Getting Started | Ontraport® CRM

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Ontraport’s solutions work together to give you everything you need to run your business in one centralized, easy-to-use platform.

Marketing Automation

Give each customer a tailored experience to drive sales while eliminating busy work for your team.

Email Marketing

Send emails that keep your customers engaged so your sales continue to grow with your list.

Landing Pages

Land more leads and customers with web pages that promote your products and show off your brand.

Marketing Analytics

Use visual analytics to make confident decisions for smarter marketing and more profits.

Membership Sites

Create a custom subscription site and manage it from one place to earn recurring revenue with ease.

Sales Force Automation

Optimize your entire sales process to generate more prospects, nurture your leads, and close more sales.

Ecommerce

Online sales to seamlessly manage payments and subscriptions.

CRM

Personalize every customer interaction to generate more sales using all-inclusive customer data.

Business Process Automation

Automate your team’s most time-consuming, repetitive tasks to create more freedom in your business.

Referral/Partner Programs

Drive and track revenue generated by referral partners who receive commissions for helping you grow.

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Getting Started

New to Ontraport?
We're here to help.

We’re here to simplify your marketing and business; that’s why we’ve designed the app to be easy to learn and use. Follow the resources on this page to get acquainted with Ontraport’s framework and get started.

Starting free trial? Follow these steps to get the most out of your time.

Getting Started

New to Ontraport?
We're here to help.

Starting free trial? Follow these steps to get the most out of your time.

Learn More

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Ontraport Fundamentals

Learn it once, know it forever. Get familiar with the framework of Ontraport so you can confidently use any part of the app.

Introduction

Understand the big picture of the Ontraport platform and how it sets you up for success.

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Collections

Where all your data is stored, organized and easily accessed — from your contacts to your assets such as emails, landing pages and campaigns.

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Editors

The canvas and palette you use to design your emails, landing pages, forms, postcards and other assets in the app.

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Automations

The central hub for all of your automation, including the assets, segmentation and conditional logic that makes up your automated journeys.

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Tracking

Find out about all the data Ontraport collects for you and how you can use it for smarter marketing.

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API

See how you can expand the power of your Ontraport account by connecting to even more tools.

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Set Up Your Entire Marketing Funnel

We’ve tailor-made a video course on marketing that not only covers strategy but also guides you through exactly how to implement each concept in Ontraport. If you want to really grasp how to use Ontraport to improve your marketing and start seeing success, start here.

Marketing Automation Masterplan

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Set Up Your Entire Marketing Funnel

Marketing Automation Masterplan

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Start with the Basics

By completing these six steps, you’ll be learning the core features of Ontraport while setting up your system to capture and follow up with new leads. It’s a win-win! You’ll then be able to apply your new skills to any use case you’d like.

An Ontraport user creating a landing page with the Ontraport Pages builder

Step 1

Start by creating a landing page that shows off your brand and your offers.

Create a Landing Page

Two women using a desktop computer to create an automated marketing funnel

Step 2

Add a form to your page to capture visitors’ names, email addresses and any other information you’d like.

Create a Form

An Ontraport user viewing their Contacts collection

Step 3

The information entered on your form will go into a newly created contact record in Ontraport. Segment your contacts so you can provide targeted follow-up.

Segment Your Contacts

Step 4

If you already have a list of contacts, you can Import them into your Ontraport Database and segment them as well.

Import Your Contacts

An Ontraport user viewing their landing page on a mobile device

Step 5

Create an email to follow up with your new contacts to provide your valuable content and offers.

Create an Email

An Ontraport user viewing their Dashboard statistics

Step 6

Put it all together with an Automation map. This Automation will send your new contacts your follow-up email after they submit your form.

Create an Automation

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Configuring Your Account Settings

Get your profile and administrative aspects of your account configured just the way you need so that you and your team can use the platform seamlessly and effortlessly.

Set Your Team Users, Roles and Permissions

Add your team members as users and ensure they have the right level of access.

Import Contacts

Migrate your existing contacts to your Ontraport database.

Set Up Your Domain

Host your website on an Ontraport-owned domain or on your existing domain.

Integrate Your Other Apps

Connect to the other tools you use to expand the power of your account.

Turn your business on with Ontraport.

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Getting Started

New to Ontraport? We're here to help.

We’re here to simplify your marketing and business, and that’s why we’ve intentionally designed the app to be easy to learn and use. Follow the resources on this page to get acquainted with Ontraport’s framework and get started on the right track.