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Allow contacts to use multiple credit cards

Last updated on: November 20, 2024

It’s not uncommon for people to want to use separate credit cards for different types of purchases. In Ontraport, your customers can add multiple credit cards to their contact record by filling out an order form or by visiting the customer center in a PilotPress-enabled WordPress site. This feature not only improves the customer experience by eliminating the need to re-enter a credit card number with every purchase, but it also provides a backup payment option for subscription payments.

The ability to use multiple credit cards is available to users with Ontraport Pro accounts and above.


Managing credit cards with the customer center

If you are utilizing PilotPress with a WordPress site, the customer center will allow your customers to access their account information and edit their credit card preferences themselves. There are three ways customers can update their card info in the customer center:

  • Edit credit card info: To make edits, simply select Update Payment Info and make changes as needed.
  • Designate the card for all payments: To set a preferred credit card, select Use this Card from the Update Payment Info menu.
  • Delete a card: Contacts can delete any card in the WordPress customer center except for the default card.

To utilize this option, be sure to follow the process on connecting your WordPress site to your Ontraport account via PilotPress and then enabling the Customer Center.


Managing credit cards by updating a form

Alternatively, you can create an order form on a secure landing page and direct your contacts to the page. To make customers aware of this form, you can set up a automation map that notifies clients of an upcoming credit card expiration date and directs them to the form so they can update it.

Related university lessons

Creating an order form
Find out how to create an order form in Ontraport so you can start collecting payments online.
Storing credit card information + PCI
Ontraport safely stores your customers’ credit card data so you can run subscriptions, payment plans and manually charge your customers anytime. Here’s how it works.
Gateway setup
You need at least one payment gateway in your Ontraport account so you can process transactions. Watch this video to learn how to set up your payment gateway.
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 Pro tips

1. Changing the default credit card does not have any impact on existing payment plans or subscriptions. They continue to use the original credit card.
2. Ontraport doesn't store the actual credit card number in the contact record. It only reveals the card type, last four digits and expiration date in the publicly accessible database. Cards displayed in the Credit Cards on File section are merged for display purposes based on this data.
3. In accordance with privacy laws, Ontraport does not store the three or four digit CVV or CVC number. It is used only on the original order form and does not need to be updated when a contact receives a new credit card with the same credit card number. They can update the billing address and expiration date even if the CVV or CVC number is different on their new card.
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