06010 – Advanced Settings for Order pages

The Order page offers additional advanced features that help track purchases, cancellations and order processing when working with other systems like Infusionsoft.

To Get Started:
  • Go to Campaigns in the left-sidebar menu and then select the relevant campaign.
    Open the Order or Upsell page you would like to edit.
  • Once opened, click on Payment Settings in the left-sidebar menu.
  • Once opened, scroll down to the bottom of the menu and click on More Options.
  • The Action drop-down button will appear. Some of the options in the Action drop-down will depend on the systems you have integrated on your KLEQ website. For example, if Drip is not integrated with your KLEQ site, the Apply Drip Tag option will not appear in the Action drop-down list.

 

Enable Tax Calculation

If you want to easily display tax calculations for Europe (VAT) and Australia (GST) on your order page on top of the total amount you can use this built-in tax calculation.
For more information regarding Tax Calculation, proceed here.

Send to webhook

This setting is ideal if you want to send notifications to your system via a webhook URL. Choosing Send to webhook will enable both (Optional) Purchase Notification and (Optional) Cancellation Notification.

  • (Optional) Purchase Notification
    This option allows us to send a notification each time a purchase has been made.
    To do this, simply add your preferred webhook URL and we will send the user data to that URL.

How this Works: When users submit their details for their payment in the Order Page (Data includes the billing and shipping details if the shipping/billing options were enabled or hide was unchecked in the billing block. See how to set up billing block), the payment for the Product goes through PayPal or Stripe. At the same time, we will send information to your system through the webhook URL.

  • (Optional) Cancellation Notification
    This option allows us to send a notification each time a purchase is cancelled.
    To do this, simply add your preferred webhook URL and we will send the user data to that URL.

How this Works: When users cancel their purchase, we will send information to your system through the webhook URL.

We highly recommend using Zapier.com for these webhooks, as they integrate with 100’s systems and apps and they are simple to set up.

You can find more information on how to set up Zapier with KLEQ here: Integrate KLEQ with Zapier Webhooks

 

Add to InfusionSoft

This setting is ideal if you want to set up your Products in Infusionsoft, but process your payments through PayPal or Stripe. This option allows you to benefit from Infusionsoft’s advanced features such as tracking and data, without needing a Merchant Account.

When there is a purchase, you can apply any Infusionsoft tag to the user’s profile
Simply select the relevant tag from the drop-down menu.
To create a new tag for this purpose, simply scroll down to the bottom of the menu and click on Create New Tag.

 

Add to Active Campaign

When there is a purchase, you can apply any Active Campaign tag to the user’s profile
Simply select the relevant tag from the drop-down menu

To create a new tag for this purpose, the tag must first be setup in your Active Campaign account. Once done, it will immediately appear in the Active Campaign drop-down.

 

Add to AWeber

When there is a purchase, you can apply any AWeber tag to the user’s profile
Simply select your AWeber List first, then, enter the AWeber tag you want to apply

 

Add to ConvertKit

When there is a purchase, you can apply any ConvertKit tag to the user’s profile
Simply select the relevant tag from the drop-down menu

To create a new tag for this purpose, the tag must first be setup in your ConvertKit account. Once done, it will immediately appear in the Active Campaign drop-down.

 

Add to Drip

When there is a purchase, you can apply any Drip tag to the user’s profile
Simply select the relevant tag from the drop-down menu

To create a new tag for this purpose, the tag must first be setup in your Drip account. Once done, it will immediately appear in the Drip drop-down.

 

Add to MailChimp

When there is a purchase, you can apply any Ontraport tag to the user’s profile
Simply select the relevant list from the select MailChimp List drop-down menu.
Select your tag in the and apply MailChimp Tag drop-down menu.
To create a new tag, simply scroll down to the bottom of the menu and click on Create New Tag.

Add to Ontraport

When there is a purchase, you can apply any Ontraport tag to the user’s profile
Simply select the relevant tag from the drop-down menu.

To create a new tag for this purpose, the tag must first be setup in your Ontraport account. Once done, it will immediately appear in the Ontraport drop-down.

Once you are done, click SAVE.

Related Articles

Working with Order Pages
Adding an Order Bump Block to your Order Page
How to setup your Promo Codes
Setting up a Stripe Upsell Page
Setting up a PayPal Upsell Page