23 min of content
Home > Ontraport for payments > Setup and orientation
SUMMARY
Setup and orientation
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4 lessons
Get familiar with Ontraport’s payment tools and connect your payment gateway so you can start selling your products right away.
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SECTION OVERVIEW
Lessons for Setup and orientation
You need at least one payment gateway in your Ontraport account so you can process transactions. Watch this video to learn how to set up your payment gateway.
You'll learn
- How to configure your payment gateway settings
- How to seamlessly connect your gateway to Ontraport
- How setting up default gateways can save you time when logging transactions
- The quick way to set up your currency
- How to test your order forms and automations with a dummy gateway
Learn the differences between purchases, transactions and open orders and where to find them in your Ontraport account so you can manage your payment processing with ease.
You'll learn
- How to log and organize transactions in your account
- How to view customers’ purchase histories
- How to make quick changes to your customers’ open orders
- How to use sales reports to gauge how your products are performing
Ontraport safely stores your customers’ credit card data so you can run subscriptions, payment plans and manually charge your customers anytime. Here’s how it works.
You'll learn
- How Ontraport keeps your data safe
- The importance of PCI compliance and how it benefits your business
- Simple tips for keeping your customers’ info secure
Learn how to make your own coupon codes in a few easy steps so you can reward your loyal customers and entice new leads to buy from you.
You'll learn
- When to use personal coupons versus group coupons
- How to create your first coupon code
- How to get your coupons into your customers’ hands
- How to set up your system to make it coupon-friendly
Features