Ontraport for VAs
Are you a Virtual Assistant who wants to serve Ontraport-run businesses? Or a business owner who needs their VA trained to use the Ontraport platform? If so, you've come to the right place...
Welcome to Ontraport for VAs... Beta Edition!
Ontraport Overview
Contact Database Overview
How to Create a New Contact Record
How to Read a Contact Record
Understanding Tags & Groups
How to Manage Duplicate Records
Custom Fields Overview
How to Create Custom Fields
How to Add Custom Fields to a Form
How to Add Custom Fields to OntraForms and Pages
Custom Fields - 5-Email Merge Fields
How to Search and Organize Existing Messages
How to Create a Basic Email Message
How to Create an Ontramail Email
How to Clone or Copy an Existing Email Message
Naming Your Messages
How to Send an Email to a Group of Contacts (and Cancel the Broadcast if Necessary)
Different Ways to Process Payments Using Ontraport
Accepting Payments Using Smart Forms
Accepting Payments Using OntraForms
Accepting Payments Using OntraPages
Accepting Manual Payments
How to Issue a Refund
How to Stop Recurring Payments
Resend an Invoice