Set up

SUMMARY

44 min of content

7 lessons

Follow the steps in this section to set up your Ontraport account. When you’re done, you’ll be ready to start driving results.

14-day free trial. No commitment.

Start your free trial to start growing your business with Ontraport.

SECTION OVERVIEW

Lessons for Set up

1 Set up your custom domain More info arrow_drop_down schedule 5:00 min Start lesson play_circle

In this video, you’ll learn the difference between shared and custom domains and how to set them up in Ontraport.

You'll learn

Why you should have a custom domain
Two ways to set up a custom domain in Ontraport
How to set up Ontraport to manage the entire domain
How to host your own site on Ontraport’s domain

2 Add the Ontraport tracking script to your site More info arrow_drop_down schedule 4:48 min Start lesson play_circle

Figure out who’s visiting your site and where they’re coming from by adding Ontraport’s tracking script to your web pages.

You'll learn

How tracking scripts work
How your website builder of choice affects your tracking script install
How to install a tracking script on a WordPress site
How to add a tracking script to other website builders

3 Customize your contact records More info arrow_drop_down schedule 9:27 min Start lesson play_circle

You get to decide how every bit of data in your system is displayed. In this video, you’ll learn how to customize your contact records using tabs, sections and fields.

You'll learn

How to use the field editor
Ways to categorize data using tabs and sections
How to set permissions for certain data
How to store data in fields
Tips for organizing data

4 Import contacts More info arrow_drop_down schedule 10:30 min Start lesson play_circle

Learn how to add contacts to your system by importing your list in bulk in Ontraport.

You'll learn

Different ways to add contacts to Ontraport
How to export a contact list from another system
How to prep a file for import
How to import a contact list

5 Adding users + setting permissions More info arrow_drop_down schedule 6:58 min Start lesson play_circle

Add team members as users to your Ontraport account and give them specific roles and permissions.

You'll learn

The value of setting different roles and permissions
How to create roles and assign permissions
How to assign a user to a role
How to change users’ passwords
How to set up the special field section permissions

6 Account security options More info arrow_drop_down schedule 5:02 min Start lesson play_circle

This lesson covers all the tools you can use to keep your business data secure: passwords, roles and permissions, IP address verification and more.

You'll learn

Best practices for creating a password
The way to securely share login credentials
How to use Ontraport’s roles and permissions tools
Tips for managing API access
How to set up IP address verification

7 Account manager features More info arrow_drop_down schedule 6:22 min Start lesson play_circle

Learn how to manage access to your account and how account managers can request access to create new client accounts.

You'll learn

How to grant and revoke account access to account managers
Where you can manage your clients’ accounts in your account
How to manage permissions
How to create new client accounts from scratch or from templates

Next section

Previous section

Next section

Terms & Conditions | Privacy Policy

playlist_add_check

PCI DSS, Level 1

security

Privacy Shield Certified

Set up

Lessons for Set up

Start gaining the skills to grow your business faster

Start gaining the skills to grow your business faster