Creating Your First Order Form!

Creating A Product

In this automation, we going to walk you through step by step what you need to do to create an order form.

1. Click on the “Create Order Form” in the left side navigation. 

2. Start with internal details first so you can easier recognize what product you’ve created in the platform.

3. Set the internal description for the product so you or your staff can see why this product was created. 

4. Set your product price. You will also set this if the product is a subscription as this will be the first charge in the subscription.

  • Subscription example A: $1 today, then charge $50 every 30 days.
  • Subscription example B: $37 today then charge $37 every 30 days. 

5. Toggle on/off if this is a single charge or a subscription (Note: if single change the subscription plan fields will disappear so you don't have to worry about it!)

If toggle for subscription product is on: 

5A.  Set a plan price, the amount in this field will be the price of the plan from the second charge onwards. For set up of the initial charge please refer to point 4 in this help document. 

5B. Set the occurrence, this is where you can selection the global occurrence of the subscription plan.

  • Daily 
  • Monthly
  • Quarterly 
  • Yearly

5C. To set the intervals by denoting a number. For example: 

Example A. You want to charge every 7 days you would set the occurrence field (5A) that's above it to days and set the intervals to 7 so it would = charge every 7 days. 

Example B: If you want to charge every month you would set the occurrence field (5A) above to monthly and the interval to 1.

5D. This is the subscription limit stop field where you can set a limit to the subscription plan, for example if you only want to run for 12 charges you would type 12. To run unlimited cycles type 0. 

6. Toggle: Display billing fields this is pretty self-explanatory. It gives you the ability to display and gather billing address fields if you require it for your transaction. 

7. Toggle: Same as the billing field this toggle gives you the ability to display the shipping address fields on the order form. Useful if you are shipping a physical product. 

8. Apply to list. System requirements set by ActiveCampaign require an email address to be attached to a list in order for receive emails.  You are required to attach your ActiveCampaign API keys before you create order form. 

9. Apply single or multiple tags on purchase. These tags are only applied to the first transaction if it’s a subscription.

10. Apply single or multiple tags on refund, these tags will be applied any time a partial or full refund is actioned within Activerelay. 

11. Apply single or multiple tags on subscription cancelation, which is only actioned if you or your support team click cancel on a receipt record.

12. Apply single or multiple tags on failed charge attempt.  Check out how we process failed payments for you.

13. Apply single or multiple tags on credit cards expiring withing the next 30 days.

14. Paste in the page you wish to redirect your clients to post purchase. 

15. At the order level, you have the ability to inject tracking codes in the <header><body><footer> of the created order form.

  • Check out our ActiveCampaign tracking tutorial here.

16. Place your money back guarantee amount and description here. If you choose to leave it blank nothing will show on  your page, however we highly recommend you do provide a guarantee as it increases trust.

17. Your order completion call-to-action (CTA) label name. 

18: Cart theme color and the purchase button color,  click here to view the tutorial about how color affects the order form.

Finally, hit save and you're complete!

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