Selling your products and services is the core of your business, and Ontraport provides all the tools you need to start selling online. In this article, you’ll learn how to customize payment settings to handle transactions according to your unique business needs. Whether you want to offer free trials, subscription products, payment plans or coupon codes, you can do it with order forms in Ontraport Pages.
Note, if you’re using an outside page to promote your products but want to use an Ontraport order form so that you can capture the purchase information in your Ontraport account, you’ll use an Ontraport Form instead of a form inside of Ontraport Pages.
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 the sales tab → Products → the 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 order form block in Ontraport Pages

Now that you’ve created your product listing in Ontraport, you can add it to your order form block. Here’s how.

  • Choose an existing or create a new landing page that you want to add a product to. If the page doesn’t have one already, add the appropriate elements to a block to create an order form (billing/shipping fields, credit card/paypal, order summary, and submit button).
  • Hover over the order form block then click gear icon to edit the block.
  • In the left menu, click Payment Settings.
  • 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 $0 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.  
  • Click the done button.

 

Adding tax options to your order form blocks in Ontraport Pages

  • From the product settings, make your product taxable.
  • In Payment Settings, under Taxes, click  then click from the dropdown menu.
  • Set the name and rate of your tax options. Example:

     
  • Click on the arrows button to add rules for the tax option. This allows you to choose when the tax option should be added. For example, set the rules to “if billing state is equal to California,” then the tax option will only be added to orders that are billed in California.
  • Click if you would like to tax your shipping.
  • Click the done button.
  • You can add as many tax options as you need.