Before you start using all the incredible systems ready for you in Ontraport, we recommend completing some account-related fundamental tasks. Get these items out of the way so you can focus on the fun part – getting your business systems up and running!

1.  Take a tour of your Customer Relationship Management system (CRM).
2. Import any existing contacts, if applicable.
3. Set up your custom domain. (We’ve got all your stuff hosted on our domain for now, but hosting on your own domain is a better practice.)
4. Set up your SMS number here, if SMS messaging is part of your business strategy.
5. Customize your website.
6. Check out this handy Ontraport glossary as you get familiar with your account.
   

Your Ontraport account is full of all the systems you need to run your business, including your marketing, website and business operations. Within each of those systems, there are pages, emails, and automations pre-configured so they’re nearly ready to go. These assets are professionally designed, and we’ve even included example copy on the pages and in the emails.

All that’s left to do is add your own copy, products, and adjust a few settings – and you can easily launch any (or all) of these systems. We’ve created an education page based on each system in your account. Click on any system below to learn about how it works, and follow the steps to customize it!

Use only the systems you need. You don’t have to set up all the systems before you can start using your Ontraport account. If there are some systems you’d rather set up later, you can turn them “off” by unpublishing any live pages that are included in that system.

We recommend starting with the system that looks most important to you.