{"id":8578,"date":"2016-10-17T06:52:19","date_gmt":"2016-10-17T06:52:19","guid":{"rendered":"https:\/\/www.process.st\/templates\/ontraport-start\/"},"modified":"2024-02-28T20:50:54","modified_gmt":"2024-02-28T20:50:54","slug":"ontraport-start","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/ontraport-start\/","title":{"rendered":"Ontraport Start"},"content":{"rendered":"<section id=\"set-up-with-ontraport\">\n<h2> Set up with ONTRAPORT: <\/h2>\n<\/section>\n<section id=\"create-your-ontraport-account\">\n<h2> Create your ONTRAPORT Account. <\/h2>\n<div class=\"text-content\">\n<p>Create your ONTRAPORT Account.<\/p>\n<p>ONTRAPORT have been kind enough to provide their &quot;Certs&quot; as they call them with a special offer we can offer to our clients:<\/p>\n<p>ONTRAPORT Plus package<br \/>US$147 <br \/>includes 2,500 contacts, 1 user, unlimited emails and access to all features (except Custom Objects).<\/p>\n<p><a href=\"https:\/\/ontraport.com\/signup_promo.php?orid=465119\" target=\"_blank\" rel=\"nofollow noopener\">Get it here<\/a>.<\/p>\n<p><strong>Passcode access:<\/strong> <br \/>certplus2016<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"book-your-training-call-with-ontraport\">\n<h2> Book your Training Call with ONTRAPORT. <\/h2>\n<div class=\"text-content\">\n<p>You should get two. Book the second a few weeks out form the first.&nbsp;<\/p>\n<p>These are great and very helpful.&nbsp;<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"heading-account-set-up\">\n<h2> Heading: Account Set Up: <\/h2>\n<div class=\"text-content\">\n<p>You'll get and invoice from us being 50% of the proposal figure.&nbsp;<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"progress-payment-1--settled\">\n<h2> Progress Payment 1 - settled. <\/h2>\n<\/section>\n<section id=\"provide-login-credentials-to-your-ontraport-account-to-us\">\n<h2> Provide Login Credentials to your ONTRAPORT Account to us. <\/h2>\n<\/section>\n<section id=\"provide-login-details-to-your-website\">\n<h2> Provide Login details to your website. <\/h2>\n<div class=\"text-content\">\n<p>We specialise in WordPress mainly.&nbsp;<\/p>\n<p>In the event your website is not WordPress or your developer doesn't play nice and provide you with access to add things then you will need to notify them about what is transpiring.&nbsp;<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"planning\">\n<h2> Planning: <\/h2>\n<div class=\"text-content\">\n<p>Start to gather your Lists.&nbsp;<\/p>\n<p>Get Lucid Chart. We'll be using this software to create your Process and you will find it invaluable to use for your future funnel planning.&nbsp;<\/p>\n<p><a href=\"https:\/\/www.lucidchart.com?kme=aplc_merlinfx\" target=\"_blank\" rel=\"nofollow noopener\">Lucid Chart<\/a><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"notify-your-current-web-developer\">\n<h2> Notify your current web developer <\/h2>\n<div class=\"text-content\">\n<p>It's always good to get onside with your web developer especially if they manage your site for you now.&nbsp;<\/p>\n<p>Let them know that you will be providing someone else access or that you will need them to do the following for you. Which will take little time to do. Approx 5 minutes or so.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Add the Free PilotPress ONTRAPORT plugin.\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Adding Scripts or iframe code to certain pages of the website which are web forms that talk direct to your ONTRAPORT account.\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"text-content\">\n<p>If this causes them grief. I am happy to speak with them.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"custom-domain\">\n<h2> Custom Domain <\/h2>\n<div class=\"text-content\">\n<p>Do you custom domains to brand your URLs to your business?&nbsp;<\/p>\n<p>Do you have easy access to where your domains are registered?&nbsp;<\/p>\n<p>Think about registering a .net or .net.au or some other domain that is relevant and recognisable as your brand.&nbsp;<\/p>\n<p>We will discuss more when we meet for the planning session.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"gather-your-lists\">\n<h2> Gather Your Lists <\/h2>\n<div class=\"text-content\">\n<p>Think about how you might like to segment your subscribers. Have they downloaded a guide, a book. No matter how small. So you can ensure you can target them with the right message.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Export your Lists and CSVs\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Gather the copy for your existing emails for the funnel\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"rules\">\n<h2> Rules <\/h2>\n<div class=\"text-content\">\n<p>Think about the behaviour of how a subscriber needs to be managed.&nbsp;<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"planning-meeting-booked\">\n<h2> Planning Meeting Booked <\/h2>\n<div class=\"text-content\">\n<p>Either over ZOOM or in person.&nbsp;<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"development-stage\">\n<h2> Development Stage: <\/h2>\n<div class=\"text-content\">\n<p>This is where we commence building our your funnel.<\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Funnel Developed\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Funnel Tested\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Funnel Deployed Live\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"coaching-call\">\n<h2> Coaching Call <\/h2>\n<div class=\"text-content\">\n<p>Once ready we can run you through how we set it up and how it works.<\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Book a Coaching Call with us here: http:\/\/www.merlinfx.com.au\/coachingcall\/\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"next-phase\">\n<h2> Next Phase: <\/h2>\n<div class=\"text-content\">\n<p>Keep a notebook handy with any questions about the current funnel, possibilities, ideas.&nbsp;<\/p>\n<p>In a Post launch Coaching Call we call AMA (Ask Me Anything) we cover anything you want to know.&nbsp;<\/p>\n<p>If we cannot answer it - we'll get onto it and get it answered.&nbsp;<\/p>\n<p>How do you want to automate a process in your business next?<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"resources\">\n<h2> RESOURCES: <\/h2>\n<div class=\"text-content\">\n<p>Check back here to find things we have mentioned, suggestions and links to areas we think you should be across.&nbsp;<\/p>\n<p>The better informed you are the better decisions and I believe more enlighted your next automation will become.&nbsp;<\/p>\n<p><strong>Planning &amp; Processes<\/strong><\/p>\n<p><a href=\"https:\/\/www.lucidchart.com?kme=aplc_merlinfx\" rel=\"nofollow noopener\" target=\"_blank\">Get Lucidchart<br \/><\/a><a href=\"https:\/\/www.process.st\/\" rel=\"nofollow noopener\" target=\"_blank\">Get Process Street<\/a><\/p>\n<p><strong>PUBLISHING<\/strong><\/p>\n<p><a href=\"https:\/\/clientvids.s3.amazonaws.com\/cd3480d65dedd7fcfcbda9f3c1002e3e.mp4\" target=\"_blank\" rel=\"nofollow noopener\">ONTRApages<\/a><br \/><a href=\"https:\/\/embed-ssl.wistia.com\/deliveries\/06925d604b5f6c50e5f1f815a481a58d5d3462d5\/file.mp4\" target=\"_blank\" rel=\"nofollow noopener\">ONTRAforms<\/a><br \/><a href=\"https:\/\/embedwistia-a.akamaihd.net\/deliveries\/d4a502c92b7effeac16cf82a12b59727d0d84226\/file.mp4\" target=\"_blank\" rel=\"nofollow noopener\">Facebook Integration<\/a><br \/><a href=\"https:\/\/embed-ssl.wistia.com\/deliveries\/e1ec66c33ba0ff2b61c4438a8ebb3e47462c2224\/file.mp4\" target=\"_blank\" rel=\"nofollow noopener\">Split Testing<\/a><\/p>\n<p><strong>MARKETING<\/strong><\/p>\n<p><a href=\"https:\/\/embed-ssl.wistia.com\/deliveries\/8006145272dea9f36a170463521451aa04f02038\/file.mp4\" rel=\"nofollow\">Marketing Automation<br \/><\/a><a href=\"https:\/\/clientvids.s3.amazonaws.com\/2d7e3f22d4b184dfb007bafd2b7b1aaa.mp4\" target=\"_blank\" rel=\"nofollow noopener\">ONTRAmail Email Marketing<br \/><\/a><a href=\"https:\/\/embed-ssl.wistia.com\/deliveries\/bf738f8c79dc22118a0d508432bf75c1340881e6\/file.mp4\" rel=\"nofollow\">2-way SMS Messaging<br \/><\/a><a href=\"https:\/\/embed-ssl.wistia.com\/deliveries\/8ee6fa04cce4950a295bdd9159151ecf6262d88b\/file.mp4\" target=\"_blank\" rel=\"nofollow noopener\">Marketing Tracking<br \/><\/a><a href=\"https:\/\/embed-ssl.wistia.com\/deliveries\/3d62f8c15b2beab95a2c46e40c939baf51a24312\/file.mp4\" target=\"_blank\" rel=\"nofollow noopener\">PURLs<\/a><\/p>\n<p><strong>SELLING<\/strong><\/p>\n<p><a href=\"https:\/\/embed-ssl.wistia.com\/deliveries\/c8ee4c8bcf5be24fc1dba178a900a577ca26cd17\/file.mp4\" target=\"_blank\" rel=\"nofollow noopener\">Order Forms<br \/><\/a><a href=\"https:\/\/embed-ssl.wistia.com\/deliveries\/b354a6eddfe574b5117d576cd017824ad560990e\/file.mp4\" target=\"_blank\" rel=\"nofollow noopener\">Trials, Subscriptions, Coupons and Payment Plans<br \/><\/a><a href=\"https:\/\/embedwistia-a.akamaihd.net\/deliveries\/305b846db1ddb7fc016560ea684d2fa412cebc46\/file.mp4\" target=\"_blank\" rel=\"nofollow noopener\">One-click Upsells<br \/><\/a><a href=\"https:\/\/embedwistia-a.akamaihd.net\/deliveries\/f07b7132946eb9d9fca2fa2d00ef841335c535cf\/file.mp4\" target=\"_blank\" rel=\"nofollow noopener\">Task Management<\/a><\/p>\n<p><strong>ORGANISING<\/strong><\/p>\n<p><a href=\"https:\/\/embed-ssl.wistia.com\/deliveries\/d8e339b8a0986a3f0026d69db10df97c25dd2141\/file.mp4\" target=\"_blank\" rel=\"nofollow noopener\">Powerful CRM<br \/><\/a><a href=\"https:\/\/embedwistia-a.akamaihd.net\/deliveries\/3ab958f4de397689969084729671948b53b7425b\/file.mp4\" target=\"_blank\" rel=\"nofollow noopener\">Business Automation<br \/><\/a><a href=\"https:\/\/embedwistia-a.akamaihd.net\/deliveries\/fa737493d98b05674394061d5e754dd73d324122\/file.mp4\" target=\"_blank\" rel=\"nofollow noopener\">Metrics Dashboard<br \/><\/a><a href=\"https:\/\/embed-ssl.wistia.com\/deliveries\/7dd9d8f383064e1922808cd07bfd0206d27c0fd4\/file.mp4\" target=\"_blank\" rel=\"nofollow noopener\">ONTRAPORT Projects<\/a><\/p>\n<p><strong>AUTOMATION ON STEROIDS<\/strong><\/p>\n<p><a href=\"http:\/\/zapier.com\/\" target=\"_blank\" rel=\"nofollow noopener\">Zapier<\/a><br \/><a href=\"http:\/\/www.getcontentkitchen.com\/automate-business-steroids-zapier\/\" target=\"_blank\" rel=\"nofollow noopener\">Article on Zapier<\/a><\/p>\n<p><strong>RECOMMENDED READING<\/strong><\/p>\n<p><a href=\"https:\/\/ontraport.com\/tools\/blueprint\/the-ultimate-blueprint-to-email-marketing?orid=465119\" target=\"_blank\" rel=\"nofollow noopener\">The Ultimate Blueprint to Email Marketing<br \/><\/a><a href=\"http:\/\/getcontentkitchen.com\/\" target=\"_blank\" rel=\"nofollow noopener\">Content Kitchen<\/a><\/p>\n<\/p><\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Set up with ONTRAPORT: Create your ONTRAPORT Account. Create your ONTRAPORT Account. ONTRAPORT have been kind enough to provide their &quot;Certs&quot; as they call them with a special offer we can offer to our clients: ONTRAPORT Plus packageUS$147 includes 2,500 contacts, 1 user, unlimited emails and access to all features (except Custom Objects). 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