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More functionality using Open Orders

Briana Corbin

Overall - especially with memberships being such a large feature for Ontraport - I think there needs to be way more options to use Open Orders. 

We have had to create custom fields for Next Charge Date, Last Charge Date, Next Charge Amount to do a lot of different tasks that I feel should be standard/assumed tasks for someone hosting anything with a reoccuring payment. Things like reminder email sequences for upcoming payments - grouping based on charge dates - merge fields - and countless other things that could help in automations.

I'd like to be able to have the info from the Open Orders report readily available in contact records. It would also be great to be able to easily see information from canceled or historical open orders. An example scenario is that we want to do a promotion to invite past members to rejoin -- which I only have a record of because I kept track of cancellations outside of Ontraport as they happened. From what I see, once an open order is canceled there is no record of it ever happening in Ontraport other than their transactions. It's really valuable information and i don't have an accurate representation of it. 

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I hear you. However, this is more complicated than you think it is. 

For starters, what happens when a contact has more than one open order? That ruins next charge, last charge, next charge amt, as well as reminders around those dates.

Not sure what info you want from the open order report, but rollup fields (coming soon) will prob get you that. 

As for cancels, you should def create signup and cancel date fields and use automation to populate those.

Fortunately, you have an incredibly powerful platform at your fingertips that allows you to do any of these things, rather than stopping you because 'it's not a built-in feature'.

The "real" solution here would be to make open orders a full-on object with automations and messages and everything. But that's complicated, and would overwhelm many users...

Landon Ray
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