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

Prerequisites An ONTRAPORT account A product to sell A Payment Gateway (optional) A digital file of your product (if selling a digital ...

Coupon Codes

  About Coupon Codes in ONTRAPORT Coupon Codes are alphanumeric codes generated and managed by ONTRAPORT that, when entered on an Order ...

Creating an Invoice Template

Introduction Invoice templates are available so you can customize and personalize the data sent to your customers. If you don’t create an...

Creating an Upsell Form

About Upsell Forms Upsell Forms give you the ability to offer your customers a product upsell when purchasing something from you.  With t...

Manual Transactions

  About ONTRAPORT provides an easy way to enter manual transactions in the Contact record. You can charge the transaction using the cus...

Collections / Recharge Settings

  About ONTRAPORT has a discrete built-in system for managing credit card collections and recharges if you sell subscription products or...

Adding Tax Types to ONTRAPORT

About ONTRAPORT's Order Forms include the ability to add taxes to the purchase. Through the use of Rules, the tax can be applied based on...

Creating Products

Introduction Products that you create in ONTRAPORT will be available for use on our order forms in order to make sales. Products can be e...

Integrating with 1Shopping Cart

  Prerequisites An ONTRAPORT account A 1Shopping Cart account   About This integration enables 1Shopping Cart purchase data and pro...

Integrating with UltraCart Shopping Cart

About the UltraCart Integration This integration allows you to sell products using UltraCart (in lieu of an ONTRAPORT Order Form) and log...

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 ONTRAPORT Order Forms allow your customer to purchase your products or services. Each Order Form allows you...