Ecommerce
With Ontraport, you can sell both digital and physical products using order forms on your website and securely process transactions through integration with the most trusted payment gateways. Offer a variety of payment types, including subscriptions and payment plans, as well as coupon codes, one-click upsells and order bumps. Plus, seamlessly manage post-purchase processes, such as refunds, collections and declined or expired credit cards.
Collecting Payments
- Ecommerce OverviewOntraport’s ecommerce suite allows you to sell both digital and physical products online through an order form-based system. You can offer a variety of products and inventory, enable subscriptions and payment plans, and coordinate with your fulfillment team to ensure a streamlined process.
- Integrating Payment GatewaysIntegrate with a payment gateway to allow money to flow securely to and from your ecommerce business’s bank account.
- Configure Payment Settings on an Ontraport Page Order FormSelling your products and services is the core of your business, and Ontraport provides all the tools you need to start selling online. Here's how to customize payment settings to handle transactions according to your unique business needs.
- Configure Payment Settings on an Ontraport FormTo start selling your products and services online with Ontraport, you’ll need to set up a way for customers to place their orders. Learn how to configure your settings for payment, taxes, shipping and more to ensure your ecommerce process runs smoothly.
- Log and Charge Transactions ManuallyCollecting most purchases and payments will be handled automatically through your campaign and forms in Ontraport. There are, however, times when you will want to manually handle a payment. Here’s how you can log and charge transactions manually in a contact record in Ontraport.
- Create a Custom Invoice TemplateOntraport’s invoice templates enable you to brand and personalize the invoices you send to your customers. Here’s how to access and set up invoice templates in Ontraport.
- Allow Contacts to Use Multiple Credit CardsIt’s not uncommon for people to want to use separate credit cards for different types of purchases. Here’s how 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.
- Create and Send Coupon CodesOntraport’s coupon codes are a powerful sales tool to increase engagement and stimulate sales. Here’s how you can create coupon codes in Ontraport and deliver them via email, SMS or postcards.
Managing Transactions
- Manage Existing TransactionsIn your Ontraport account, there are many options for managing existing transactions. While Ontraport automatically manages transactions, sometimes you need to manually intervene. Here’s how to manage contacts’ transactions in the purchases tab of the contact record.
- Manage Open Orders for Subscription PlansIf you offer a subscription plan with Ontraport, you can make individual updates to customers’ subscription plans through their contact records.
- Manage Credit Card Collections and RechargesIf your business offers subscription products or payment programs, the recurring payments should run smoothly without your intervention, even when the customer’s credit card fails. To make this possible, Ontraport has a discrete built-in system for managing credit card collections and recharges.
- Suspend Membership After Payment FailureAutomating the actions taken when a customer payment fails greatly reduces errors as well as the time required to successfully collect payment due. Here’s how to install a campaign that suspends customers’ access levels until they pay, at which time they are automatically reinstated.
Sales Reports and Ecommerce Tracking
- Sales ReportsLearn how to monitor your company’s sales performance with sales reports so that you can pinpoint strengths and weaknesses, optimize your sales processes, and make projections for future results.
- Integrate Ontraport With Google AnalyticsLearn how to integrate your Ontraport account with Google Analytics to collect and analyze purchase activity data from your ecommerce site.
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