Help Center

Getting Started

Helpful articles to help you get started. From platform, campaign, product and funnel settings and configuration.

• Setting up a Product
  • 3
  • 4714
• Setting up a Sales Funnel
  • 1
  • 3958
• User Management – Adding Users & Setting Permissions
  • 2
  • 3273
• Setting up 1-Click Upsells
  • 4
  • 8385
• Funnel Override Settings
  • -1
  • 5168

Accepting Payment

Helpful articles to help you start accepting customer payments.

• Manual Transactions
  • 1
  • 3350
• How do I Block Sales from a Specific Country?
  • -1
  • 12790
• How to Allow Customers To Purchase Using Their Native Currency
  • 0
  • 2685
• Setting up Checkout Pop-Up Widget
  • -1
  • 3397
• Adding Dispute/Chargeback Support for Stripe
  • 1
  • 2636

Subscription Management

Learn how to manage recurring payments and modify existing subscriptions.

• Managing Transactions & Subscriptions
  • -4
  • 3522
• How to Update Customer Payment/Billing Details
  • -1
  • 2948
• How to Manage Upgrade/Downgrade of Product or Subscription Level
  • -1
  • 3616
• Setting Up Split-Payments
  • -2
  • 2984
• Why Do I See Failed Transactions & What Do the Errors Mean?
  • 0
  • 4502

Checkout Experience

Learn how to leverage our checkout editor and different options to provide an amazing checkout experience.

• Setting up 1-Click Upsells
  • 4
  • 8385
• Using the Checkout Page Builder
  • 0
  • 2682
• How to Allow Customers To Purchase Using Their Native Currency
  • 0
  • 2685
• Setting up Checkout Pop-Up Widget
  • -1
  • 3397
• Using the Same Salespages Across Different Funnels
  • 0
  • 2325

Revenue Retention

Helpful articles on how to minimize customer churn, including dunning management, building retention flows and more.

• Creating Automated Surveys
  • 0
  • 2575
• Setting up 1-Click Upsells
  • 4
  • 8385
• Cart Abandonment Features
  • 1
  • 2708
• Cancellation Saver
  • -1
  • 2930
• In App Dunning
  • 0
  • 2480

Affiliate Management

Learn how to deploy your affiliate program and manage referral partners at scale.

• Adding a CNAME Record: Adding a Custom Affiliate Link/Short URL
  • 4
  • 10533
• Managing Affiliates
  • 1
  • 2659
• How to Handle Affiliate Commission Payouts
  • 1
  • 4257
• Handling Affiliate Requests
  • 1
  • 2796
• Adding Email Swipes for Affiliates
  • 0
  • 2847

Customer Experience

Helpful articles on how to improve your customer's experience.

• Integrating the PayKickstart Licensing System
  • 0
  • 2826
• How to Display a Customers License Keys on Any Page
  • 1
  • 2288
• How to Manage Physical Products & Fulfillment
  • 0
  • 2952
• Handling Invoices
  • 0
  • 2943
• How to Enable Billing Reminder Email Notification
  • 0
  • 2559

Accounting & Tax

Helpful articles to help with charging tax and accounting.

• Creating a Tax Profile / Charging Sales, VAT, & other Taxes
  • 1
  • 3093
• How is EU VAT tax calculated with the PayKickstart in-house tax system?
  • 0
  • 2394
• Export Data option – Download Invoices in Bulk
  • 3
  • 1777

Integrations

Helpful articles that walk through how to setup and configure each 3rd party integration.

• Integrating Braintree to Accept Payments
  • 0
  • 2390
• Integrating Authorize.net to Accept Payments
  • 0
  • 2582
• Integrating Stripe to Accept Payments
  • 0
  • 2584
• Integrating GoToWebinar
  • 0
  • 2218
• Integrating aMember
  • 0
  • 1896

Reports and Analytics

Helpful articles that breakdown each report type and how to better understand the health of your business.

• Using the Audience Builder
  • 1
  • 2425
• How to Add Custom CSS and Tracking Scripts to Checkout Pages, Popup Widgets and Form Embeds
  • 0
  • 2909
• Reporting Metrics Guide
  • 19
  • 15090
• Why is my traffic not tracking in Paykickstart?
  • 1
  • 2387
• Metric Differences – PayKickstart’s Reports and 3rd Party Analytic Apps
  • 0
  • 188

Mobile

Download the mobile app and learn how to monitor your PayKickstart account on the go.

• Downloading the PayKickstart iOS & Android App
  • 3
  • 2655

Update Release Notes

• Update Release Notes
  • 0
  • 2737

FAQs for Vendors

Helpful answers for the most common questions PayKickstart vendors have asked our customer success team.

• How Do I Change My PayKickstart Password?
  • -1
  • 2354
• Setting up a Product
  • 3
  • 4714
• Setting up a Sales Funnel
  • 1
  • 3958
• Integrating the PayKickstart Licensing System
  • 0
  • 2826
• Manual Transactions
  • 1
  • 3350

FAQs for Affiliates

Helpful answers for the most common questions PayKickstart affiliate partners have asked our customer success team.

• How Do I Change My PayKickstart Password?
  • -1
  • 2354
• Connecting Your Paypal Account to Receive Affiliate Commissions
  • 49
  • 5830
• Requesting to Become an Affiliate
  • 6
  • 2341
• Finding Your Affiliate Link(s)
  • 17
  • 3615
• Adding a Bonus
  • 6
  • 3307

Security & Compliance

Learn how to keep your account secure and compliant with various privacy regulations.

• Customer Security
  • 0
  • 2537
• Adding a Legal TOS or Disclaimer to Your Checkout Page
  • 0
  • 2796
• How To Anonymize Customer Information : GDPR
  • 1
  • 2563
• PayKickstart Vendor Compliance Guide
  • 1
  • 2103
• Fraud Mitigation
  • -1
  • 668

Account and Billing

Helpful articles to assist with your account and billing.

• How Do I Change My PayKickstart Password?
  • -1
  • 2354
• Blacklisting Customers
  • 0
  • 2147
• User Management – Adding Users & Setting Permissions
  • 2
  • 3273
• How to Upgrade, Downgrade or Cancel My PayKickstart Plan
  • 0
  • 2441
• Adding a Site to Uptime Monitoring
  • 0
  • 5899