Selling Online

There are a few steps to setting up your eCommerce machine. You need a gateway, products created, and order forms to sell them. Learn how to integrate and set them all up here. Deliver your products automatically, run collections automatically and upsell clients all with ONTRAPORT.

Sales Overview

Applies to: ONTRAPORT Plus and above.   Prerequisites An ONTRAPORT Plus or above account A product to sell A Payment Gateway (optional) ...

Coupon Codes

About Coupon Codes in ONTRAPORT Applies to: ONTRAPORT Plus and above. Coupon Codes are alphanumeric codes generated and managed by ONTRAP...

Create a Custom Invoice Template

About Custom Invoice Templates Applies to: ONTRAPORT Plus and above. Custom Invoice Templates enable you to brand and personalize the inv...

Creating an Upsell Form

About Upsell Forms Applies to: ONTRAPORT Plus and above accounts established prior to September, 2018 Note: This legacy documentation is ...

Manual Transactions

About Applies to: ONTRAPORT Plus and above. ONTRAPORT provides an easy way to enter manual transactions in the Contact record. You can ch...

Failed and Completed Transactions

About Transaction Failures in ONTRAPORT Applies to: ONTRAPORT Plus and above. ONTRAPORT provides four different types of sales transactio...

Collections / Recharge Settings

About Collections and Recharge Settings Applies to: ONTRAPORT Plus and above. ONTRAPORT has a discrete built-in system for managing credi...

Suspend Membership When Payment Fails

About Automating the actions taken when a customer payment fails greatly reduces errors and the time required to manage your membership s...

Adding Tax Types to ONTRAPORT

About Applies to: ONTRAPORT Plus and above. ONTRAPORT's Order Forms include the ability to add taxes to the purchase. Through the use of ...

Creating Products

Introduction Applies to: ONTRAPORT Plus and above. Products that you create in ONTRAPORT will be available for use on our order forms in ...

Integrating with 1Shopping Cart

About 1Shopping Cart Applies to: ONTRAPORT Plus and above. This integration enables 1Shopping Cart purchase data and product information ...

Integrating with UltraCart Shopping Cart

About the UltraCart Integration Applies to: ONTRAPORT Plus and above. This integration allows you to sell products using UltraCart (in li...

Creating an Order Form (Legacy Smart Forms)

  Note: This Knowledge Base article describes using the older, standard Smart Form selected using the "Smart Form" icon shown ...

Create an Order Form in ONTRApages

    About ONTRAPORT Order Forms Applies to: ONTRAPORT Plus and above. ONTRAPORT Order Forms allow your customer to purchase your products...