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Applies to: All ONTRAPORT accounts. Want to get up and running fast? ONTRAPORT's Client Success team members onboard and migrate new users to ONTRAPORT from other systems all day long. For the first 90 days, each new ONTRAPORT customer is eligible for time with our team where they work inside your account to get all your automation essentials set up FOR you. Whether you're an automation expert or a relative newbie, these onboarding are invaluable! To schedule your onboarding calls, contact our Support team at support@ontraport.com. Our Introduction to ONTRAPORT Video Series are a good place to start. Hosted by our CEO Landon Ray, the series provides a great overview of the concepts and tools available, as well as the best practices to leverage the power of ONTRAPORT for your success. The following sections provide the step-by-step "how to" knowledge to get up and running fast! Web Browser Compatibilty We ensure that our app is compatible with Google Chrome and Mozilla Firefox. Please use one of these browsers when working inside your ONTRAPORT account. Using other browsers (e.g. Safari or Internet Explorer) may cause compatibility issues including latency and visual differences. Logging Into Your ONTRAPORT Account Visit ONTRAPORT.com and click the login link to enter your username and password. You may also bookmark app.ontraport.com. If you lose your password, click the login link at ONTRAPORT.com and click the "I forgot my password" link at the bottom of the login screen. Enter your email address on file and a reset link will be sent. About This Page is a context sensitive help feature that provides a description of the current page or section plus training videos, FAQs, and links to related support material. The first time you visit a new section of ONTRAPORT with About This Page available the information will appear on the screen. The About This Page information can be "popped out" into a separate window by clicking the "↗" icon at the top right, allowing full interaction with ONTRAPORT while you review the information. Sections can be expanded by clicking the "↕ More" icon. Closing the About This Page information using the standard window "X" icon collapses the page for recall later. You can also toggle the information off and on screen by clicking the About This Page icon at the bottom right. When closed, the About This Page icon at the bottom right is active to recall the information. The following sections cover the most popular topics. ONTRAPORT has a ton of resources to help you grow and scale your business! All ONTRAPORT customers get free access to ONTRAPORT Academy to access the following courses: Login URL: https://ontraport.com/education/access-pass/wp-login.php ONTRAPORT customers receive a username (usually the one you log into your ONTRAPORT account with) and password when they sign up for an ONTRAPORT account. If you lost your password, click here. If you'd like to sign up for ONTRAPORT Academy, go here. For new accounts, the most popular starting place is the Contact Management forum articles. Some of the more popular articles are listed below: Having trouble? Check out our Contact Management FAQs and Usecases. The Automation section describes the power at the heart of ONTRAPORT, with automation tools for your contacts such as drip marketing campaigns, auto-responders, automated product fulfillment and tasks. Now that you have this automated system lets start building your list! At its core your list is built two ways, by import and from opt ins. This section of the setup guide is dedicated to showing you how to build an opt in ONTRAform or Smartform, tie it to an automated Campaign, and post it online to a squeeze page and/or your website. Having trouble? Check out our bank of FAQS around automating communication with your leads One of the best parts of your ONTRAPORT account is that it is an all in one solution. You can create an order form to sell products, set up fulfillment and run engagement automations all from the same system. Use this guide if you have never set up a product in ONTRAPORT. If you are staying with an external shopping cart and want integration documentation we have that here. ONTRAPORT's Advanced Features are usually configured after initial set up. Toggle them on by visiting Administration > Advanced Features Introduction to ONTRAPORT
Get In-App Help
Get Familiar with Educational Resources
About ONTRAPORT Academy
Using Your Contacts Database
Automation
Setup A Lead Funnel
• For a pop-up form or an embedded form on your existing website, choose an ONTRAform
Configure a Campaign and Order Form to Sell Products
Integrate a WordPress Membership Site (Advanced)
Create a Membership Product to Sell and Deliver
Advanced Features
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