Orientation

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SUMMARY

22 min of content

5 lessons

In this section, you’ll get the big picture of what Ontraport can do and how to start using it in your business

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SECTION OVERVIEW

Lessons for Orientation

1 The big picture More info arrow_drop_down schedule 4:27 min Start lesson play_circle

Understand the value of having all your tools “under one roof” and working in tandem, the Ontraport way. Get the big picture of what this could mean for the future of your business.

You'll learn

The problem with having a handful of different tools to run your business (and how Ontraport solves that)
What you need to provide targeted, personalized experiences for your customers
The power of a flexible database
How automation saves you time and effort

2 Platform tour More info arrow_drop_down schedule 3:04 min Start lesson play_circle

Take a tour of the Ontraport platform so you can take full advantage of its offerings.

You'll learn

How to access the different screens (called “collections”) within Ontraport
Where you can organize your assets and find Setup Wizards
How to customize your contact records
Where to go to create webpages, sites and membership portals
How to access your account settings
Where to find training resources and support

3 Systems + Setup Wizards More info arrow_drop_down schedule 3:15 min Start lesson play_circle

Group your related assets into Ontraport Systems so you can stay organized. Instead of starting from scratch, you can choose from prebuilt systems with step-by-step Setup Wizards for lead capture and follow-up, starting a membership site and much more!

You'll learn

The types of assets that can be stored together (hint: any!)
How to create and edit a new system
Where to find Setup Wizards

4 Administration + Account Details More info arrow_drop_down schedule 9:02 min Start lesson play_circle

Take a brief tour of the Administration and Account Details areas of your account so you can see all your available options.

You'll learn

Where to find your subdomain, current Ontraport plan and billing details
What’s inside each of these Administration tabs: data, email, social, integrations, user management, advanced features, legacy features, security and Ontraport labs
Where to find tools for managing the data in your account
Where to create and manage custom objects and relationships

5 Ontraport Support More info arrow_drop_down schedule 5:09 min Start lesson play_circle

Ontraport offers a ton of support, tools and resources to navigate the app. Take a tour of all the support offerings to get the most out of them.

You'll learn

How to access live chat, the main way we support our clients
How to submit a ticket via email for more complex issues or questions
How to schedule a screenshare
What you’ll find in our Ontraport Support Center
Communities that can support you: Ontraport User Community and Ontraport Certified Experts

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Orientation

Lessons for Orientation

Start gaining the skills to grow your business faster

Start gaining the skills to grow your business faster