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Home > Getting started
Getting started
If you're new to the software, these lessons will help you set up your account in no time.
Course details
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115 min of content
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3 sections, 19 lessons
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Home > Getting started
Getting started
If you're new to the software, these lessons will help you set up your account in no time.
Course details
ondemand_video
115 min of content
access_time
Work at your own pace
view_day
3 sections, 19 lessons
devices
Access anywhere
Customize your account quickly and easily.
In this foundational course, take a tour of Ontraport, set up your account and start using the software. Import your contacts, customize your contact records and see where all your data is housed. You’ll learn where to find everything you need to get started building systems to grow your business.
You'll learn
  • Where to find everything on the platform
  • How to set up your account
  • How to use our Setup Wizards and create systems
  • Where your data lives in Ontraport and how to organize it
  • Actions you can perform in Ontraport, like email, SMS, tasks, tags and automations
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