Bootcamp and Certification 2021

10/19/21

Internal Use Only

• The Virtual Team
• Matthew Bixby - Teacher
• Many friendly TAs
• Question etiquette and process
• See Slack for more information
• If you have a Basic Account, please register for a 14-day Free Trial.

Welcome!

Ontraport Training 101

Day 1

Today we take a major look ‘under the hood’ of Ontraport. We’ll make sure you understand how to find the assets you create in Ontraport, make simple funnels, and take advantage of Ontraport’s powerful CRM tools. Our goal is for you to see the value of Ontraport right from the start.

What we’re talking about

• Getting started in Ontraport
• Forms on Ontraport Pages
• Designing and customizing pages
• Ontraport for marketing — crafting a message
• Campaign builder
• Ontraport CRM — Your contacts and your database
• Ontraport CRM — groups and tags
• Systems and keeping Ontraport organized

Topics Covered

Learning Objectives:

• Find certain assets in Ontraport and get to know

your teammates

• Create a form
• Create a thank-you page
• Write an email to send to your lead magnet
• Create a lead magnet download funnel
• Add and edit contacts, and change quick view
• Create groups for your new leads based on fields and tags
• Complete the Free Download Lead Magnet Funnel Wizard

1. Learning to navigate Ontraport

Session 1: Getting started

Getting Started

• The Ontraport navigation bar
• Where you access most of your account features
• Some key terms including:
• Collections
• Table view/Quick view

Getting Started

• Let’s get oriented
• Quick vs. regular emails, tasks, �and other messages
• What if you have custom objects �turned on?

1. Fill out this Google Form here
• Don’t worry if you’re taking our exam at the end of the week. This quiz has no impact on that.
2. Once you’re finished, get to know the folks in your breakout group

Activity 1:

Getting Started

• Pages, blocks and elements
• Adding fields to a page
• Adding a submit button
• Setting up your form settings

Session 2: Forms on Ontraport Pages

Navigating editors

• Design: Edit and create your asset.
• Stats: View data such as landing page visits and email opens.
• Preview: See what the finished product will look like.
• Save: Save your progress.
• Publish: Click this when you’re ready to make your asset live.

Forms on Ontraport Pages

Pages, blocks, and elements

Fields are a type of element that you can click and drag onto a page just like any other. It will also display fields for your custom objects if you have them turned on.

Pages contain blocks, blocks contain elements, and elements are where you display content.�

Adding fields to a page

Make sure your button is in the same block as your form fields.

• Keep an eye on the difference between a button element and a submit button.
• Submit buttons are the element needed for forms.
• Button elements, the ‘button’ button, are hyperlinks.�

Adding a submit button

Forms on Ontraport Pages

Setting up your form settings

• Single opt-in: Contacts fill out your form to receive email
• Double opt-in: Contacts fill out your form and get a confirm email address message

Go to the gear icon on your block and click Edit Block. You’ll find the form settings for any form on that block.�

Opt-in settings

This controls where your contacts go once they’ve submitted a form.

Send contacts here

Options

• Default page
• Landing page created in Ontraport
• Custom url
• Pop Ontraform lightbox

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Publishing your pages

Publish with Ontraport domain

• Use one of our secure domains for your site and pages
• Great for testing (like today)
• Click publish to access these domains
• No additional setup required
• Not recommended for actual site and traffic�

Publish with your own domain

• Will require some setup including purchasing the domain
• Our support team can help you get set up
• Recommended for any actual site traffic and business transactions�

Publish to WordPress

• Requires the Ontrapages WordPress Plugin
• Great solution if you’re already using WordPress but want power of Ontrapages

• Select Pages at the top of your screen.
• Select the +New Landing Page button.
• Choose Start from scratch in the page selector.
• Title your page: Bootcamp/Cert 12/21: Lead Magnet opt-in, in the top right corner.
• Now click Add a block.

Activity 2:

Build a form

6. Select the one column, one row option.
7. Click and drag a text element onto the block. Type in, “Fill out the form below to get your free guide.”�

Activity 2:

Build a form

8. Click and drag two form fields to make your form:
• First Name and Email
• Make sure the email field is required.
9. Click and drag the submit button below the fields.
10. In the button settings, change the text from “Submit” to “Get me the guide.”�

Activity 2:

Build a form

• Now click on Form Settings by clicking edit block. Make sure the Send Contacts To setting is set to Default Thank you Page and the Opt-in Settings are Single Opt-in.
• Now, click save and publish.�

Activity 2:

Build a form

• Choose one of the Ontraport domains in the middle section. Where it says subdomain, add your business subdomain.
• Click Save & Publish
• Once the page is finished being published, go and visit your page.

Activity 2:

Build a form

Break 1 (15 Minutes)

• Fonts and colors
• Blocks
• Page elements
• Element settings

Session 3: Designing in Ontraport pages

• Change default fonts so that your pages look cohesive and save time.
• 8 font headings
• Font suggestions for font packs

Font Style

• Change default color palettes so that your pages look cohesive and save time.
• Five-color palette
• Save favorites for ease of use

Color Palette

Start from scratch or choose from professionally designed templates that you can edit. There are two foundational items:

• Blocks: frames that create
• the layout
• Elements Images, text, buttons and other pieces of content which live inside blocks

Creating your assets

Using merge fields

Creating PURLS

Merge fields appear on PURLs, personalized URLs. Whenever you select an Ontraport landing page in a link, or page redirect, Ontraport will automatically try to make the page into a PURL. Keep in mind, PURLs only work on unsecure (http) pages.

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Displaying customer data on pages

Merge fields pull information from the contact record to display on any landing page or email. Just click on the arrow icon inside any element with text. This is great for personalizing the experience of your leads and customers.

• Click +New Landing Page > Enter Title Bootcamp 12/21: Lead magnet: Thanks.
• Choose start from scratch.
• Drag a headline element over and then write:
• “Thanks, [First Name]. Please check your inbox for your free guide.”
• Use the merge field formatting tool as we discussed.

Activity 3: Create a thank you page

5. Add an image element below the text, something related to your business.
6. Publish on the same domain and subdomain you used for the opt-in form.
• Use “thank you” as a file name.
• Click the checkbox so the page is unsecured.

Activity 3: Create a thank you page

• Go back to pages, and select your lead magnet page.
• Select the gear icon on the block, then click on Form Settings.
• While you’re there, go ahead and name this block “Smart Form.”
• Select Form Settings.
• Under send contacts here choose: Use this landing page, then select your thank you page.
• Click Save in your form settings, then Publish>Save and Publish.

Activity 3: Create a thank you page

• Add drop shadow to your image by selecting the gear icon directly above it.
• Click the gear icon, select the Style tab, and click Edit Style.
• Next, under the Dropshadow menu, select Extra Large.

Activity 3: Create a thank you page

15. Test it with your teammates:
• Send them the link (click the publish button or view it from the Pages collection).
• Fill out the form.
• See if your first name appears on the ‘thank you’ page.
16. Once you’re finished, click on Contacts in your top navigation bar and see if your contact was also created in Ontraport.

Activity 3: Create a thank you page

• Ontramail
• Email (HTML)
• Simple Mail (RTF)

Session 4: Designing in Ontraport pages

Composing in Ontramail

In Ontramail, click Settings, then “copy from HTML” to create a plain text version of the email.

In HTML emails, these settings are in a box that shows up below the email editor.

This helps tremendously with getting your emails delivered to your recipients’ inboxes.

Plain text

emails

• WYSIWYG (what you see is what you get) editors are very similar to Word and Google docs.
• HTML emails have a ‘source’ button for editing the code of the email.
• There’s no need to copy from the HTML button in Simple Mail; it does it for you.

Simple Mail and HTML

• Contacts > Messages > Ontramail > Create New > Select Template
• Message name: Bootcamp 12/21: Lead Magnet: Asset Delivery
• Body: Hello [First Name] (merge field)
• Create a link or a button at the bottom of your email.

Activity 4: Create an Ontramail Message

5. Download: Here’s your download (text or a button).
6. Highlight text, edit the button or image.
7. Click the link button (looks like a chainlink).
8. Select Ontraport hosted file.
9. Click select file button.
10. Click upload file button.
11. Click browse computer and select bait.pdf file.
• Check mark next to bait.pdf file.
• Select button; confirm bait.pdf is listed.
12. Click okay on create a link window.

Activity 4: Link the Downloadable File

13. Click Settings Button.
14. In the fields, fill in the following:
• Send from: Contact Owner
• Email from: Default (your Ontracert email address)
• Subject: Your lead magnet is here!
• Plain text email: Click the copy from HTML button
15. Save the email.

Activity 4: Create an Ontramail Message

16. Click send test email button.
17. Enter your email address. Click Send.

Activity 4: Send a Test Message

Expected results

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• Subject line visible
• Download text/button clickable
• Bait.pdf downloads to computer
• Click here opens webpage

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Hey, why does it say Hi _____ and not my name?

Lunch Break (1 hour)

Lunch Break (1 hour)

• Defining automations
• Automation elements
• Building and publishing automations

Session 5: Ontraport’s Automation builder

Ontraport’s Automation builder

Automations are a plan for reaching your target audience with messages about your product or service with the goal of convincing them to take action. They’re a graphical representation of your automated systems and control everything that happens to every contact in your database.

Actions

• Actions: all the steps you can take to interact with a contact between triggers and goals
• Actions “do something” to your contacts when they reach a point on the map.
• Example Actions:
• Send an email
• Send an SMS
• Assign a task
• Update contact
• Change tags

Triggers

• Add a contact to an automation
• Only exist at the top of automation maps
• Add multiple triggers to campaigns
• 3 Parts: event, condition (optional) and settings

• Examples
• Form is submitted
• Page is visited
• Link is clicked
• Field is updated
• Product is purchased
• Tag is added …and much more

Goals

Goal: any action that you want an individual contact to take:

• Purchase a product
• Complete a task
• Visit a page
• Open an email
• Fill out a form
• Click a link

Filters

Filter Types:

• Condition — Yes/No
• Go To — Reroute automation traffic
• Split — Split test different elements of an automation
• Fork — Send contacts down two different streams at the same time
• End — Finish automation
• Wait — Stagger traffic across time

Activity: Create a lead magnet download funnel

• Navigate to Contacts > Automations.
• Click + New Automation.
• Select Start from scratch.
• In the top left corner, name your automation: Bootcamp: 12/21: Lead Magnet Funnel.

• Click + Add Trigger button.
• Select Contact Submits Form.
• Modify your trigger settings:
• Who can activate this trigger?
• Any contact in account
• If Contact is already on map, then…
• Add here again when triggered

Activity: Create a lead magnet download funnel

• Select your Bootcamp/Cert 12/21: Lead �Magnet opt-in.
• Pick where it says Block Name.
• Click the What Happens Next? box below the submits form trigger.
• Add a send an email element.

Activity: Create a lead magnet download funnel

• In your email element, click to open the settings.
• Select your email that we crafted in the previous activity, Bootcamp 12/21: Lead Magnet: Asset Delivery
• Add an end element in the What happens next box below your email.
• Click publish in the top right corner.
• Send your lead magnet opt-in form to a teammate and test it!

Activity: Create a lead magnet download funnel

• Fields in Ontraport
• Ontraport Quick View

Session 6: The Ontraport CRM

Fields

• Information you capture specific to your business
• Place fields on to any form block or Ontraform
• Customized in the field editor under Contacts>Settings
• No limit to the the number of custom fields

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Quick View

• Quick View is a contact record view that contains CRM essentials for most users while being optimized for speed and ease of use.
• By default this is the view that new Ontraport accounts will see.
• Customize what you see using gear icon.

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The left column contains all essential contact information

The middle column is reserved for additional field information

The right column shows notes and tasks for this contact. It can also show related object data if you are using custom objects

Add a contact manually

• Click new contacts to add a contact manually to your database.
• The contact will save automatically.
• Add information to the first and last name field as well as email.

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Activity: Configure your CRM

• Go to Contacts>Settings>Field editor.
• In the Contact Information tab, add a new section called “Prospect Information.”
• In the new section, add a field called “Newsletter.”
• Make it a checkbox field.
• Save your new field and then save again in the top right hand corner.

5. Navigate back to your opt-in page, and add your newsletter field to your form.
6. Just drag the field element over, and put it right above your submit button.
7. Select your newsletter field from the field dropdown.
8. Next, Save and publish your page
9. Now, go back to Contacts and select any contact
1. If your default is set to details view, adjust it now

Activity: Configure your CRM

• Let’s imagine you’re creating a quick view for a sales rep. Go to the middle column and add:
• Spent
• Tags (more on these soon)
• Company
• Newsletter field
• Once you’ve made your changes, go out of Quick View and click on a contact to see the changes to Quick View.

Activity: Configure your CRM

Break 3 (15 Minutes)

• Sorting contacts with fields
• Sorting contacts with tags

Session 7: Segmenting with Groups

Tags

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Tags

• A word or phrase to group similar records together
• Leads, customers, seasonal promos, repeat customers, etc.
• Organize and quickly segment contacts into categories
• Filter, search and build groups based on that tag name

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Groups

Numeric Fields

Text Fields

Tags

• Saved searches or filters - creating/deleting them doesn’t affect your database
• Can be built around any tag or field in your database
• Conditions are based on field type

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And vs. Or

• Groups can have multiple conditions.
• They use Boolean logic to combine the conditions
• ‘OR’ means only ONE criteria needs to be true for a contact to appear
• ‘AND’ means all criteria need to be true for the contact to appear.

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Activity: Create a group for new contacts

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• Go to your lead magnet automation to add a tag. Between your form fill out trigger and your send an email element, click the + icon. Select Change Tags.
• Add a new tag in the element setting.
• Make sure the default settings is on ADD.
• Name it: 12/21 - Bootcamp Promo.
• Save and publish your changes.

Next, let’s make a few groups:

4. Build a group based on whether a contact filled out your form.
• Click +New Group, name it ‘Filled out Bootcamp Opt-in.’
• Now, ‘ADD NEW CONDITION’:
• Filled out form.
• Select your opt-in form.

Activity: Create a group for new contacts

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• Repeat the steps for creating groups and make two more:
• One is for contacts who have your new ‘12/21 - Bootcamp Promo.’
• The other is for contacts who have clicked the checkbox field for your newsletter.

Activity: Create a group for new contacts

• Test your funnel with your teammates again.
• Look for contacts to be added to your database and especially look to see contacts being added to your groups.
• Successful tests should add contacts to the first two groups automatically, but the third group should only work if a teammate actually clicks on your newsletter field.

Activity: Create a group for new contacts

• Setting up systems
• The Ontraport Wizards

Session 8: Ontraport Systems and Wizards

Ontraport Systems

This file organizing tool, designed to keep all of the assets for a particular funnel in one place, makes it easy to edit your assets �in the future.

• Systems are organized �into collections (lists).
• Options in Systems:
• Organize by a group
• Select actions
• Create a new system

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The Ontraport Wizard

• +New System opens up the Ontraport Wizard
• The Wizard is a list of prebuilt systems all �of which have been created and QA’d by �the Ontraport team.
• Each Wizard creates the assets for the system, including automations, emails, �and landing pages.

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Activity: Install a system with the Ontraport Wizard

• Select from your top Navigation bar.
• Select +New System.
• Pick Free Download Lead Magnet Funnel from the list and click Start.
• Click Get Started and then just follow the on screen instructions.

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