Follow these steps to set up your products in Ontraport so you can start selling them online.
Solutions keyboard_arrow_down keyboard_arrow_up
Our Solutions
Ontraport's solutions work together to give you everything you need to run your business in one centralized, easy-to-use platform.
Sales +
CRMarrow_forward
Segment + Organizearrow_forward
Smart Pipelinesarrow_forward
Unified Contact Historyarrow_forward
Task Automationarrow_forward
Lead Scoring + Routingarrow_forward
Mobile Apparrow_forward
Trends arrow_forward
Ontraport Calendar arrow_forward
No-code Web Appsarrow_forward
Custom Objectsarrow_forward
Dynamic CMSarrow_forward
Conditional Contentarrow_forward
Membership Sitesarrow_forward
Paymentsarrow_forward
Order Formsarrow_forward
Offline Transactionsarrow_forward
Complex Offersarrow_forward
Upsells + Order bumpsarrow_forward
Decline Recoveryarrow_forward
Customer Centerarrow_forward
Referral Trackingarrow_forward
Pages + Formsarrow_forward
Drag and Drop Editorarrow_forward
Form Buildersarrow_forward
WordPress Integrationsarrow_forward
Marketing
Automationarrow_forward
Campaign Automationarrow_forward
Email + SMS Messagingarrow_forward
Email Deliverabilityarrow_forward
Tracking + Attributionarrow_forward
Facebook Custom Audiencesarrow_forward
Platformarrow_forward
API arrow_forward
Integrations arrow_forward
Security and Scalabilityarrow_forward
Industries we serve
Select your industry to see how our CRM and marketing software can support your growth
Learn more Resources keyboard_arrow_down keyboard_arrow_up
Pricing Chat Resources
Find free content on the latest marketing strategies, using Ontraport in your business, and finding the right software.
Visit the blog Research and Education
Bootcamp
Coursearrow_forward
Attend a hands-on training course designed to give users a solid foundation of software skills and marketing strategy.
Expert Certification
Coursearrow_forward
A course for business owners and marketing professionals wanting to support our mutual clients. Learn advanced marketing strategies and get exclusive perks.
Ontraport
Blogarrow_forward
Browse a collection of articles on marketing automation, email marketing, CRM, membership sites and more.
Step-by-Step
Templatesarrow_forward
Implement proven marketing processes with our easy-to-follow worksheets and checklists.
In-Depth
Guidesarrow_forward
Download our best-practice guides, complete with data-driven insights and tactics to help you optimize your marketing.
Podcastarrow_forward
Listen in as Ontraport CEO Landon Ray talks with with a star-studded cast of entrepreneurs, marketers and thought leaders.
Marketing
Blueprintsarrow_forward
Learn everything you need to know to develop fundamental marketing strategies with our digital handbooks.
Using Ontraport in Your Business
Software
Comparisonsarrow_forward
See if Ontraport is the right fit for you — compare the top marketing automation and CRM software on the market.
Setup Wizards
Libraryarrow_forward
Our Setup Wizards walk you through the steps to customize and launch a marketing campaign for your business in minutes.
Get the
Factsarrow_forward
View the most frequently asked questions about Ontraport so you can get clarity and feel confident in your buying decision.
Feature Use
Casesarrow_forward
See exactly what you can do with Ontraport, and learn how you can personalize it to perform your specific needs.
Calculate Your
ROIarrow_forward
Get an honest estimate of the return you can expect from an investment in Ontraport's software.
Exploring
Ontraportarrow_forward
Take a guided tour through the five phases of the customer lifecycle in a simulated business powered by Ontraport.
Try our free interactive customer portal demo!
Want to offer the convenient, self-service experiences your customers are looking for? Check out this free demo to see what you can create in Ontraport without code or developers.
Want to offer the convenient, self-service experiences your customers want?
Check out this free customer portal demo to see what you can build in Ontraport without code or developers.
Home > Ontraport for payments > Creating order forms > Setting up products
Home > Creating order forms > Setting up products
Setting up products
You'll learn:
- How to create a new product in Ontraport
- How to add a product to an order form
- Where to edit a product’s details once it’s in your account
- Tips for creating special pricing offers
Matthew Bixby
Setting up products
Follow these steps to set up your products in Ontraport so you can start selling them online.
- How to create a new product in Ontraport
- How to add a product to an order form
- Where to edit a product’s details once it’s in your account
- Tips for creating special pricing offers
Course Instructor
Matthew Bixby
Related resources
[Block//Author//First Name] [Block//Author//Last Name] on [Block//Date Added %F j, Y g:i a%+0d0h0m]
[Block//Comment]
Transcript
Products are, well, the things you sell and they’re really easy to set up in Ontraport. In this video, I’ll give you a brief tour of your Products collection and show you have to add products so you can sell them. There are actually two places in Ontraport where you can add products, so I’ll show you both.
First let’s look at your Products collection. Go to Sales, and then Products. If you’ve been watching our other lessons, this screen should look really familiar by now. It’s similar to your Contacts collection, or Pages, or Messages or any other collection – but this one has your products in it.
From here you can see info like the quantity purchased and revenue generated. You can also create products from this screen.
Click add New Product. Add your product’s public name. That’s whatever name you want your customers to see on your order forms and invoices.
Right here, add the price for your product. This is just a default price; you’re not locked in if there are different prices you’d like to charge in different situations. You’re able to change it on each order form or when you create a manual order.
After you add the price, you have the option of adding an internal name for your product. This name won’t be displayed to your customers. You can also add a SKU if you want, which is usually used to organize things in your accounting software later. Then click Save.
That’s really all there is to it.
The other place to add a new product is right on the order form that you’ll use to take payment online. So, let’s go see how that’s done.
First we’ll open a Page that has an order form on it. To learn how to set this up, we have another video called Creating an Order form, which we’ll link below this video.
Click on the order summer and you’ll see this “Add/Edit Product” link.
Click “Add Product” and you’ll get to the product grid where you can set up all the details of your order form.
You can add products you’ve already set up from this dropdown – see, I can grab the turtle multivitamins. Or click “Add New Product” from the top of the dropdown. Put your product’s name here. I’ll add “Cone of Shame.”
Hit “Save and Edit” to go to your product settings that we saw a minute ago. Or click “Save as Draft” to save a product with a specific name and add it to your order form. You can always go back to your Product collection to add in the rest of your info about this product. In other words, you can edit your product details from either inside your Product collection or right here from the order form.
As I mentioned, while you do enter a price when creating a new product, it’s not a hard and fast price. You can edit the price of a product any time you use it on an order form, or in a manual transaction.
So let’s say you regularly sell access to your vet membership site for $100 per month, but you want to create a special order form to allow turtle owner clients to sign up for $80 a month. You know, so you can build up your turtle client base. You’d use the exact same product but you’d edit the price on your turtle owner discount order form, like this.
So that’s really all there is to adding products in Ontraport.
We just covered the different ways you can create a new product and how to add that product to your order forms – critical parts of selling products online!
Coming up, I’ll talk about a great way to increase your average order value – order bumps!
First let’s look at your Products collection. Go to Sales, and then Products. If you’ve been watching our other lessons, this screen should look really familiar by now. It’s similar to your Contacts collection, or Pages, or Messages or any other collection – but this one has your products in it.
From here you can see info like the quantity purchased and revenue generated. You can also create products from this screen.
Click add New Product. Add your product’s public name. That’s whatever name you want your customers to see on your order forms and invoices.
Right here, add the price for your product. This is just a default price; you’re not locked in if there are different prices you’d like to charge in different situations. You’re able to change it on each order form or when you create a manual order.
After you add the price, you have the option of adding an internal name for your product. This name won’t be displayed to your customers. You can also add a SKU if you want, which is usually used to organize things in your accounting software later. Then click Save.
That’s really all there is to it.
The other place to add a new product is right on the order form that you’ll use to take payment online. So, let’s go see how that’s done.
First we’ll open a Page that has an order form on it. To learn how to set this up, we have another video called Creating an Order form, which we’ll link below this video.
Click on the order summer and you’ll see this “Add/Edit Product” link.
Click “Add Product” and you’ll get to the product grid where you can set up all the details of your order form.
You can add products you’ve already set up from this dropdown – see, I can grab the turtle multivitamins. Or click “Add New Product” from the top of the dropdown. Put your product’s name here. I’ll add “Cone of Shame.”
Hit “Save and Edit” to go to your product settings that we saw a minute ago. Or click “Save as Draft” to save a product with a specific name and add it to your order form. You can always go back to your Product collection to add in the rest of your info about this product. In other words, you can edit your product details from either inside your Product collection or right here from the order form.
As I mentioned, while you do enter a price when creating a new product, it’s not a hard and fast price. You can edit the price of a product any time you use it on an order form, or in a manual transaction.
So let’s say you regularly sell access to your vet membership site for $100 per month, but you want to create a special order form to allow turtle owner clients to sign up for $80 a month. You know, so you can build up your turtle client base. You’d use the exact same product but you’d edit the price on your turtle owner discount order form, like this.
So that’s really all there is to adding products in Ontraport.
We just covered the different ways you can create a new product and how to add that product to your order forms – critical parts of selling products online!
Coming up, I’ll talk about a great way to increase your average order value – order bumps!
settings
Turn your business on with Ontraport.