Selling your products and services is the core of your business, and Ontraport provides all the tools you need to sell online. In this article, you’ll learn how to set up your products and order forms and how to customize your payment options (such as free trials, subscriptions, payment plans and coupons) to fit your needs.

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


Order Form Setup

Follow these steps to set up the essential settings in your order forms. Once this is completed, you can customize your product with additional payment options.

To create a product

The first step of selling is creating a product in Ontraport. This allows you to easily select your product on order forms and on your campaign elements.

  • Go to Products.
  • Name your product.
  • Add the price. You can change this price on your order forms, and select other payment options such as payment plans or subscriptions.
  • Click .

To access your product settings

Now that you’ve created your product listing in Ontraport, you can add it to your order form block. You have two different order form options:

  • An order form on an Ontraport Page (recommended) – In most cases you’ll want this option. It lets you build an entire landing page around your order form.
  • An order form on an Ontraport Form – Use this option if you need to embed an Ontraport Order Form into a third party site or if you require a pop-up form.

Both types of order forms are set up in the exact same way — the only difference is how you get to your product settings:

Ontraport Page product settings:

Ontraport Form product settings:

  • Choose an existing or create a new form that you want to add a product to. If your Ontraport Form doesn’t have an order form block already, you can click + Add BlockOrder Form and select your template.
  • From your “blocks on this form” list, click Order FormPayment settings.

Then you’ll be brought to your product and payment settings.

To add your product

  • Click + Add Product, and select your product from the dropdown list.
  • Set a quantity for this product (this is the amount of the product being sold).

Note, you can edit the price of your product on your order form.

To confirm your payment gateway

  1. Your default payment gateway will be automatically added to your order form. If you’d like to change your gateway, click  and select another gateway. If you haven’t set up a gateway before, follow these steps.
    1. You can only add one credit card payment gateway per order form. However you can add a PayPal Standard gateway in addition to your credit card gateway to allow your customers to choose to pay with a card or with their PayPal account.

To send proof of payment

The invoice template dropdown allows you to choose if you’d like to send proof of payment to your customer when they purchase and select which invoice template you’d like to use.

  1. In the “Invoice” section, click the dropdown and select a default invoice, a custom invoice or choose to not send an invoice.

To collect tax (optional)

If your products are taxable, you can collect sales tax directly from your forms. When you collect taxes for your products, you can set one tax rate, or you can set up conditions to charge different rates based on your customer’s location.

  • Toggle the tax option on — .
  • Your “Taxes” section will appear, then click .
  • Select a tax rate from the dropdown list.

If you’ve never set up a tax type, you can click + New Tax Type at the top of your dropdown or follow these steps:

  • Go to SettingsTaxes.
  • Click .
  • Name your tax type — this name will show on your order form.
  • Add a rate.
  • Click .


To add tax conditions (optional)

If you’d like to charge different tax rates based on your customer’s location, you can add conditions to your tax rates. You can add as many tax options as you need.

  • After you’ve added a tax type to your order form, click Add under “conditions.”
  • Click + Add New Condition.
  • Choose a contact field, condition, and value, such as “State equal to California.”
    1. You can click + Add New Condition again to make your condition more specific, such as “State equal to California” AND “Billing Zip equal to 93111.”
  • Click .

Payment Options

Your order forms allow you to set up different payment options such as adding a payment plan, trial period, create a subscription or allow your customers to use a coupon code. To access those settings, hover over your product row and click .

Add a trial period

This allows you to offer a product with a trial period, such as one week for $0 and $100 after the trial ends.

Make this product a subscription

This allows you to set up a product with recurring payments, such as $100 per month.

  1. In the Invoice section, you have the option to send an invoice for every recurring payment, or toggle the option off to only send an invoice for the first purchase.

Offer a payment plan

This allows you to break up the total cost of your product or service into multiple payments, such as four payments of $25 to purchase a $100 product.

  1. Click + Add payment option to add multiple payment options. This lets your customers choose which option they’d like to use when they purchase, such as four $25 monthly payments or a one time payment of $100.
  2. In the Invoice section, you have the option to send an invoice for every recurring payment, or toggle the option off to only send an invoice for the first purchase.

Allow buyers 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.

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.

  1. If you do not see your coupon code on your order form, edit your order summary element settings, and make sure “Coupon code” is toggled .

Charge on a later date

This allows you to enter the date you’d like all charges to process on. Click  next to “Today’s total” and pick the date you’d like to process the transaction.

To remove an item

This allows you to remove a product from the order form.


Selling physical products

If you sell physical products, you can follow these steps to set up your packing slips and shipping settings, and add your products to your packing slips. You can manage your shipping process with these automatically generated assets:

  • Packing slips are unique PDFs listing each item in each order.
  • Fulfillment lists are CSV files of all the physical products ordered within a specific timeframe. You can use the CSV to print out shipping labels for your orders.

To set up your packing slips

Setting up your packing slips and shipping settings is the first thing you do. This only needs to be set up once.

  • Go to SettingsShipping Settings/ Packing Slips.
  • Add your contact information into the contact details section.
    1. This information is printed on the bottom of your packing slips to give your customers an easy way to reach out to you if there are any issues with their order.
  • Select how often you’d like your packing slips to be emailed to your shipper.
    1. Information for the physical products purchased in this timeframe will be collected and sent at the same time.
  • Click  in the “Notifications” section to add an email address to send your packing slips and fulfillment lists.
    1. You can send your packing slips to anyone who handles your shipping, such as a fulfillment house or a team member, and you can add as many notifications as you’d like.
  • Click .

Add to shipping/packing slip

This setting generates a packing slip when your product is purchased. You should select this option for every physical product you sell.

  1. Hover over your product row and click Add to shipping/packing slip.


To charge for shipping (optional)

You can charge for shipping costs by setting up your shipping types and adding them on your order form. When you charge for shipping on your products, you can set one shipping rate, or you can set up conditions to charge different rates based on your customer’s location.

  1. Click  in your shipping section and select a shipping method from your dropdown list.

If you’ve never set up a shipping method before, you can click + New shipping type at the top of your dropdown or follow these steps:

  • Go to SettingsShipping Methods.
  • Click .
  • Name your shipping method — this name will show on your order form.
  • Add a price.
  • Click .

To add shipping conditions (optional)

If you’d like to charge different shipping rates based on your customer’s location, you can add conditions to your shipping methods. You can add as many shipping options as you need. Here’s how:

  • After you’ve added a tax type to your order form, click Add under “conditions.”
  • Click + Add New Condition.
  • Choose a contact field, condition, and value, such as “State equal to California.”
    1. You can click +Add New Condition again to make your condition more specific, such as “State equal to California” AND “Billing Zip equal to 93111.”
  • Click .

To view shipped packages

View and download information about your shipped packages, such as packing slips for each customer and .CSV files for your shipping fulfillment lists.

  • Go to SettingsShipped Packages.
  • Select a contact and click:
    1. Download PDF to download the contact’s packing slip.
    2. Download CSV to download the shipping fulfillment list.

To view shipping fulfillment runs

You can view and download the packing slips of products purchased on a certain date.

  • Go to SettingsShipping Fulfillment Runs.
  • Select a date and click Download.