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    Kickstart Kit: Sell Your Stuff

    About

     

    Kickstart Kits provide pre-built, ready to edit components to kickstart your ONTRAPORT campaigns!

     

    The Sell Your Stuff kickstart kit adds several components to help you generate sales, deliver the product and configure to the payment settings to make sure you get paid! Customize the components to fit your business, create your products and order forms, and you are ready to sell! Here's what you get:

     

    1. Five Sequences to automate the process:

      1. A product delivery Step Sequence

      2. A long term nurturing Date Sequence to keep customers engaged

      3. A "declined credit card" Step Sequence for subscription purchases

      4. A "thanks for updating your credit card" Step Sequence to confirm a successful credit card update

    2. A global Rule to add any purchaser to the long term nurturing Step Sequence

    3. Five sample email messages ready to edit within the sequences to:

      1. Provide product delivery

      2. Notify the customer their credit card was declined, and how to correct it (for one time purchasers)

      3. Notify the customer their credit card was declined, and how to correct it (for subscription purchasers)

      4. A second notice that the credit card was declined, and how to correct it (for subscription purchasers)

      5. A "thanks for updating your credit card" message to confirm the credit card has been updated

    4. Three Tasks to:

      1. Contact the customer when a credit card is declined on a one time purchase

      2. Contact the customer when a credit card is declined on a subscription purchase

      3. A reminder to remove the contact's membership access, etc. if the credit card is not updated on a subscription purchase

    How to Install This Package

    Follow these steps to install this package:

     

    1. Click the arrow in the upper right corner of your account next to your email address and click Account

      Main menu

    2. Click on the Add A Package link in the Content Packages section.

      Add a package link

    3. In the pop-up box, add the package code FjOjW8addcKqLg2 and click Confirm

    4. All of the tools have now been added to your account. Proceed to the section How to Configure This Package

    How to Configure This Package

    These step-by-step configuration instructions enable the Sell Your Stuff tools to automate your sales processes.

     

    Configure Your Payment Gateway

    1. Click on Sales in the main navigation menu in ONTRAPORT

    2. Click on Settings in the Sales menu.

    3. Click the Gateways option that appears to the right.

    4. Click New Gateway and select the Gateway. Unique instructions for the gateway you choose will appear. Follow them to get the gateway set up. Click here for general information on the gateways supported by ONTRAPORT.

       

      Note: ONTRAPORT's implementation of PayPal standard works differently from other payment gateways and does not provide for all of these features. We recommend choosing a different payment gateway as listed in this article.

    • Click Save

     

     

    Add Your Products

    1. Click on Sales and then Products in the main navigation menu.

    2. Click on the New Product button.

    3. Name your Product and select a price. Remember this price can be changed on your live order form later. You will also add any payment plans, shipping charges, etc. on the order form.

      Create a new product

    4. Click Save. Repeat this process for all your Products

     

    Create Your Order Forms

    1. To create an Order Form, go to the Contacts menu and select Smart Forms.

    2. Click on the New Smart Form button.

    3. Name the form. This is only for your reference and will not be made public. (We recommend a name that identifies the product and sales offer for easier reference later.)

    4. Click the Sell Products button. Go to the Products section of the Order Form. Click Add Products and a window will pop up. Select the product you created. Here you can change the quantity and price of the product, and add custom pricing options.

      add product pricing options

    5. If you’d like to add any additional Fields to the form, click Add Field in the form editor.

    6. On the left side of the screen, click Add Payment Method and select your Payment Gateway.

    7. Under Settings, skip the Tags and Sequences sections and go to Conditional Rules. Add a rule to run on a successful payment by clicking the Add Rule option. *

    8. Name your Rule in the space provided. We recommend significant names for your rules. Example: +Seq: Sell Your Stuff: Product Delivery (+Seq: is an abbreviation for Add to Sequence). *

    9. Under the Then Do This section, select Add Contact to Sequence. From the drop down options select the Sequence Sell Your Stuff: Product Delivery. Click Save. *

    10. Set your Thank You page. If you want to make an adjustment to the Thank You page do so in the section provided.

    11. Click Save.

    12. Place your Order Form on your website or an ONTRAPORT Landing Page.

    * Note: If you are using the standard PayPal gateway, skip these steps and use a global Rule instead, as described in this article in the section Success/Decline Rules on ONTRAPORT Order Forms (PayPal Standard).

     

    Editing the Recharge Settings

    1. Under Sales, select Settings, and then Recharge Settings. Here you can personalize what happens when a client defaults on a recurring billing payment. **

    2. Under The First Time The Transaction Fails > Run These Rules, click Add Rule. **

    3. In the drop down for Then Do This, select Add Contact to Sequence Sell Your Stuff: Declined Card (Subscription), and Save the rule. **

    4. Under If Transaction is Successful > Run These Rules, click Add Rule. **

    5. In the drop down for Then Do This select Remove Contact from Sequence Sell Your Stuff: Declined Card (Subscription). **

    6. Click Add New Action, and add the response Add Contact to Sequence Sell Your Stuff: Thanks for Updating Card and Save the rule. **

    ** Note: If you are using the standard PayPal gateway you cannot have recurring payments, payment plans or be notified when a payment fails. Read about the limitations of PayPal standard here. We recommend choosing a different payment gateway as listed in this article.

     

    Editing Sequence Content

    Please review and edit the following areas to make sure they are consistent with your business.

     

    1. Under Contacts, select Sequences.

    2. Click on the Sequence titled Sell Your Stuff: Product Delivery.

    3. You will see the current Step located within this Sequence. If you click on the red arrow on the right of the step, it will open the details of the step. Click Edit Email to edit the content of this message. Note: Please take the time to read through each email and make any adjustments you’d like.

    4. Repeat steps 1-3 for the Sell Your Stuff: Declined Card Sequences that apply to your product pricing setup (one time or subscription).

     

    FAQs

     

    • I want to charge $297 immediately and then $97 a month after that. How do I do that?

      1. When adding the product to your Order Form, select the option to Add a trial period. Set this trial period to $297 for 1 month.

      2. Next, select Make this a subscription. Set the subscription price to $97 per month. Now your customer will be charged $297 immediately, and start being billed $97/ month the following month.

    • My service is free for the first month, then I charge a $100 first time fee, and then $15 a month after that. How can I do that?

      1. When adding the product to your Order Form, select the option to Add a trial period. Set this trial period to $0 for 2 months.

      2. Next, select Make this a subscription. Set the subscription price to $15 per month.

      3. Now add another instance of the product to the Order Form. Set the price to $100, and add a trial period for $0 for 1 month. Customers will be charged nothing immediately, $100 in 1 month, and then $15/month in 2 months.

    • I’m doing a seminar in one month that costs $250 and I don’t want to actually charge them until the date of the seminar. How can I do that?

      1. Set the product price as $250.

      2. Hover over the Total field and select Charge on a later date. 

        delay-billing-date.png

    • Do you have more information on creating order forms?

      1. Click here to visit our Forum article on Order Forms.

    Note: If you are using the standard PayPal gateway you cannot have recurring payments, payment plans, trial periods or be notified when a payment fails. Read about the limitations of PayPal standard here. We recommend choosing a different payment gateway as listed in this article.

     

     

    Process Maps

     

    process-map-single-1.png
    process-map-single-2.png
    process-map-single-3.png
     

     

    Sell Your Stuff eBook

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    Comments

    • Avatar
      Christiaan Stoudt

      Are these kits free or do they cost extra?  I went to add this one and it said 0/month but then didn't show up in my account.  So I just want to make sure if it is truly free?

    • Avatar
      Frank Hagan

      Hi Christiaan - Yes the kits are free. The system allows for third party apps that will charge a monthly fee, but our Kickstart kits are $0 (free!)

      After you add one, it will show up under the "Content Packages" area: 

      kit-added.png

    • Avatar
      Christiaan Stoudt

      Thank you....

      I tried to add "FjOjW8addcKqLg2" to my account and hit confirm but nothing shows.  So it seems something is messed up when you try to install this specific kit.

      I noticed that some tags are created but nothing else.

    • Avatar
      Frank Hagan

      Not sure what happened Christiaan; I went ahead and added the kit for you. 

      If you see any other issues with it please let us know in Support by emailing us at support@ontraport.com

    • Avatar
      Frank Hagan

      I did see some duplicate messages and sequences. I corrected those as well. It looks like it was adding some material but not all at first.

    • Avatar
      Christiaan Stoudt

      Thank you....

       

    • Avatar
      Bianca Gignac

      Hi Frank - the links to more information in the PDF aren't links--sometimes that's a setting when you export out of InDesign to click include hyperlinks.

      Also - under the FAQS section, 3rd bullet scenario--it's says choose a delay start date to yes for the charge--I couldn't find where that option was until I stumbled upon  clicking "Today's Charge" and that later date appeared. Blind luck! You may want to revisit those instructions for clarity. Thanks!

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