skill Level
All Ontraport skill levels
Topics Covered
  • Getting started in Ontraport
  • Systems and data organization in Ontraport
  • Forms in Ontraport Pages
  • Designing and customizing pages
  • Ontraport for marketing — crafting a message
  • Automation builder
  • Ontraport CRM — Your contacts and your database
  • Ontraport CRM — segmentation with groups
  • Systems and keeping Ontraport organized
Day 2: Convert + fulfill
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Now that we have the basics down, it’s time to start selling. We’ll break down some basic principles of conversion on the internet and how Ontraport fits in. We’ll show you how to increase the value of your products and how to understand sales reports in Ontraport. Finally, we’ll discuss the ways Ontraport supports the delivery of your emails and how you can take control of your delivery reputation.
Learning Objectives
  • Create a sales page
  • Create an order form
  • Create the five part funnel
  • Create a product delivery funnel for your conversion
  • Create an abandoned cart funnel
  • Test your conversion funnel
  • Create an onboarding funnel
  • Brainstorm strategies for improving email delivery
Skill Level
Topics Covered
  • Selling in Ontraport
  • Conversion tactics — sales pages vs. order forms
  • Conversion tactics — the five part funnel
  • Conversion to fulfillment — product delivery
  • Conversion — abandoned cart
  • Tracking your sales — sales reporting
  • Fulfillment — onboarding and tasks
  • The email reputation chain
Day 3: Delight your customers (and they’ll refer you!)
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Today we take a look at how to give your customers access to one of Ontraport’s world class membership sites. We’ll create one and learn how to protect your content. Then we’ll see how to use some of Ontraport’s more advanced page design tools including mobile design. We’ll cover how to use SMS messaging as part of your marketing strategy. Finally, we’ll look at more tools for understanding your sales information so you can find out which products are selling best.
Learning Objectives
  • Create a membership site
  • Protect your pages
  • Create a global block and make your content mobile friendly
  • Link a deal, company and contact — and manage them in Card View
  • Build a collections campaign
  • Create a reporting campaign for a funnel
  • Create an SMS funnel (opt in and follow up)
  • Build a partner program
Skill Level
Topics Covered
  • Ontraport membership sites and protecting content
  • Advanced page design — Global blocks and mobile design
  • Sales team management — Deals, Companies and Card View
  • Managing transactions in collections
  • Reporting in Ontraport — Dashboard and Performance Mode
  • 2-way SMS in Ontraport
  • Partner programs
  • Where Ontraport is headed
Day 4: Advanced Ontraport Skills: UTMs, Custom Objects, and Dynamic CMS
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On day four we dig deeper into what sets Ontraport apart from the competition. We’ll discuss some of Ontraport’s most powerful lead generation tools, UTM variables. From there we’ll explore email tracking and some of the unique features of emails in Ontraport. Then, we’ll set up one of the strongest lead conversion ad trackers on the market, exclusively in Ontraport. We’ll take a look at, Custom Objects, and how they’re changing what it means to be an Ontraport customer. Finally, we’ll build with Ontraport Dynamic Content — Ontraport’s most powerful feature set yet.
Learning Objectives
  • Create UTM variables and test them with our campaign
  • Add UTM variables and other tracking to your email
  • Set up deep funnel conversion tracking in your Ontraport account
  • Build a blog post custom object
  • Create and test a multi-object form
  • Build a blog post template
  • Build an overview page
Skill Level
Topics Covered
  • Advanced lead tracking + UTM variables
    • Performance mode map with UTM filters on
  • Email tracking and tracked links
  • Deep funnel conversion tracking
  • Custom Objects
    • their purpose
    • how to build them
    • relating objects to each other
  • Dynamic Content Management System (CMS)
    • Page types
    • Dynamic blocks
      • Grid mode
Day 5: Becoming an Ontraport Expert
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We’ve spent the last four days looking at how Ontraport works. Now we’ll take a step back and look at what it means to be a consultant. We’ll examine business strategies, and hone in on what will make you an exceptional business owner. Today is test day too, but don’t worry — we’ve got you covered.
Learning Objectives
  • Identify your vertical, craft a statement and guarantee
  • Share your experiences with lead qualification and pricing your products. What's worked and what hasn't?
  • Brainstorm — What additional Ontraport services can you offer to create more value for your clients?
Skill Level
Topics Covered
  • Some key distinctions: verticals, position statements and guarantees
  • Knowing and fulfilling your value — discovery calls, pricing anchors and project plans
  • Growing your business — expanding your Ontraport offerings
  • Exam review and prep

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 Certification Course?
Your registration fee for the Ontraport Certification Course is not refundable, but it is transferable. Please get in touch with us two weeks before the course start date to transfer your registration to a later course or another person within your organization. Just send us an email letting us know the name of the person you’d like to transfer your ticket to, or the course dates you want to move your own registration to.
Do you offer discounts for groups?

Yes. If you’d like to bring more than one person please let us know how many people are in your group, and we can discuss pricing. Contact

I want to get my entire team certified as Ontraport Experts. Will you travel to us?

Please get in touch with us at to discuss details about the number of people who will participate in the course, the dates you’re interested in, and your location.

What is the process for renewing my status as an Ontraport Certified Expert?

After passing the Ontraport Certification exam, your active Expert status is valid for one year. Each subsequent year you’ll need to renew your active status by paying the $500 renewal fee and taking the online exam. Renewal exams take place every year in January; we will reach out to you via email when your certification nears its expiration.

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

Yes. Video recordings of the live sessions will be available the next business day on our event resources page. The slides covered per day will also be posted and available to download.

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

There are no prerequisites or qualifications necessary to be part of the Certification 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.

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 send them to these live 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 Ontraport Certification Course and Ontraport Bootcamp?
Ontraport Bootcamp includes three full days of software training and basic strategy training for growing your business.

The Ontraport Certification Course begins with the same three days of software and basic strategy training. On the afternoon of the third day, the Certification Course splits off to delve into more advanced strategy training. Participants will learn a reliable model for growing their businesses by focusing on each stage of the customer relationship. On the final day, attendees sit for the Ontraport Certification Exam. If they pass the exam, they are recognized as an Ontraport Certified Consultant and receive the benefits and privileges that go along with their new status. 
I’ve signed up for a live training 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.

What time will we start and end each day?

The in person and live online course is scheduled to start at 8:30 A.M. PST time and end at 6:00 P.M. PST Friday through Tuesday. Tuesday, the Certification test will take place from 1:00 P.M PST to 5:00 P.M. PST.

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

Turn your business on with Ontraport.

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