Types of offers

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Become familiar with the types of offers you can create in Ontraport and how they work. Add your product, set your price, include any upsells or order bumps – and more!

In this lesson you'll learn:

How to add your products to Ontraport so you can get started selling
How to add a trial period to entice more customers
How to set up a payment plan so customers have options
How to include a coupon code option on your order forms
How to send invoices to your customers

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Transcript

Ontraport handles a lot more than one-time payments. You can offer trials, subscriptions, payment plans, adjustable quantities, coupons and charges on a later date. In this lesson, you'll see how each one works and where you set it up. An offer is everything in a transaction: the products, quantities and prices, plus how and when the customer pays. You build offers on order forms and in manual transactions, and the product settings work the same way in both. On an order form built with Ontraport Pages, hover over the order form block, click the gear icon, then choose Payment Settings. On a standalone Ontraform, choose Order form, then Payment settings. Click Add product, choose a product, and set the quantity. You can add more than one product, and you can change a product's price right on the form. Your products live under Sales, then Products. To set the payment options for a product, hover over its row and click the settings icon. A trial charges one price for a set time before the normal price kicks in. For example, one week for zero dollars, then one hundred dollars after the trial ends. To change what the trial is called on the form, open the order summary element's settings and edit the trial label field. Make the product a subscription to charge on a schedule, like one hundred dollars a month. You can bill per day, per week, every two weeks, per month, per quarter, every six months or per year. In the Invoice receipt section, choose whether customers get a receipt for every payment or only the first. A payment plan breaks the total cost into smaller payments on the same schedule options. For example, a one-hundred-dollar product could be four payments of twenty-five dollars. Click Add payment option to offer more than one plan, and your customer chooses at checkout. Let customers change the quantity, and set a default plus a minimum and a maximum per order. That's handy for things like event tickets. Offers charge right away by default. To charge on a later date, like when a course starts, click the calendar icon next to "Today's total" and pick the date. Coupon codes let customers enter a discount, and the product grid shows the new total. The field needs an order summary element. If you don't see it, edit that element and turn on Coupon code. Coupons are available on Pro and above. Your default payment gateway is added automatically. To use a different one, click Add and choose it. Each order form can have one credit card gateway. You can also add PayPal Standard alongside it, along with a PayPal page element. You can now take payment in other currencies. Turn on Multi-currency Support under your profile icon, then Administration, then Advanced Features. Then choose from the Currency dropdown. This works with Stripe only, on order forms built with Pages. The number stays the same and only the symbol changes, so double-check your price. Under Invoice receipt, pick the default template, a custom one, or no receipt at all. Taxes and shipping are set up here too, and they get their own lesson later in this section. Once an offer is set up, click Save Offer. You can then reuse that product and all its settings on other order forms or in manual transactions. It's a big time-saver for complex offers or quick phone sales. Two more ways to raise your average order: an order bump adds an extra product with a checkbox during checkout, and an upsell offers another product right after purchase with a simple Yes or No button. Each has its own lesson in the Creating order forms section. So: open a product's settings to add a trial, subscription or payment plan, set quantities and charge dates, and save the offer to reuse it. Next up: manual transactions, for charging customers and logging payments by hand.