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Rochelle Yoshida
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    Create an Order Form in ONTRApages

     

    About ONTRAPORT Order Forms

    ONTRAPORT Order Forms allow your customer to purchase your products or services. Each Order Form allows you to select exactly which Product(s) will be purchased when the form is filled out. After an Order Form is created, create a Campaign to deliver products for successful transactions and manage communications for failed transactions.

    Get Started
    1. Navigate to Pages. Click the + New Landing Page button
    2. Select + Create New in the ONTRApages icon
    3. Choose whether you'd like to use a Template or a blank page.

    • To use a Template, click View by Type and select Sales Page in the Palette to show ONTRApages with Order Form Blocks included

    • To start from a blank page, choose start from scratch and insert an Order form block. Hover over the Canvas and select Add Block where you would like to insert the Order Form Block. Select the Order Form filter in the Palette and choose an Order Form block you like.

    Add Order Form Block to ONTRAform

    Setup the Order Form
    1. Ensure you are in the Order Form block by clicking on it from the Palette

    2. From the Palette, click Product Grid or Payment Settings. Alternatively, you can click the Edit button in the product information section from the Canvas.

    3. The product grid appears which is where you can add products, shipping rates, payment methods, taxes and invoices to send for this order.



    4. Add products and setup payment structure. Click the Add / Edit Products button.



    5. From the Canvas, select the items you'd like to sell on your Order Form by using the dropdown under the item column. Add multiple items by clicking the + Add Row button.

      • If the item hasn't been created, select the + Create New from the dropdown menu. Type in the item (product) name, press tab and submit the quantity and price.

      • Hover to the right of each item and select from the options

      • Add a Trial period: To offer a product with a trial period (e.g., 1 week for $9.99 and $197 thereafter) adjust the settings.
      • Make this a subscription: To offer a product with a continuous, recurring payments (e.g., $97 per month), adjust these settings.
      • Offer a payment plan: To offer payment plans (e.g., one payment of $497 or 3 payments of $199 per month), adjust these settings. Tip: Offer multiple payment plans by clicking the + Add payment option link in the product grid.
      • Allow buyer to change quantity: To allow customers to change quantities of items on the order form. select this option. Enter the default quantity, minimum and maximum allowed per order. The product grid will show an up/down arrow next to the quantity of the item so customers can tick the arrows up or down.
      • Add to shipping/packing slip: For products that need to be shipped, select this option. Once complete, the product will show a small truck icon next to it in the product grid.
      • Insert Coupon Code: To enable customers to enter a Coupon Code for a discount, select this option. Once complete, the product grid will show a row for Coupon Code.
      • Remove this item: To remove a product from the order form, hover over the item row and select this setting. The item will disappear from the product grid.
      • Charge on a later date: To charge all items on the order form on a later date, hover over the "Total" column and enter the date you'd like all charges to go through on. To remove this item, hover right and select remove charge on later date.

    6. Move items into your preferred order by hovering left and clicking the arrows.

    7. When finished adding items and payment structures, click Done.

      product options in the product grid

      For detailed information on payment structures, please see this article.

    Add Shipping, Payment Gateway, Taxes and Invoice Templates
    1. Add Shipping methods (optional): To set shipping rates for products, click + Add Shipping Method in the Palette. See this article for detailed information about adding shipping methods.
      • Enter a name and price of your shipping type
      • Add rules that declare when each shipping type is charged based on field values.
      • Select whether or not you’d like to charge shipping each time on recurring orders.

    2. Click + Add A Payment Method from the Product Grid in the Palette. Use the dropdown to select a payment gateway integrated with ONTRAPORT. When compatible, you can select PayPal as well as any other credit card gateway (single purchase orders only).
      add payment method

    3. Click + Add A Tax Option from the Palette if you want to add taxes to the order. See this article to learn how to add taxes.



    4. Select Invoice Template (optional): Use the pulldown to select the invoice template customers will receive after purchasing. To create custom invoice templates, see this article.



    5. To send an invoice to the customer with each subsequent payment on a Payment Plan or Subscription check the Send invoices for every recurring payment checkbox. You can also toggle this option individually in the Contact Record.
    Advanced Settings on Order Forms

    ONTRAPORT Order Forms have five options in the Advanced settings section. The default setting for all of these options is unchecked. 

    Advanced Settings in Order Forms

    Override email address and merge with cookie data - This setting overrides the default setting to merge all data based on the email address and instead use the cookie data stored in their browser. This is commonly used on regular opt in forms to allow the Contact to update their email address

    Pass CGI variables to Landing/Thank you page - Usually used in third party applications or by developers, this setting sends the values in the form in a format that can be read by programming languages or applications. 

    Send Google Ecommerce Tracking Parameters to Landing/Thank You Page - When enabled ONTRAPORT passes the parameters needed by Google's ecommerce tracking to the Thank You page. See Google Analytics Ecommerce Tracking for more information. 

    If charge is successful, then use this card for all transactions in collections - When a credit card payment fails the order is sent to the Collections and Recharge Settings process.  Your customer can update the credit card to be used in the Customer Center of an integrated WordPress website or by using an order form. Check this box if you are using an order form to update the credit card details for orders in collections.

    If charge is successful, also update all open orders with this card - This option will force a mass update of all open orders - subscriptions and payment plans - to use the card entered instead of the card originally used for the order. This can be handy when a customer needs to change the credit card for all of their orders. 

     

     

    Next Step: Automate What Happens after an Order Form is submitted

    Note: If you are using an order form to allow Contacts to update their credit cards, please see the proper ways to do this in Collections / Recharge Settings.

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