Use Magic Hooks To Toggle Recurring Invoices

In today’s ClickFix, you’ll learn how our exclusive Magic Hooks™️ work to give you more control over how people interact with the links you share.

In basic terms, Magic Hooks™️ let you do a couple of things at the moment.

Change when someone’s subscription or payment plan payments are charged
Toggle whether or not you want someone to receive a recurring invoice with every charge

I’ll get deeper into specific use cases in a separate video, but let’s concentrate on recurring invoices for now.

So, once you’re on the Recurring Invoices tab of the Magic Hooks™️ interface, you’ll see just how simple this is to deploy.

First you’ll need to select your Ontraport Application Key from the drop-down list.

If you haven’t set up your Ontraport Key yet, navigate to Settings > Ontraport API Keys & set one up right now because all of the ClickFix apps will ask for your key before allowing you to use them. If you need help setting up your key, please refer to the video tutorial linked on that page.

After selecting your Ontraport key, you’ll see that the base URL changes to show your unique token.

From here, you just need to add the URL parameters that’ll tell Ontraport which orders to modify and whether you want to turn on the recurring invoice feature or turn it off.

The &id=[Page//Contact ID] parameter is required for the webhook to function properly. No need to change anything here because Ontraport’s system will automatically replace the [Page//Contact ID] with the correct one when the webhook is sent.

Then you’ll need to decide if you want to target a specific product order or to toggle recurring invoices on or off for all of the contact’s open orders. If you add &product=insert_product_id, then the recurring invoice will be turned on or off just for the open orders remaining for that product. If you don’t add this parameter, then it will change all open orders to yes or no based on the settings you specify.

You can find your product ID list in your Ontraport dashboard under Sales > Products and then either adding the “Product ID” column or if you’re in Chrome you can just hover over the product name and look in the lower left corner of the browser window.

Next, you’ll need to add &toggle= to the end of the URL. The options here are ‘yes’ (default) to send recurring invoices & ‘no’ to turn recurring invoices off.

So, if you were to send the webhook below, it would set the open order containing product 16 to send out an invoice every time the order is charged.

https://klikfx.com/a/h/recurring-invoice?token=[Page//Pick an Ontraport Key above]&id=[Page//Contact ID]&product=16&toggle=yes

Now let’s jump over to Ontraport and see how to deploy your Magic Hook™️ in a campaign.
Once you’ve logged into Ontraport, navigate over to campaigns and start a new campaign from scratch.

It’s up to you how you want to trigger your webhook, but for this example we’ll just assume that this will be a manual process where I’ll add the people I want to modify from the contacts screen manually.

So, all I need to do is add the webhook element below the default trigger. Now, I’ll paste the Magic Hook™️ I made into the first box, give it a descriptive name and click done. All that’s left is to drop an end element and then publish the campaign.

Every time I add someone to this campaign, it will automatically set the recurring invoice status for my chosen product to yes.