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Martin Cogburn
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    Delivering Products to Customers

    Prerequisites

    Introduction

    When someone purchases a Product from you, whether physical or digital, those products need to be delivered to the customer. There are different steps to take depending on what kind of products you’re selling and how you want to handle delivery.

     

    Product delivery is ideally handled and automated by a Step Sequence as soon as a customer clicks the purchase button on your order form. You need to create one product delivery Sequence for each product or bundle of products you're selling. The setup of these Step Sequences varies and depends on whether or not you’re selling a digital or physical product and the volume of sales you’re expecting to make on that product. Below is a setup process for each scenario.

    Start Here: Create a Product Delivery Sequence (Digital and Physical Products)

    No matter whether you’re selling digital or physical products and regardless of how you intend to fulfill your orders for physical products, you’ll start the product delivery process by creating your product delivery Sequence. This Sequence will automatically deliver access to the products that you’re selling through your order forms for both digital and physical products and sends a task or fulfillment list to whomever will be shipping the products for you while following up with your customers in the manner you wish to do so. Follow the step below and then move on to the section that defines your product and sales volume for the rest of the setup process

     

    How to create a product delivery Sequence

    1. Go to the Navigation bar > Contacts menu > Sequences
    2. Create a Step Sequence
    3. Name the Sequence and include the name of the product in the title
    4. Find the section below that matches your product type and continue there
      1. Digital product
        1. Digital product w/ a download in an email
        2. Digital product w/ a download on a web page
        3. Digital product w/ a download on a WordPress page
      2. Physical Product
        1. Physical product w/ a low volume of sales
        2. Physical product w/ a high volume of sales

    Selling a Digital Product

    Product download in email

    1. Upload the digital file of your product(s) into the File Manager

    2. Grab the Download Link once the file is uploaded

    3. Add an email step into the product delivery Sequence

    4. Set the Email Step to fire immediately
    5. Paste the Download Link into the email

      1. IMPORTANT: be sure to hyperlink the download link

    6. Save the Email

    7. Save the Sequence

    8. Add a rule to the Order Form for this product(s) that fires if the payment is processed successfully

      1. Set the rule to add the contact to the product delivery Sequence

    9. Save the Rule

    10. Save the Order Form

    Product download on web page

    1. Upload the digital file of your product(s) into the File Manager

    2. Grab the Download Link once the file is uploaded

    3. Create a new Landing Page or page in WordPress

    4. Place the download link on the page

      1. IMPORTANT: be sure to hyperlink the download link

    5. Save the page

    6. Create an email in the Messages collection
    7. Add an email step into the product delivery Sequence
    8. Set the Email to fire immediately
    9. Place a link in this email that links to the landing page or WordPress page created in steps 3 - 5
    10. Save the Sequence

    11. Add a rule to the order form for this product(s) that fires if the payment is processed successfully

      1. Set the rule to subscribe the contact to the product delivery Sequence

    12. Save the rule

    13. Save the order form

    Advanced: Product download on protected WordPress page

    1. Upload the digital file of your product(s) into the File Manager

    2. Grab the Download Link once the file is uploaded

    3. Create a new page in your WordPress site

    4. Place the Download Link on the page

      1. IMPORTANT: be sure to hyperlink the download link on your page

    5. Protect the page with a Membership Level

    6. Save the WordPress page

    7. Add an email step into the product delivery Sequence
    8. Set the Email to fire immediately
    9. Place a link in this email that links to the WordPress page containing your download link (created in steps 3 - 6)
    10. Add the Merge Fields for username and password for the WordPress site you’ll be sending customers to when they purchase your product

    11. Save the Email
    12. Save the Sequence

    13. Add a rule to the Order Form for this Product(s) that fires if the payment is processed successfully

      1. Set the rule to add access for the contact to the WordPress membership for the secure page

      2. Set the same rule to subscribe the contacts to the product delivery Sequence

    14. Save the Rule

    15. Save the Order Form

    Selling a Physical Product

    ONTRAPORT can supply packing slips in PDF format and a fulfillment list in CSV format for all of your physical product shipments. Many fulfillment houses can use these files as is for physical product fulfillment. See our Shipping Managerexternal link article for more information.

    How to Test Your Product Delivery Automation

    After you’ve set up your product delivery process using one of the above methods, it’s time to test your sales process before launching. There are 2 things you’ll need to test:

     

    • Using a LIVE Payment Gateway, test the payment processing components of your sales process

    • Using a Dummy Gateway, test the product delivery automation system you’ve implemented in ONTRAPORT

     

    *If you’re selling a physical Product, be sure to tweak Tasks/Fulfillment Steps on your product delivery Sequence to send out to your email address immediately.

    1) Test your payment processing using a live gateway

    1. Change the price of your Product to $1/1€ (or the equivalent thereof in your nation’s currency) for the duration of this test.

    2. Publish your Order Form on its own page

      1. Click the Publish My Form button

      2. Select the Host My Form option

      3. Copy the Form URL to your clipboard and paste it into a new tab in your internet browser

    3. Fill out the Order Form with an email address that you own along with valid Credit Card information

      1. Perform one test for a successful purchase - enter valid, up-to-date credit card details into the Order Form

      2. Perform one test for an unsuccessful purchase - Enter invalid or expired credit card details into the Order Form

    Check the following items

    • As the customer

      • For a successful purchase, did you receive the invoice for the product you purchased in your email inbox? You’ll receive the invoice at the email address used on the order form.

      • For an unsuccessful purchase, did a window pop up on the Order Form notifying you of a failed transaction?

      • For an unsuccessful purchase, did you receive an automated email from the vendor (you) informing you of a failed transaction? This will only happen if you’ve created a Credit Card Decline/Failed Transaction Sequence (optional).

    • As the vendor

      • For a successful purchase, did the payment show up in your Payment Gateway/Merchant Account? If not, you may have entered improper credentials when integrating your Payment Gateway with ONTRAPORT.

      • Was your customer Contact added to your Contacts in ONTRAPORT?

    2) Test your product delivery process using a dummy gateway

    1. On your Order Form, select the Dummy Gateway as your Payment Gateway for the duration of the test

    2. Publish your Order Form on its own page

      1. Click the Publish My Form button

      2. Select the Host My Form option

      3. Copy the Form URL to your clipboard and paste it into a new tab in your internet browser

    3. Fill out the Order Form with an email address that you own along with the credit card information designated by the Dummy Gateway (see below)

      1. Perform one test for a successful purchase - enter the Credit Card number 4 111111111111111 (that’s a 4 with fifteen 1s after it). Then, enter any future value for the expiration date and three digit ccv number and submit the Order Form.

      2. Perform one test for an unsuccessful purchase - Enter false credit card information into the Order Form (any number other than 4111111111111111)

    Check the following items

    • As the customer

      • For a successful purchase, did you receive the invoice for the product you purchased in your email inbox? You’ll receive the invoice at the email address used on the Order Form.

      • For the successful purchase of a digital product, did you receive an email containing the download link? Were you able to download the product successfully?

      • For the successful purchase of a physical product, did you receive a confirmation email, notifying you of a successful purchase and that your item will be shipped (optional)?

    • As the vendor

      • Was your customer Contact added to the proper successful/declined transaction Sequences?

      • For the successful purchase of a physical product, did you receive a Task/Fulfillment Step email containing the customer shipping information? If you are using a Fulfillment Step, you may need to set it to send the email

      • Was your customer Contact added to the proper successful/declined transaction Sequences

    Have more questions? Submit a request

    Comments

    • Avatar
      Amy Turner

      There's one problem with doing the "Advanced: Product download on protected WordPress page" option and that is that to protect the Wordpress page, you have to create a new membership for every single product that you don't want associated with another membership level.  For example, if I have a bunch of content that is available to Membership Level A for $500, but product X for $25 is available for purchase to the public and I want to protect it on my site, but don't want to include it with Membership A's other content, I have to create a new membership level for just that product.  If you multiply this by all your unrelated products, you get a lot of membership levels.  This isn't ideal, though it would be okay, except for the fact that you can't organize Membership Levels in any way.  So, to have many means it gets a bit unruly.  Either it would be great if you could simply protect a product directly in Ontraport, OR you could sort or group Membership Levels to keep them organized.

    • Avatar
      Julia Carol

      I have a physical product (a book) to sell...  How do I add a shipping price to the cost of the book?  Or do I need to just pick a shipping cost no matter where it's going to... and add it in to the price of the book?

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