To start selling your products and services online with Ontraport, you’ll need to set up a way for customers to place their orders. If your web pages are built with WordPress or any other non-Ontraport landing page builder, you can sell online by creating an Ontraport Order Form.

Additionally, if you use Ontraport Pages but want an order form to pop up as a lightbox on the page, use Ontraport Forms to create the order form to then embed into your Ontraport Pages.

In this article, you’ll learn how to configure your settings for payment, taxes, shipping and more to ensure your ecommerce process runs smoothly.

Order forms are available to users with Ontraport Plus accounts and above.

Steps


Creating a product

In order to sell a product and receive payment for it, you first need to add the product to your Ontraport account by creating a listing for it. This allows you to name and price your product so that it can be used throughout different areas of your account. Products can be either physical, digital or both.

  • Go to Sales > Products > the green new product button.
  • Name your product and set a price. The price can be adjusted based on different payment settings you choose to offer, such as a payment plan that spreads your original price across three payment increments.
  • Click the blue save button.

Adding a product to your Ontraport Forms order form

  • Choose an existing or create a new Ontraport Form that you want to add a product to. If the form doesn’t have one already, add an order form block.
  • In the left menu, click on the order form block and then click the payment settings button.
  • Click Add/Edit Products then click into the Item field to select your product.
  • Set a quantity for this product (this is the amount of the product being sold).
  • Choose whether you want the product to be taxable.
  • When you hover over the product row, you’ll see a menu pop up on the right end of the row. Here you can choose to:
    1. Add a trial period: This allows you to offer a product with a trial period (e.g., one week for $9.99 and $100 thereafter). When a contact fills out the order form, the trial price will charge initially, and then the full price will charge after the trial period expires.
    2. Make this a subscription: This is where you set up a product with recurring payments (e.g., $100 per month).

    3. Offer a payment plan: This allows you to break up the total cost of your product or service into multiple payments (e.g., one payment of $275 or three payments of $25 per month).

    4. Allow buyer to change quantity: This allows customers to change the amount of product they purchase from you on the form. Enter the default quantity and minimum/maximum allowed per order.

    5. Add to shipping/packing slip: This is for physical products that need to be shipped. Once complete, the product will show a small truck icon next to it in the product grid. This option is required for any shipping rates you configure to appear on your product grid.

    6. Insert coupon code: This allows customers to enter a coupon code for a discount. Once complete, the product grid will show the amount discounted from the total and a new total price.
    7. Charge on a later date: This allows you to enter the date you’d like all charges to process on. Hover over total to select this option.

    8. Remove this item: This allows you to remove a product from the order form.
  • If you have multiple products and want to rearrange the order, hover over the individual products. To the left of the name you’ll see arrows. Use those arrows to change product positioning.
  • Click .

Add shipping, payment gateway, taxes and invoice templates

Below the products in the order form block, you’ll set your preferences for the additional sales settings.

  • If you ship physical products, you can configure your shipping rates with the following steps:
    1. Click   and enter a name and price for your shipping type.
    2. Add rules that declare when each shipping type is charged based on field values.
    3. Select whether or not you’d like to charge shipping each time on recurring orders.
  • Click  from the product grid in the palette. Use the dropdown to select a payment gateway integrated with Ontraport.
  • Click if you have set one or more of your products as taxable in the product settings.  If your product is a subscription, each recurring payment will also include tax.
    1. Click .
    2. Click Tax Name to add the name, then click Rate to enter your tax rate percentage.
    3. Click  if you would like your shipping to be taxed.
    4. Click if you would like to set up tax rules. This allows you to choose when the tax option should be added. This is useful if the cost of shipping depends on location.
      • Add a contact field, condition, and value for each tax rule you add. The fields that you can use on your rule are the fields on your order form.
      • Clickif you would like to make your rules more specific by using multiple conditions.
  • Click.
  • Select Invoice Template (optional): Use the dropdown to select the invoice template customers will receive after purchasing.
    1. To send an invoice to the customer with each subsequent payment on a payment plan or subscription check this box: .