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Martin Cogburn
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    Delivering Products to Customers

    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 Campaign as soon as a customer clicks the purchase button on your order form. You need to add elements to a Campaign for each product or bundle of products you're selling. The setup of the Campaign may vary depending 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.

     

    Prerequisites
    Create a Product Delivery Campaign (Digital and Physical Products)

    Whether you’re selling digital or physical products and regardless of how you intend to fulfill your orders for physical products, start the product delivery process by creating a product delivery Campaign or adding elements to an existing Campaign map.

    The Campaign will automatically deliver access to the products that you’re selling through your order forms for both digital and physical products and optionally send a task or fulfillment list to whomever will be shipping the products for you while following up with your customers however you wish to do so. Follow the steps below and then move on to the section that defines your product and sales volume for the rest of the setup process.

    Create a product delivery Campaign

    1. Go to the Navigation bar > Campaigns
    2. Create a new Campaign or edit an existing one. If it's a new Campaign, name it.
    3. Find the section below that matches your product type and continue there
      a. Digital product with a download in an email, on a web page or WordPress page
      b. Physical product
    Selling a Digital Product

    Product download in email

    1. Add a Trigger or a Goal for contact Submits a Form and is Successful
    2. Below the Trigger or Goal, add an email action element

    3. Edit the email and hyperlink to your product download. Use the File Manager to upload your product(s) digital files.

    4. Save the Email

    5. Publish the Campaign

    Product download on web page

    1. Create a new Landing Page (or page in WordPress)

    2. Edit the Landing Page and hyperlink to your product download. Use the File Manager to upload your product(s) digital files. IMPORTANT: be sure to hyperlink the download link.

    3. Save the page

    4. Set your new landing page to your order form page by going to the form settings of your order form page.

    5. Locate the opt-in settings. Select single opt-in, select use the landing page and then use the pulldown to select the landing page you created.

    6. Optional: If you'd like to send an email confirmation after the order form is completed successfully, create a new Campaign or edit an existing one.

    7. Add a Trigger or a Goal for contact Submits a Form and is Successful

    8. After the Trigger or Goal, add an email action element

    9. Edit the email and hyperlink to the landing page (or Wordpress page) created in step 2-4
    10. Save the email

    11. Publish the Campaign

    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. 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 a Trigger or a Goal for contact Submits a Form and is Successful

    8. After the Trigger or Goal, add an email action element

    9. Edit the email and 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. Note: your website must be integrated and PilotPress must be installed.

    11. Save the Email

    12. Publish the Campaign
    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 Manager Settings article for more information.

    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:

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

    • Dummy Gateway, test the product delivery automation system you’ve setup

    *If you’re selling a physical Product, be sure to tweak Tasks/Fulfillment Steps on your product delivery Campaign 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 (or some small equivalent in your nation’s currency) for the duration of this test.

    2. Visit your Order Form page.

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

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

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

    4. Change the price of your Product back to the correct price.

    Check the following items

    • Customer Interactions

      • 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?

      • If you setup any failed transaction communications, did you receive that communication informing you of a failed transaction? This will only happen if you’ve created a Credit Card Decline/Failed Transaction path in your Campaign (optional).

    • Seller Interactions

      • 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's information added to your Contacts database in ONTRAPORT? Did the transaction get logged and the purchase history section populate?

    2) Test your product delivery process using a dummy gateway

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

    2. Visit Order Form on its own page.

    3. Fill out the Order Form with an email address that you own and enter 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)

    4. Change the Payment Gateway back to your actual Gateway.

    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

     

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    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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