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Martin Cogburn
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    Sales Overview

     

    Prerequisites
    • An ONTRAPORT account
    • A product to sell
    • A Payment Gateway (optional)
    • A digital file of your product (if selling a digital product)
    • A designated shipper/shipping house (if selling a physical product)
    • Optional: An integrated WordPress site
    About ONTRAPORT Sales

    The ONTRAPORT sales system is an order form based system that allows you to sell digital and physical products. Unlike a traditional shopping cart designed to encourage "shopping", ONTRAPORT's order form based system delivers a focused selling effort with only the products you have selected for the offer. You can even optionally allow customers to increase or decrease quantities of the items in the offer.

    Powerful and flexible, the ONTRAPORT sales system allows you to offer subscription products with recurring billing, single payment products, provide free trials before payment, allow for periodic payment plans, specify shipping costs, and calculate taxes by region or other criteria.

    With robust, built-in sales functionality, you have the ability to implement one-click upsell products, customer initiated updates of payment information (without requiring a PCI compliant website) and automating product delivery. ONTRAPORT supports integration of 16 Payment Gateways, including Authorize.net, Stripe, PayPal Pro and WorldPay.

    Set Up Your ONTRAPORT Sales System

    Getting Started

    1. Add a payment gateway
    2. Create an ONTRApage or an ONTRAform
      Tip: If you have an existing website and only need a form versus an entire landing page, choose ONTRAform
    3. Add an Order Form block to your ONTRApage or ONTRAform
    4. Add products to sell on your ONTRApage or ONTRAform
    5. Publish your ONTRApage or ONTRAform
    6. Automate product delivery: ONTRApage or ONTRAform
      If selling digital products, here's how to upload the digital file of your product into the File Manager

    What to do Next

    1. Test your product sale process by purchasing a product using the Dummy Gateway
    2. Customize your Collections settings
    3. Optional: Enable your Customer Center in WordPress
    4. Optional: Create and customize an invoice template
    5. Optional: Create an Upsell Form on an ONTRApage or ONTRAform, deliver Upsell products (ONTRApages or ONTRAforms) and publish your ONTRApage or ONTRAform
    6. Promote your product

     

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